Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.
Luckily for you, our job at StockStory is to help you avoid short-term fads by pointing you toward high-quality businesses that can generate sustainable long-term growth. Keeping that in mind, here are two growth stocks where the best is yet to come and one climbing an uphill battle.
One Growth Stock to Sell:
HA Sustainable Infrastructure Capital (HASI)
One-Year Revenue Growth: +21.4%
With a proprietary "CarbonCount" metric that quantifies the environmental impact of each dollar invested, HA Sustainable Infrastructure Capital (NYSE: HASI) is an investment firm that finances and develops climate-positive infrastructure projects across renewable energy, energy efficiency, and ecological restoration.
Why Does HASI Fall Short?
- Below-average return on equity indicates management struggled to find compelling investment opportunities
- High net-debt-to-EBITDA ratio increases the risk of forced asset sales or dilutive financing if operational performance weakens
At $31.43 per share, HA Sustainable Infrastructure Capital trades at 11.1x forward P/E. Read our free research report to see why you should think twice about including HASI in your portfolio.
Two Growth Stocks to Buy:
Snowflake (SNOW)
One-Year Revenue Growth: +28.5%
Named after the unique architecture of its data warehouse which resembles a snowflake pattern, Snowflake (NYSE: SNOW) provides a cloud-based data platform that enables organizations to consolidate, analyze, and share data across multiple cloud providers.
Why Will SNOW Beat the Market?
- Winning new contracts that can potentially increase in value as its billings growth has averaged 30.5% over the last year
- Notable projected revenue growth of 25% for the next 12 months hints at market share gains
- Free cash flow margin is forecasted to grow by 8.2 percentage points in the coming year, potentially giving the company more chips to play with
Snowflake’s stock price of $219.09 implies a valuation ratio of 13.6x forward price-to-sales. Is now the right time to buy? Find out in our full research report, it’s free for active Edge members.
Shift4 (FOUR)
One-Year Revenue Growth: +23.2%
Starting as a payment gateway provider in 1999 and now processing over $200 billion in annual payment volume, Shift4 Payments (NYSE: FOUR) provides integrated payment processing solutions and software that help businesses accept and manage transactions across in-store, online, and mobile channels.
Why Are We Bullish on FOUR?
- Market share has increased this cycle as its 27.2% annual revenue growth over the last two years was exceptional
- Performance over the past two years shows its incremental sales were extremely profitable, as its annual earnings per share growth of 40.2% outpaced its revenue gains
- ROE of 13% shows management can invest its resources competently
Shift4 is trading at $62.45 per share, or 10.3x forward P/E. Is now a good time to buy? See for yourself in our in-depth research report, it’s free for active Edge members.
Stocks We Like Even More
If your portfolio success hinges on just 4 stocks, your wealth is built on fragile ground. You have a small window to secure high-quality assets before the market widens and these prices disappear.
Don’t wait for the next volatility shock. Check out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 244% over the last five years (as of June 30, 2025).
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 for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today.
