2 Exceptional Growth Stocks That Are Great Buys In 2026
The Motley Fool highlights Remitly Global and Adyen as attractive growth stock buys in 2026, with both fintechs trading well below their previous highs despite strong fundamentals.
Intelligence analysis by Llama
Remitly Global (RELY) and Adyen (ADYEY) have each shed more than 50% from their peaks, but the article argues their durable revenue growth, improving margins, and undemanding valuations make them compelling long-term opportunities for patient growth investors.
Two money-moving companies, Remitly and Adyen, help people and businesses send and receive payments around the world. Both have grown a lot, but their stock prices fell hard, so they look cheaper now. The article says patient investors who hold for years could do well buying them today.
Analysis
Remitly's Profit Inflection at a Bigger Scale
Remitly Global has spent the years since its 2021 IPO quietly turning its digital remittance platform into a profit-generating engine. The Motley Fool piece notes that last quarter's send volume reached $16.2 billion, up 37% year over year, and that total revenue has compounded roughly 572% since the IPO. Net income of $49.1 million on an 11% margin marks a sharp pivot from the loss-making growth stage, yet the stock has failed to participate in the broader fintech rerating and still trades about 50% below its all-time highs.
The valuation case hinges on treating current earnings power as a floor rather than a ceiling. At a market cap of $5 billion and an expected 2026 revenue base of just under $2 billion, applying a still-modest 11% margin yields roughly $220 million in net income, or a forward P/E of about 23. That sits well below the trailing P/E of 49 and leaves meaningful room for both further revenue growth and margin expansion as Remitly continues to chip away at legacy operators like Western Union.
Adyen's Decade of Compounding
Adyen is the older, larger, and more globally diversified of the two names, and the article leans on its long-running track record to make the bullish case. Over the last twelve months the platform processed $1.69 trillion in payment volume worldwide, up from just $35 billion in 2015, a reminder of how deeply embedded the infrastructure has become with enterprise clients such as Uber and Spotify. The Motley Fool highlights that revenue has grown at a 38% compound annual rate in U.S. dollars since 2015, with constant-currency net revenue up 20% year over year in the most recent quarter.
The valuation argument is more straightforward for Adyen. The stock trades at a P/E of 25 and is down 72% from its 2021 highs, despite what the article describes as a conservative balance sheet and expanding margins. EBITDA margin is expected to return to 55% by 2028, and the company captures a small cut of every transaction regardless of payment method, which gives the business a structurally attractive take-rate profile that compounds with global commerce volumes.
The 'Fallen Angel' Trade in Fintech
The framing both stocks share is the classic fallen-angel setup: durable revenue growth paired with a share price that has decoupled from the underlying business. The piece argues that this combination is exactly what long-term growth investors should hunt for, rather than chasing the AI names that have run 500% over the past year. For Remitly, the upside depends on whether the company can keep expanding take rates and corridors while preserving its net income margin; for Adyen, the test is whether 2028 margin guidance materializes without sacrificing the merchant wins that have driven its volume growth.
The article is careful to position both as five-to-ten-year holds rather than quick trades, and it acknowledges that the journey has already been 'tremendously painful' for existing shareholders. That long horizon is also the thesis's main vulnerability: both stocks need multiple years of execution to justify today's price, and any stumble in margin trajectory or payment volume could leave them range-bound even as the broader market continues to reward AI-adjacent names.
Key points
- Remitly Global (RELY) is down about 50% from its IPO-era highs despite last quarter's send volume growing 37% year over year to $16.2 billion and net income reaching $49.1 million.
- Adyen (ADYEY) has shed roughly 72% from its 2021 peak, yet processed $1.69 trillion in payment volume over the last 12 months and grew constant-currency net revenue 20% year over year.
- Remitly trades at a trailing P/E of 49, but applying an 11% margin to expected 2026 revenue of nearly $2 billion implies a forward P/E of about 23 on a $5 billion market cap.
- Adyen trades at a P/E of 25 with a conservative balance sheet, and the article expects its EBITDA margin to return to 55% by 2028.
- The Motley Fool frames both names as five-to-ten-year holds, arguing patient growth investors are better served by these fallen-angel fintechs than by chasing AI stocks up 500% over the past year.
If Remitly sustains its profit margin near 11% and keeps growing send volume at a high-30s pace, its forward P/E of about 23 leaves room for a meaningful re-rating. Adyen's path to a 55% EBITDA margin by 2028, combined with 20%-plus constant-currency revenue growth, could push its P/E meaningfully higher as the market re-engages with durable payments infrastructure names.
Both stocks are tied to multi-year execution stories, and any slowdown in remittance volumes or payment processing growth could keep them depressed even as the broader market rewards AI-related names. Adyen's 72% drawdown reflects a market that is skeptical of its margin trajectory, and Remitly's 11% net margin is still thin enough that a competitive or macro shock could quickly erase the recent profit inflection.
Market signals
- RELY The article presents Remitly as a long-term buy, citing a forward P/E near 23, 37% YoY send volume growth, and an 11% net income margin, but it does not report any immediate market reaction.
- ADYEY The piece argues Adyen's 25x P/E undervalues a business processing $1.69 trillion in volume and guiding to a 55% EBITDA margin by 2028, though no fresh market-moving catalyst is reported.
AI-generated analysis of potential market relevance. Not financial advice.
