Across Box (BOX), SentinelOne (S), ACI Worldwide (ACIW), Box (BOX) attracts more attention as the best risk/reward idea right now, with Worldwide (ACIW) second and SentinelOne as the speculative growth play. (All fundamentals below are from the Stocks2Buy Fundamentals analysis app, plus recent company reports.)

Key findings:

SentinelOne

Fastest top-line, but weakest fundamentals. Revenue is growing >20% with ARR around $1B and ~75–79% gross margins. However, it still has negative ROA/ROE (≈-18% / -27%), a tiny 0.4% FCF yield and EV/FCF above 200x, meaning the market already prices in a lot of future success while cash generation is only just turning positive. It’s a high-upside cyber/AI name, but clearly high risk.

Values extracted using the Stocks2Buy app

Stock Snapshot (as of Sep 8, 2025)

• Current Price: ~$58 (near 52-week highs)

• Market Cap: ~$55 billion

• Recent Rally: +23% in the last 3 months (stock up ~10% year-to-date)

• 52-Week Range: $41.60 – $61.24

  
  

BitMine Immersion Technologies (NYSE: BMNR) – a Las Vegas-based crypto mining and investment firm – has rocketed from penny-stock obscurity to multi-billion-dollar prominence on the back of a roaring Ethereum rally and bold crypto treasury strategy.

Shares have exploded by tens of thousands of percent in 2025, recently trading around $52 (after a brief spike above $160) as both retail and institutional investors pile into this speculative crypto proxy.

BitMine’s meteoric rise highlights its unique position as the largest corporate holder of Ethereum and has made it one of the most active small-cap stocks on the market. This rally is more than just a crypto price mirage – it underscores BitMine’s emergence at the center of a frenzy for blockchain-related growth stocks. With an ambitious goal to accumulate 5% of all ETH in circulation, BitMine is being hailed as a potential “MicroStrategy of Ethereum,” offering leveraged upside to the world’s…