The biggest names in tech, e-commerce, and digital transformation are in the Nasdaq 100 (^NDX), but only a few are leading the pack. Some companies in this index are proving their resilience and expanding their competitive advantages.
Finding the best companies in the Nasdaq 100 isn’t always obvious, and that’s why we started StockStory. That said, here are three Nasdaq 100 stocks that have huge potential.
AppLovin (APP)
Market Cap: $190.8 billion
Sitting at the crossroads of the mobile advertising ecosystem with over 200 free-to-play games in its portfolio, AppLovin (NASDAQ: APP) provides software solutions that help mobile app developers market, monetize, and grow their apps through AI-powered advertising and analytics tools.
Why Are We Backing APP?
- Annual revenue growth of 30.4% over the past two years was outstanding, reflecting market share gains
- Software platform has product-market fit given the rapid recovery of its customer acquisition costs
- Strong free cash flow margin of 71.9% enables it to reinvest or return capital consistently
At $570.38 per share, AppLovin trades at 19.6x forward price-to-sales. Is now the right time to buy? Find out in our full research report, it’s free.
Copart (CPRT)
Market Cap: $31.64 billion
Starting as a single salvage yard in California in 1982, Copart (NASDAQ: CPRT) operates an online auction platform that connects sellers of damaged and salvage vehicles with buyers ranging from dismantlers and rebuilders to used car dealers and exporters.
Why Do We Love CPRT?
- Annual revenue growth of 13.4% over the last five years was superb and indicates its market share increased during this cycle
- Robust free cash flow margin of 24.3% gives it many options for capital deployment, and its improved cash conversion implies it’s becoming a less capital-intensive business
- Market-beating returns on capital illustrate that management has a knack for investing in profitable ventures
Copart is trading at $32.96 per share, or 20.2x forward P/E. Is now a good time to buy? See for yourself in our full research report, it’s free.
O'Reilly (ORLY)
Market Cap: $73.77 billion
Serving both the DIY customer and professional mechanic, O’Reilly Automotive (NASDAQ: ORLY) is an auto parts and accessories retailer that sells everything from fuel pumps to car air fresheners to mufflers.
Why Will ORLY Beat the Market?
- Same-store sales growth averaged 4.4% over the past two years, showing it’s bringing new and repeat shoppers into its stores
- Excellent operating margin of 19.4% highlights the efficiency of its business model
- Stellar returns on capital showcase management’s ability to surface highly profitable business ventures
O'Reilly’s stock price of $89.19 implies a valuation ratio of 26.9x forward P/E. Is now the time to initiate a position? Find out in our full research report, it’s free.
Stocks We Like Even More
WHILE YOU’RE HERE: Top 9 Market-Beating Stocks. The best stocks don’t just beat the market once. They do it again. And again. Robust revenue growth, rising free cash flow, returns on capital that leave their competition in the dust. The market has already rewarded these businesses.
But our AI platform says the party isn’t over. Find out which 9 stocks made the cut this week — FREE. Get Our Top 9 Market-Beating Stocks for Free HERE.
Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,326% between June 2020 and June 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.
