Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.
This dynamic can trouble even the most skilled investors, but luckily for you, we started StockStory to help you navigate these trade-offs and uncover exceptional companies that break the mold. That said, here are two large-cap stocks that still have big upside potential and one whose momentum may slow.
One Large-Cap Stock to Sell:
Boeing (BA)
Market Cap: $153.9 billion
One of the companies that forms a duopoly in the commercial aircraft market, Boeing (NYSE:BA) develops, manufactures, and services commercial airplanes, defense products, and space systems.
Why Do We Think BA Will Underperform?
- Disappointing unit sales over the past two years imply it may need to invest in improvements to get back on track
- Cash-burning tendencies make us wonder if it can sustainably generate shareholder value
- EBITDA losses may force it to accept punitive lending terms or high-cost debt
Boeing is trading at $202.38 per share, or 292.4x forward P/E. To fully understand why you should be careful with BA, check out our full research report (it’s free for active Edge members).
Two Large-Cap Stocks to Watch:
Accenture (ACN)
Market Cap: $169.2 billion
With a workforce of approximately 774,000 people serving clients in more than 120 countries, Accenture (NYSE:ACN) is a professional services firm that helps organizations transform their businesses through consulting, technology, operations, and digital services.
Why Could ACN Be a Winner?
- Annual revenue growth of 9.5% over the past five years was outstanding, reflecting market share gains this cycle
- Unparalleled revenue scale of $69.67 billion gives it an edge in distribution
- Market-beating returns on capital illustrate that management has a knack for investing in profitable ventures
At $272.20 per share, Accenture trades at 18.9x forward P/E. Is now a good time to buy? Find out in our full research report, it’s free for active Edge members.
Ares (ARES)
Market Cap: $35.71 billion
With roots in the leveraged finance group of Apollo Management, Ares Management (NYSE:ARES) is an alternative investment firm that manages private equity, credit, real estate, and infrastructure assets for institutional and high-net-worth clients.
Why Should You Buy ARES?
- Annual revenue growth of 19.2% over the past five years was outstanding, reflecting market share gains this cycle
- Efficiency rose over the last five years as its fee-related earnings increased by 33.6% per year
- Earnings per share have comfortably outperformed the peer group average over the last five years, increasing by 17.9% annually
Ares’s stock price of $162.05 implies a valuation ratio of 26.4x forward P/E. Is now the time to initiate a position? See for yourself in our full research report, it’s free for active Edge members.
High-Quality Stocks for All Market Conditions
Your portfolio can’t afford to be based on yesterday’s story. The risk in a handful of heavily crowded stocks is rising daily.
The names generating the next wave of massive growth are right here in our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 244% over the last five years (as of June 30, 2025).
Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today
StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.