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 is one large-cap stock that still has big upside potential and two whose existing offerings may be tapped out.
Two Large-Cap Stocks to Sell:
Workday (WDAY)
Market Cap: $55.17 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 Is WDAY Not Exciting?
- Underwhelming ARR growth of 13.8% over the last year suggests the company faced challenges in acquiring and retaining long-term customers
- Estimated sales growth of 12.9% for the next 12 months implies demand will slow from its two-year trend
- Operating margin expanded by 1.6 percentage points over the last year as it scaled and became more efficient
Workday is trading at $209.88 per share, or 5.4x forward price-to-sales. If you’re considering WDAY for your portfolio, see our FREE research report to learn more.
Norfolk Southern (NSC)
Market Cap: $65.01 billion
Starting with a single route from Virginia to North Carolina, Norfolk Southern (NYSE: NSC) is a freight transportation company operating a major railroad network across the eastern United States.
Why Do We Steer Clear of NSC?
- Weak unit sales over the past two years show it’s struggled to increase its sales volumes and had to rely on price increases
- Flat earnings per share over the last two years lagged its peers
- Capital intensity has ramped up over the last five years as its free cash flow margin decreased by 9.5 percentage points
Norfolk Southern’s stock price of $288.41 implies a valuation ratio of 22.8x forward P/E. Check out our free in-depth research report to learn more about why NSC doesn’t pass our bar.
One Large-Cap Stock to Watch:
GE Vernova (GEV)
Market Cap: $170.5 billion
Born from the energy business of industrial giant General Electric in a 2023 spin-off, GE Vernova (NYSE: GEV) designs, manufactures, and services power generation equipment and grid technologies to help customers build more reliable and sustainable electric systems.
Why Should GEV Be on Your Watchlist?
- Products and services resonate with customers, evidenced by its respectable 8.9% annualized sales growth over the last two years
- Incremental sales significantly boosted profitability as its annual earnings per share growth of 220% over the last two years outstripped its revenue performance
At $630.80 per share, GE Vernova trades at 60.1x forward P/E. Is now the time to initiate a position? See for yourself in our full research report, it’s free.
Stocks We Like Even More
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-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today.
