Latest news with #BomKim
Yahoo
2 days ago
- Business
- Yahoo
3 Quality Compounders Worth Your Attention
A quality compounder is a business that not only sports durable competitive advantages but also builds on its success by consistently reinvesting its profits at high returns. We love companies like this because something about their business models makes them special. On that note, here are three quality compounders that could turbocharge your returns. Dynatrace (DT) Market Cap: $15.69 billion Founded in Austria in 2005, Dynatrace (NYSE:DT) provides companies with software that allows them to monitor the performance of their full technology stack, from software applications to the infrastructure they run on. Why Does DT Stand Out? ARR trends over the last year show it's maintaining a steady flow of long-term contracts that contribute positively to its revenue predictability Superior software functionality and low servicing costs result in a top-tier gross margin of 81.9% Impressive free cash flow profitability enables the company to fund new investments or reward investors with share buybacks/dividends Dynatrace's stock price of $53.20 implies a valuation ratio of 8.1x forward price-to-sales. Is now a good time to buy? Find out in our full research report, it's free. Texas Roadhouse (TXRH) Market Cap: $12.21 billion With locations often featuring Western-inspired decor, Texas Roadhouse (NASDAQ:TXRH) is an American restaurant chain specializing in Southern-style cuisine and steaks. Why Do We Love TXRH? Rapid rollout of new restaurants to capitalize on market opportunities makes sense given its strong same-store sales performance Same-store sales growth over the past two years shows it's successfully drawing diners into its restaurants Industry-leading 18.7% return on capital demonstrates management's skill in finding high-return investments, and its rising returns show it's making even more lucrative bets Texas Roadhouse is trading at $184.10 per share, or 26x forward P/E. Is now the right time to buy? See for yourself in our in-depth research report, it's free. Coupang (CPNG) Market Cap: $56.68 billion Founded in 2010 by Harvard Business School student Bom Kim, Coupang (NYSE:CPNG) is an e-commerce giant often referred to as the "Amazon of South Korea". Why Are We Fans of CPNG? Active Customers have grown by 11.9% annually, allowing for more profitable cross-selling opportunities if it can build complementary products and features Performance over the past three years shows its incremental sales were extremely profitable, as its annual earnings per share growth of 32.7% outpaced its revenue gains Free cash flow margin increased by 8.7 percentage points over the last few years, giving the company more capital to invest or return to shareholders At $31.30 per share, Coupang trades at 32.3x forward EV/EBITDA. Is now the time to initiate a position? Find out in our full research report, it's free. Stocks We Like Even More The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
Yahoo
08-07-2025
- Business
- Yahoo
2 Internet Stocks with Exciting Potential and 1 to Approach with Caution
Consumer internet businesses are redefining how people engage with the world by giving them instant connectivity and convenience. Luckily for them, the market seems to believe there is a long runway for growth as the industry has recorded a 8.3% gain over the past six months, beating the S&P 500 by 3 percentage points. However, long-term winners that can stand the test of time are rare in this space because competition is fierce with many well-capitalized companies. On that note, here are two resilient internet stocks at the top of our wish list and one we're swiping left on. Market Cap: $623.6 million Helping residents figure out what's happening on their block in real time, Nextdoor (NYSE:KIND) is a social network that connects neighbors with each other and with local businesses. Why Are We Hesitant About KIND? Focus on expanding its platform has led to weaker growth in its average revenue per user Poor expense management has led to EBITDA margin losses Cash-burning tendencies make us wonder if it can sustainably generate shareholder value At $1.63 per share, Nextdoor trades at 3x forward price-to-gross profit. To fully understand why you should be careful with KIND, check out our full research report (it's free). Market Cap: $89.46 billion Founded in 2009 and a publicly traded company since 2017, Sea (NYSE:SE) started as a gaming platform and has since expanded to offer a variety of services such as e-commerce, digital payments, and financial services across Southeast Asia. Why Will SE Beat the Market? Paying Users have grown by 10.2% annually, allowing for more profitable cross-selling opportunities if it can build complementary products and features Strong engagement trends coupled with 11.7% annual growth in its average revenue per user demonstrate its platform's stickiness with die-hard customers Free cash flow margin increased by 27.3 percentage points over the last few years, giving the company more capital to invest or return to shareholders Sea's stock price of $150.55 implies a valuation ratio of 40x forward EV/EBITDA. Is now the right time to buy? Find out in our full research report, it's free. Market Cap: $54.47 billion Founded in 2010 by Harvard Business School student Bom Kim, Coupang (NYSE:CPNG) is an e-commerce giant often referred to as the "Amazon of South Korea". Why Do We Like CPNG? Active Customers have increased by an average of 11.9% annually, giving it the potential for margin-accretive growth if it can develop valuable complementary products and features Performance over the past three years shows its incremental sales were extremely profitable, as its annual earnings per share growth of 32.7% outpaced its revenue gains Free cash flow margin jumped by 8.7 percentage points over the last few years, giving the company more resources to pursue growth initiatives, repurchase shares, or pay dividends Coupang is trading at $30.08 per share, or 31x forward EV/EBITDA. Is now a good time to buy? See for yourself in our full research report, it's free. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today Sign in to access your portfolio
Korea Herald
06-07-2025
- Business
- Korea Herald
Korean e-commerce turns outward amid China's pressing market incursion
