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Posted by
Two Blokes Jun 25 -
Filed in
Stock
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3 views
CompoSecure dominates the U.S. metal card market with durable margins, strong brand leverage, and a promising expansion into digital security via its Arculus platform. Q1 2025 showed steady execution: flat revenue, 52.5% gross margin, and improved net leverage, with recurring business from top-tier clients and early Arculus traction. Arculus, the NFC-enabled authentication and crypto storage platform, is gaining enterprise interest, but its scaling trajectory remains the key catalyst for future upside.
