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.
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 is one large-cap stock that still has big upside potential and two whose momentum may slow.
Two Large-Cap Stocks to Sell:
Workday (WDAY)
Market Cap: $59.26 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 Hesitant About WDAY?
- Sales trends were unexciting over the last three years as its 17.2% annual growth was below the typical software company
At $222.99 per share, Workday trades at 6.1x forward price-to-sales. To fully understand why you should be careful with WDAY, check out our full research report (it’s free).
Deere (DE)
Market Cap: $138.2 billion
Revolutionizing agriculture with the first self-polishing cast-steel plow in the 1800s, Deere (NYSE:DE) manufactures and distributes advanced agricultural, construction, forestry, and turf care equipment.
Why Does DE Worry Us?
- Products and services are facing significant end-market challenges during this cycle as sales have declined by 16.1% annually over the last two years
- Earnings per share decreased by more than its revenue over the last two years, showing each sale was less profitable
- 6× net-debt-to-EBITDA ratio makes lenders less willing to extend additional capital, potentially necessitating dilutive equity offerings
Deere’s stock price of $510.89 implies a valuation ratio of 26.1x forward P/E. Check out our free in-depth research report to learn more about why DE doesn’t pass our bar.
One Large-Cap Stock to Buy:
Progressive (PGR)
Market Cap: $144.5 billion
Starting as a small auto insurance company in 1937 with a pioneering focus on high-risk drivers, Progressive (NYSE:PGR) is a major auto, property, and commercial insurance provider that offers policies through independent agents, online platforms, and over the phone.
Why Should You Buy PGR?
- Impressive 20.3% annual net premiums earned growth over the last two years indicates it’s winning market share this cycle
- Annual book value per share growth of 41.7% over the past two years was outstanding, reflecting strong capital accumulation this cycle
- Capital strength will likely rise over the next 12 months as its expected book value per share growth of 24.9% is robust
Progressive is trading at $246.51 per share, or 4.1x forward P/B. Is now the time to initiate a position? See for yourself in our in-depth research report, it’s free.
Stocks We Like Even More
When Trump unveiled his aggressive tariff plan in April 2025, markets tanked as investors feared a full-blown trade war. But those who panicked and sold missed the subsequent rebound that’s already erased most losses.
Don’t let fear keep you from great opportunities and take a look at Top 6 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-small-cap company Comfort Systems (+782% 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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