6 Top Large-Cap Stocks With More Than 100% Return YTD

6只回报率超过100%的顶级大盘股

2020/07/07 00:00  Nalak Das

Wall Street is flying high, maintaining the momentum that it gathered in the last quarter. Defying the second wave of coronavirus in as many as 38 U.S. states, all three major stock indexes — the Dow, the S&P 500 and the Nasdaq Composite — rallied strongly in the first three trading days of July.

Stock market's momentum is likely to continue owing to the gradual reopening of the U.S. and global economies despite the resurgence of COVID-19. Meanwhile, a handful of large-cap companies (market capital > $10 billion) with a favorable Zacks Rank have skyrocketed more than 100% amid coronavirus-induced economic devastations.

Impressive Rally of Global Stock Markets

Global equities plummeted after a significant downturn since mid-February when the outbreak of the coronavirus in China spread throughout the world. Imposition of full or partial lockdowns by almost all countries halted global economic activities and consequently valuations of most of the stocks plunged within six weeks.

Stock markets across the world took a sharp northbound turn in the last week of March buoyed by unprecedented fiscal and monetary stimulus of billions of dollars provided by various governments and central banks. The rally is gathering pace by the day as systematic reopening of the U.S. and major economies internationally has strengthened investors' confidence, outweighing the resurgence of the deadly virus.

The Dow, the S&P 500 and the Nasdaq Composite have rallied 44.3%, 45.1% and 57.3%, respectively, from their recent lows recorded on Mar 23. Germany's DAX has skyrocketed more than 50% since Mar 18. The FTSE 100 of the U.K. has appreciated more than 25% since Mar 23. Japan's Nikkei 225 and South Korea's Kospi have advanced more than 20% from March lows.

Economic Devastation May Be Less Severe Than Expected

Better-than-expected economic data of April, May and June, despite the fact that the aggregate economy is still way below its pre-lockdown level of activities, have shown fundamental stability of the U.S. economy.

Record-high job additions in May and June, a significant jump in consumer spending in May especially in retail sales and the housing market, and expansion of the sagging manufacturing and services sectors in June indicates that the coronavirus-led economic devastations may not be as severe as expected earlier.

Despite the resurgence of the deadly coronavorus in various states, it is unlikely that a second round of lockdown will be imposed. All 50 states have reopened their economies in some form since the last week of May.

The Trump administration's decision to give unemployment insurance and stimulus checks to retirees, fiscal and monetary stimulus to small and mid-sized businesses, and maintaining of the benchmark interest rate at as low as 0-0.25% should boost economic recovery.

Our Top Picks

We have narrowed down our search to six large-cap stocks that have popped more than 100% YTD with strong growth potential for the rest of 2020 and robust earnings estimate revisions. Notably, an upward earnings per share estimate revision for 2020, for any stock, simply means the market is expecting the company to do good business this year.

Finally, each of our picks carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here .

The chart below shows the price performance of our six picks year to date.

20200707190907307d2464wqgti21dqb

Wayfair Inc. (W-Free Report) is one of the world's leading online sellers of home goods products, consisting of furniture and home decor. The Zacks Rank #1 company has an expected earnings growth rate of 47.3% for the current year. The Zacks Consensus Estimate for current-year earnings has improved by 50.9% over the last 60 days. The stock has surged 144.9% year to date.

Etsy Inc. (ETSY-Free Report) operates online market places for buyers and sellers primarily in the United States, the U.K., Canada, Australia, France and Germany. Its online market places include Etsy.com and Reverb.com.

The Zacks Rank #1 company has an expected earnings growth rate of 46.1% for the current year. The Zacks Consensus Estimate for current-year earnings has improved by 5.7% over the last 7 days. The stock has jumped 155.1% year to date.

Teladoc Health Inc. (TDOC-Free Report) provides virtual healthcare services on a business-to-business basis in the United States and internationally. It covers various clinical conditions, including non-critical, episodic care, chronic, and complicated cases like cancer and congestive heart failure.

