Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.
This is precisely where StockStory comes in - our job is to find you high-quality companies that can win regardless of the conditions. That said, here is one large-cap stock with attractive long-term potential and two whose existing offerings may be tapped out.
Two Large-Cap Stocks to Sell:
Workday (WDAY)
Market Cap: $58.97 billion
Founded by industry veterans Aneel Bushri and Dave Duffield after their former company PeopleSoft was acquired by Oracle in a hostile takeover, Workday (NASDAQ: WDAY) provides cloud-based software for organizations to manage and plan finance and human resources.
Why Are We Wary of WDAY?
- Sales trends were unexciting over the last three years as its 17.2% annual growth was below the typical software company
At $221.52 per share, Workday trades at 6.1x forward price-to-sales. If you’re considering WDAY for your portfolio, see our FREE research report to learn more.
Waste Connections (WCN)
Market Cap: $48.42 billion
Operating a network of municipal solid waste landfills in the U.S. and Canada, Waste Connections (NYSE: WCN) is North America's third-largest waste management company providing collection, disposal, and recycling services.
Why Does WCN Give Us Pause?
- Organic sales performance over the past two years indicates the company may need to make strategic adjustments or rely on M&A to catalyze faster growth
- Day-to-day expenses have swelled relative to revenue over the last five years as its operating margin fell by 4.1 percentage points
- Below-average returns on capital indicate management struggled to find compelling investment opportunities, and its falling returns suggest its earlier profit pools are drying up
Waste Connections’s stock price of $188.41 implies a valuation ratio of 34.1x forward P/E. To fully understand why you should be careful with WCN, check out our full research report (it’s free).
One Large-Cap Stock to Watch:
Marvell Technology (MRVL)
Market Cap: $65.4 billion
Moving away from a low margin storage device management chips in one of the biggest semiconductor business model pivots of the past decade, Marvell Technology (NASDAQ: MRVL) is a fabless designer of special purpose data processing and networking chips used by data centers, communications carriers, enterprises, and autos.
Why Could MRVL Be a Winner?
- Annual revenue growth of 18.9% over the past five years was outstanding, reflecting market share gains this cycle
- Exciting sales outlook for the upcoming 12 months calls for 31.9% growth, an acceleration from its two-year trend
- Performance over the past five years shows its incremental sales were more profitable, as its annual earnings per share growth of 23.5% outpaced its revenue gains
Marvell Technology is trading at $77.17 per share, or 25.6x forward P/E. Is now the time to initiate a position? Find out in our full research report, it’s free.
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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