14 Stocks With the Highest Growth Expectations

|
 |  Includes: AAPL, ALTR, AVGO, CF, CLF, CMCSA, FLR, INTC, MA, ORCL, SWN, T, TJX, V
by: Insider Monkey

We compiled the list of top 14 large cap growth stocks where earnings are expected to grow by at least 20% over the next five years. The data is sourced from Yahoo Finance and Finviz. Here are the 14 stocks:

1. Altera Corporation (NASDAQ:ALTR): Altera Corporation is a semiconductor company. ALTR recently traded at $36.54 and has a 0.9% dividend yield. ALTR gained 47.52% during the past 12 months. The stock has a market cap of $11.8 billion and a P/E ratio of 13.34. Altera’s estimated EPS growth over the next 5 years is 24.7%. Jim Simons’ Renaissance Technologies had $164 million invested in ALTR shares at the end of March. Jim Simon’s Medallion Fund, has not realized negative returns since 1990.

2. Apple Inc. (NASDAQ:AAPL): Apple produces and markets personal computers, mobile communication and media devices. AAPL recently traded at $376.99 and gained 51.34% during the past 12 months. The stock has a market cap of $349.5 billion, P/E ratio of 14.92 and estimated EPS growth over the next 5 years at 61.1%. Rob Citrone’s Discovery Capital Management had $633 million invested in AAPL at the end of March. (See Citrone’s top holdings here.)

3. Broadcom Corporation (BRCM): Broadcom Corporation provides semiconductors for wired and wireless communications. BRCM recently traded at $33.84 and has a 1.1% dividend yield. BRCM gained 4% during the past 12 months. The stock has a market cap of $18.1 billion, P/E ratio of 19.01 and estimated EPS growth over the next 5 years at 20.1%.

4. CF Industries Holdings (NYSE:CF): CF Industries Holdings provides nitrogen and phosphate fertilizer products worldwide. CF recently traded at $168.2 and has a 1% dividend yield. CF gained 99.67% during the past 12 months. The stock has a market cap of $12 billion, P/E ratio of 11.92 and estimated EPS growth over the next 5 years at 44.4%.

5. Cliffs Natural Resources (NYSE:CLF): Cliffs Natural Resources is a mining and natural resources company. CLF recently traded at $77.2 and has a 1.5% dividend yield. CLF gained 33.2% during the past 12 months. The stock has a market cap of $11.3 billion, P/E ratio of 7 and estimated EPS growth over the next 5 years at 32.6%. John Burbank, Phil Falcone, and Ken Fisher are among CLF investors.

6. Comcast Corporation (NASDAQ:CMCSA): Comcast Corporation provides consumer entertainment, information, and communication products and services in the United States. CMCSA recently traded at $20.64 and has a 2.2% dividend yield. CMCSA gained 17.67% during the past 12 months. The stock has a market cap of $56.7 billion, P/E ratio of 15.07 and estimated EPS growth over the next 5 years at 22.3%. John Paulson had $989 million invested in CMCSA shares (see Paulson’s entire portfolio here).

7. DIRECTV (DTV): DIRECTV provides digital television entertainment. DTV recently traded at $43.34 and gained 12.4% during the past 12 months. The stock has a market cap of $33.3 billion, P/E ratio of 14.21 and estimated EPS growth over the next 5 years at 22.9%. Louis Navellier had $56 million invested in DTV shares.

8. Fluor Corporation (NYSE:FLR): Fluor Corporation provides engineering, procurement, construction, maintenance, and project management services worldwide. FLR recently traded at $58.79 and has a 0.9% dividend yield. FLR gained 28.67% during the past 12 months. The stock has a market cap of $10.2 billion, P/E ratio of 28.4 and estimated EPS growth over the next 5 years at 24.2%.

9. Intel Corporation (NASDAQ:INTC): Intel Corporation provides integrated circuits for computing and communications industries worldwide. INTC recently traded at $20.65 and has a 4.1% dividend yield. INTC gained 11.56% during the past 12 months. The stock has a market cap of $109.5 billion, P/E ratio of 9.47 and estimated EPS growth over the next 5 years at 22.9%. Ken Fisher, Jim Simons and Phill Gross are among INTC investors. (Check out Jim Simons’ top holdings).

10. Mastercard Incorporated (NYSE:MA): MasterCard provides transaction processing and related services. MA recently traded at $328.07 and has a 0.2% dividend yield. MA gained 55.24% during the past 12 months. The stock has a market cap of $41.7 billion, P/E ratio of 20.34 and estimated EPS growth over the next 5 years at 41.9%. Thirteen hedge funds had MA among their top 10 holdings. Hedge funds collectively own 5% of the outstanding shares. Stephen Mandel’s Lone Pine, Tom Russo’s Gardner Russo & Gardner, and Jean.Marie Eveillard’s First Eagle had the largest stakes in MA among the 300+ funds we are following.

11. Oracle Corporation (NASDAQ:ORCL): Oracle Corporation provides database and middleware software, applications software, and hardware systems worldwide. ORCL recently traded at $27.39 and has a 0.9% dividend yield. ORCL gained 21.73% during the past 12 months. The stock has a market cap of $138.7 billion, P/E ratio of 16.5 and estimated EPS growth over the next 5 years at 20.8%. Thirteen hedge funds had ORCL among their top 10 holdings. Hedge funds collectively own 1% of the outstanding shares. Ken Fisher had the largest stake in ORCL among the 300+ funds we are following. Phill Gross’ Adage Capital, William von Mueffling’s Cantillon, and Robert Pitts’ Steadfast Capital also had large positions in Oracle at the end of March.

12. Southwestern Energy Company (NYSE:SWN): Southwestern Energy Company provides exploration and production of natural gas and crude oil in the United States. SWN recently traded at $38.17 and gained 10.73% during the past 12 months. The stock has a market cap of $13.3 billion, P/E ratio of 21.69 and estimated EPS growth over the next 5 years at 38.1%.

13. TJX Companies (NYSE:TJX): TJX Companies is an off.price retailer of apparel and home fashions operating worldwide. TJX recently traded at $53.89 and has a 1.4% dividend yield. TJX gained 33.56% during the past 12 months. The stock has a market cap of $20.8 billion, P/E ratio of 16.95 and estimated EPS growth over the next 5 years at 22.3%.

14. Visa Inc. (NYSE:V): Visa Inc. operates retail electronic payments network worldwide. V recently traded at $83.83 and has a 0.7% dividend yield. V gained 16.75% during the past 12 months. The stock has a market cap of $68.5 billion, P/E ratio of 19.63 and estimated EPS growth over the next 5 years at 30.1%.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.