The Zacks Rank #2 company has an expected earnings growth rate of 18.8% for the current year. The Zacks Consensus Estimate for current-year earnings has improved by 1.8% over the last 60 days. The stock has soared 162.7% year to date.

Zscaler Inc. (ZS-Free Report) operates as a cloud security company focusing on transforming networks and applications for a mobile and cloud-first platform. The Zacks Rank #2 company has an expected earnings growth rate of 26.8% for next year (ending July 2021). The Zacks Consensus Estimate for next-year earnings has improved 8% over the last 30 days. The stock has climbed 146.8% year to date.

Datadog Inc. (DDOG-Free Report) provides monitoring and analytics platform for developers, information technology operations teams, and business users in the cloud in the United States and globally.

The Zacks Rank #2 company has an expected earnings growth rate of more than 100% for the current year. The Zacks Consensus Estimate for current-year earnings has improved by more than 100% over the last 60 days. The stock price has appreciated 135.4% year to date.

Peloton Interactive Inc. (PTON-Free Report) provides interactive fitness products in North America. It offers connected fitness products, such as the Peloton Bike and the Peloton Tread, which include touchscreen that streams live and on-demand classes.

The Zacks Rank #2 company has an expected earnings growth rate of 36.8% for the current year (ending June 2021). The Zacks Consensus Estimate for current-year earnings has improved 5.4% over the last 30 days. The stock price has advanced 112.6% year to date.

Zacks’ Single Best Pick to Double

From thousands of stocks, 5 Zacks experts each picked their favorite to gain +100% or more in months to come. From those 5, Zacks Director of Research, Sheraz Mian hand-picks one to have the most explosive upside of all.

This young company’s gigantic growth was hidden by low-volume trading, then cut short by the coronavirus. But its digital products stand out in a region where the internet economy has tripled since 2015 and looks to triple again by 2025.

Its stock price is already starting to resume its upward arc. The sky’s the limit! And the earlier you get in, the greater your potential gain.

华尔街正在高歌猛进,保持着上个季度积累的势头。尽管美国多达38个州出现了冠状病毒的第二波浪潮,但三大股指-道琼斯指数、标准普尔500指数和纳斯达克综合指数-在7月的前三个交易日都出现了强劲反弹。

尽管新冠肺炎卷土重来,但由于美国和全球经济的逐步重新开放,股市的势头可能会继续下去。与此同时,在冠状病毒引发的经济灾难中,少数拥有有利Zacks排名的大盘股公司(市值超过100亿美元)暴涨超过100%。

令人印象深刻的全球股市涨势

自2月中旬中国爆发冠状病毒蔓延全球以来,全球股市大幅下挫。几乎所有国家实施全部或部分封锁导致全球经济活动停止,因此大多数股票的估值在六周内暴跌。

在各国政府和央行提供的史无前例的数十亿美元财政和货币刺激措施的提振下,世界各地的股市在3月最后一周出现了急剧的北上转向。随着美国和国际上主要经济体系统地重新开放,增强了投资者的信心,盖过了这种致命病毒的卷土重来,涨势一天比一天加快。

道琼斯指数、标准普尔500指数和纳斯达克综合指数分别从3月23日创下的近期低点反弹了44.3%、45.1%和57.3%。自3月18日以来,德国DAX指数飙升了50%以上,英国富时100指数自3月23日以来上涨了25%以上。日本日经225指数和韩国综合股价指数已经从3月份的低点上涨了20%以上。

经济破坏可能没有预期的那么严重

4月、5月和6月的经济数据好于预期,尽管总体经济仍远低于锁定前的活动水平,但已显示出美国经济的基本稳定。

5月和6月创纪录的就业增加,5月份消费者支出的大幅跃升,特别是零售和房地产市场,以及6月份低迷的制造业和服务业的扩张,表明冠状病毒领导的经济破坏可能没有早先预期的那么严重。

