Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.
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 are two large-cap stocks that still have big upside potential and one whose momentum may slow.
One Large-Cap Stock to Sell:
Bristol-Myers Squibb (BMY)
Market Cap: $115.3 billion
With roots dating back to 1887 and a transformative merger in 1989 that gave the company its current name, Bristol-Myers Squibb (NYSE: BMY) discovers, develops, and markets prescription medications for serious diseases including cancer, blood disorders, immunological conditions, and cardiovascular diseases.
Why Are We Cautious About BMY?
- Products and services are facing end-market challenges during this cycle, as seen in its flat sales over the last two years
- Sales are projected to tank by 4% over the next 12 months as demand evaporates further
- Performance over the past five years shows its incremental sales were much less profitable, as its earnings per share fell by 1.7% annually
Bristol-Myers Squibb’s stock price of $56.52 implies a valuation ratio of 9.1x forward P/E. Dive into our free research report to see why there are better opportunities than BMY.
Two Large-Cap Stocks to Watch:
Boston Scientific (BSX)
Market Cap: $80.41 billion
Founded in 1979 with a mission to advance less-invasive medicine, Boston Scientific (NYSE: BSX) develops and manufactures medical devices used in minimally invasive procedures across cardiovascular, urological, neurological, and gastrointestinal specialties.
Why Are We Fans of BSX?
- Existing business lines can expand without risky acquisitions as its organic revenue growth averaged 15.7% over the past two years
- Incremental sales over the last five years have been highly profitable as its earnings per share increased by 24.2% annually, topping its revenue gains
- Free cash flow margin increased by 9.1 percentage points over the last five years, giving the company more capital to invest or return to shareholders
At $54.10 per share, Boston Scientific trades at 15.4x forward P/E. Is now the right time to buy? Find out in our full research report, it’s free.
Hewlett Packard Enterprise (HPE)
Market Cap: $40.08 billion
Born from the 2015 split of the iconic Silicon Valley pioneer Hewlett-Packard, Hewlett Packard Enterprise (NYSE: HPE) provides edge-to-cloud technology solutions that help businesses capture, analyze, and act upon their data across hybrid IT environments.
Why Do We Like HPE?
- ARR trends over the past two years show it’s maintaining a steady flow of long-term contracts that contribute positively to its revenue predictability
- Massive revenue base of $35.74 billion makes it a well-known name that influences purchasing decisions
- Market share is on track to rise over the next 12 months as its 16.6% projected revenue growth implies demand will accelerate from its two-year trend
Hewlett Packard Enterprise is trading at $30.20 per share, or 12.9x forward P/E. Is now the time to initiate a position? See for yourself in our full research report, it’s free.
High-Quality Stocks for All Market Conditions
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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-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today.
