Small-cap

Five9 provides cloud software for customer service and contact centers, with AI becoming a bigger part of the platform. Revenue is still expanding, cash flow has improved sharply, and profitability has turned positive, making the company’s transition worth a closer look.

Evertec runs the payment rails behind banks, merchants, and public-sector clients across Puerto Rico and parts of Latin America. Strong margins, recurring transaction activity, and solid cash generation make it a notable name to examine in regional digital payments.

EverCommerce provides software and payments tools to service businesses such as home services and health providers. The notable angle is the shift from an acquisition-heavy, loss-making profile toward better margins, recurring revenue, and solid cash generation.

DXC Technology runs large-scale IT services for enterprises and governments, with meaningful exposure to cloud, security, and modernization work. Its standout feature is resilient free cash flow, while the key debate is whether operational repair can turn stability into a stronger business.

Digital Turbine connects mobile ads, app discovery, and device-level distribution through relationships with carriers and phone makers. Recent revenue improvement and positive free cash flow add interest, while the broader question is whether that recovery can become durable.