Amid Quantum Hype, Experts Advocate for Alternative Investments

October 13, 2025 — Investors are being encouraged to look beyond the hype surrounding quantum computing companies, particularly IonQ, which has seen astounding growth despite minimal revenue. Currently valued at $25 billion, IonQ generated less than $100 million last year, raising questions about its long-term business viability.

According to analysts, the appeal of quantum computing rests on the promise of increased productivity. However, critics argue that IonQ is a speculative investment with an unclear business model, making it a high-risk choice for investors.

Brett Schafer, a contributing analyst at The Motley Fool, recommends two alternative stocks: Remitly Global and Portillo's. He believes both companies have strong growth potential and will surpass IonQ’s market capitalization in the next five years.

Remitly Global, a mobile remittance provider, has recently faced challenges. Its stock is down 42% from earlier highs in 2025, while IonQ’s shares have surged 78% this year. Concerns about new immigration policies in the U.S. could impact Remitly’s operations, but the company has still managed to generate a 34% year-over-year revenue increase and a 40% rise in payment volume.

Despite fears about immigration issues affecting its business, Remitly’s robust performance has included an earnings before interest and taxes figure of $27 million on $1.46 billion in revenue, indicating that it is moving towards profitability. In contrast, IonQ is still incurring significant losses, making Remitly appear like a more stable investment.

Portillo’s, known for its Chicago-style food, is also targeted for growth. With plans for expansion into states like Texas and Florida, the company continues to seek a broader market presence. Although consumer spending at restaurants declined in recent years, Portillo’s has positioned itself for recovery.

As of the last quarter, Portillo’s revenue is impressive, generating $728 million with an EBIT of $65 million. In contrast, IonQ loses money while generating minimal revenue. Analysts suggest that as Portillo’s expands, its market capitalization could rise significantly, potentially outpacing IonQ’s inflated valuation.

Given the current financial landscape and the speculative nature of quantum computing stocks, Schafer strongly advises investors to consider firms like Remitly Global and Portillo’s instead of IonQ as part of a balanced portfolio.