Growth-focused investors often encounter a dilemma: top-tier companies usually appear overvalued, and waiting for a bargain often means missing out on the long-term compounding that builds substantial wealth. Lately, market swings have opened attractive entry opportunities in three platform companies, each expanding at annual rates between 13% and 27%, with competitive advantages that strengthen as they grow.
In contrast to AI favorites trading at sky-high valuations near 100 times sales, these companies are already producing healthy cash flows while benefiting from enduring trends unaffected by central bank moves or political shifts. Keep reading to discover more about these three outstanding growth opportunities.
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The Everything Store's second act
Amazon ( AMZN 0.23%) achieved $167.7 billion in revenue for the second quarter of 2025, marking a 13% increase compared to the previous year, and demonstrating that this $2.5 trillion company continues to grow at an impressive pace. In India, Amazon managed to cut losses by 89%, signaling that its international divisions are approaching profitability. Simultaneously, Amazon is introducing "Seller Assistant" tools powered by AI to assist sellers with operational efficiency, which could open up lucrative new software revenue streams that the market has yet to fully recognize.
Although Amazon Web Services (AWS) faces fierce rivalry from Microsoft and Alphabet, the company is boosting margins and diversifying growth through its advertising business and international expansion. With shares trading at around 30 times forward earnings, Amazon’s growth rate still surpasses that of many software firms with higher price tags. While regulatory threats and a slowdown in cloud growth are legitimate concerns, Amazon’s vast scale, diversification, and steady improvement in margins keep its execution front and center.
The metaverse that actually makes money
Roblox ( RBLX -0.17%) posted $1.08 billion in second-quarter 2025 revenue, a 21% rise, with daily active users reaching 111.8 million—a level of network effect most metaverse competitors can only envy. Roblox’s model relies on user-generated content, meaning it avoids funding game development directly, though it does invest heavily in infrastructure and keeping its platform safe. Over the past year, revenue soared 27% to $4.02 billion, fueling a 195% surge in the company’s share price.
Unlike Meta’s loss-heavy metaverse efforts or the closed world of Epic, Roblox’s virtual goods ecosystem brings in significant revenue while reinvesting for further growth. Its reach now extends beyond gaming, branching into concerts, educational experiences, and branded events, vastly increasing its potential market. While content moderation, safety for young users, and ongoing net losses are valid risks, Roblox’s user-driven content approach powers a thriving metaverse with real revenue, not just hype.
The arms dealer to e-commerce warriors
Shopify ( SHOP 0.97%) announced Q2 2025 revenue of $2.68 billion, up 31% from the prior year, with gross merchandise volume increasing to $87.8 billion from $67.2 billion. The core platform has picked up speed after moving away from costly logistics, instead leveraging subscriptions and merchant services that can grow without heavy infrastructure. Unlike marketplaces that compete against their own vendors, Shopify’s interests are directly tied to merchant success, which builds loyalty and limits regulatory issues.
Shopify’s free-cash-flow margin hit 16%, demonstrating that the business produces substantial cash even as GAAP profitability remains inconsistent. While challenges from small business headwinds and broader economic uncertainty persist, global e-commerce adoption is still in its early stages. AI-driven tools for managing inventory, marketing, and checkout enhance merchant effectiveness, resulting in higher transactions and directly boosting Shopify’s performance.
The growth gauntlet
Amazon, Roblox, and Shopify highlight what sets enduring compounders apart from passing trends. Each consistently delivers double-digit revenue growth, benefits from business models that grow stronger at scale, and generates real cash instead of perpetual losses. Amazon serves as the backbone of worldwide digital commerce, Roblox controls the social connections of Generation Alpha, and Shopify powers entrepreneurs everywhere.
These long-term trends are likely to persist, regardless of central bank decisions or political developments. While short-term volatility may test investors’ resolve, companies that can double revenue within a few years have the potential to generate wealth that stagnating value stocks cannot match. Even after their recent rallies, these growth stocks remain attractive for the long haul.
