JPMorgan Reveals Top Online Classified Stocks to Watch Now
Online classifieds aren’t just for buying used couches anymore. As more people turn to the internet for everything from job searches to car shopping, online classifieds are becoming big business—and investors are taking notice.
Recently, JPMorgan released a fresh report highlighting their top picks in the global online classifieds space. They zeroed in on two standout companies that they believe have the potential to lead the sector.
Let’s take a closer look at what JPMorgan is seeing—and why it matters if you’re thinking about investing in the future of the digital marketplace.
Why Online Classifieds Are Heating Up
You might be wondering: What’s so exciting about online classifieds?
Think of platforms like Craigslist, AutoTrader, or even Facebook Marketplace. These spaces allow users to list jobs, sell cars, rent apartments, or offer freelance services. It’s a virtual bulletin board with global reach—and it’s generating serious revenue.
As more users and businesses turn to digital spaces to buy and sell, online classifieds platforms are gaining traction. And here’s something key: many of these platforms don’t require heavy investments in logistics or infrastructure. They’re lean, scalable, and data-rich—qualities investors love.
JPMorgan’s analysts believe this space is undervalued, especially in Europe. That’s why they’ve handpicked two companies they think stand out from the rest: Scout24 and AUTO1 Group.
Who Are Scout24 and AUTO1 Group?
Let’s break it down.
1. Scout24 (G24n.DE) – A Leader in Real Estate Listings
Scout24 is a German company best known for its platform ImmobilienScout24, one of the leading real estate marketplaces in Germany.
If you’ve ever looked for a home to rent or buy online in Germany, chances are you’ve scrolled through Scout24 listings. What sets this company apart is how it monetizes user interactions and data while making the real estate process more transparent.
JPMorgan is optimistic about Scout24 for several reasons:
- Strong business model: It generates recurring revenues through ads and premium listings.
- Consumer tools: They offer helpful services like mortgage comparisons and moving tips, adding value for users.
- Expanding margins: The company is focused on profitability and improving its tech stack.
In JPMorgan’s view, Scout24 is financially sturdy and well-positioned for growth in a market that still has plenty of upside.
2. AUTO1 Group (AG1G.DE) – Changing How Europe Buys Cars
Now let’s talk about cars—which is where AUTO1 Group steps in.
Based in Berlin, AUTO1 is one of Europe’s largest online platforms for buying and selling used vehicles. Think of it like a digital showroom that connects private sellers, car dealerships, and end customers across the continent.
According to JPMorgan, AUTO1 deserves a closer look because:
- It simplifies a complex process—buying and selling a car—from inspection to delivery.
- Technology-driven approach: Their pricing algorithms help match supply and demand quickly.
- Massive scale potential: Even though the company is relatively young, it’s growing fast and entering new markets.
AUTO1’s business model includes both consumer-to-business (people selling cars to dealers) and business-to-consumer (dealers selling to end-users). This two-pronged approach gives it a strategic edge.
JPMorgan sees AUTO1 as a long-term winner in an evolving space, with strong fundamentals despite recent stock fluctuations.
Valuations Are Looking Attractive
Sometimes, great companies have underappreciated stock prices—and that’s what JPMorgan thinks is happening here.
Both Scout24 and AUTO1 have strong business models, improving margins, and promising growth prospects. But their shares are trading lower than many investors might expect.
According to JPMorgan:
- Scout24’s fair value is €76 per share, presenting a significant upside from current levels.
- AUTO1’s target is €12 per share, which is solid considering recent stock performance.
Of course, investors should do their homework. But the message is clear: this could be a golden opportunity for those looking to invest early in Europe’s growing digital marketplaces.
How Do Online Classifieds Make Money Anyway?
It’s a simple question with a surprisingly smart answer.
Most classified platforms earn through a mix of ad revenue, subscription fees, premium tiers (like boosting your listing), and auxiliary services. A real estate site like Scout24 doesn’t just post listings—it might also show you local services, provide mortgage calculators, or offer contactless rental agreements.
Similarly, AUTO1 doesn’t just list your car. It can help you sell it instantly, pick it up, or even finance a new one.
This model is both scalable and flexible—two reasons why digital classifieds are increasingly becoming a safe haven for online investment.
Is This the Right Time to Invest?
There’s no one-size-fits-all answer here, but let’s look at the bigger picture.
Global trends are shifting steadily online. From job searches to house hunting, our lives are becoming more digital every day. That growth creates massive opportunities for companies like Scout24 and AUTO1 that make those digital experiences simple and reliable.
JPMorgan’s endorsement suggests that these companies are positioned not just to survive—but to lead—in this new digital-first world.
Still unsure? Ask yourself this: When was the last time you searched for a job, apartment, or used car in a newspaper classifieds section?
Exactly.
Final Thoughts: Should You Click “Buy” on These Digital Stocks?
Online classifieds might not sound glamorous, but they are quietly reshaping how the world buys, rents, and sells. And in that disruption lies opportunity.
JPMorgan’s spotlight on Scout24 and AUTO1 Group shows just how much untapped potential still exists in the space. For investors looking to blend tech, e-commerce, and real-world problem-solving, these could be the hidden gems worth adding to your watchlist.
Whether you’re new to investing or a seasoned pro, keep your eye on this corner of the market. The next time you browse online for a new home or a used car, remember—someone is making a smart investment off of that click.
The future of classifieds is digital. And now might be the perfect time to get in on it.
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