With global food prices at multi year highs, investors are paying closer attention to companies that can still grow earnings even as input costs stay elevated. That is where the Healthy high growth potential screener comes in. It highlights stocks that analysts expect to grow profits over the next few years while keeping balance sheets in reasonable shape. This article walks through three stand out ideas from that list.
The stocks covered below are just a starting sample from this idea, and the full screen surfaced 58 more companies with equally compelling narratives that are not included here. If you want to go straight to the source, use the Healthy high growth potential screener to identify, filter and analyze the candidates that best fit your own high conviction view.
Celestica (TSX:CLS)
Celestica is a Toronto based supply chain and electronics manufacturing company that builds and manages complex hardware for original equipment makers, cloud providers and hyperscalers across sectors such as communications, aerospace and defense, industrial and HealthTech. It generates most of its revenue from Connectivity & Cloud Solutions at about $12.3b, with Advanced Technology Solutions contributing about $3.3b. The company now sits at a market value of roughly CA$50.9b, which reflects how central investors see its role in AI and data center infrastructure.
Investors watching the AI build out may want to keep Celestica on their radar. Surging demand from hyperscalers for high speed networking and rack scale AI platforms like the new Helios system, combined with recent earnings momentum and raised revenue guidance, has positioned the company as a key player in the data center supply chain. At the same time, heavy customer concentration and a large $3b equity raise in early August introduce dilution and execution risk if AI spending slows or program ramps slip. For investors comfortable with that trade off, Celestica offers an example of how a manufacturing and services specialist is seeking to turn AI demand into durable, higher margin growth.
Celestica’s AI momentum and recent capital raise have many investors interested. However, the full earnings story is not immediately clear from the headlines. Get the analyst forecasts for Celestica and see what could influence the narrative next.
Build your own AI and data center shortlist
Celestica and the other two stocks in this article all surfaced from our screener, which is designed to help you spot businesses that fit a specific story like AI infrastructure or earnings growth. Use our flexible Screener to stack filters around valuation, future growth, balance sheet strength and more, or draw on our curated Investing Ideas for ready made starting points.
SSR Mining (TSX:SSRM)
SSR Mining is a Denver based precious metals producer with a portfolio of gold and silver mines across the Americas and a recent exit from Türkiye that refocuses the business on what management views as its strongest assets. Revenue is spread across operations like Marigold in Nevada at about $620 million, Cripple Creek & Victor at about $581 million, Puna in Argentina at about $570 million and Seabee in Saskatchewan at about $162 million, with a market value of roughly CA$8.2 billion.
Investors watching SSR Mining today are looking at a company pairing a debt free balance sheet and roughly $1.8 billion in cash with an active capital return plan that includes dividends and up to $800 million of buybacks. At the same time, relatively high all in sustaining costs and the long, capital heavy timelines to extend mine lives mean earnings could come under pressure if gold prices soften or projects slip. The combination of analyst upside expectations, recent index inclusions and a sharpened Americas focus makes SSR Mining a story worth unpacking in more detail.
SSR Mining’s cash rich, debt free balance sheet and buyback capacity could be masking how different its next chapter might look. Read the SSR Mining financial health report to see the twist many investors may be missing.
B2Gold (TSX:BTO)
B2Gold is a Vancouver based gold producer with operating mines in Mali, the Philippines, Namibia and Canada, along with development projects and exploration ground in Colombia, Mali, Canada and Finland. The company has grown into a multi mine operator covering both mature assets like Fekola and Masbate and new builds such as Goose in Nunavut, giving it a mix of current production and future optionality. It currently carries a market value of about CA$7.6b.
Investors looking at B2Gold today see a mid tier producer with fresh momentum from recent profitability, high returns on equity around 20%, and production growth potential as Goose ramps and the Fekola regional permits in Mali move ahead. At the same time, the story comes with clear trade offs, including heavy exposure to higher risk jurisdictions, rising capital needs for new projects, and recent insider selling that some investors may treat as a caution flag. For readers willing to weigh those risks against forecasts of strong earnings growth and a valuation that screens as significantly undervalued, B2Gold is a company that deserves a closer look beyond headline gold prices.
B2Gold’s mix of high returns and higher risk jurisdictions has many investors focused on headlines, while the real story sits in the forecasts. Read the analyst forecasts for B2Gold to see where expectations and risk may quietly collide
Seeking Alternatives Before Everyone Else?
Fresh stock ideas can move from under the radar to full momentum quickly. Use these curated screens before they get crowded and the best entries are gone, act now.
- Spot income engines that aim to keep paying even when markets wobble by scanning the curated 7 dividend fortresses built for yield focused investors who do not want surprises.
- Track early movers in AI infrastructure before they are widely followed by screening the hand picked 55 AI infrastructure stocks that focuses on businesses building the digital backbone.
- Target potential gold producers with room to run by reviewing the curated 30 elite gold producer stocks that filters for stronger balance sheets and production profiles, not just metal exposure.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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