In this article, we will discuss the 10 Best Large Cap Stocks to Buy Under $100.
On May 13, Sarat Sethi, DCLA Managing Partner, joined ‘The Exchange’ on CNBC to discuss a notable shift in market sentiment and the emerging opportunities in the software sector. He observed that many investors and traders are moving away from well-capitalized, high-quality companies in favor of quick trades in semiconductors and DRAM names, which he views as more speculative commodity plays. Sethi emphasized that as a long-term, value-oriented compounder investor, he finds the current valuation of software companies particularly attractive. He pointed out that software, which traded at 20x cash flow just a year ago, is now trading at 10x to 12x cash flow, despite maintaining 8% to 10% earnings growth and carrying almost no debt.
Sethi argued that there is an underappreciated synergy between hardware and software, noting that semiconductors will ultimately need software to function effectively. He dismissed fears that software companies are being left behind by AI, asserting that they are actively using the tech and engineers to enhance their products. Sethi also stressed the continued necessity of cybersecurity and interoperability, though he cautioned that investors must remain selective. He believes that it is vital to distinguish between companies with forward-looking management and those that may stagnate and see their cash flows slowly decline. Regarding semiconductors, Sethi expresses caution despite holding exposure in that area. He concluded by noting that the high correlation of semiconductor stocks in ETFs and the current market froth give him pause as a long-term investor, suggesting that the sector may be overheating.

Our Methodology
We used screeners to identify stocks with market caps between $10 billion and $200 billion and a share price below $100. We limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and are ranked in ascending order of the number of hedge funds that have stakes in them, as of Q4 2025.
Note: All data was sourced on May 14.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
10 Best Large Cap Stocks to Buy Under $100
10. Arch Capital Group Ltd. (NASDAQ:ACGL)
Number of Hedge Fund Holders: 51
Arch Capital Group Ltd. (NASDAQ:ACGL) is one of the best large cap stocks to buy under $100. On April 28, Arch Capital Group announced a strong start to 2026, reporting net income available to common shareholders of $1.0 billion, or $2.88 per share. This performance marks a significant increase from the $564 million reported in Q1 2025. The company achieved an annualized operating return on average common equity of 15.4%, supported by $901 million in after-tax operating income.
The company’s underwriting results featured a consolidated combined ratio of 81.7%, an improvement over the 90.1% seen in the prior year’s Q1. These results were supported by $200 million in favorable development from prior year loss reserves and a reduction in catastrophic losses, which totaled $174 million compared to higher levels in 2025. While gross premiums written remained relatively stable at $6.4 billion, underwriting income saw a substantial 74.6% increase to $728 million.
In terms of capital management and financial position, Arch Capital Group Ltd. (NASDAQ:ACGL) repurchased $783 million of its common shares during the quarter. Book value per common share rose to $66.19 as of March 31, representing a 1.7% increase from the end of 2025. CEO Nicolas Papadopoulo attributed the successful quarter to a disciplined approach to underwriting and capital allocation, noting that the company’s strong balance sheet continues to position it for best-in-class returns.
Arch Capital Group Ltd. (NASDAQ:ACGL) is an insurance and reinsurance company that provides property, casualty, and mortgage insurance solutions worldwide. The firm operates through 3 segments: Insurance, Reinsurance, and Mortgage, with a strong presence in the US, Europe, and Bermuda.
9. Ventas Inc. (NYSE:VTR)
Number of Hedge Fund Holders: 53
Ventas Inc. (NYSE:VTR) is one of the best large cap stocks to buy under $100. On April 27, Ventas reported strong financial results for Q1 2026, driven primarily by organic growth in its senior housing operating portfolio/SHOP. The company achieved net income attributable to common stockholders of $0.11 per share and Normalized Funds From Operations/FFO of $0.94 per share, a 9% increase compared to the same period in the prior year. Total company net operating income/NOI grew 14% year-over-year, while total same-store cash NOI rose by 9%.
The company’s SHOP segment served as the primary performance driver, delivering a same-store cash NOI increase of more than 15% year-over-year. This growth was supported by a 9% rise in same-store cash operating revenues, 170 basis points of NOI margin expansion, and a 310 basis point improvement in average occupancy. Driven by this positive momentum and a robust pipeline, Ventas raised its 2026 investment volume expectations to $3.0 billion, having already closed $1.7 billion in senior housing investments year-to-date through April.
Backed by strong property performance and recent investment accretion, Ventas Inc. (NYSE:VTR) increased its full-year 2026 guidance, projecting a revised Normalized FFO per share midpoint of $3.86 and an attributable net income per share midpoint of $0.60. The company also enhanced its financial flexibility by strengthening its net debt-to-further adjusted EBITDA ratio to 5.0x, marking its tenth consecutive quarter of sequential improvement.
Ventas Inc. (NYSE:VTR) is a healthcare-focused REIT that owns a portfolio of properties, including senior housing communities, outpatient medical buildings, research centers, hospitals, and other healthcare facilities. The company owns around 1,400 properties across North America and the UK.






My name is Inan Dogan. I’m the co-founder and Research Director of Insider Monkey. I have an important message for you today.