By breaking down physical barriers, consumer internet businesses are reshaping how people shop, connect, learn, and play. This influence cuts both ways though because they have high exposure to the ups and downs of consumer spending, and uncertainty surrounding this factor has capped the industry’s returns - over the past six months, its 7.3% gain has lagged the S&P 500 by 7.9 percentage points.
Despite the lackluster result, a few diamonds in the rough can produce earnings growth no matter what, and we started StockStory to help you find them. On that note, here are three resilient internet stocks at the top of our wish list.
Match Group (MTCH)
Market Cap: $9.38 billion
Originally started as a dial-up service before widespread internet adoption, Match (NASDAQ: MTCH) was an early innovator in online dating and today has a portfolio of apps including Tinder, Hinge, Archer, and OkCupid.
Why Are We Fans of MTCH?
- Marketing expenses show it saves money by shying from over-the-top promotions to win new users
- Highly efficient business model is illustrated by its impressive 37% EBITDA margin, and its profits increased over the last few years as it scaled
- Strong free cash flow margin of 29.4% enables it to reinvest or return capital consistently, and its rising cash conversion increases its margin of safety
At $40.87 per share, Match Group trades at 9.2x forward EV/EBITDA. Is now the right time to buy? Find out in our full research report, it’s free.
Remitly (RELY)
Market Cap: $4.85 billion
With Amazon founder Jeff Bezos as an early investor, Remitly (NASDAQ: RELY) is an online platform that enables consumers to safely and quickly send money globally.
Why Do We Love RELY?
- Active Customers are rising, meaning the company can increase revenue without incurring additional customer acquisition costs if it can cross-sell additional products and features
- Incremental sales over the last three years have been highly profitable as its earnings per share increased by 163% annually, topping its revenue gains
- Free cash flow margin grew by 43.1 percentage points over the last few years, giving the company more chips to play with
Remitly’s stock price of $23.04 implies a valuation ratio of 9.9x forward EV/EBITDA. Is now the time to initiate a position? See for yourself in our in-depth research report, it’s free.
Reddit (RDDT)
Market Cap: $29.38 billion
Founded in 2005 by two University of Virginia roommates, Reddit (NYSE: RDDT) facilitates user-generated content across niche communities (called subreddits) that discuss anything from stocks to dating and memes.
Why Is RDDT a Top Pick?
- Has the opportunity to boost monetization through new features and premium offerings as its domestic daily active visitors have grown by 13.2% annually over the last two years
- Grip over its ecosystem is highlighted by its ability to grow engagement while increasing the average revenue per user by 47.1% annually
- Strong free cash flow margin of 31.8% enables it to reinvest or return capital consistently, and its growing cash flow gives it even more resources to deploy
Reddit is trading at $152.78 per share, or 15.4x forward EV/EBITDA. Is now a good time to buy? Find out in our full research report, it’s free.
Stocks We Like Even More
ONE MORE THING: Top 5 Growth Stocks. The biggest stock winners almost always had one thing in common before they ran. Revenue growing like crazy. Meta. CrowdStrike. Broadcom. Our AI flagged all three. They returned 315%, 314%, and 455%, respectively.
Find out which 5 stocks it’s flagging this month — FREE. Get Our Top 5 Growth Stocks for Free HERE.
Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+214% between June 2020 and June 2025). Find your next big winner with StockStory today.
