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DLTR (©StockStory)

3 Mid-Cap Stocks We Approach with Caution


Anthony Lee /
2026/02/15 11:47 pm EST

Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.

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. Keeping that in mind, here are three mid-cap stocks to avoid and some other investments you should consider instead.

Dollar Tree (DLTR)

Market Cap: $25.07 billion

A treasure hunt because there’s no guarantee of consistent product selection, Dollar Tree (NASDAQ:DLTR) is a discount retailer that sells general merchandise and select packaged food at extremely low prices.

Why Does DLTR Worry Us?

  1. Products aren't resonating with the market as its revenue declined by 11.9% annually over the last three years
  2. Limited expansion of stores suggests it’s prioritizing efficiency over growth at this stage
  3. ROIC of 9.7% reflects management’s challenges in identifying attractive investment opportunities

Dollar Tree is trading at $128.36 per share, or 20x forward P/E. Check out our free in-depth research report to learn more about why DLTR doesn’t pass our bar.

Restaurant Brands (QSR)

Market Cap: $22.91 billion

Formed through a strategic merger, Restaurant Brands International (NYSE:QSR) is a multinational corporation that owns three iconic fast-food chains: Burger King, Tim Hortons, and Popeyes.

Why Are We Wary of QSR?

  1. Estimated sales growth of 4.4% for the next 12 months implies demand will slow from its six-year trend
  2. Expenses have increased as a percentage of revenue over the last year as its operating margin fell by 5.4 percentage points
  3. Incremental sales over the last six years were less profitable as its 5.1% annual earnings per share growth lagged its revenue gains

At $66.15 per share, Restaurant Brands trades at 16.4x forward P/E. To fully understand why you should be careful with QSR, check out our full research report (it’s free).

Avery Dennison (AVY)

Market Cap: $15.13 billion

Founded as Kum Kleen Products, Avery Dennison (NYSE:AVY) is a manufacturer of adhesive materials, display graphics, and packaging products, serving various industries.

Why Does AVY Give Us Pause?

  1. Organic revenue growth fell short of our benchmarks over the past two years and implies it may need to improve its products, pricing, or go-to-market strategy
  2. Demand will likely be soft over the next 12 months as Wall Street’s estimates imply tepid growth of 4.5%
  3. Shrinking returns on capital suggest that increasing competition is eating into the company’s profitability

Avery Dennison’s stock price of $195.83 implies a valuation ratio of 19.3x forward P/E. Read our free research report to see why you should think twice about including AVY in your portfolio.

High-Quality Stocks for All Market Conditions

The market’s up big this year - but there’s a catch. Just 4 stocks account for half the S&P 500’s entire gain. That kind of concentration makes investors nervous, and for good reason. While everyone piles into the same crowded names, smart investors are hunting quality where no one’s looking - and paying a fraction of the price. Check out the high-quality names we’ve flagged in 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.