Hello everyone,
inspired by the good @Tenbagger2024 I will be adding a new growth share to my portfolio.
But which one will it be?
Candidates:
Which share is your favorite?
I picked out 11 key figures and asked my assistant who would win the race:
1. current sales growth
2. expected sales growth (Ø p.a. 5 years)
3. peg ratio
4. gross margin
5. free cash flow
6. rule of 40
7 EV/Sales
8. TAM figure
9. ROE (return on equity)
10. gearing ratio
11. EBITDA margin
The result is the following chart:
Conclusion:
$INOD (+4,8 %) is the clear winner (86/110 points)- and here is the short explanation why now is a good time:
You're buying an AI company that has delivered 48% revenue growth in 2025 and is already guaranteed +35% for 2026-and analysts think that's too conservative. With a price target of up to $110 at currently ~$44, the stock is still 55% below its all-time high, although the business is fundamentally stronger than ever. Palantir has selected Innodata as its official AI data partner - this is not a one-off contract, but an entry ticket into a multi-billion dollar defense and enterprise pipeline.
The Rule of 40 is 71 - almost double the minimum for a healthy growth company - with a clean balance sheet, $82m cash and hardly any debt. You're investing in a deeply integrated AI infrastructure provider with proven numbers, not just a hype story.
