Large-Cap Stocks with Upside Potential vs One Facing Headwinds

Large-cap stocks like Salesforce (CRM) and O'Reilly (ORLY) have significant growth potential due to their size and widespread influence, but finding new areas for growth can be challenging.

Salesforce provides customer relationship management software, with its average billings growth of 11.2% underwhelming customers over the last year.

The company's operating margin was unchanged over the same period, suggesting it failed to gain leverage on fixed costs.

O'Reilly Automotive (ORLY), on the other hand, has seen increased demand at its locations open for at least a year, with same-store sales averaging 4.9% growth over the past two years.