September 2025's Top Undervalued Small Caps With Insider Action In Global

Simply Wall St

In September 2025, global markets have been buoyed by the Federal Reserve's decision to cut interest rates, sparking rallies across major U.S. stock indices and notably boosting small-cap stocks like those in the Russell 2000 Index. Amid this backdrop of monetary easing and trade developments between the U.S. and China, investors are increasingly eyeing small-cap companies that may be poised for growth due to their sensitivity to interest rate changes and potential insider activity signaling confidence in these firms' prospects. Identifying promising stocks often involves looking at those with solid fundamentals that can capitalize on prevailing economic conditions such as lower borrowing costs or favorable trade agreements.

Top 10 Undervalued Small Caps With Insider Buying Globally

NamePEPSDiscount to Fair ValueValue Rating
Bytes Technology Group17.2x4.4x12.28%★★★★☆☆
East West Banking3.2x0.8x17.71%★★★★☆☆
GDI Integrated Facility Services18.8x0.3x2.65%★★★★☆☆
BWP Trust10.0x13.0x14.03%★★★★☆☆
Hung Hing Printing GroupNA0.4x44.94%★★★★☆☆
Sagicor Financial7.1x0.4x-73.16%★★★★☆☆
Daiwa House Logistics Trust13.1x6.9x11.47%★★★★☆☆
Pizu Group Holdings14.3x1.4x32.50%★★★☆☆☆
Morguard North American Residential Real Estate Investment Trust6.7x1.8x19.20%★★★☆☆☆
CVS Group45.0x1.3x38.17%★★★☆☆☆

Click here to see the full list of 113 stocks from our Undervalued Global Small Caps With Insider Buying screener.

Below we spotlight a couple of our favorites from our exclusive screener.

B.P. Marsh & Partners (AIM:BPM)

Simply Wall St Value Rating: ★★★★☆☆

Overview: B.P. Marsh & Partners is a specialist private equity investor focused on providing consultancy services and trading investments in the financial services sector, with a market capitalization of £115.24 million.

Operations: The company's revenue primarily stems from consultancy services and trading investments in financial services, with a recent reported revenue of £115.24 million. The cost of goods sold (COGS) is £13.67 million, resulting in a gross profit of £101.57 million and a gross profit margin of 88.14%. Notably, the net income margin stands at 86.34%, reflecting efficient cost management and profitability relative to its revenue streams without incurring operating expenses during the period analyzed.

PE: 2.5x

B.P. Marsh & Partners, a smaller company with unique market positioning, recently completed a follow-on equity offering of £23.6 million at £6.5 per share, suggesting strategic capital raising efforts. Despite relying on external borrowing for funding, which carries inherent risks, the firm showcases high-quality earnings with significant non-cash components. Insider confidence is evident from recent share purchases by executives within the past year, reinforcing belief in potential growth and value realization in upcoming periods.

AIM:BPM Share price vs Value as at Sep 2025

D&L Industries (PSE:DNL)

Simply Wall St Value Rating: ★★★★☆☆

Overview: D&L Industries operates in the manufacturing sector, focusing on food ingredients, oleochemicals, resins and powder coatings, colorant and plastic additives, and aerosols, with a market cap of ₱63.67 billion.

Operations: D&L Industries generates revenue primarily from Food Ingredients and Oleochemicals, Resins and Powder Coatings, with significant contributions also coming from Colorant & Plastic Additives. The company's cost of goods sold (COGS) is a major expense impacting its profitability. Over recent periods, the gross profit margin has shown variability, with a notable margin of 17.32% as of September 2023.

PE: 14.7x

D&L Industries, a small company in the manufacturing sector, shows potential for growth with its recent second-quarter revenue increasing to PHP 12.34 billion from PHP 10.14 billion the previous year. Net income also rose slightly to PHP 714 million from PHP 698 million. Demonstrating insider confidence, Alvin Lao purchased 200,000 shares worth approximately ₱932,000 in August 2025. Despite relying on external borrowing for funding, earnings are projected to grow annually by nearly 18%.

PSE:DNL Ownership Breakdown as at Sep 2025

Badger Infrastructure Solutions (TSX:BDGI)

Simply Wall St Value Rating: ★★★☆☆☆

Overview: Badger Infrastructure Solutions specializes in non-destructive excavation services, primarily through its hydrovac technology, with a market capitalization of approximately $1.15 billion CAD.

Operations: Badger Infrastructure Solutions generates revenue primarily from its core operations, with a recent figure of $777.39 million. The company experiences a gross profit margin of 29.71%, indicating the proportion of revenue remaining after accounting for cost of goods sold (COGS). Operating expenses, including general and administrative costs, are significant components impacting profitability.

PE: 26.0x

Badger Infrastructure Solutions, operating within the infrastructure sector, reported a promising increase in sales and net income for Q2 2025, with earnings per share rising to US$0.55 from US$0.35 year-over-year. The company has embarked on an ambitious share repurchase program to buy back 2.91 million shares by August 2026, signaling insider confidence in its value proposition. Despite a high debt level due to reliance on external borrowing, projected earnings growth of over 22% annually suggests potential for future expansion and profitability.

TSX:BDGI Share price vs Value as at Sep 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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