Buy these ASX 200 growth shares for 10% to 35% returns

Bell Potter sees potential for market-beating returns from these shares.

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Key points

  • Bell Potter is bullish on a gaming technology leader with a 13% potential upside, driven by strong R&D investment and balance sheet strength.
  • The broker also recommends Aristocrat Leisure's rival, citing a 36% potential upside and a compelling growth-at-a-reasonable-price (GARP) profile.
  • Preferred for its valuation, the second company is anticipated to benefit from an ASX sole listing, despite short-term risks including game shipment timing and Nasdaq delisting impacts.

There are plenty of ASX growth shares to choose from on the Australian share market.

So many, it can be hard to decide which ones to buy.

To cut down your options, let's take a look at two that Bell Potter is bullish on and recommending to clients. They are as follows:

Aristocrat Leisure Ltd (ASX: ALL)

Gaming technology leader Aristocrat Leisure could be an ASX 200 growth share to buy according to Bell Potter.

It currently has a buy rating and $79.00 price target on its shares. Based on its current share price of $69.98, this implies potential upside of 13% for investors over the next 12 months.

The broker believes that the company's investment in research and development (R&D) will continue to bear fruit and deliver market share gains. It said:

We retain our Buy recommendation. We continue to expect ALL's leading R&D investment will drive share gains in each of the markets it operates in. The success of Phoenix Link, which is growing at record levels, is one such example of ALL's R&D flywheel expected to bear fruits in the near term.

Furthermore, we anticipate ALL will post close to a $0 net debt position by September 2025, notable given current buybacks and a target leverage ratio of 1.0-2.0x, highlighting ALL's balance sheet optionality.

Light & Wonder Inc (ASX: LNW)

Another ASX 200 growth share that Bell Potter is tipping as a buy is Aristocrat Leisure's biggest rival, Light & Wonder.

The broker currently has a buy rating and $176.00 price target on its shares. Based on its current share price of $129.64, this suggests that even greater upside of 36% is possible between now and this time next year.

While it rates both as buys, Bell Potter prefers Light & Wonder for valuation reasons. It notes that it is a good example of growth at a reasonable price (GARP) and trading at a discount to its rival. It said:

We rate LNW a Buy over the medium to long term due to a compelling GARP profile relative to the ASX 100 and ALL (43% discount to EV / EBITA). In our view, the key catalyst in closing this discount is the ASX sole listing, which we believe will weigh positively on the stock after Dec 2025.

In the short term we acknowledge risks to LNW including: A potential miss to the lower end of CY25e AEBITDA guidance of US$1,430m (BPe US$1,424m; VA US$1,432m) due to the timing of Asian game shipments; a worsening in the ALL litigation matter (less likely); and potential market disruption due to the Nasdaq delisting which may present an attractive entry point.

Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Light & Wonder. The Motley Fool Australia has recommended Light & Wonder. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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