Latest news with #LargeCap
Yahoo
a day ago
- Business
- Yahoo
2 Large-Cap Stocks with Promising Prospects and 1 That Underwhelm
Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they've already captured significant portions of their markets. 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 two large-cap stocks that still have big upside potential and one that could be stalling. One Large-Cap Stock to Sell: Emerson Electric (EMR) Market Cap: $81.13 billion Founded in 1890, Emerson Electric (NYSE:EMR) is a multinational technology and engineering company providing solutions in the industrial, commercial, and residential markets. Why Do We Think Twice About EMR? Products and services are facing end-market challenges during this cycle, as seen in its flat sales over the last five years Capital intensity has ramped up over the last five years as its free cash flow margin decreased by 4.1 percentage points Waning returns on capital imply its previous profit engines are losing steam Emerson Electric's stock price of $144 implies a valuation ratio of 23.3x forward P/E. Read our free research report to see why you should think twice about including EMR in your portfolio, it's free. Two Large-Cap Stocks to Watch: Micron (MU) Market Cap: $128 billion Founded in the basement of a Boise, Idaho dental office in 1978, Micron (NYSE:MU) is a leading provider of memory chips used in thousands of devices across mobile, data centers, industrial, consumer, and automotive markets. Why Does MU Stand Out? Annual revenue growth of 36.4% over the last two years was superb and indicates its market share increased during this cycle Revenue outlook for the upcoming 12 months is outstanding and shows it's on track to gain market share Performance over the past five years shows its incremental sales were more profitable, as its annual earnings per share growth of 22.8% outpaced its revenue gains At $114.15 per share, Micron trades at 11.4x forward P/E. Is now a good time to buy? Find out in our full research report, it's free. Super Micro (SMCI) Market Cap: $30.9 billion Founded in Silicon Valley in 1993 and known for its modular "building block" approach to server design, Super Micro Computer (NASDAQ:SMCI) designs and manufactures high-performance, energy-efficient server and storage systems for data centers, cloud computing, AI, and edge computing applications. Why Will SMCI Beat the Market? Impressive 81.2% annual revenue growth over the last two years indicates it's winning market share this cycle Earnings per share grew by 23.2% annually over the last five years and trumped its peers Rising returns on capital show management is finding more attractive investment opportunities Super Micro is trading at $51.85 per share, or 16.8x forward P/E. Is now the right time to buy? See for yourself in our comprehensive research report, it's free. High-Quality Stocks for All Market Conditions When Trump unveiled his aggressive tariff plan in April 2024, 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 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 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 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 StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
a day ago
- Business
- Yahoo
2 Large-Cap Stocks for Long-Term Investors and 1 We Brush Off
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 with attractive long-term potential and one whose existing offerings may be tapped out. One Large-Cap Stock to Sell: Analog Devices (ADI) Market Cap: $120 billion Founded by two MIT graduates, Ray Stata and Matthew Lorber in 1965, Analog Devices (NASDAQ:ADI) is one of the largest providers of high performance analog integrated circuits used mainly in industrial end markets, along with communications, autos, and consumer devices. Why Does ADI Fall Short? Customers postponed purchases of its products and services this cycle as its revenue declined by 12.7% annually over the last two years Costs have risen faster than its revenue over the last five years, causing its operating margin to decline by 7.3 percentage points Low returns on capital reflect management's struggle to allocate funds effectively, and its decreasing returns suggest its historical profit centers are aging Analog Devices's stock price of $228.50 implies a valuation ratio of 30.8x forward P/E. Read our free research report to see why you should think twice about including ADI in your portfolio, it's free. Two Large-Cap Stocks to Watch: Tractor Supply (TSCO) Market Cap: $30 billion Started as a mail-order tractor parts business, Tractor Supply (NASDAQ:TSCO) is a retailer of general goods such as agricultural supplies, hardware, and pet food for the rural consumer. Why Is TSCO on Our Radar? Fast expansion of new stores indicates an aggressive approach to attacking untapped market opportunities Sales outlook for the upcoming 12 months implies the business will stay on its desirable six-year growth trajectory Industry-leading 35.2% return on capital demonstrates management's skill in finding high-return investments At $56.65 per share, Tractor Supply trades at 25.6x forward P/E. Is now the right time to buy? Find out in our full research report, it's free. Monster (MNST) Market Cap: $57.54 billion Founded in 2002 as a natural soda and juice company, Monster Beverage (NASDAQ:MNST) is a pioneer of the energy drink category, and its Monster Energy brand targets a young, active demographic. Why Will MNST Beat the Market? Highly efficient business model is illustrated by its impressive 27.3% operating margin MNST is a free cash flow machine with the flexibility to invest in growth initiatives or return capital to shareholders, and its growing cash flow gives it even more resources to deploy Stellar returns on capital showcase management's ability to surface highly profitable business ventures Monster is trading at $59 per share, or 31.4x forward P/E. Is now the time to initiate a position? See for yourself in our in-depth research report, it's free. High-Quality Stocks for All Market Conditions When Trump unveiled his aggressive tariff plan in April 2024, 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 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 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 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 StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
Mint
15-07-2025
- Business
- Mint
Best mutual funds: THESE large cap schemes gave over 20% annualised return in past 3 years
