Market Crash or Buying Opportunity? Analyzing Key Stocks

Market turmoil has led to significant declines in the Nasdaq-100, creating fear among investors. Expert analysis suggests three strong stocks to buy during the downturn, focusing on long-term growth and fundamental strengths, particularly Coupang, Amazon, and American Express.

Date: 10-04-2025

AI Rating: 7

The recent report highlights the stock market crash, with the Nasdaq-100 index experiencing a decline of over 10% and entering bear market territory. Amid the panic, it emphasizes a rational investment approach, focusing on companies that demonstrate strong fundamentals even in volatile conditions.

Earnings Per Share (EPS): While EPS wasn't directly mentioned in the report, Coupang's expected profitability at a 10% margin signifies potential growth. If Coupang manages to reach projected margins, its earnings could be substantial, supporting the argument for a bullish outlook.

Revenue Growth: Coupang's reported revenues of $30 billion alongside a gross profit growth of 29% year over year are strong indicators of its market position. This is crucial as sustained revenue growth, outpacing the broader retail sector, exhibits Coupang's capability for capturing market share even in economic downturns.

Free Cash Flow (FCF): Coupang generated $1 billion in free cash flow last year. This availability of cash provides the company with the flexibility to operate effectively in a recession, invest in growth, and weather economic uncertainty.

Profit Margins: The discussion of a future profit margin target of 10% indicates operational efficiency potential for Coupang. If achieved, this could lead to robust earnings and an attractive investment profile for long-term investors.

Return on Equity (ROE): This metric wasn't provided, but the low debt and high cash position of Coupang suggest that investor returns could be maximized regarding equity performance as the company captures more of the South Korean e-commerce market.

For Amazon, the potential impact of tariffs on its supply chain was acknowledged. However, its diversified services—including advertising and AWS—position the company for long-term resilience, even amid immediate financial pressures. Although a temporary dip in performance could occur, the report suggests a strong recovery potential over time.

American Express's resilience was highlighted, with a customer base that is well-equipped to withstand economic downturns. The company’s manageable loss rates during economic volatility indicate a strong position to weather recessions better than its peers.

Stocks: CPNG AMZN AXP