The stock market has fluctuated since the beginning of 2025, and nobody can predict how it will behave for the remainder of the year. However, history shows that if you consistently purchase stock in expanding companies, your investments will eventually increase into far higher quantities.

These two businesses are just beginning to address their long-term opportunity while continuing to grow at rapid rates.

1.Shopify

As the preferred e-commerce platform for businesses looking to create and run online stores, Shopify’s (NASDAQ: SHOP) business keeps expanding at strong rates. Even if the stock has increased 3,800% since 2015, Shopify still only accounts for 12% of global e-commerce spending, so there is still a long way to go.

Shopify gains when retailers increase their sales. Only a minor portion of the company’s earnings comes from subscriptions to use its online selling tools. Merchant solutions, which include shipping, payment processing, and other services, account for three-quarters of its income.

This implies that you profit from the increase in online sales of all companies using Shopify when you invest in the platform. In the first quarter, revenue increased 27% year over year. This is a result of its merchant base’s robust rise in gross merchandise volume, which rose 23% year over year to $74 billion in the quarter.

One of the company’s competitive advantages is how quickly it releases new tools to help its merchants adjust to shifting economic conditions. Its new artificial intelligence-powered tariff guide tool, for instance, makes it simpler for small enterprises to handle duty collection on international transactions. The management attributes its merchants’ superior performance over the larger e-commerce sector to their capacity to swiftly provide new solutions.

Shopify’s stock is valued at 15 times its trailing revenue because Wall Street recognizes its long-term potential. This is less than the stock’s previous average sales multiple of 21. Over the coming decades, this growth stock still has a lot to offer patient owners.

2.Coupang

Coupang Coupang (NYSE: CPNG) resembles an Amazon in its infancy. As it starts to grow in Taiwan, it maintains its double-digit sales growth and is the top e-commerce company in South Korea. Over the last three years, the stock price has doubled, and it may continue to rise in value for decades to come.

In the first quarter, Coupang had more than 23 million active users. This increased 9% year over year in the first quarter, but by adopting Amazon’s strategy of growing its range and logistical infrastructure, the company has a great chance to encourage more regular spending with many of these clients.

The revenue increased by 21% on a constant-currency basis. Sellers using its fulfillment services are giving it a lot of momentum, and volumes are increasing far more quickly than the company’s overall business. Customers are still drawn to Coupang’s Rocket Delivery services, which guarantee next- or same-day delivery on millions of items.

Through its Rocket service, Coupang is attracting high-end businesses like Dolce & Gabbana. This implies that it is simply utilizing its ability to encourage its clients to spend more money. Last quarter, the number of clients making purchases in nine or more categories increased by more than 25%, which was significantly faster than the expansion of the company’s overall customer base.

Like Amazon’s success in Western nations, the corporation may be headed toward dominating e-commerce markets throughout the Eastern Hemisphere. Through Coupang’s WOW membership program, customers are obviously responding to its large selection, quick shipment, and additional perks like food delivery and digital entertainment.

Following its first-quarter financial reporting, the stock just surged to a new 52-week high, and it may have more potential to rise in 2025 and beyond. For a developing e-commerce company, its price-to-sales multiple of 1.6 is reasonable.

Is it time to make investment in Shopify?

Think about this before purchasing Shopify stock: The analysis team at Motley Fool Stock Advisor has determined the top ten stocks that investors should purchase right now. and one of them wasn’t Shopify. In the upcoming years, the ten stocks that were selected could yield enormous gains.

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