In today's video I look at fundamentals and valuation metrics for the following stocks: Twilio (TWLO -2.35%), Shopify (SHOP -0.14%), Crowdstrike (CRWD -1.76%), and Square (NYSE:SQ). The prices for these four stocks have seen a decline, and below I share a few reasons why I wouldn't mind increasing my exposure. 

Two reasons to buy Twilio 

  1. Twilio reported 62% year-over-year (YOY) revenue growth and YOY growth of more than 45,000 active customer accounts for the first quarter of 2021.
  2. Twilio has solid fundamentals for its trailing 12 months. It has positive cash flow from operations and substantially more cash and short-term investments than debt. 

Two reasons to buy Shopify

  1. Shopify reported 110% YOY revenue growth and has seen increased adoption of its products like Shopify Payments and Shopify Capital.
  2. Shopify has exceptional fundamentals for its trailing 12 months. It has positive cash flow from operations, positive earnings, and substantially more cash and short-term investments than debt. 

Two reasons to buy Crowdstrike

  1. Crowdstrike reported 73% YOY subscription revenue growth and 82% YOY subscription customer growth for the first quarter of 2021.
  2. Crowdstrike has solid fundamentals for its trailing 12 months. It has positive cash flow from operations and substantially more cash and short-term investments than debt.

Two reasons to buy Square

  1. Square reported 79% YOY gross profit growth for the first quarter of 2021, driven by double-digit gross profit growth in its Cash App market and its sellers' market.
  2. Square has solid fundamentals for its trailing 12 months. It has positive cash flow from operations, positive earnings, and more cash and short-term investments than debt. 

Click the video below for my full thoughts and analysis. 

*Stock prices used were the closing prices of June 4, 2021. The video was published on June 6, 2021.