Coupang raises stakes in Taiwan market; Kurly eyes US entry after pilot program; Musinsa pushes into two Asian neighbors South Korean e-commerce players are going global not just to offset muted domestic consumption, but also in part to hedge against China's aggressive advance on their home turf. Their international forays come at a time when global fascination with K-food, K-beauty and K-fashion is running high. One successful market entry is that of e-commerce giant Coupang, which has been doubling down on Taiwan since entering the market in 2021, already investing nearly 500 billion won ($367 million) in logistics infrastructure and product sourcing. Earlier this year, the company launched its Rocket Delivery membership in Taiwan while expanding its local delivery network. In the first quarter, the company posted net revenue of over $1 billion in its Developing Offerings segment, which includes its international business, Coupang Eats, Coupang Play and luxury platform Farfetch, marking a 78 percent on-year surge on an FX-neutral basis. Coupang said its growth businesses, particularly its operations in Taiwan, helped drive the increase in earnings. 'We're seeing an increase in repeat customer rates and spending in Taiwan,' Coupang founder and CEO Bom Kim said during an earnings call in May. He added that the more the company invests in the Taiwanese market, the stronger its confidence grows. In January, Coupang re-entered the Japanese market with its food delivery app, Rocket Now, after withdrawing from the country in 2023, this time with a renewed focus on food delivery rather than quick commerce. Other e-commerce companies are also testing the waters. For instance, Kurly plans to begin beta testing its US operations this Tuesday, gathering feedback from local residents on its shopping and delivery services in preparation for a full-scale launch. 'Based on the results of the pilot service, we will adjust our logistics operations and our entry plans,' a Kurly official said. Fashion platform Musinsa is pressing ahead in Japan and China. After establishing its Japanese subsidiary in 2021, it set up its Chinese unit this April. Musinsa CEO Park Joon-mo said that the company will open its first brick-and-mortar store in Shanghai in the second half of this year and roll out physical stores in Japan by the first half of next year. The impetus to enter global markets stems partly from the rapid encroachment of Chinese platforms like AliExpress and Temu, combined with a stark slowdown at home -- domestic online shopping growth plunged to the 5 percent range last year, down from 20.2 percent in 2021, according to Statistics Korea. 'While Chinese platforms have faced recurring quality and privacy concerns, there remains a stable base of demand in Korea,' one industry insider noted. 'Domestic growth is nearing its limits, and the influence of China's price-first platforms is growing rapidly. As of February, AliExpress ranked second in general e-commerce app usage with 8.73 million monthly active users, followed by Temu in third with 7.84 million, both trailing only Coupang, according to WiseApp data. Worse yet for Korean e-commerce firms, one of China's leading platforms alongside AliExpress and Temu, opened two self-operated logistics centers in Korea in April, the first instance of a Chinese e-commerce company owning warehouses on Korean soil. Chinese lifestyle brand Miniso, often regarded as China's equivalent to Korean dollar store chain Daiso, has been making a comeback since last December, most recently opening a flagship store near Seoul's Gangnam Station in June.
Yahoo
23-06-2025
- Business
- Yahoo
2 Mooning Stocks to Keep an Eye On and 1 to Keep Off Your Radar
The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance. But not every company with momentum is a long-term winner, and plenty of investors have lost money betting on short-term fads. Keeping that in mind, here are two stocks with the fundamentals to back up their performance and one not so much. One-Month Return: +4.3% Founded in 2010 by Harvard Business School student Bom Kim, Coupang (NYSE:CPNG) is an e-commerce giant often referred to as the "Amazon of South Korea". Why Is CPNG Not Exciting? Gross margin of 28% reflects its high servicing costs Low free cash flow margin of 4.4% for the last two years gives it little breathing room, constraining its ability to self-fund growth or return capital to shareholders At $28.63 per share, Coupang trades at 29.5x forward EV/EBITDA. If you're considering CPNG for your portfolio, see our FREE research report to learn more. One-Month Return: +5.8% Founded in 2013 by three French engineers who spent decades working for Oracle, Snowflake (NYSE:SNOW) provides a data warehouse-as-a-service in the cloud that allows companies to store large amounts of data and analyze it in real time. Why Should SNOW Be on Your Watchlist? Average billings growth of 26.5% over the last year enhances its liquidity and shows there is steady demand for its products Net revenue retention rate of 126% demonstrates its ability to expand within existing accounts through upsells and cross-sells Notable projected revenue growth of 24.4% for the next 12 months hints at market share gains Snowflake's stock price of $211.72 implies a valuation ratio of 14.8x forward price-to-sales. Is now the time to initiate a position? Find out in our full research report, it's free. One-Month Return: +0.7% While the company is not a domain registrar and does not directly sell domain names to end users, Verisign (NASDAQ:VRSN) operates and maintains the infrastructure to support domain names such as .com and .net. Why Is VRSN on Our Radar? Average billings growth of 15.6% over the last year enhances its liquidity and shows there is steady demand for its products Software is difficult to replicate at scale and leads to a best-in-class gross margin of 87.8% VRSN is a free cash flow machine with the flexibility to invest in growth initiatives or return capital to shareholders VeriSign is trading at $281.64 per share, or 16.3x forward price-to-sales. Is now the right time to buy? See for yourself in our full research report, it's free. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
09-06-2025
- Business
- Yahoo
Should You Invest in Coupang Right Now?
