3 Brilliant Growth Stocks to Buy Now and Hold for the Long Term

The Motley Fool spotlights Lululemon, FactSet and Full Truck Alliance as attractive long-term growth plays, citing sustained top- and bottom-line expansion, strategic initiatives and large addressable markets. Lululemon has expanded revenue from $6.26bn in 2022 to $9.62bn in 2024 with FCF rising to $1.6bn, reported Q1 FY25 revenue up 8.8% to $6.98bn and has raised Q4 revenue and EPS guidance while pushing product innovation and international expansion; FactSet generated $2.20bn of revenue in 2024 with ASV of $2.27bn and FCF of $614.7m, is bolstering its platform through tuck-in acquisitions (Idacity, Irwin) and AI integration against a >$40bn TAM while maintaining a rising dividend; Full Truck Alliance scaled revenue from RMB4.66bn in 2021 to RMB8.44bn in 2023, turned to positive net income (RMB2.21bn in 2023), posted +33.8% revenue for the first nine months of 2024 and benefits from network effects in a RMB7tn road-transport market. Disclosure: the author and The Motley Fool hold positions in some of these names.

Analysis

The Motley Fool highlights Lululemon (LULU), FactSet (FDS) and Full Truck Alliance (YMM) as multi-year growth opportunities, citing sustained top- and bottom-line expansion, improving free cash flow and strategic initiatives. The note emphasizes company-specific catalysts — Lululemon’s product and international expansion under “Power of Three x2,” FactSet’s bolt-on M&A and AI integration, and Full Truck Alliance’s network effects in a large Chinese road-transport TAM.

Lululemon grew revenue from $6.257bn in 2022 to $9.619bn in 2024 while free cash flow rose to $1.6bn; Q1 FY25 revenue was $6.98bn (+8.8% YoY) and management raised Q4 revenue guidance to $3.56–3.58bn and EPS to $5.81–5.85. Comparable-store sales were +4% for the quarter, driven by international (+25%) offsetting a U.S. decline (-2%), and the company opened 28 stores to reach 749 globally.

FactSet’s revenue rose to $2.203bn in 2024 with FCF of $614.7m and ASV of $2.27bn (+4.9% YoY); Q1 FY25 results showed modest mid-single-digit growth and the company has added Idacity and Irwin while embedding conversational AI, with management citing a >$40bn TAM. Full Truck Alliance reported revenue growth from RMB4.657bn (2021) to RMB8.436bn (2023), turned to RMB2.212bn net income in 2023, and for the first nine months of 2024 posted revenue +33.8% and net income up 54%, underpinned by MAU and order growth and a cited RMB7tn addressable market.

The report’s tone is moderately positive but not valuation-driven; disclosures note positions by the author and The Motley Fool in some names, which could bias emphasis on catalysts and double-down messaging.

Key Decisions for Investors

• Consider selective accumulation of Lululemon given raised guidance, strong FCF generation and international outperformance, but monitor U.S. comparable-store softness and upcoming quarterly execution before materially increasing exposure
• Position FactSet as a core growth-plus-income holding given steady revenue, rising FCF, ASV expansion, dividend growth and strategic tuck-ins/AI deployment; track ASV trajectory and successful integration of Idacity/Irwin and conversational AI as execution risk factors
• Treat Full Truck Alliance as a higher-growth, market-share play on China logistics given rapid revenue and profit improvement and network effects, but size exposure modestly and watch quarterly volume metrics (MAUs, fulfilled orders) and conversion of the large TAM into sustained monetization
• Stagger purchases across these names, prioritize monitoring of next-quarter guidance revisions and company disclosures, and factor in the Motley Fool disclosure of positions when assessing potential research bias