Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

The risks that can come from buying these assets is precisely why we started StockStory - to isolate the long-term winners from the losers so you can invest with confidence. Keeping that in mind, here are two growth stocks expanding their competitive advantages and one that could be down big.

One Growth Stock to Sell:

MDU Resources (MDU)

One-Year Revenue Growth: +143%

Founded to provide electricity to towns in Minnesota, MDU Resources (NYSE: MDU) provides products and services in the utilities and construction materials industries.

Why Should You Dump MDU?

1. Customers postponed purchases of its products and services this cycle as its revenue declined by 37.6% annually over the last five years
2. Earnings per share have contracted by 9.9% annually over the last five years, a headwind for returns as stock prices often echo long-term EPS performance
3. 7× net-debt-to-EBITDA ratio shows it’s overleveraged and increases the probability of shareholder dilution if things turn unexpectedly

MDU Resources’s stock price of $18.23 implies a valuation ratio of 18x forward P/E. Dive into our free research report to see why there are better opportunities than MDU.

Two Growth Stocks to Watch:

United Therapeutics (UTHR)

One-Year Revenue Growth: +17.6%

Founded by a mother seeking treatment for her daughter's pulmonary arterial hypertension, United Therapeutics (NASDAQ: UTHR) develops and commercializes medications for chronic lung diseases and other life-threatening conditions, with a focus on pulmonary hypertension treatments.

Why Will UTHR Beat the Market?

1. Market share has increased this cycle as its 20.7% annual revenue growth over the last two years was exceptional
2. UTHR is a free cash flow machine with the flexibility to invest in growth initiatives or return capital to shareholders, and its improved cash conversion implies it’s becoming a less capital-intensive business
3. Improving returns on capital reflect management’s ability to monetize investments

United Therapeutics is trading at $454.05 per share, or 15x forward P/E. Is now a good time to buy? Find out in our full research report, it’s free for active Edge members.

Fidelis Insurance (FIHL)

One-Year Revenue Growth: +21.2%

Founded in Bermuda in 2014 and designed to adapt nimbly to evolving market conditions, Fidelis Insurance (NYSE: FIHL) is a global specialty insurer and reinsurer that provides customized coverage across property, specialty, and bespoke risk solutions.

Why Are We Fans of FIHL?

1. Strong 20.6% annualized net premiums earned expansion over the last two years shows it’s capturing market share this cycle
2. Sales outlook for the upcoming 12 months implies the business will stay on its desirable two-year growth trajectory
3. Capital generation for the next 12 months is expected to accelerate above its two-year trend as Wall Street forecasts robust book value per share growth of 19.3%

At $18.17 per share, Fidelis Insurance trades at 0.8x forward P/B. Is now the time to initiate a position? See for yourself in our in-depth research report, it’s free for active Edge members.

Stocks We Like Even More

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 9 Market-Beating Stocks. 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

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