A handful of stocks benefited massively during the pandemic. It was an interesting time to be an investor, to say the least, and those who targeted the stay-at-home stocks were rewarded handsomely with considerable gains.

A few of those stocks include Shopify SHOP, Zoom Video Communications ZM, and Peloton Interactive PTON. Below is a chart illustrating the performance of each over the last year, with the S&P 500 blended in as a benchmark.

Image Source: Zacks Investment Research

As we can see above, the bunch has quietly outperformed the S&P 500 over the last year, perhaps a surprise to many. Let’s take a closer look at each.

Shopify Stock Keeps Firing

Shopify’s platform gained widespread attention during the period as consumers shifted to online shopping. SHOP shares always felt like the strongest bet out of the ‘pandemic basket’ of stocks, particularly so due to the staying power of online shopping.

And its earnings results have helped reinforce the idea, which have regularly been strong over recent periods. Sales grew 27% year-over-year throughout its latest period, with SHOP posting double-digit percentage YoY sales growth in ten consecutive periods.

Below is a chart illustrating the company’s sales on a quarterly basis.

Image Source: Zacks Investment Research

Jeff Hoffmeister, CFO, on SHOP’s latest release –

“Q1 marked another very strong set of financial results for Shopify, with 27% revenue growth and 15% free cash flow margin. We have now achieved eight consecutive quarters of pro forma revenue growth of 25% or more and seven consecutive quarters of GMV growth greater than 20%, all while increasing our free cash flow. These metrics highlight our strong performance and dedication to supporting our merchants’ success.”

ZM Sales Remain Weak

Zoom Video Communications’ cloud-native unified communications platform combines video, audio, phone, screen sharing, and chat functionalities. It’s easy to understand why shares were so beloved during the period, as many were forced onto the platform.

As you can see in the chart below, sales exploded during the pandemic before leveling off significantly over recent years.

Image Source: Zacks Investment Research

ZM’s sales grew by a modest 3% from the year-ago period in its latest release, with adjusted EPS of $1.43 climbing 6% year-over-year. Its cash-generating abilities took a big hit, with operating cash flow of $489 million down from the $588 million mark in the same period last year. Free cash flow of $463 million compared to $569.7 million in the year-ago quarter.

EPS expectations for its current fiscal year do reflect positivity, with the current $5.36 Zacks Consensus EPS estimate up 5% over the last year. Growth remains muted, though, with the estimate suggesting a 3% pullback year-over-year.