2 Growth Stocks to Buy in 2025 and Hold for a Decade

Group 1: E-commerce Industry - The e-commerce market has significant growth potential, with only 16.2% of total U.S. retail transactions occurring online as of the third quarter [2] - Shopify is a key player in this space, providing tools for merchants to create and manage online storefronts, along with services like payment processing and inventory management [3][4] - Shopify's revenue grew by 26% year over year to $2.2 billion in the third quarter, with free cash flow increasing by 52.5$421 million, resulting in a free-cash-flow margin of 19% [5] Group 2: Shopify's Competitive Position - Shopify controls about 10% of the e-commerce market by gross merchandise volume and has improved its margins and free cash flow by reducing expenses [4][5] - The company benefits from competitive advantages such as high switching costs and a network effect from its app store, positioning it well for long-term growth [5] Group 3: Cloud Computing Industry - Veeva Systems specializes in cloud solutions for life sciences companies, addressing their unique regulatory and operational needs [6][7] - The company has established a strong client base among large life science corporations, benefiting from high switching costs that make it difficult for clients to change providers [9] Group 4: Veeva Systems' Market Potential - Veeva Systems has a total addressable market estimated at $20 billion, with trailing-12-month revenue of$2.7 billion, indicating significant growth potential as it captures a larger market share [9][10] - The company is expected to increase its revenues meaningfully over the next five years, potentially capturing around 30% of its market [11]