The United States market has shown positive momentum recently, with a 1.7% increase over the past week and an impressive 18% rise over the last year, as all sectors have gained ground. In this environment of anticipated annual earnings growth of 15%, identifying small-cap stocks with notable insider activity can present intriguing opportunities for investors seeking potential value plays.
Top 10 Undervalued Small Caps With Insider Buying In The United States
| Name | PE | PS | Discount to Fair Value | Value Rating |
|---|---|---|---|---|
| First United | 9.7x | 2.8x | 49.38% | ★★★★★☆ |
| Columbus McKinnon | NA | 0.5x | 39.12% | ★★★★★☆ |
| Lindblad Expeditions Holdings | NA | 1.1x | 25.94% | ★★★★★☆ |
| Montrose Environmental Group | NA | 1.1x | 34.02% | ★★★★★☆ |
| Industrial Logistics Properties Trust | NA | 0.8x | 35.89% | ★★★★★☆ |
| Citizens & Northern | 11.5x | 2.8x | 45.86% | ★★★★☆☆ |
| Southside Bancshares | 10.6x | 3.7x | 38.41% | ★★★★☆☆ |
| S&T Bancorp | 11.1x | 3.8x | 41.23% | ★★★★☆☆ |
| Thryv Holdings | NA | 0.7x | 34.00% | ★★★★☆☆ |
| Farmland Partners | 9.1x | 9.2x | -11.08% | ★★★☆☆☆ |
Let's uncover some gems from our specialized screener.
NPK International (NPKI)
Simply Wall St Value Rating: ★★★☆☆☆
Overview: NPK International operates in the industrial sector, focusing on solutions excluding industrial blending, with a market capitalization of $2.45 billion.
Operations: The company generates revenue primarily from its Industrial Solutions segment, with a recent quarterly revenue of $233.30 million. Over the years, it has experienced fluctuations in gross profit margin, which reached 36.32% in the latest reported period. Operating expenses have been a significant cost component, consistently impacting net income results across various periods.
PE: 18.0x
NPK International, a smaller company in the U.S. market, has shown insider confidence with Joseph Cutillo purchasing 12,500 shares for nearly US$100,000 in mid-2025. Recent strategic moves include significant executive hires and board expansions to bolster global growth post-acquisition in 2024. The company secured a US$150 million revolving credit facility to support operational needs and raised its 2025 revenue guidance to between US$240 million and US$252 million. Additionally, it completed share repurchases totaling over two million shares for approximately US$11.95 million by April 2025.
- Take a closer look at NPK International's potential here in our valuation report.
Explore historical data to track NPK International's performance over time in our Past section.
PROG Holdings (PRG)
Simply Wall St Value Rating: ★★★★★☆
Overview: PROG Holdings operates as a financial technology holding company specializing in lease-to-own transactions for consumers, with a market capitalization of approximately $1.59 billion.
Operations: PRG generates revenue primarily through its sales, with cost of goods sold (COGS) being a significant expense. The company's gross profit margin has shown fluctuations, reaching 34.55% in late 2023 and early 2024. Operating expenses, including general and administrative costs, also form a substantial part of the financial structure. Net income margins have varied over time but were at 8.01% by the end of 2024.
PE: 6.4x
PROG Holdings, a smaller company in the U.S. market, recently raised its 2025 earnings guidance to US$2.45 billion-US$2.5 billion in revenue and net earnings of US$120 million-US$125 million, reflecting potential growth despite being dropped from several indices. With insider confidence evident through share purchases and a strategic buyback of 899,800 shares for US$25.65 million between April and June 2025, there's an indication of belief in future performance despite past challenges highlighted by activist investors demanding strategic changes.
- Click to explore a detailed breakdown of our findings in PROG Holdings' valuation report.
Evaluate PROG Holdings' historical performance by accessing our past performance report.
TETRA Technologies (TTI)
Simply Wall St Value Rating: ★★★★☆☆
Overview: TETRA Technologies is an energy services company specializing in water and flowback services, as well as completion fluids and products, with a market cap of $0.57 billion.
Operations: Water & Flowback Services and Completion Fluids & Products are the primary revenue streams. The gross profit margin showed an upward trend from 22.48% in late 2014 to 31.13% by early 2025, reflecting changes in cost management relative to revenue growth over time. Operating expenses have been a significant part of the cost structure, with General & Administrative Expenses being a notable component throughout the periods analyzed.
PE: 4.2x
TETRA Technologies, a small company in the US, has seen shifts in index inclusion, being added to several value benchmarks while dropping from growth ones as of June 30, 2025. Despite forecasted earnings declines averaging 64% annually over three years and reliance on external borrowing for funding, insider confidence remains evident through share purchases. Recent expansions in their Evergreen Unit highlight promising mineral resources like bromine and lithium. However, challenges persist with complex lithium processing and competitive industry dynamics.
- Click here and access our complete valuation analysis report to understand the dynamics of TETRA Technologies.
Understand TETRA Technologies' track record by examining our Past report.
Next Steps
- Take a closer look at our Undervalued US Small Caps With Insider Buying list of 78 companies by clicking here.
- Got skin in the game with these stocks? Elevate how you manage them by using Simply Wall St's portfolio, where intuitive tools await to help optimize your investment outcomes.
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Interested In Other Possibilities?
- Explore high-performing small cap companies that haven't yet garnered significant analyst attention.
- Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management.
- Find companies with promising cash flow potential yet trading below their fair value.
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.
Valuation is complex, but we're here to simplify it.
Discover if TETRA Technologies might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.
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