Consumer internet businesses are redefining how people engage with the world by giving them instant connectivity and convenience. Despite the tailwinds, their demand largely hinges on consumer spending habits, which can be volatile. This has caused uneasiness over the past six months as the industry’s 2.7% return has trailed the S&P 500’s 11.5% gain.

Despite the lackluster result, a few diamonds in the rough can produce earnings growth no matter what, and we started StockStory to help you find them. Taking that into account, here are three resilient internet stocks at the top of our wish list.

Lyft (LYFT)

Market Cap: $7.94 billion

Founded by Logan Green and John Zimmer as a long-distance intercity carpooling company Zimride, Lyft (NASDAQ: LYFT) operates a ridesharing network in the US and Canada.

Why Could LYFT Be a Winner?

1. Active Riders have grown by 11.2% annually, allowing for more profitable cross-selling opportunities if it can build complementary products and features
2. Incremental sales over the last three years have been highly profitable as its earnings per share increased by 33.8% annually, topping its revenue gains
3. Free cash flow margin increased by 25 percentage points over the last few years, giving the company more capital to invest or return to shareholders

At $19.93 per share, Lyft trades at 12.9x forward EV/EBITDA. Is now the right time to buy? Find out in our full research report, it’s free for active Edge members.

MercadoLibre (MELI)

Market Cap: $101.8 billion

Originally started as an online auction platform, MercadoLibre (NASDAQ: MELI) is a one-stop e-commerce marketplace and fintech platform in Latin America.

Why Is MELI a Top Pick?

1. Has the opportunity to boost monetization through new features and premium offerings as its unique active buyers have grown by 21.7% annually over the last two years
2. Strong engagement trends coupled with 13.9% annual growth in its average revenue per user demonstrate its platform’s stickiness with die-hard customers
3. Robust free cash flow margin of 32.7% gives it many options for capital deployment, and its growing cash flow gives it even more resources to deploy

MercadoLibre is trading at $2,008 per share, or 19.8x forward EV/EBITDA. Is now the time to initiate a position? See for yourself in our in-depth research report, it’s free for active Edge members.

Coupang (CPNG)

Market Cap: $50.25 billion

Founded in 2010 by Harvard Business School student Bom Kim, Coupang (NYSE: CPNG) is an e-commerce giant often referred to as the "Amazon of South Korea".

Why Do We Like CPNG?

1. Active Customers are rising, meaning the company can increase revenue without incurring additional customer acquisition costs if it can cross-sell additional products and features
2. Additional sales over the last three years increased its profitability as the 35.4% annual growth in its earnings per share outpaced its revenue
3. Free cash flow margin jumped by 9.1 percentage points over the last few years, giving the company more resources to pursue growth initiatives, repurchase shares, or pay dividends

Coupang’s stock price of $27.56 implies a valuation ratio of 24.8x forward EV/EBITDA. Is now a good time to buy? Find out in our full research report, it’s free for active Edge members.

High-Quality Stocks for All Market Conditions

The market’s up big this year - but there’s a catch. Just 4 stocks account for half the S&P 500’s entire gain. That kind of concentration makes investors nervous, and for good reason. While everyone piles into the same crowded names, smart investors are hunting quality where no one’s looking - and paying a fraction of the price. Check out the high-quality names we’ve flagged in our Top 6 Stocks for this week. 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-micro-cap company Kadant (+351% 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

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