Breakfast News: One Stock Outside the U.S. We Like
Motley Fool analysts each pick one stock that isn’t listed on a U.S. exchange.
In the world of U.S. stocks, there are many well-known and prominent companies. However, there are also valuable businesses that list only on their home exchanges and are often overlooked by U.S. investors. To highlight this, The Motley Fool asked analysts from different countries where they operate to each select a stock that isn't listed on a U.S. exchange and explain why they like it. Here are their picks.
ASML (ASML -6.55%) is a Dutch company that specializes in EUV technology, which is crucial for manufacturing advanced chips. Their actinic EUV mask inspection market dominates with over 90% market share. Lasertec (LSRCY -16.50%), a Japanese firm, benefits from this monopoly and has shown strong performance with a 125.7% increase in orders and a guiding FY2027 sales growth of 25.8% with a 45.7% operating margin. Despite its monopoly status, it remains a lesser-known stock among U.S. investors.
Aritzia (ATZAF -0.43%), a Vancouver-based designer apparel company, is another foreign-domiciled, yen-denominated stock that is often overlooked by U.S. investors. The company operates exclusively through its boutiques, website, and app, and has reported impressive growth in revenue and comparable sales. Aritzia expects to open 87 U.S. boutiques by the end of its fiscal year, with a long-term goal of 160 boutiques, positioning itself well for growth in the U.S. market.
The company's best-executing retail model and expansion plans make it an attractive investment opportunity.
IPD Group (IPG -0.73%) is an electrical products distributor that supplies essential components for the energy transition, including switchboards, power-distribution gear, EV chargers, and industrial cabling. The company's revenue and EBITDA have grown consistently, with organic revenue growing 9.7% and data center revenue jumping 27%.
IPD's strategic acquisitions and position in the Australian data center pipeline through 2035, along with broader electrification trends, make it a promising investment. The company's steady dividends and potential for capital appreciation make it an appealing option for international investors.
Written by urgent.news from Motley Fool's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
