Nvidia(NASDAQ:NVDA) We completed 2025 as the most valuable company in the world. This is one of nine S&P 500(SNPINDEX: ^GSPC) with stocks market values over $1 trillion – others Apple, Alphabet, Microsoft, Amazon, Meta Platforms, broadcom, Tesla’sAnd Berkshire Hathaway.
Eli Lilly, WalmartAnd JPMorgan Chase It only takes an increase of 14% or less to expand the list to 12 companies.
Here’s why Visa(NYSE:V), ExxonMobil(NYSE:XOM), Seer(NYSE:ORCL)And netflix (NASDAQ:NFLX) Get what it takes to win investments in the next five years and join the $1 trillion club by 2030.
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Visa’s path to $1 trillion is pretty simple. The payment processor has high margins, reasonable valuationand delivers steady earnings growth and returns tons of capital to shareholders through buybacks and dividends.
Visa can deliver high single-digit or double-digit earnings growth even during challenging periods.
Despite the slowdown in consumer spending, Visa grew non-GAAP earnings per share by 14% in 2025. If Visa can maintain this growth rate into the future, it could reach a market value of well over $1 trillion by 2030.
ExxonMobil’s market capitalization would need to double within five years to surpass $1 trillion. It definitely has what it takes.
ExxonMobil is generating plenty of free cash flow (FCF) and high earnings even as oil prices remain at four-year lows. It has lowered production costs and can stabilize in low oil prices and has plenty of upside potential in a higher price environment. It also has a growing low-carbon business and a huge refining and marketing segment.
ExxonMobil’s corporate plan through 2030 calls for double-digit earnings growth even if oil and gas prices remain mediocre. Although the U.S. Energy Information Administration forecasts only $55 per barrel of Brent crude oil in 2026, oil prices may rise in the coming years due to economic demand fueled by artificial intelligence (AI), as well as overall economic growth and geopolitical tensions.
Either way, ExxonMobil doesn’t need much help from oil prices to steadily grow its earnings. A five-year compound annual growth rate of 15% would double earnings. Given the stock’s reasonable volatility, it’s also possible for ExxonMobil to double by pole vaulting over the $1 trillion bar.
Meanwhile, ExxonMobil investors will benefit from a stable and growing 3.4% dividend that ExxonMobil has increased for 43 consecutive years.
Oracle surpassed nearly $1 trillion in market cap in September before falling more than 40% of that high due to concerns about AI spending and rising debt.
Oracle is increasing spending to build out data center infrastructure to grow its cloud computing market share, especially for high-performance computing workflows. It finished the latest quarter with $523 billion in remaining performance obligations, signaling that demand for its infrastructure is high. But Oracle needs to turn capital expenditures into profits. Meanwhile, negative FCF makes Oracle a leveraged bet on increasing AI adoption.
Despite its risks, Oracle’s potential is impossible to ignore. Oracle is a great buy for investors who agree that aggressive AI investing is the right move for the long term and are willing to endure what could be a highly volatile period in stock prices.
Netflix’s market value has fallen in the last six months over 560 billion dollars It fell below $400 billion due to valuation concerns and uncertainties regarding its planned acquisition. Warner Bros. Discovery(NASDAQ:WBD). Netflix will likely win regulatory approval for the acquisition, but it still faces challenges. Paramount Skydance (NASDAQ:PSKY)Warner Bros. A company attempting a hostile takeover of Discovery.
However, Warner Bros. With or without Discovery, Netflix has what it takes to steadily grow earnings through a combination of global subscriber growth and pricing power. Netflix, Warner Bros. If it acquires Discovery, it could create a highly lucrative, over-the-top streaming platform that includes content from both Netflix and HBO, as well as a revamped ad-supported tier.
Even without HBO, Netflix has mastered the art of aligning content spending with stable subscription revenues thanks to the depth and breadth of content; built global franchises from scratch. Stranger Thingsto your success KPop Demon Hunters.
Netflix has already demonstrated its impeccable pricing power, with multiple price increases in a relatively short period of time and a crackdown on password sharing that has been largely accepted by users even at a time when users are pulling back from discretionary spending. So even if it doesn’t quite crack the $1 trillion club, I expect Netflix to be a winning investment and outperform the S&P 500 over the next five years.
With broader indexes around all-time highs, it’s easy to become enamored of companies that could rise in value in the coming months or into 2026. But a much more rewarding approach is to invest in companies that have what it takes to add value over the long term.
Visa, ExxonMobil, Oracle, and Netflix certainly fit this mold. So I expect all four stocks to outperform the S&P 500 and join the $1 trillion club within the next five years, even though they’re currently far from reaching that milestone.
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JPMorgan Chase is Motley Fool Money’s advertising partner. Daniel Foelber He has positions in Nvidia and Oracle and has the following options: Short $240 calls on Oracle in March 2026. The Motley Fool owns Alphabet, Amazon, Apple, Berkshire Hathaway, JPMorgan Chase, Meta Platforms, Microsoft, Netflix, Nvidia, Oracle, Tesla, Visa, Walmart and Warner Bros. He has positions at Discovery and recommends them. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a feature disclosure policy.
