3 Game-Changing Stocks That Could Turn $100,000 to $1 Million by 2035

Many investors search for what may seem to be an elusive unicorn, the 10-bagger stock. But with enough patience and companies that have the tailwinds of long-term growth trends, a massive market, and excellent execution, you can improve your odds. 

We asked three Motley Fool contributors to highlight one stock that could make the leap to grab a 10-bagger crown by 2035 and they came up with Etsy (NASDAQ:ETSY), Roku (NASDAQ:ROKU), and The Trade Desk (NASDAQ:TTD). 

Image source: Getty Images.

Etsy: This marketplace for handcrafted items is special 

Brian Withers (Etsy): It would be an understatement to say that the coronavirus has been a tailwind for Etsy. In the past five quarters, this marketplace for artisans to sell handcrafted items has more than doubled its gross merchandise sales, revenue, and adjusted EBITDA. But to say that it is just a coronavirus play is short-sighted. This marketplace has crafted a special place for consumers and will continue to grow for years to come. Let’s look at why this stock could be a 10-bagger by 2035 if you buy today.

The market wasn’t overly excited about this quarter’s results and sold off in the few days after earnings. This is not surprising as the company was comparing to the first quarter of the coronavirus when demand for face masks skyrocketed on the platform. You’d think a 13% gain in platform sales and 17% year-over-year revenue growth would have excited investors, but it’s a far cry from the triple-digit growth the marketplace saw over its pandemic-fueled quarters. 

Data source: Etsy. QOQ = Quarter over quarter. YOY = Year over year.

The market may have experienced a bit of letdown from the most recent quarter, but there are some key metrics that highlight the long-term prospects of this platform. First, buyer metrics continue to head in the right direction. Ninety percent year-over-year growth for active buyers (those who have made a purchase in the last 12 months), a 61% increase in repeat buyers (those who have two or more purchase days in the past year), and a 115% gain in habitual buyers (those who have six or more purchase days in the last 12 months). Second, not only are more buyers coming to the platform, they are also spending more. Gross merchandise sales per active buyer hit a record $129, a 22% year-over-year gain this quarter.

Lastly, Etsy’s recent acquisitions of Depop, the clothing reseller platform, and Elo7, the “Etsy of Latin America,” give the company access to a $1.7 trillion total addressable market. With its loyal buyers, solid execution, and massive market, investors can buy this special stock today and expect impressive…