尽管致命的冠状病毒在各州死灰复燃,但实施第二轮封锁的可能性不大。自5月最后一周以来,所有50个州都以某种形式重新开放了经济。

特朗普政府决定为退休人员提供失业保险和刺激支票,向中小企业提供财政和货币刺激,并将基准利率维持在0-0.25%的低水平,这应该会促进经济复苏。

我们的最佳选择

我们已经将搜索范围缩小到六只大盘股,它们的年初以来涨幅超过100%,2020年剩余时间增长潜力强劲,盈利预期修正强劲。值得注意的是,对任何股票来说,上调2020年每股收益预期只是意味着市场预计该公司今年会做得很好。

最后,我们的每个选择要么是Zacks排名1(强力买入),要么是2(买入)。你可以在这里看到今天ZACKS排名第一的股票的完整名单。

下面的图表显示了今年到目前为止我们选择的六款产品的性价比。

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Wayfair Inc.(W-Free Report)是全球领先的家居用品在线销售商之一,产品包括家具和家居装饰。Zacks排名第一的公司预计本年度收益增长率为47.3%。扎克斯对当前年度收益的普遍估计在过去60天里提高了50.9%。今年到目前为止,该股已经飙升了144.9%。

Etsy Inc.(Etsy-Free Report)主要在美国、英国、加拿大、澳大利亚、法国和德国为买家和卖家运营在线市场。它的在线市场包括Etsy.com和ReVerb.com。

Zacks排名第一的公司预计本年度收益增长率为46.1%。扎克斯对当前年度收益的普遍估计在过去7天里提高了5.7%。今年到目前为止,该股已经上涨了155.1%。

Teladoc Health Inc.(TDOC-免费报告)在美国和国际上提供企业对企业的虚拟医疗服务。它涵盖了各种临床情况,包括非危重、间歇性护理、慢性和复杂的病例,如癌症和充血性心力衰竭。

Zacks排名第二的公司预计本年度收益增长率为18.8%。扎克斯对当前年度收益的普遍估计在过去60天里提高了1.8%。今年到目前为止,该股已经飙升了162.7%。

Zscaler Inc.(ZS-Free Report)是一家云安全公司,专注于为移动和云优先平台转型网络和应用。Zacks排名第二的公司预计明年(截至2021年7月)的收益增长率为26.8%。扎克斯对下一年收益的普遍估计在过去30天里上涨了8%。今年到目前为止,该股已经攀升了146.8%。

Datadog Inc.(DDOG-Free Report)为美国和全球云中的开发人员、信息技术运营团队和业务用户提供监控和分析平台。

Zacks排名第二的公司预计本年度收益增长率将超过100%。扎克斯对当前年度收益的普遍估计在过去60天里提高了100%以上。今年到目前为止,股价已经上涨了135.4%。

佩洛顿互动公司(Peloton Interactive Inc.)(PTON-Free Report)在北美提供互动健身产品。它提供联网健身产品,如Peloton Bike和Peloton Trad,其中包括可以直播和点播课程的触摸屏。

Zacks排名第二的公司预计本年度(截至2021年6月)的收益增长率为36.8%。扎克斯对当前年度收益的普遍估计在过去30天里上涨了5.4%。今年到目前为止,股价已经上涨了112.6%。

扎克斯的单打最佳双打

从数千只股票中,5名扎克专家每人挑选了他们最喜欢的股票,在未来几个月内获得+100%或更多的收益。扎克斯研究部主任谢拉兹·米安从这5个人中挑选了一个拥有最具爆炸性的上行空间。

这家年轻公司的巨大增长被低交易量掩盖了,然后又被冠状病毒打断了。但它的数字产品在一个互联网经济自2015年以来增长了两倍的地区脱颖而出,并希望到2025年再翻两番。

它的股价已经开始恢复上升的弧线。天空是极限!而且你来得越早,你的潜在收益就越大。

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