The 52-Week-High List: 24 Small Cap Names On Thursday
As of Thursday, November 5, there are 24 Small Cap US and Canada-listed stocks in the Trefis coverage universe trading at their 52-week highs. Small Cap here means a market value between $2 billion and $10 billion, the upper figure excluded.
At about $9.2 billion in market value, Morningstar (MORN) is the largest company on the list; its stock is up 23.2% over the past month and up 18.1% over the past year. For context, the S&P 500 is down 5.7% over the past month, including dividends.
The Ten Largest At New Highs
The table below shows the 10 largest of the 24 names, sorted by market capitalization, with returns over four windows:
| Tickers | Market Cap |
1D Return |
1W Return |
1M Return |
1Y Return |
|---|---|---|---|---|---|
| MORN | $9.2 Bil | 1.2% | 11.1% | 23.2% | 18.1% |
| ADT | $7.2 Bil | 0.0% | 0.3% | 57.1% | 26.4% |
| FTDR | $6.7 Bil | 3.4% | 9.9% | 23.4% | 46.0% |
| TFX | $6.6 Bil | 1.5% | 7.6% | 22.2% | 23.7% |
| EXLS | $6.6 Bil | 1.1% | 6.1% | 22.8% | 10.3% |
| BKH | $6.4 Bil | 0.5% | 3.9% | 11.6% | 36.1% |
| RLI | $6.4 Bil | 1.2% | 7.9% | 25.5% | 25.0% |
| NWE | $5.0 Bil | 0.0% | 3.5% | 10.9% | 40.1% |
| QTWO | $4.7 Bil | 1.5% | 15.8% | 31.2% | 24.9% |
| ARX | $4.3 Bil | 0.2% | 0.3% | 0.7% | 64.7% |
What Sits Behind The Biggest New Highs?
Morningstar (MORN) trades at 20.8 times trailing earnings, grew revenue 9.4% over the last twelve months and earned an operating margin of 23.7%.
ADT trades at 11.7 times trailing earnings, grew revenue 2.0% over the last twelve months and earned an operating margin of 24.6%.
Across the list, one-month moves range from +0.1% for Integer (ITGR) to +57.1% for ADT.
The median stock on the list is up 35.6% over the past year.
Before chasing any name on this list, ask what the company itself expects next. Our Guidance Momentum screen surfaces the stocks whose managements just raised their own outlooks.
New Highs Fade. Discipline Compounds
Some of the names on this list will keep setting highs for years, and some are at the top of their run right now. Sorting one from the other, name by name, every day, is the work most investors never keep up with.
That sorting is what the Trefis High Quality (HQ) Portfolio does systematically: about 30 quality businesses screened for the fundamentals that sustain a run, held with rules instead of excitement. It has a track record of outpacing a benchmark that combines the S&P 500, the S&P MidCap 400, and the Russell 2000. Use the high list for ideas; use the portfolio for the compounding.