European Undervalued Small Caps With Insider Buying July 2025

Simply Wall St

As European markets navigate a complex landscape marked by the introduction of new U.S. tariffs and fluctuating economic indicators, small-cap stocks present intriguing opportunities for investors seeking value amid these dynamics. In this environment, identifying promising small-cap companies often involves looking at those with strong fundamentals and strategic insider buying, suggesting confidence in their potential despite broader market uncertainties.

Top 10 Undervalued Small Caps With Insider Buying In Europe

NamePEPSDiscount to Fair ValueValue Rating
Kitwave Group13.3x0.3x44.23%★★★★★☆
Stelrad Group13.5x0.8x35.92%★★★★★☆
Foxtons Group13.3x1.1x38.22%★★★★★☆
Seeing MachinesNA2.7x47.55%★★★★☆☆
Troax Group26.0x2.8x20.96%★★★☆☆☆
A.G. BARR19.5x1.8x46.25%★★★☆☆☆
NOTE21.9x1.5x-14.86%★★★☆☆☆
Fintel43.6x3.3x42.38%★★★☆☆☆
FastPartner17.8x4.6x-42.36%★★★☆☆☆
CVS Group44.7x1.3x39.13%★★★☆☆☆

Click here to see the full list of 57 stocks from our Undervalued European Small Caps With Insider Buying screener.

Underneath we present a selection of stocks filtered out by our screen.

MJ Gleeson (LSE:GLE)

Simply Wall St Value Rating: ★★★☆☆☆

Overview: MJ Gleeson is a UK-based company specializing in urban regeneration and land development through its two main divisions, Gleeson Homes and Gleeson Land, with a focus on building affordable homes and selling residential land, currently holding a market cap of approximately £0.43 billion.

Operations: The company generates revenue primarily from Gleeson Homes (£343.33 million) and Gleeson Land (£8.40 million). Over recent periods, the gross profit margin has shown a declining trend, reaching 22.32% in December 2024. Operating expenses are significant, with general and administrative expenses consistently forming a major part of these costs.

PE: 13.1x

MJ Gleeson, a smaller company in Europe, has caught attention due to its potential for growth and recent insider confidence. Over the past three months, they have experienced significant share price volatility. Despite this, their earnings are projected to grow at 16.2% annually. Recent guidance indicates profits before tax for fiscal year 2025 will align with market expectations of £21 million to £22.5 million and reach around £24.5 million in 2026. Leadership changes include Fiona Goldsmith's appointment as Chair on July 4, 2025, signaling strategic stability amidst a competitive landscape driven by external borrowing challenges rather than customer deposits.

LSE:GLE Ownership Breakdown as at Jul 2025

Picton Property Income (LSE:PCTN)

Simply Wall St Value Rating: ★★★★★☆

Overview: Picton Property Income is a UK-based real estate investment trust that focuses on owning and managing a diversified portfolio of commercial properties, with a market capitalization of approximately £0.46 billion.

Operations: The company's revenue primarily stems from its real estate investment activities, with a recent figure of £54.02 million. Over time, the gross profit margin has seen fluctuations, reaching 69.75% in the latest period. Operating expenses have consistently been a significant part of the cost structure, recently amounting to £6.78 million. Notably, non-operating expenses have varied significantly and can impact net income figures substantially.

PE: 11.3x

Picton Property Income, a smaller player in the European market, has shown resilience with a notable turnaround in its financial performance. Reporting net income of £37.32 million for the year ending March 31, 2025, compared to a loss previously, highlights their improving profitability. Insider confidence is evident as Francis Salway acquired shares worth £218,574 recently. The company also increased its dividend by 2.7% and secured a new £50 million revolving credit facility with NatWest for enhanced financial flexibility. Earnings are projected to grow at nearly 6% annually despite reliance on external borrowing for funding sources.

LSE:PCTN Share price vs Value as at Jul 2025

NOTE (OM:NOTE)

Simply Wall St Value Rating: ★★★☆☆☆

Overview: NOTE is a Swedish-based company that provides manufacturing and logistics services for electronics, with a market cap of approximately SEK 5.99 billion.

Operations: NOTE generates revenue primarily through its sales activities, with a significant portion of costs attributed to the cost of goods sold (COGS). The company's net income margin has shown variability over time, reaching 7.81% in September 2023. Operating expenses include notable allocations towards sales and marketing as well as general and administrative functions.

PE: 21.9x

NOTE AB's recent financial performance highlights a mixed picture, with second-quarter sales dipping to SEK 980 million from SEK 1,012 million the previous year. However, net income improved to SEK 76 million from SEK 68 million. Despite reliance on external borrowing for funding, insider confidence is evident as Johan Hagberg acquired 4,047 shares worth approximately US$600K in June. Earnings are projected to grow by 13.1% annually, suggesting potential for future value appreciation despite current challenges.

OM:NOTE Ownership Breakdown as at Jul 2025

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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