2 Mid-Cap Stocks to Consider Right Now and 1 Facing Challenges

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Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

These dynamics can rattle even the most seasoned professionals, which is why we started StockStory - to help you separate the good companies from the bad. That said, here are two mid-cap stocks with huge upside potential and one best left ignored.

One Mid-Cap Stock to Sell:

Fortive (FTV)

Market Cap: $17.55 billion

Taking its name from the Latin root of "strong", Fortive (NYSE: FTV) manufactures products and develops industrial software for numerous industries.

Why Do We Think FTV Will Underperform?

  1. Core business is underperforming as its organic revenue has disappointed over the past two years, suggesting it might need acquisitions to stimulate growth
  2. Earnings per share were flat over the last five years and fell short of the peer group average
  3. Underwhelming 5.5% return on capital reflects management’s difficulties in finding profitable growth opportunities, and its falling returns suggest its earlier profit pools are drying up

At $55.91 per share, Fortive trades at 19.8x forward P/E. To fully understand why you should be careful with FTV, check out our full research report (it’s free).

Two Mid-Cap Stocks to Watch:

MACOM (MTSI)

Market Cap: $17.93 billion

Founded in the 1950s as Microwave Associates, a communications supplier to the US Army Signal Corp, today MACOM Technology Solutions (NASDAQ: MTSI) is a provider of analog chips used in optical, wireless, and satellite networks.

Why Are We Fans of MTSI?

  1. Impressive 27.8% annual revenue growth over the last two years indicates it’s winning market share this cycle
  2. Offerings are difficult to replicate at scale and result in a stellar gross margin of 54.5%
  3. Earnings growth has comfortably beaten the peer group average over the last five years as its EPS has compounded at 22.2% annually

MACOM’s stock price of $238.26 implies a valuation ratio of 50x forward P/E. Is now the right time to buy? See for yourself in our full research report, it’s free.

Corpay (CPAY)

Market Cap: $22.48 billion

Formerly known as FLEETCOR until its 2024 rebrand, Corpay (NYSE: CPAY) provides specialized payment solutions for businesses to manage vehicle expenses, corporate payments, and lodging costs with enhanced control and reporting capabilities.

Why Do We Love CPAY?

  1. Solid 13.6% annual revenue growth over the last five years indicates its offering’s solve complex business issues
  2. Earnings per share have outperformed the peer group average over the last five years, increasing by 14% annually
  3. ROE punches in at 31.1%, illustrating management’s expertise in identifying profitable investments

Corpay is trading at $330.54 per share, or 13.4x forward P/E. Is now the time to initiate a position? Find out in our full research report, it’s free.

Stocks We Like Even More

Your portfolio can’t afford to be based on yesterday’s story. The risk in a handful of heavily crowded stocks is rising daily.

The names generating the next wave of massive growth are right here in our 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 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 Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today.

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