In today’s market, large companies dominate the landscape and grow their leads by acquiring smaller competitors - a trend that will accelerate with the Trump administration. However, some mid-sized players will continue thriving because they’ve carved durable niches for themselves.
Digging up these buried treasures isn’t easy, and that’s exactly why we created StockStory. Keeping that in mind, here are three of our favorite mid-cap stocks that could amplify your portfolio’s returns.
Celsius (CELH)
Market Cap: $16.22 billion
With its proprietary MetaPlus formula as the basis for key products, Celsius (NASDAQ: CELH) offers energy drinks that feature natural ingredients to help in fitness and weight management.
Why Is CELH a Top Pick?
- Annual revenue growth of 50.7% over the past three years was outstanding, reflecting market share gains
- Earnings per share have massively outperformed its peers over the last three years, increasing by 82.2% annually
- Industry-leading 34.1% return on capital demonstrates management’s skill in finding high-return investments, and its rising returns show it’s making even more lucrative bets
Celsius is trading at $62.60 per share, or 63x forward P/E. Is now the time to initiate a position? See for yourself in our in-depth research report, it’s free.
Leonardo DRS (DRS)
Market Cap: $11.09 billion
Developing submarine detection systems for the U.S. Navy, Leonardo DRS (NASDAQ: DRS) is a provider of defense systems, electronics, and military support services.
Why Do We Watch DRS?
- Annual revenue growth of 13.6% over the past two years was outstanding, reflecting market share gains this cycle
- Demand is greater than supply as the company’s 50.1% average backlog growth over the past two years shows it’s securing new contracts and accumulating more orders than it can fulfill
- Performance over the past two years shows its incremental sales were extremely profitable, as its annual earnings per share growth of 19.2% outpaced its revenue gains
At $42 per share, Leonardo DRS trades at 36.3x forward P/E. Is now the right time to buy? Find out in our full research report, it’s free.
UL Solutions (ULS)
Market Cap: $12.69 billion
Founded in 1894 as a response to the growing dangers of electricity in American homes and businesses, UL Solutions (NYSE: ULS) provides testing, inspection, and certification services that help companies ensure their products meet safety, security, and sustainability standards.
Why Is ULS Interesting?
- Solid 7.2% annual revenue growth over the last two years indicates its offering’s solve complex business issues
- Free cash flow margin jumped by 4.8 percentage points over the last five years, giving the company more resources to pursue growth initiatives, repurchase shares, or pay dividends
- Industry-leading 27.1% return on capital demonstrates management’s skill in finding high-return investments
UL Solutions’s stock price of $63.17 implies a valuation ratio of 34.2x forward P/E. Is now a good time to buy? See for yourself in our full research report, it’s free.
High-Quality Stocks for All Market Conditions
Donald Trump’s April 2025 "Liberation Day" tariffs sent markets into a tailspin, but stocks have since rebounded strongly, proving that knee-jerk reactions often create the best buying opportunities.
The smart money is already positioning for the next leg up. Don’t miss out on the recovery - check out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025).
Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 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.
