Core Insights - Investors favor businesses with consistent profitability, measured effectively by net profit margin, which indicates a company's efficiency in converting sales into profits [1][2] Company Analysis - **Enova International, Inc. (ENVA)**: A financial technology company providing online financial services to non-prime consumers and small businesses. It has a Zacks Rank of 1 and a VGM Score of A. The 2026 earnings estimate has been revised upward by 3.3% to $14.72 per share, with an average earnings surprise of 8.66% over the last four quarters [9][10] - **RF Industries, Ltd. (RFIL)**: Engaged in the design and manufacture of coaxial connectors for various applications. It holds a Zacks Rank of 1 and a VGM Score of B. The fiscal 2026 earnings estimate has been revised upward by $0.08 to $0.43 per share, with an average earnings surprise of 74.31% over the last four quarters [11][12] - **Interactive Brokers Group, Inc. (IBKR)**: Operates as an automated global electronic broker specializing in various financial instruments. It has a Zacks Rank of 1 and a VGM Score of B. The 2026 earnings estimate has been revised upward by $0.12 to $2.35 per share, with an average earnings surprise of 11.95% over the last four quarters [13][14] - **Remitly Global, Inc. (RELY)**: A mobile-first provider of remittances and financial services for immigrants. It carries a Zacks Rank of 2 and a VGM Score of A. The 2026 earnings estimate remains unchanged at $0.34 per share, with an average earnings surprise of 127.38% over the last four quarters [14][15] Investment Criteria - A healthy net profit margin and solid EPS growth are critical for investment attractiveness. Additional screening parameters include a net margin of at least 0%, positive EPS growth, and a strong broker rating [6][7][8]

Core Insights - The article discusses the impact of stock splits and artificial intelligence (AI) on market performance, highlighting that AI could add $15.7 trillion to the global economy by 2030 [1][2]. Stock Splits - Stock splits are a method used by publicly traded companies to adjust their share price and outstanding share count without affecting market capitalization or operating performance [4]. - There are two types of stock splits: forward and reverse, with forward splits being favored by successful companies, while reverse splits are typically used by struggling firms [5][6]. - Historically, companies that have enacted forward splits have averaged a 25.4% return in the 12 months following the announcement, significantly outperforming the S&P 500 [7]. Recent Stock Splits - In 2024, numerous prominent companies, including Nvidia, Broadcom, Walmart, and Chipotle, completed stock splits, with only one being a reverse split [8]. - In 2025, the trend continues with non-tech companies announcing forward splits, although the pace has been slower compared to 2024 [9]. Company-Specific Insights - O'Reilly Automotive announced a 15-for-1 forward split, reducing its share price from approximately $1,382 to around $92, benefiting from the aging vehicle market in the U.S. [10][11]. - O'Reilly has executed a significant share-repurchase program, spending nearly $26 billion to buy back over 59% of its outstanding shares since 2011, positively impacting earnings per share [12]. - Interactive Brokers announced a 4-for-1 forward split, marking its first in history, and has seen growth in key performance metrics since the 2022 bear market [13][15]. Fastenal's Performance - Fastenal completed a 2-for-1 stock split, marking its ninth split in 37 years, with its stock rising by 130,700% since its IPO in 1987 [18][19]. - The company's sales are closely tied to the health of the U.S. and global economy, with 73% of first-quarter sales coming from its contract segment, indicating strong customer relationships [20][21]. - Fastenal's total return since its IPO reflects its integration into customer supply chains, utilizing managed-inventory solutions to enhance cost efficiencies [22].