Exploring Undervalued Small Caps With Insider Action In June 2025

Over the last week, the United States market has risen by 1.5%, contributing to a 12% increase over the past year, with earnings projected to grow by 14% annually. In this environment, identifying small-cap stocks that are potentially undervalued and exhibit insider activity can present unique opportunities for investors looking to capitalize on growth potential in a thriving market.

Top 10 Undervalued Small Caps With Insider Buying In The United States

Name	PE	PS	Discount to Fair Value	Value Rating
Lindblad Expeditions Holdings	NA	0.9x	31.85%	★★★★★★
Columbus McKinnon	NA	0.5x	36.30%	★★★★★☆
Industrial Logistics Properties Trust	NA	0.5x	49.26%	★★★★★☆
Citizens & Northern	10.9x	2.7x	48.37%	★★★★☆☆
Five Star Bancorp	12.3x	4.7x	46.35%	★★★★☆☆
Barrett Business Services	20.7x	0.9x	46.82%	★★★★☆☆
S&T Bancorp	10.7x	3.7x	43.30%	★★★★☆☆
Thryv Holdings	NA	0.8x	24.59%	★★★★☆☆
BlueLinx Holdings	14.5x	0.2x	-79.41%	★★★☆☆☆
Titan Machinery	NA	0.2x	-361.96%	★★★☆☆☆

Click here to see the full list of 92 stocks from our Undervalued US Small Caps With Insider Buying screener.

We'll examine a selection from our screener results.

Lindblad Expeditions Holdings (LIND)

Simply Wall St Value Rating: ★★★★★★

Overview: Lindblad Expeditions Holdings operates as a travel and expedition company, offering ship-based and land-based experiences, with a market capitalization of approximately $570 million.

Operations: The company generates revenue primarily from two segments: Lindblad and Land Experiences. Over recent periods, the gross profit margin has shown an upward trend, reaching 47.52% by March 2025. Operating expenses are a significant component of costs, with general and administrative expenses consistently being one of the largest categories.

PE: -20.3x

Lindblad Expeditions Holdings, a company known for its niche in expedition travel, recently reported promising financial results with Q1 2025 sales at US$179.72 million, up from US$153.61 million the previous year. Notably, insider confidence is reflected by Alexander Schultz's purchase of 55,106 shares worth approximately US$445,245. The company's strategic alliance with Transcend Cruises aims to expand European river cruising through 2028. Despite relying on external borrowing for funding, earnings are forecasted to grow significantly by over 100% annually.

• Take a closer look at Lindblad Expeditions Holdings' potential here in our valuation report.

• Assess Lindblad Expeditions Holdings' past performance with our detailed historical performance reports.

New Fortress Energy (NFE)

Simply Wall St Value Rating: ★★★★☆☆

Overview: New Fortress Energy is an integrated energy infrastructure company focused on natural gas and liquefied natural gas (LNG) logistics, with a market cap of approximately $4.5 billion.

Operations: NFE generates revenue primarily through its operations, with recent figures showing a revenue of $2.13 billion for the quarter ending June 9, 2025. The company has experienced fluctuations in its gross profit margin, reaching a high of 61.92% in September 2023 before declining to 45.40% by March 2025. Operating expenses have consistently been significant, with general and administrative expenses being a major component, amounting to $439.54 million in the latest period reported.

PE: -1.4x

New Fortress Energy faces challenges, notably a compliance notice from Nasdaq due to a delayed Form 10-Q filing. Despite this, they reported Q1 2025 sales of US$430 million and secured a three-year charter for an FSRU in the Dominican Republic. The company is managing debt through amendments allowing strategic use of asset sale proceeds. Insider confidence remains high with recent purchases, suggesting belief in potential growth as they navigate financial hurdles and expand operations.

• Navigate through the intricacies of New Fortress Energy with our comprehensive valuation report here.

• Learn about New Fortress Energy's historical performance.

PROG Holdings (PRG)

Simply Wall St Value Rating: ★★★★★★

Overview: PROG Holdings operates primarily through its Progressive Leasing segment, which offers lease-to-own purchase solutions, and has a market cap of approximately $1.53 billion.

Operations: Progressive Leasing is the primary revenue driver, contributing significantly to total revenues of $2.51 billion, while Vive and other segments provide smaller contributions. The company's cost structure includes a substantial cost of goods sold at $1.65 billion, leading to a gross profit margin of 34.15%. Operating expenses are primarily driven by general and administrative expenses totaling $435.58 million, impacting overall profitability with a net income margin of 8.38%.

PE: 5.7x

PROG Holdings, a smaller company in the U.S. market, has shown insider confidence with CEO Steven Michaels purchasing 15,000 shares for US$435,450 recently. This move suggests belief in the company's potential despite earnings guidance being revised downward for 2025. The firm reported Q1 revenue of US$684 million and net income of US$34.72 million, reflecting growth from last year. Additionally, they declared a quarterly dividend of $0.13 per share and are actively seeking M&A opportunities to fuel future expansion while maintaining strong cash flow through strategic capital allocation and completed share repurchases worth US$967 million since November 2021.

• Unlock comprehensive insights into our analysis of PROG Holdings stock in this valuation report.

• Gain insights into PROG Holdings' historical performance by reviewing our past performance report.

Where To Now?

• Embark on your investment journey to our 92 Undervalued US Small Caps With Insider Buying selection here.
• Have you diversified into these companies? Leverage the power of Simply Wall St's portfolio to keep a close eye on market movements affecting your investments.
• Join a community of smart investors by using Simply Wall St. It's free and delivers expert-level analysis on worldwide markets.

Ready For A Different Approach?

• 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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com