3 founder-led ASX 200 shares with serious long-term upside

Let's see what makes these shares top picks according to analysts.

| More on:
Silhouette of CEO standing in conference room looking out at cityscape.

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

One of the most powerful — yet often overlooked — traits in a great company is founder leadership.

Founders tend to think differently. They are often more committed to long-term vision over short-term results. They usually own large stakes in their companies, aligning their incentives with shareholders. And they often bring a passion for innovation that can drive businesses to dominate their industries over time.

On the ASX, there are several founder-led companies that still have enormous potential ahead. Here are three founder-led ASX 200 shares with serious long-term upside.

Goodman Group (ASX: GMG)

The first ASX 200 share to look at is Goodman Group, one of Australia's greatest real estate success stories, steered by its founder and CEO, Greg Goodman.

Goodman isn't just another property company. It focuses on high-quality industrial and logistics assets — the critical warehouses, distribution centres, and infrastructure that underpin global e-commerce and digital economies.

What sets Goodman apart is arguably Greg Goodman's relentless focus on quality and innovation. Rather than chasing easy short-term wins, Goodman Group carefully develops, owns, and manages prime assets in strategic locations worldwide. Its scale, reputation, and development pipeline give it an edge few can match.

The good news is that Citi believes this trend can continue. As a result, it has put a buy rating and $40.00 price target on its shares.

Life360 Inc. (ASX: 360)

Another founder-led ASX 200 share to consider buying is Life360. It is a fast-growing tech company led by founder and CEO Chris Hulls.

Life360 is best known for its eponymous family tracking and safety app, which helps millions of families worldwide stay connected. More recently, it has expanded into complementary services like hardware (with the acquisition of Tile) and emergency response features, tapping into a broader ecosystem around personal and family security.

Life360 is still in the growth phase, reinvesting heavily to scale its platform, improve monetisation, and expand globally. With strong subscriber growth, a new advertising business, growing premium service uptake, and major addressable markets still ahead, Life360 could have enormous upside for patient investors.

Goldman Sachs believes this is the case. It has put a buy rating and $27.00 price target on its shares.

Pro Medicus Ltd (ASX: PME)

Finally, Pro Medicus could be an ASX 200 share to buy. It is the healthcare imaging technology company led by co-founder Dr Sam Hupert.

Pro Medicus provides cutting-edge imaging software, helping hospitals and health networks manage vast volumes of diagnostic images faster and more efficiently. Its flagship product, Visage Imaging, is trusted by some of the world's leading healthcare providers, particularly in the United States.

Under Dr Hupert's leadership, Pro Medicus has built a business with incredible operating margins, recurring revenue growth, and a capital-light model that generates outstanding returns on equity.

Goldman Sachs believes there's still plenty more growth to come. It has put a buy rating and $309.00 price target on its shares.

Citigroup is an advertising partner of Motley Fool Money. Motley Fool contributor James Mickleboro has positions in Goodman Group, Life360, and Pro Medicus. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Goldman Sachs Group, Goodman Group, and Life360. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has recommended Goodman Group and Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

More on Growth Shares

A man in full American NFL playing kit crouches over with his arms across his chest in a defensive stance against a dark background.
Growth Shares

Here's why these two ASX 300 shares are great ones to own

These businesses are two of the fastest-growing stocks in the ASX 300 and are liked by fund manager WAM.

Read more »

A smiling businessman in the city looks at his phone and punches the air in celebration of good news.
Growth Shares

3 ASX growth shares you'll wish you bought in June

Analysts think these shares could be destined for big things in the future.

Read more »

Father and daughter with hands on a small plant.
ETFs

Focused on growth? Here are 3 ASX ETFs to consider

Growth investors must ignore the current market noise about tariffs and focus on the long-term horizon.

Read more »

A female broker in a red jacket whispers in the ear of a man who has a surprised look on his face as she explains which two ASX 200 shares should do well in today's volatile climate
Growth Shares

Top brokers name 3 top ASX growth shares to buy now

Why are brokers feeling bullish on these names? Let's find out.

Read more »

Two plants grow in jars filled with coins.
Growth Shares

3 ASX 200 growth stocks up more than 100% in 1 year that could charge higher

It's been a memorable year for shareholders of these 3 companies.

Read more »

Afterpay share price a happy shopper with a wide mouthed smile holds multiple shopping bags up around her shoulders.
Growth Shares

The pros and cons of buying Zip shares in June

Should investors buy now or wait until later?

Read more »

A smiling woman holds a Facebook like sign above her head.
Growth Shares

3 ASX growth shares I'd buy for the next 10 years

Let's see why these shares could be top picks for the long term.

Read more »

wheelchair user in an office talking on mobile phone
Growth Shares

Why I'd buy this ASX growth share instantly

I’m calling on this stock to deliver strong returns.

Read more »