2 Growth Stocks Set to Skyrocket in 2025 and Beyond
2 Growth Stocks Set to Skyrocket in 2025 and Beyond
Investors looking to add top growth stocks to their portfolios certainly have plenty of options to choose from. For Canadian investors, there happen to be a number of great options close to home as well as abroad. And while most investors may certainly focus most of their time and attention on U.S.-listed growth stocks, I'd argue there's some pretty decent relative value on the TSX worth exploring.
希望将顶级成长股票添加到投资组合中的投资者无疑有很多选择可供选择。对于加拿大投资者而言,恰好有一些很好的选择,既有本地的也有海外的。虽然大多数投资者可能会将大部分时间和精力集中在美国上市的成长股票上,但我认为在TSX上有一些相当不错的相对价值,值得探索。
The following two companies are among the best in the Canadian market, at least in my view. Here's why I think these two companies are worth considering as portfolio additions in 2025 for the long term.
在我看来,以下两家公司是加拿大市场上最好的公司之一。以下是我认为这两家公司在2025年作为长期投资组合补充值得考虑的原因。
Kinaxis
Kinaxis
Ottawa-based Kinaxis (TSX:KXS) is a top supply chain planning and optimization software provider. The company's "RapidResponse" technology has become indispensable for companies looking to enhance visibility, agility, and decision-making procedures due to the growing complexity of global supply chains.
总部位于渥太华的Kinaxis(TSX:KXS)是一家顶级供应链规划和优化配套软件供应商-在线教育。由于全球供应链日益复杂,该公司的“RapidResponse”技术已成为希望提高可见性、灵活性和决策流程的公司不可或缺的工具。
Over the past year, Kinaxis's stock price has fluctuated within a relatively narrow band, and it's trending toward the upper part of that band now. Accordingly, it should be no surprise to see some selling pressure start to build as investors look to rebalance their portfolios during the first few trading days of the year.
在过去一年中,Kinaxis的股价在相对狭窄的范围内波动,目前正趋向该范围的上部。因此,看到一些卖压开始积聚并不奇怪,因为投资者希望在年初的几天交易中重新调整他们的投资组合。
That said, over the past 12 months, Kinaxis has brought in $483 million in sales, representing an increase of more than 13% on a year-over-year basis. As the company enters new business lines, analysts and experts believe this is a company that can continue to see double-digit top- and bottom-line growth moving forward. Thus, for investors looking for a growth stock with solid fundamentals that should support a rising valuation, Kinaxis is certainly a top option to consider.
尽管如此,在过去的12个月中,Kinaxis实现了48300万的营业收入,较上一年增长了超过13%。随着公司进入新的业务领域,分析师和专家认为这是一个可以继续实现双位数营收和利润增长的公司。因此,对于那些寻找基本面强劲、能够支持估值上升的成长股票的投资者而言,Kinaxis无疑是一个值得考虑的顶级选择。
I think there are three key factors to consider when thinking about why Kinaxis may be a great long-term growth stock to hold. For one, the necessity of strong supply chain management has been highlighted by the pandemic and geopolitical unrest. This should continue in the years ahead. Secondly, the company's recurring revenue model provides attractive and durable cash flows, which should continue to grow over time. As Kinaxis further integrates artificial intelligence and machine learning technology into its platform, these enhanced predictive capabilities should attract more clients and allow the company's flywheel to continue spinning.
我认为考虑Kinaxis可能是一个伟大的长期成长股票的三个关键因素。首先,强有力的供应链管理的必要性已经被疫情和地缘政治动荡凸显。未来几年,这种需求应会继续存在。其次,公司的营业收入模型提供了有吸引力且持久的现金流,预计将随着时间的推移继续增长。随着Kinaxis进一步将人工智能和机器学习技术整合到其平台中,提高的预测能力应能吸引更多客户,并使公司的飞轮继续旋转。
Boyd Group Services
博伊德集团服务
One of the biggest collision repair service operators in North America is Boyd Group Services (TSX:BYD). The company operates under the Boyd Autobody & Glass and Gerber Collision & Glass banners in Canada and the United States, with more than 900 facilities currently under the company's umbrella of banners.
博伊德集团服务(TSX:BYD)是北美最大的碰撞修复服务运营商之一。该公司在加拿大和美国以博伊德汽车车身和玻璃及格伯碰撞和玻璃的名义运营,目前旗下拥有900多个设施。
Boyd has been a beneficiary of a number of key pandemic-related tailwinds in recent years, with its stock price surging to a new all-time high in early 2024. However, a more recent dip provides a compelling buying opportunity for long-term investors (in my view, at least), given the fact that these catalysts haven't abated, at least not yet.
在过去几年中,博伊德受益于多项与大流行相关的重要利好,股票价格在2024年初飙升至历史新高。然而,最近的一次下跌为长期投资者提供了一个引人注目的购买机会(至少在我看来),考虑到这些催化因素尚未减弱,至少目前还没有。
One of the key fundamental factors growth investors continue to look at when it comes to Boyd is the average age of a North American vehicle on the roads, which continues to increase. With budgets increasingly strapped, more used car purchases and a need to keep cars on the road longer should benefit large auto body chains like Boyd.
在考虑博伊德时,增长投资者继续关注的一个关键基本因素是北美道路上车辆的平均年龄,这一数字持续增加。随着预算愈加紧张,越来越多的二手车购入以及保持汽车在路上行驶更久的需求应该会使像博伊德这样的汽车车身连锁企业受益。
The company's expanding network, fueled by a string of acquisitions in recent years, should continue to provide steady growth over time. And while Boyd's recent growth has slowed to around 2% this past quarter, there are analysts out there who believe the company's organic growth profile (as well as its growth-by-acquisition model) should spur higher growth in the coming quarters and years.
该公司通过近年来一系列收购而扩展的网络,预计将继续提供稳定的增长。尽管博伊德最近的增长在上个季度放缓至约2%,但市场上有分析师认为,该公司的有机增长特征(以及其通过收购增长的模式)应在未来季度和几年内促进更高的增长。
For those who believe this is the case, Boyd remains among the top economically resilient growth stocks, which I think is worth considering right now.
对于那些相信这种情况的人来说,博伊德仍然是经济韧性较强的优质增长股票之一,我认为现在值得考虑。