Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats. These trade-offs can cause headaches for even the most seasoned professionals, which is why we started StockStory - to help you separate the good companies from the bad. That said, here is one small-cap stock that could amplify your portfolio’s returns and two that could be down big. Two Small-Cap Stocks to Sell: Lithia (LAD) Market Cap: $8.42 billion With a strong presence in the Western US, Lithia Motors (NYSE:LAD) sells a wide range of vehicles, including new and used cars, trucks, SUVs, and luxury vehicles from various manufacturers. Why Are We Cautious About LAD? Lagging same-store sales over the past two years suggest it might have to change its pricing and marketing strategy to stimulate demand Gross margin of 15.9% is below its competitors, leaving less money for marketing and promotions High net-debt-to-EBITDA ratio of 7× increases the risk of forced asset sales or dilutive financing if operational performance weakens At $322.09 per share, Lithia trades at 9.1x forward P/E. To fully understand why you should be careful with LAD, check out our full research report (it’s free). Arcos Dorados (ARCO) Market Cap: $1.59 billion Translating to “Golden Arches” in Spanish, Arcos Dorados (NYSE:ARCO) is the master franchisee of the McDonald's brand in Latin America and the Caribbean, responsible for its operations and growth in over 20 countries. Why Are We Hesitant About ARCO? Lacking pricing power results in an inferior gross margin of 13.2% that must be offset by turning more tables Operating margin of 6.9% falls short of the industry average, and the smaller profit dollars make it harder to react to unexpected market developments Low free cash flow margin of -0.9% for the last two years gives it little breathing room, constraining its ability to self-fund growth or return capital to shareholders Arcos Dorados is trading at $7.65 per share, or 0.3x forward price-to-sales. Check out our free in-depth research report to learn more about why ARCO doesn’t pass our bar. One Small-Cap Stock to Watch: Semrush (SEMR) Market Cap: $1.60 billion Started by Oleg Shchegolev while still in university, Semrush (NYSE:SEMR) is a software-as-a-service platform that helps companies optimize their search engine and content marketing efforts. Why Are We Positive On SEMR? Winning new contracts that can potentially increase in value as its billings growth has averaged 24.8% over the last year Projected revenue growth of 18.6% for the next 12 months suggests its momentum from the last three years will persist Superior software functionality and low servicing costs result in a stellar gross margin of 82.1% Story Continues Semrush’s stock price of $10.70 implies a valuation ratio of 3.4x forward price-to-sales. Is now a good time to buy? See for yourself in our in-depth research report, it’s free. High-Quality Stocks for All Market Conditions Market indices reached historic highs following Donald Trump’s presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we’re leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 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 for free. View Comments
1 Small-Cap Stock for Long-Term Investors and 2 to Be Wary Of
You are reading a free article with opinions that may differ from the recommendation given by Kalkine in its paid research reports. Become a Kalkine member today to get access to our research reports, in-depth technical and fundamental research.
Start Your Free Trial Now!Not sure where to invest today?
Kalkine’s latest research highlights three companies identified through in-depth analysis and market insights.
Explore these research reports to learn about companies currently being tracked by our analysts and make more informed investment decisions.
View 3 Research ReportsThis information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on ‘as is’ basis, using their API. The information and data provided on this page, as well as via the API, are not guaranteed to be real-time or accurate. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general informational purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine does not assume any responsibility for any trading losses you might incur as a result of using this information, data, or any analyst rating or recommendation provided. Kalkine will not accept any liability for any loss or damage resulting from reliance on the information, including but not limited to data, quotes, charts, analyst ratings, recommendations, and buy/sell signals sourced via the API.
Please be fully informed about the risks and costs associated with trading in the financial markets, as it is one of the riskiest forms of investment. Kalkine does not provide any warranties regarding the information on this page, including, without limitation, warranties of merchantability or fitness for a particular purpose or use.
Please wait processing your request...