The e-commerce giant has built a solid competitive advantage in its home market of South Korea. Fast shipping speeds and other benefits have won it over 23 million customers -- and growing. International growth is the big question, but investors are not being asked to pay a steep premium. These 10 stocks could mint the next wave of millionaires › Coupang (NYSE: CPNG) is often referred to as the "Amazon of South Korea." It's a fast-growing e-commerce store that is following a strategy similar to its U.S. counterpart by offering a range of services like food delivery (Coupang Eats) and entertainment (Coupang Play) to supplement its online retail business. The thing is, Coupang is not trying to be the next Amazon. It started out years ago as an eBay-like marketplace. Even though Coupang was profitable, founder and CEO Bom Kim didn't like the direction in which the company was headed and decided to completely restructure the business into what it is today. Since 2018, the company has grown revenue from $4 billion to $31 billion on a trailing-12-month basis. It dominates the Korean e-commerce market. While it's uncertain how far Coupang might be able to expand beyond South Korea over the long term, the stock is offering a reasonable valuation that may undervalue its prospects in existing markets. On a currency-neutral basis, Coupang has delivered consistent growth of 20% or more since its initial public offering in 2021. It entered 2025 with continued momentum, with revenue up 21% year over year in the first quarter, excluding currency changes. Coupang has built a strong advantage with its logistics infrastructure that can deliver orders overnight to customers living in high-density population centers. This has kept competitors like Amazon at bay, allowing Coupang to gain over 23 million customers, and it's still growing. Its active customer count grew 9% year over year last quarter. Moreover, Coupang is seeing its free cash flow and margins improve as it scales investments and grows revenue. It generated $1 billion in free cash flow on a trailing-12-month basis, which is a notable improvement over the negative free cash flow reported just a few years ago. Investments in technology, automation, and robotics are benefiting its ability to deliver packages faster while reducing costs. Investors should expect Coupang's free cash flow to increase over the next several years, which could benefit the stock. Coupang has a solid lead in South Korea, but investors need to know if its strategy will work outside of its home market. On that score, there are early signs that Coupang could be successful expanding in select international markets. The e-commerce giant entered Taiwan in 2021 and continues to expand. It recently launched its WOW membership program there, bringing free shipping and other benefits for a subscription fee. The continued investment in Taiwan indicates management is seeing high returns on capital spending. But it's also important to know that the South Korean retail market alone is worth $500 billion. Coupang controls a very small percentage of the combined market in both countries, providing plenty of long-term growth potential. What makes the stock appealing is that its valuation doesn't require sky-high growth for investors to earn good returns. The stock's price-to-sales multiple of 1.7 is fair for its current pace of growth. Given its growth trajectory and opportunities ahead, investors buying the stock today could double their investment in five years, assuming Coupang can continue growing revenue around 15% per year and the stock trades at the same price-to-sales multiple. If Coupang continues to show more potential for international growth, the upside could be quite significant over the next few decades. Ever feel like you missed the boat in buying the most successful stocks? Then you'll want to hear this. On rare occasions, our expert team of analysts issues a 'Double Down' stock recommendation for companies that they think are about to pop. If you're worried you've already missed your chance to invest, now is the best time to buy before it's too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you'd have $367,516!* Apple: if you invested $1,000 when we doubled down in 2008, you'd have $38,712!* Netflix: if you invested $1,000 when we doubled down in 2004, you'd have $669,517!* Right now, we're issuing 'Double Down' alerts for three incredible companies, available when you join , and there may not be another chance like this anytime soon.*Stock Advisor returns as of June 9, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. John Ballard has positions in Coupang. The Motley Fool has positions in and recommends Amazon. The Motley Fool recommends Coupang. The Motley Fool has a disclosure policy. Should You Invest in Coupang Right Now? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
