Thus far in 2024, the FTSE 100 is up 6%. Throughout the index, some shares have clearly performed higher or worse than this benchmark. Waiting for 2025, I believe the index will seemingly achieve between 6% and 10%. Utilizing that assumption, listed below are two FTSE 100 shares for traders to contemplate that might present greater returns.

Continued monetary beats

The primary firm is Subsequent (LSE:NXT). Over the previous yr, the retailer has loved a 22% soar within the share price, nicely above the FTSE 100 efficiency.

One issue that has helped to drive the inventory greater has been sturdy monetary efficiency. On a number of events this yr, the enterprise has raised its outlook and future income expectations as a result of demand. For instance, in late October a buying and selling replace confirmed that full-price gross sales in Q3 had been up 7.6% versus final yr. This was 2.6% forward of the steerage for the quarter of a 5% enhance. Because of this, the enterprise elevated the steerage for This autumn gross sales.

What’s encouraging for traders is that enterprise progress is coming from all divisions. This bodes nicely for 2025, as even when one space begins to gradual down, different components of the group might help to choose up the slack. Apparently, one standout space of progress lately has been abroad gross sales.

Some will flag up the price-to-earnings ratio as a possible danger. At 14.96, it’s true that that is above my honest worth benchmark ratio of 10. But I wouldn’t name the inventory overvalued. The FTSE 100 common ratio is 15.5, so there may nonetheless be room for the share price to rise subsequent yr earlier than it begins flashing pink.

Nonetheless, one danger is that Subsequent is delicate to the monetary standing of the consumer on the road. If inflation kicks greater subsequent yr or rates of interest don’t get lower as a lot, individuals may really feel the pinch and in the reduction of on spending at Subsequent.

World progress fuelling optimism

One other firm to contemplate is Experian (LSE:EXP). The inventory has jumped by 13% over the past yr, as the expansion agency continues to push forwards in North and Latin America.

Final month, H1 outcomes confirmed income progress of seven% versus the identical interval final yr. Steering for 2025 is about at a 6%-8% income enhance. If this may be met, then the share price may proceed to tick greater subsequent yr, reflecting the higher realised monetary outcomes.

Except for pure numbers, the inventory may additionally profit from continued product enhancements. It’s making a push in synthetic intelligence (AI), permitting the information analytics platform to have additional options that current clients could make use of. This could assist clients to be extra sticky for Experian as a result of added advantages.

One concern traders may need is the speedy push on acquisitions. I can depend six totally different purchases or mergers that had been famous within the H1 presentation. This can be a lot to juggle at one time and will act as a distraction to administration.

But I believe each shares have the potential to beat the FTSE 100 index subsequent yr based mostly on the expansion from this yr. Each might be price contemplating for traders.