The market may have gone up a lot today but there are still plenty of profitable opportunities for ISA Stocks and Shares. In particular, some high-quality growth stocks that have fallen by double digits look attractive to me.
Here are two that I think long-term investors should consider taking out in March (or earlier) for an ISA.
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25% off
Let’s get started Smart (LSE:WISE), which rose 17% last month but has since lost almost all of those gains.
The reason for the increase was strong trading in the money transfer company’s Q3 2026 (ended 31 December). It said turnover jumped 26% year-on-year at constant currency to £47.4bn, with net income rising 21% to £424.4m.
By offering a cheap and fast service, Wise aims to be the world’s largest money transfer network. And it made strides to this end, with 74% of transfers made quickly during the quarter, up from 65% last year.
An agreement was signed to bring Google Pay to customers in the Philippines, while the Wise travel card was launched in India. The company ended the quarter with nearly 11 million active customers, including a growing number of businesses.
Of course, as Wise moves deeper into complex markets like India and South Africa, regulatory and compliance risks increase. Revolut is also vulnerable to competition, with its much larger customer base.
However, on balance, I think the stock is worth considering after its 25% decline since September. It trades at 22.5 times forward earnings, which I don’t see as expensive for a company with strong earnings that has plenty of growth left in the tank.
Finally, it is important to note that Wise will list its shares in New York in June. This should raise the company’s profile in a major growth market while opening its shares to a much larger pool of American investors.
down 44%
It is the second contribution from the UK that I want to highlight Autotrader (LSE: AUTOMATIC). This FTSE 100 member has 44% nosebleeds in just six months!
There seem to be two main reasons. First, the company offended some car dealers with its Deal Builder product, leading some of them to cancel and downgrade their subscription packages.
However, management is working hard to solve these problems. And while more car buyers continue to browse the Autotrader platform, dealers will need to be there as well. I don’t see this problem breaking the company’s powerful network effect.
Second, stock is held for all data/software sales. For Autotrader, the fear seems to be related to isolation.
In other words, if a consumer can simply ask an AI application, “Found a white Mercedes A45 within 50 miles of Luton with full service history”AI may pull data directly from merchant websites. Autotrader can start to lose its gatekeeper status.
Although it is a potential risk, it is noteworthy that Autotrader survived the threat of competition from Facebook Marketplace. The brand is highly trusted, with 82% of users often going directly to their site. For another 18%, Autotrader is increasing its visibility within AI applications such as ChatGPT.
Looking ahead, the new government subsidy for electric vehicles is expected to support volume growth.
And with Autotrader trading at only 12.5 times the forward, while buying loads of its shares, I think this stock dip looks attractive and worth thinking about.
