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If Square (SQ) can pull sufficient market share from traditional lenders, they may have a shot as well. I’m just starting to research them but that’s my very early thinking. Tough times may lie ahead for their customers (small businesses) but the opportunity to lend to them, drive loyalty and win market share may prove advantageous 5 years out.
 
Square, Pinterest: 5-10X. Alteryx: 3-5X. Particularly from the recent lows.

I'm sure there are other cos with much higher potential returns - in genetics perhaps (NVTA, EDIT/CRSP/NTLA) - But you take on a little more risk, I think.