
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 are three large-cap stocks that still have big upside potential.
Palo Alto Networks (PANW)
Market Cap: $127.5 billion
Founded in 2005 by security visionary Nir Zuk who sought to reimagine firewall technology, Palo Alto Networks (NASDAQ: PANW) provides AI-powered cybersecurity platforms that protect organizations' networks, clouds, and endpoints from sophisticated threats.
Why Does PANW Stand Out?
- Software platform has product-market fit given the rapid recovery of its customer acquisition costs
- Excellent operating margin of 13.2% highlights the efficiency of its business model, and its operating leverage amplified its profits over the last year
- Robust free cash flow margin of 38.6% gives it many options for capital deployment
At $183.93 per share, Palo Alto Networks trades at 12x forward price-to-sales. Is now the right time to buy? See for yourself in our in-depth research report, it’s free for active Edge members.
Electronic Arts (EA)
Market Cap: $50.05 billion
Best known for its Madden NFL and FIFA sports franchises, Electronic Arts (NASDAQ: EA) is one of the world’s largest video game publishers.
Why Is EA on Our Radar?
- Marketing spend is minimal, showing it doesn’t need advertisements to acquire new users because of its well-known brand
- Healthy EBITDA margin of 32.9% shows it’s a well-run company with efficient processes
- Strong free cash flow margin of 24.7% enables it to reinvest or return capital consistently, and its rising cash conversion increases its margin of safety
Electronic Arts’s stock price of $200.78 implies a valuation ratio of 15.2x forward EV/EBITDA. Is now the time to initiate a position? Find out in our full research report, it’s free for active Edge members.
Airbnb (ABNB)
Market Cap: $69.28 billion
Founded by Brian Chesky and Joe Gebbia in their San Francisco apartment, Airbnb (NASDAQ: ABNB) is the world’s largest online marketplace for lodging, primarily homestays.
Why Are We Bullish on ABNB?
- Nights and Experiences Booked are rising, meaning the company can increase revenue without incurring additional customer acquisition costs if it can cross-sell additional products and features
- Disciplined cost controls and effective management resulted in a strong two-year EBITDA margin of 36.4%, and its rise over the last few years was fueled by some leverage on its fixed costs
- Impressive free cash flow profitability enables the company to fund new investments or reward investors with share buybacks/dividends
Airbnb is trading at $114.42 per share, or 15.3x forward EV/EBITDA. Is now the right time to buy? See for yourself in our full research report, it’s free for active Edge members.
High-Quality Stocks for All Market Conditions
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 6 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-micro-cap company Kadant (+351% 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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