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 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. Keeping that in mind, here are two large-cap stocks with attractive long-term potential and one whose momentum may slow.

One Large-Cap Stock to Sell:

GE HealthCare (GEHC)

Market Cap: $34.4 billion

Spun off from industrial giant General Electric in 2023 after over a century as its healthcare division, GE HealthCare (NASDAQ: GEHC) provides medical imaging equipment, patient monitoring systems, diagnostic pharmaceuticals, and AI-enabled healthcare solutions to hospitals and clinics worldwide.

Why Does GEHC Fall Short?

1. Absence of organic revenue growth over the past two years suggests it may have to lean into acquisitions to drive its expansion
2. Projected sales growth of 3.6% for the next 12 months suggests sluggish demand
3. Earnings per share were flat over the last three years while its revenue grew, showing its incremental sales were less profitable

GE HealthCare’s stock price of $75.16 implies a valuation ratio of 15.6x forward P/E. Check out our free in-depth research report to learn more about why GEHC doesn’t pass our bar.

Two Large-Cap Stocks to Watch:

Carvana (CVNA)

Market Cap: $46.4 billion

Known for its glass tower car vending machines, Carvana (NYSE: CVNA) provides a convenient automotive shopping experience by offering an online platform for buying and selling used cars.

Why Should CVNA Be on Your Watchlist?

1. Retail Units Sold have grown by 13.8% annually, allowing for more profitable cross-selling opportunities if it can build complementary products and features
2. Incremental sales over the last three years have been highly profitable as its earnings per share increased by 45% annually, topping its revenue gains
3. Free cash flow margin jumped by 30.2 percentage points over the last few years, giving the company more resources to pursue growth initiatives, repurchase shares, or pay dividends

At $343.02 per share, Carvana trades at 24x forward EV/EBITDA. Is now a good time to buy? Find out in our full research report, it’s free.

McKesson (MCK)

Market Cap: $88.77 billion

With roots dating back to 1833, making it one of America's oldest continuously operating businesses, McKesson (NYSE: MCK) is a healthcare services company that distributes pharmaceuticals, medical supplies, and provides technology solutions to pharmacies, hospitals, and healthcare providers.

Why Will MCK Outperform?

1. Annual revenue growth of 13.9% over the last two years beat the sector average and underscores the unique value of its offerings
2. Dominant market position is represented by its $359.1 billion in revenue, which creates significant barriers to entry in this highly regulated industry
3. Share buybacks catapulted its annual earnings per share growth to 16.6%, which outperformed its revenue gains over the last five years

McKesson is trading at $709.59 per share, or 19.3x forward P/E. Is now the right time to buy? See for yourself in our full research report, it’s free.

High-Quality Stocks for All Market Conditions

The market surged in 2024 and reached record highs after Donald Trump’s presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025.

While the crowd speculates what might happen next, we’re homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver’s seat and build a durable portfolio by checking out our 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-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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