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1 Small-Cap Stock on Our Buy List and 2 to Think Twice About

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1 Small-Cap Stock on Our Buy List and 2 to Think Twice About

Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.

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 may have trouble.

Two Small-Cap Stocks to Sell:

1-800-FLOWERS (FLWS)

Market Cap: $342.2 million

Founded in 1976, 1-800-FLOWERS (NASDAQ:FLWS) is an online retailer of flowers, gifts, and gourmet foods, serving customers globally.

Why Do We Pass on FLWS?

  1. Products and services aren't resonating with the market as its revenue declined by 9.7% annually over the last two years

  2. Incremental sales over the last five years were much less profitable as its earnings per share fell by 29.6% annually while its revenue grew

  3. Eroding returns on capital from an already low base indicate that management’s recent investments are destroying value

1-800-FLOWERS’s stock price of $5.48 implies a valuation ratio of 17x forward price-to-earnings. To fully understand why you should be careful with FLWS, check out our full research report (it’s free).

Timken (TKR)

Market Cap: $4.33 billion

Established after the founder noticed the difficulty freight wagons had making sharp turns, Timken (NYSE:TKR) is a provider of industrial parts used across various sectors.

Why Are We Out on TKR?

  1. Core business is underperforming as its organic revenue has disappointed over the past two years, suggesting it might need acquisitions to stimulate growth

  2. Earnings per share fell by 2.9% annually over the last two years while its revenue was flat, showing each sale was less profitable

  3. Capital intensity has ramped up over the last five years as its free cash flow margin decreased by 6.3 percentage points

Timken is trading at $63.30 per share, or 9.7x forward price-to-earnings. Dive into our free research report to see why there are better opportunities than TKR.

One Small-Cap Stock to Buy:

Liquidity Services (LQDT)

Market Cap: $953.5 million

Powering what it calls the "circular economy" with over 5.5 million registered buyers across its platforms, Liquidity Services (NASDAQ:LQDT) operates online marketplaces that connect buyers and sellers of surplus assets, from consumer returns to industrial equipment to government property.