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Cycle Long '24: Cash Services
3 tickers · $18.94B total market cap
Group: Cycle Long
The current thesis for Cycle '24: Cash Services is bullish. Investors are optimistic about companies like ENVA, FCFS, and MKTX due to their strategic positioning in a potentially stabilizing macroeconomic environment. As interest rates are expected to decrease, these companies are positioned to benefit from increased consumer activity and financial services demand. The thesis highlights their potential for capitalizing on increased transaction volumes and consumer financing needs.
Cycle Long '24: Cash Services tracks 3 publicly listed stocks in this theme: ENVA, FCFS, MKTX. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
FirstCash Holdings, IncFCFS | 04/23/2026 (BMO) | 04/23/2026 (BMO) | 5.82% | 6.50% | 13.03% | 3.13% | $9.90B | 33.3333 |
MarketAxess Holdings Inc.MKTX | 05/07/2026 (BMO) | 05/07/2026 (BMO) | -0.31% | -0.88% | -8.31% | -3.84% | $5.04B | 33.3333 |
Enova International, Inc.ENVA | 04/23/2026 (AMC) | 04/23/2026 (AMC) | 4.69% | -0.84% | 2.62% | -3.56% | $4.00B | 33.3333 |
| Average | 3.40% | 1.59% | 2.45% | -1.42% | $6.31B | 33.3333 | ||
| Median | 4.69% | -0.84% | 2.62% | -3.56% | $5.04B | 33.3333 | ||
| Std Dev | 2.66% | 3.47% | 8.71% | 3.22% | $2.57B | 0.0% | ||
| Min | -0.31% | -0.88% | -8.31% | -3.84% | $4.00B | 33.3333 | ||
| Max | 5.82% | 6.50% | 13.03% | 3.13% | $9.90B | 33.3333 | ||
| % Positive Tickers | 66.67% | 33.33% | 66.67% | 33.33% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.