Core Viewpoint - The current stock market correction presents a unique opportunity to invest in undervalued companies, with several stocks identified as particularly attractive buys during this period [1][19]. Group 1: Lyft - Lyft's stock has decreased over 40% from its 52-week highs, primarily due to competitive concerns in the ride-sharing market [3]. - The company reported record metrics with 24.7 million active riders and nearly 219 million rides in 2024, reflecting a 15% year-over-year increase [3]. - Lyft achieved positive free cash flow of 766millionfor2024,resultinginalowvaluationof6timesitsfreecashflow[4].−Expectationsfor2025includefurtherrevenuegrowthandimprovedmargins,particularlyfromitsadvertisingbusiness[5].Group2:Shift4Payments−Shift4′sstockhasdeclined151.5 billion acquisition, raising investor concerns [6]. - The company reported nearly 48billioninpaymentvolumeforQ42024,asevenfoldincreasefromQ42020[7].−Shift4anticipatesover20300 million for 2024, trading at a P/E ratio of 28, its lowest ever [8]. Group 3: Comfort Systems USA - Comfort Systems' stock has increased nearly 1,700% over the past decade but is currently down nearly 40% from its all-time high [9]. - The company is well-positioned for growth due to its services in data centers and semiconductor manufacturing, with a backlog of 6billion,up161.3 billion stock buyback, representing over 20% of outstanding shares, and has repaid over 300millionindebt[14].Group5:Airbnb−Airbnb′sstockisover4011.1 billion in 2024, a 12% increase year-over-year, and generated free cash flow of 4.5billionwitha40200 million to $250 million in new business ideas, indicating potential for future growth [17][18].
Airbnb(ABNB) The Motley Fool·2025-03-17 09:37