Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
These trade-offs can cause headaches for even the most seasoned professionals, which is why we started StockStory - to help you find high-quality companies that can grow their earnings no matter what. Keeping that in mind, here are two large-cap stocks that still have big upside potential and one whose momentum may slow.
One Large-Cap Stock to Sell:
Workday (WDAY)
Market Cap: $35.92 billion
Born from the vision of PeopleSoft founders after Oracle's hostile takeover of their previous company, Workday (NASDAQ:WDAY) provides cloud-based software for financial management, human resources, planning, and analytics to help organizations manage their business operations.
Why Does WDAY Fall Short?
- Annual revenue growth of 14.1% over the last two years was below our standards for the software sector
- Estimated sales growth of 10.9% for the next 12 months implies demand will slow from its two-year trend
- Operating margin expanded by 5.9 percentage points over the last year as it scaled and became more efficient
Workday is trading at $143.79 per share, or 3.3x forward price-to-sales. Dive into our free research report to see why there are better opportunities than WDAY.
Two Large-Cap Stocks to Watch:
AutoZone (AZO)
Market Cap: $49.99 billion
Aiming to be a one-stop shop for the DIY customer, AutoZone (NYSE:AZO) is an auto parts and accessories retailer that sells everything from car batteries to windshield wiper fluid to brake pads.
Why Is AZO a Good Business?
- Brick-and-mortar locations are witnessing elevated demand as their same-store sales growth averaged 3.2% over the past two years
- Healthy operating margin of 19% shows it’s a well-run company with efficient processes
- Industry-leading 40% return on capital demonstrates management’s skill in finding high-return investments
At $3,020 per share, AutoZone trades at 17.7x forward P/E. Is now the right time to buy? Find out in our full research report, it’s free.
BNY (BNY)
Market Cap: $109.1 billion
Tracing its roots back to 1784 when it was founded by Alexander Hamilton, BNY (NYSE:BNY) is a global financial institution that provides asset servicing, wealth management, and investment services to institutions, corporations, and high-net-worth individuals.
Why Does BNY Stand Out?
- Performance over the past two years was turbocharged by share buybacks, which enabled its earnings per share to grow faster than its revenue
- Annual tangible book value per share growth of 21% over the past two years was outstanding, reflecting strong capital accumulation this cycle
BNY’s stock price of $161.70 implies a valuation ratio of 16.9x forward P/E. Is now the time to initiate a position? See for yourself in our full research report, it’s free.
High-Quality Stocks for All Market Conditions
WHILE YOU’RE HERE: Top 9 Market-Beating Stocks. The best stocks don’t just beat the market once. They do it again. And again. Robust revenue growth, rising free cash flow, returns on capital that leave their competition in the dust. The market has already rewarded these businesses.
But our AI platform says the party isn’t over. Find out which 9 stocks made the cut this week — FREE. Get Our Top 9 Market-Beating Stocks for Free HERE.
Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+214% between June 2020 and June 2025). Find your next big winner with StockStory today.