Box (BOX) is a small, rapidly growing company that’s taking advantage of the broad-based shift to the cloud, asserts growth expert Mike Cintolo, editor of Cabot Top Ten Trader.

The company offers a unique enterprise-wide content collaboration platform—a “content hub” that allows users across a company to securely access and collaborate on a firm’s content from anywhere, on any device and using any work app (Office 365, Slack, Google, etc.).

And it’s a huge hit! Box has a whopping 69,000 paying customers (including 63% of the Fortune 500), thanks to the increases in productivity, decreased infrastructure costs (no more separate storage needs) and lower risk (better compliance and security than having data located on hundreds of devices and servers) it provides.

All told, the potential is enormous as more firms move to the cloud (Box’s management believes the potential is $45 billion annually).

The worries here have always been competition and a lack of profits, but the company has made solid progress on both fronts, counting many blue chip players as partners, including Amazon (AMZN), Microsoft (MSFT) and IBM (IBM).

And financially, cash flow is set to turn positive as Box’s operating leverage surges from higher-margin sales to existing customers.

Management is aiming for revenues to rise at least 25% annually through 2020 with free cash flow surging along the way. It’s an intriguing growth story.

BOX came public in early 2015 at $14, immediately rallied to $25, and then endured a grueling decline for the next year, falling to $9 in early 2016; the relative performance line didn’t bottom until July.

But since then, the buyers have taken control; BOX rallied to $16.5 in October, then built a good-looking double bottom base.

And since the calendar flipped to 2017, the stock has risen nicely, notching 18-month highs. Earnings are due out March 1, but we’re OK buying a small position on weakness.

Subscribe to Mike Cintolo's Cabot Top Ten Trader here…