Before investing in a mutual fund scheme, it is vital to examine the past returns of that scheme and compare the same with similar schemes in the same category. For instance, if an investor wants to invest in a large cap mutual fund, it is recommended to compare the past few years' returns delivered by large cap mutual funds. Although historical returns do not guarantee future returns, they tend to give an indication of how different schemes may perform in future. Aside from past returns, other factors which are worth considering by the mutual fund investors include the reputation of the fund house, macro-economic factors, whether the scheme is active or passive and past performance of the fund manager (in case of active scheme), among others. Here we list out some large cap mutual funds which have delivered over 20 percent return in the past 3 years. Those who are not aware, large cap funds refer to the schemes which invest 80 percent of their assets in large cap stocks. Large cap fund 3-year-returns (%) DSP Large Cap Fund 21.84 Edelweiss Large Cap Fund 20.53 HDFC Large Cap 20.14 ICICI Pru Large Cap Fund 21.80 Nippon India Large Cap Fund 23.98 Invesco India Large Cap 21.59 Baroda BNP Paribas Large Cap Fund 20.54 (Source: AMFI; direct returns as on July 11) As one can see in the list above, there are seven large cap mutual funds which have delivered over 20 percent annualised return in the past three years. Nippon India Large Cap Fund delivered 23.98 percent per annum and Invesco India Large Cap Fund gave 21.59 percent per annum. Other schemes which gave over 20 percent return in the past three years include Edelweiss Large Cap Fund and Baroda BNP Paribas Large Cap Fund. Notably, the historical returns do not guarantee a scheme's future returns. This means just because a scheme has delivered exceptional performance in the past three years, it does not mean it will continue to perform at the same pace in future as well. Visit here for all personal finance updates
Mint
19-06-2025
- Business
- Mint
THESE top performing large cap mutual funds gave over 21% annualised return in the past 5 years
If you are planning to invest in a large cap mutual fund, it is vital to evaluate the past few years' returns of that scheme and compare the same with those of other schemes in the same category. How does it help? Well, there is no guarantee that the scheme which has delivered good returns in the recent past will continue to deliver the same returns in the future as well. Nevertheless, it gives an indication of the trajectory of returns which the scheme has been following. And a comparison with its peers (especially in case of active funds) shows its relative performance. Here we list out the top performing large cap mutual funds which have delivered over 21 percent annualised return in the past five years. Those who are not aware, large cap mutual funds refer to the schemes which invest a minimum of 80 percent of their assets in large cap stocks. For instance, if a large scheme has total assets amounting to ₹ 100 crore, at least ₹ 80 crore (or more) should be invested in the large cap stocks, and the remaining ₹ 20 crore (or less) could be invested in other stocks such as mid cap stocks and debt, among others. Large Cap Fund 5-year-return (%) ABSL Frontline Equity Fund 22.46 Tata Large Cap Fund 21.91 Baroda BNP Paribas Large Cap Fund 21.02 DSP Large Cap Fund 21.53 Edelweiss Large Cap Fund 21.39 HDFC Large Cap Fund 23.63 ICICI Prudential Large Cap Fund 24.25 Invesco India Large Cap Fund 21.75 Kotak Bluechip Fund 21.98 Nippon India Large Cap Fund 27.19 SBI Blue Chip Fund 21.81 (Source: AMFI; Returns as on June 17, 2025) As one can see in the table above, ICICI Prudential Large Cap fund delivered 24.25 percent annualised return andHDFC Large Cap fund gave 23.69 percent CAGR. Other schemes which gave over 21 percent return included SBI Blue Chip Fund and Nippon India Large Cap Fund. Meanwhile, it is worth mentioning that investors should not get too smitten by the past returns. The historical returns may, or may not, continue to continue in the future. In other words, just because a scheme has given good performance in the past, it does not mean it will give the same performance in the future as well. Note: This story is for informational purposes only. Please speak to a SEBI-registered investment advisor before making any investment related decision. Visit here for all personal finance updates.
Yahoo
20-05-2025
- Business
- Yahoo
Sempra (SRE) Prioritizes Long-Term Growth Over Short-Term Challenges
ClearBridge Investments, an investment management company, released its 'ClearBridge Large Cap Value Strategy' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 Index declined by -4.3% in Q1 2025 due to a tariff war and a shift away from AI-related tech stocks. Amid the tech-led sell-off, the benchmark, the Russell 1000 Value Index, outperformed its growth counterpart in the quarter. Against this backdrop, the strategy underperformed the benchmark in Q1. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, ClearBridge Large Cap Value Strategy highlighted stocks such as Sempra (NYSE:SRE). Sempra (NYSE:SRE) is an energy infrastructure company. The one-month return of Sempra (NYSE:SRE) was 8.46%, and its shares lost 0.04% of their value over the last 52 weeks. On May 19, 2025, Sempra (NYSE:SRE) stock closed at $78.43 per share with a market capitalization of $51.15 billion. ClearBridge Large Cap Value Strategy stated the following regarding Sempra (NYSE:SRE) in its Q1 2025 investor letter: "One area where we've increased exposure in recent years is the utilities sector, where the combination of rising electricity demand, highly stable cash flows and attractive valuations has made the space overlooked relative to higher-flying AI plays. While utilities typically perform well in volatile markets, our holdings in Edison International and Sempra (NYSE:SRE) were negatively impacted by the tragic wildfires in Southern California, which caused billions of dollars in damages. Sempra's issues were compounded by a large earnings reset due to unexpected regulatory changes in California and the company's shift of capital toward Texas, where, while it is a higher growth market, profitability is being pressured in the short term due to higher costs. While this negatively affects near-term earnings, we believe the decision is right for the long term. We maintained positions in both companies, as we believe their valuations have been overly discounted for businesses with defensive characteristics and high-single-digit earnings growth." A power transmission tower with a desert sunset in the background, symbolizing power and energy. Sempra (NYSE:SRE) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 34 hedge fund portfolios held Sempra (NYSE:SRE) at the end of the fourth quarter, compared to 33 in the third quarter. While we acknowledge the potential of Sempra (NYSE:SRE) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Sempra (NYSE:SRE) and shared the list of natural gas players Jim Cramer commented on. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
