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. That said, here are two large-cap stocks that still have big upside potential and one whose existing offerings may be tapped out.
One Large-Cap Stock to Sell:
Ingersoll Rand (IR)
Market Cap: $33.65 billion
Started with the invention of the steam drill, Ingersoll Rand (NYSE:IR) provides mission-critical air, gas, liquid, and solid flow creation solutions.
Why Does IR Fall Short?
- Absence of organic revenue growth over the past two years suggests it may have to lean into acquisitions to drive its expansion
- Estimated sales growth of 5.7% for the next 12 months is soft and implies weaker demand
- Low returns on capital reflect management’s struggle to allocate funds effectively
Ingersoll Rand’s stock price of $85.20 implies a valuation ratio of 25.4x forward P/E. Check out our free in-depth research report to learn more about why IR doesn’t pass our bar.
Two Large-Cap Stocks to Buy:
EMCOR (EME)
Market Cap: $30.79 billion
Through its network of over 70 subsidiaries, EMCOR (NYSE:EME) provides electrical, mechanical, and building construction and services
Why Are We Backing EME?
- Annual revenue growth of 15.9% over the past two years was outstanding, reflecting market share gains this cycle
- Share buybacks catapulted its annual earnings per share growth to 47.4%, which outperformed its revenue gains over the last two years
- Returns on capital are climbing as management makes more lucrative bets
EMCOR is trading at $688.91 per share, or 25.9x forward P/E. Is now the right time to buy? See for yourself in our in-depth research report, it’s free.
Reddit (RDDT)
Market Cap: $42.7 billion
Founded in 2005 by two University of Virginia roommates, Reddit (NYSE:RDDT) facilitates user-generated content across niche communities (called subreddits) that discuss anything from stocks to dating and memes.
Why Should You Buy RDDT?
- Domestic Daily Active Visitors have grown by 32.3% annually, allowing for more profitable cross-selling opportunities if it can build complementary products and features
- Earnings per share grew by 40.2% annually over the last three years and trumped its peers
- Free cash flow margin jumped by 41.8 percentage points over the last few years, giving the company more resources to pursue growth initiatives, repurchase shares, or pay dividends
At $225.69 per share, Reddit trades at 40.5x forward EV/EBITDA. Is now the time to initiate a position? Find out in our full research report, it’s free.
Stocks We Like Even More
If your portfolio success hinges on just 4 stocks, your wealth is built on fragile ground. You have a small window to secure high-quality assets before the market widens and these prices disappear.
Don’t wait for the next volatility shock. 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 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 Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.