9 Stocks Winning From The 'Sharing Economy'

Analysts at SunTrust Robinson Humphrey published a detailed report on the "Sharing Economy."

The analysts noted that for companies to succeed, they need to follow four key themes: trust, instant, mobile and efficiency.

The analysts named nine companies that could emerge as winners in the $300 billion-plus market.

The "Sharing Economy" continues to grow and will emerge as a long-term secular theme, according to analysts at SunTrust Robinson Humphrey.

In a report published Friday, the analysts explored the $300 billion total addressable market, noting that it has a "direct impact" on many sectors, along with a "direct long term impact" for investors.

The report added that the Sharing Economy is already impacting sectors including: transport, lodging, local services, retail, entertainment, finance, education and healthcare.

As companies position themselves to succeed in the new market, there are four key themes that they would need to adhere to, dubbed the "TIME" acronym: trust, instant, mobile and efficiency. Accordingly, the analysts named nine companies who are well positioned to succeed in the new market.

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The Nine

1. Alibaba Group Holding Ltd BABA: Alibaba is "positively exposed" to the on-demand taxi market (through an investment in a high-end on-demand car service called Kuaidi One), while also investing in the "O2O" (online to offline) market to stay current.

2. Amazon.com, Inc. AMZN: Amazon has invested in local services, hardware content and logistics. The company offers a "home service marketplace" that should benefit from its investments in fast deliveries.

3. Facebook Inc FB: Facebook's vast amount of collected data can be used as a mechanism for logins for other firms.

4. Alphabet Inc GOOG GOOGL: Google is involved in "many ways," ranging from self-driving cars to local services and delivery.

5. HomeAway, Inc. AWAY: HomeAway stands to directly benefit as more users agree to rent their homes or seek rentals instead of traditional hotels.

6. JD.Com Inc(ADR) JD: JD.com is leveraging its "wide reach" and invested in different parts of the ecommerce ecosystem, including O2O and delivery.

7. LinkedIn Corp LNKD: LinkedIn's Lynda.com property could serve as a "recruiting platform" for the "1099 Economy" (also known as the On-Demand Economy).

8. Netflix, Inc. NFLX: Netflix's streaming service is at its core a "digital form of video rental."

9. Paypal Holdings Inc PYPL: PayPal could "provide the backbone" of the digital economy and already serves as the backend for Uber and Airbnb through its Braintree business.

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