Billionaire Glenn Russell Dubin’s 10 Stock Picks with Huge Upside Potential

6. CompoSecure, Inc. (NASDAQ:CMPO

Number of Hedge Fund Holders: 46

Upside Potential: 43.40%

CompoSecure, Inc. (NASDAQ:CMPO) manufactures premium metal and composite payment cards, as well as secure digital asset storage solutions, for the US and worldwide markets. Through its Payment Card and Arculus segments, the company offers distinctive metal card designs and cold storage authentication solutions for digital assets like Bitcoin and Ethereum. CompoSecure, Inc. (NASDAQ:CMPO) serves leading financial institutions and security providers, with growth driven by strong demand for premium card customization and its Arculus suite. The company is one of Glenn Russell Dubin’s top holdings, as the fund held shares worth $6.39 million, accounting for 0.23% of his portfolio.

CompoSecure, Inc. (NASDAQ:CMPO)’s net sales increased 8% to $420.6 million in the fiscal year ended December 31, 2024, led by 7% domestic and 11% international sales growth. Adjusted EBITDA rose 4% to $151.4 million, and Q4 adjusted net income grew 8% year-over-year to $24.8 million. Free cash flow increased 62% to $84.9 million for the year, while net debt was lowered by 60% to $120 million. Q4 2024 marked the first positive net contribution from the Arculus business, which continues to gain traction in the secure digital wallet market.

Furthermore, CompoSecure, Inc. (NASDAQ:CMPO) introduced its internal improvement framework, the CompoSecure Operating System (COS), to boost manufacturing efficiency, with advantages predicted to increase through 2025 and 2026. In February 2025, the company completed the spin-off of Resolute Holdings, which aimed to unlock shareholder wealth. Customer momentum remained strong with high-profile card launches by Citi, Barclays, JetBlue, and HSBC, helping drive global adoption of premium metal cards.

CompoSecure expects mid-single-digit growth in net sales and adjusted EBITDA in 2025, supported by Arculus’ growing profitability and ongoing operational enhancements. With momentum in all divisions and a strong focus on long-term shareholder value, CompoSecure, Inc. (NASDAQ:CMPO) is one of Glenn Russell Dubin’s stock portfolio choices with significant upside potential.