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.
This is precisely where StockStory comes in - our job is to find you high-quality companies that can win regardless of the conditions. Keeping that in mind, here are three large-cap stocks whose competitive advantages create flywheel effects.
Zscaler (ZS)
Market Cap: $34.56 billion
Pioneering the "zero trust" approach that has fundamentally changed enterprise network security, Zscaler (NASDAQ:ZS) provides a cloud-based security platform that connects users, devices, and applications securely without traditional network-based security hardware.
Why Are We Bullish on ZS?
- Winning new contracts that can potentially increase in value as its billings growth has averaged 26.3% over the last year
- Projected revenue growth of 21.6% for the next 12 months suggests its momentum from the last two years will persist
- ZS is a free cash flow machine with the flexibility to invest in growth initiatives or return capital to shareholders
Zscaler’s stock price of $216.88 implies a valuation ratio of 10.1x forward price-to-sales. Is now a good time to buy? See for yourself in our full research report, it’s free.
Robinhood (HOOD)
Market Cap: $103.6 billion
With a mission to democratize finance, Robinhood (NASDAQ:HOOD) is an online consumer finance platform known for its commission-free stock and crypto trading.
Why Is HOOD a Good Business?
- Customer spending is rising as the company has focused on monetization over the last two years, leading to 47.7% annual growth in its average revenue per user
- Additional sales over the last three years increased its profitability as the 58.5% annual growth in its earnings per share outpaced its revenue
- Robust free cash flow margin of 49.6% gives it many options for capital deployment, and its growing cash flow gives it even more resources to deploy
At $115.63 per share, Robinhood trades at 33.2x forward EV/EBITDA. Is now the time to initiate a position? Find out in our full research report, it’s free.
Travelers (TRV)
Market Cap: $62.89 billion
Tracing its roots back to 1853 when it insured travelers against accidents on steamboats and railroads, Travelers (NYSE:TRV) provides a wide range of commercial and personal property and casualty insurance products to businesses, government units, associations, and individuals.
Why Are We Fans of TRV?
- 9.2% annualized net premiums earned expansion over the last two years exceeded the sector average as its policies appealed to customers
- Annual book value per share growth of 27.3% over the past two years was outstanding, reflecting strong capital accumulation this cycle
- Book value per share outlook for the upcoming 12 months is outstanding and shows it’s on track to build significant equity value
Travelers is trading at $281.48 per share, or 1.9x forward P/B. Is now the right time to buy? See for yourself in our in-depth research report, it’s free.
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 5 Growth Stocks for this month. 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.