Jim Cramer, the host of CNBC’s Mad Money, shared his outlook on the next group of U.S. companies likely to reach the $1 trillion mark. He named JPMorgan Chase (JPM) as his top pick, ahead of Oracle (ORCL), Walmart (WMT), Eli Lilly (LLY), Visa (V), and Mastercard (MA).
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He said that the nation’s largest bank, currently valued at around $826.1 billion, tops his list of six contenders sitting between $500 billion and $1 trillion in market value. The stock is up about 30% year-to-date.
Cramer Backs JPMorgan as the Favorite
Cramer said he gives JPMorgan “three to one odds” of reaching the milestone first, citing its strong performance and relatively low valuation. “The banks are on fire right now, and this stock is ridiculously cheap,” he said. JPMorgan trades at about 15 times this year’s earnings, and Cramer believes that even a small increase in its valuation multiple could push it to the trillion-dollar mark.
He also praised CEO Jamie Dimon and the bank’s “fortress balance sheet,” saying JPMorgan’s financial strength allows it to thrive during market stress, just as it did during the mini banking crisis two years ago.
Oracle and Walmart Follow Closely
Cramer named Oracle as the second most likely to reach $1 trillion, thanks to its rapid growth during the AI boom. The stock is up over 263% in three years and roughly 70% year-to-date, with a current market value near $807.7 billion. However, Cramer noted that Oracle’s massive $300 billion cloud deal with OpenAI carries risk, since the company relies heavily on OpenAI to fulfill that commitment.
Walmart ranked third, with a market cap near $833 billion. The stock has gained 16% year-to-date and 119% over the past three years. Cramer said the retailer’s scale and steady growth help it handle new tariffs better than most peers, though the stock already trades at high levels for a retailer.
Other Contenders Are Eli Lilly, Visa, and Mastercard
Cramer placed Eli Lilly in fourth place, calling it the world’s most valuable healthcare company at $781.3 billion. The stock’s rise has been fueled by strong demand for its GLP-1 weight-loss and diabetes drugs, though competition from Novo Nordisk (NVO) and regulatory uncertainty have created volatility.
Visa and Mastercard round out the list, valued at roughly $670 billion and $518.6 billion, respectively. Cramer said both could reach $1 trillion in the next few years if they maintain their steady earnings growth, though he believes JPMorgan remains the strongest candidate to get there first.
Let’s see how these stocks perform using the TipRanks Stock Comparison Tool:
