Small Caps | Curated & Exportable Trade Ideas
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Small Caps
21 Stocks or ETFs matching these criteria
| SYMBOL | MKT CAP | VRT | SIGNAL | RS | SAFETY | DIV. YIELD |
|---|---|---|---|---|---|---|
| MRX NASDAQ Marex Ordinary Shares |
4.62B | 72 | 1.31 | 95 | 74 | 1.6% |
| NHC NYSE MKT National HealthCare |
3.53B | 68 | 1.15 | 96 | 86 | 1.7% |
| NTB NYSE Bank of N.T. Butterfield |
2.37B | 50 | 1.03 | 77 | 57 | 4.1% |
| SRCE NASDAQ 1st Source |
2.16B | 52 | 1.10 | 87 | 36 | 2.5% |
| GRC NYSE Gorman-Rupp |
2.14B | 67 | 1.21 | 92 | 90 | 1.4% |
| ECPG NASDAQ Encore Capital |
2.03B | 65 | 0.32 | 97 | 69 | - |
| RBCAA NASDAQ Republic Bancorp |
1.95B | 57 | 0.89 | 89 | 63 | 2.5% |
| TMP NYSE MKT Tompkins Financial |
1.43B | 60 | 0.71 | 87 | 63 | 3.6% |
| CTBI NASDAQ Community Trust Bancorp |
1.42B | 59 | 1.06 | 86 | 63 | 3.5% |
| UVSP NASDAQ Univest Pennsylvania |
1.22B | 55 | 0.62 | 86 | 61 | 2.8% |
| LQDT NASDAQ Liquidity |
1.19B | 78 | 0.32 | 85 | 91 | - |
| CFFN NASDAQ Capitol Federal Financial |
1.09B | 57 | 1.06 | 86 | 59 | 4.2% |
| CCNE NASDAQ CNB Financial |
1.04B | 54 | 0.36 | 85 | 64 | 2.7% |
| MCS NYSE Marcus |
912M | 65 | 0.62 | 98 | 61 | 2.0% |
| SMBC NASDAQ Southern Missouri Bancorp |
852M | 63 | 0.92 | 83 | 73 | 1.7% |
| CARE NASDAQ Carter Bank Trust |
766M | 68 | 1.06 | 96 | 66 | 0.4% |
| PFIS NASDAQ Peoples Fin |
712M | 56 | 0.54 | 88 | 60 | 4.6% |
| AROW NASDAQ Arrow Financial |
659M | 49 | 0.00 | 79 | 63 | 3.7% |
| CIVB NASDAQ Civista Bancshares |
604M | 48 | 0.15 | 83 | 65 | 3.1% |
| HBCP NASDAQ Home Bancorp |
558M | 48 | 0.33 | 77 | 61 | 2.0% |
| LOCO NASDAQ El Pollo Loco Holdings |
497M | 69 | 0.15 | 91 | 73 | - |
How We Screen
Small Caps — Outperformer with low P/E
Small Caps that continuously grow, while maintaining a low P/E
- Market Cap 300M – 5B
- Growth Rating > 85
- Min 2 Years old
- Technical Rating > 80%
- Revenue Stability > 65%
- Exclude highest P/E Quantiles (>80%) within Peers
Growth — Money Making Machines
Fundamentally strong Companies with Moat
- ROIC > 18%
- FCF Margin > 15%
- Share Buybacks (min. CAGR: -1%)
- Revenue Stability > 85%
- Revenue Grow > 3%
Value — Warren Buffet Style
Moat and Fundamental Ratios
- min 20% below Fair Value (DCF)
- Debt/EBITDA < 3
- EPS Stability > 80%
- EPS Grow > 2%
- ROE > 15%
- ROIC > 15%
- FCF Margin > 8%
- Gross Margin > 40%
Dividend Stocks
Stable Dividends Stocks for Retirement Income
- Chart Stability > 80% (5 Years)
- Revenue Stability > 60%
- Total Return 5y > 35%
- VRT Rating > 50
- Div. Yield > 3.0%
- Div. Yield on Cost 5y > 4.5%
- Div. Payout Stability 5y > 90%
- Paying Dividends since min 2 Years
- At least quarterly Payouts
Dividend Arbitrage — Margin-Funded Income
More Dividends than you have to pay for Interest on Margin
- Min 2 Years old
- Chart Stability > 75% (5 Years)
- Div. Yield > 6.5%
- Monthly Payouts
Growth ETFs — Beating the S&P 500
Outperforms S&P 500
- Total Rating > S&P 500 VRT + 5
- Performance 12m > S&P 500 + 2%
- Performance 5y > S&P 500 + 10%
- Min. 5 Years old, None Leveraged
- CAGR/Max DD > 1.25
Dividend ETFs — Retirement
Consistent, reliable Income
- None Leveraged
- Chart Stability > 85% (5 Years)
- Div. Yield > 5%
- Dividend Rating > 65
- Div. Consistency > 85%
Straight Up — Like a Ruler
Without correction
- Correlation 3m > 95%
- Correlation 12m > 90%
- No Bonds, no ETFs — Stocks only
Top Revenue / EPS Grower
Shared baseline for both screeners
- ValueRay Growth Rating > 45
- Min 1 Earnings Beat
- ROIC > 10%
- Free-Cash-Flow Margin > 2%
Highest Revenue Growth
- Revenue 3y Stability > 95%
- Revenue 3y CAGR > 30%
Highest EPS Growth
- EPS 3y Stability > 95%
- EPS 3y CAGR > 30%
Key Metric Definitions
Trend & Momentum
- Stability
- Measures how consistent and linear a trend is over a specific timeframe (linear regression) on a scale from -100% to +100%: Choppy -40..+40, Trending >60 or < -60, Very strong trend > 85 or < -85.
- Revenue Stability
- Measures the stability of revenue growth based on linear regression (last 12 quarters). A higher score (closer to +100%) indicates more consistent growth.
- EPS Stability
- Measures the stability of EPS growth based on linear regression (last 12 quarters). A higher score (closer to +100%) indicates more consistent growth.
Ratings & Dividends
- Growth Rating
- A proprietary score from 0 to 100 that measures a company's overall growth profile. It combines factors like a stock's 1-year and 5-year total return, its price stability (measured by linear regression), and its risk-adjusted return (CAGR vs. Drawdown).
- Dividend Growth Rate
- Compound annual growth rate of annual dividend per share over the last 5 years.
- Dividend Payout Stability
- Spearman rank correlation of dividend payments over the last 5 years (-100% to +100%). Positive values indicate consistently growing dividends, negative values indicate declining trend.
- Payout Consistency
- % of eligible periods with uninterrupted or increased dividends, measured over the entire lifetime of the stock or fund.
- Overall Dividend Rating
- Proprietary composite score, quantified on a scale from 0 to +100. Ratings surpassing 70 are regarded as favorable, while those exceeding 85 are strong.