Public Dashboard: Best Small Companies (2021)
It has been a while since Forbes magazine published their end of October list of 100 Best Small Companies. Since they stopped, Ken Kavula and Mark Robertson along with some help from their friends, have kept the tradition alive. We will present the list, talk about how the list is compiled, talk about our past performance, and then highlight a few specific ideas from the list. It is always an eagerly anticipated release. See: https://www.youtube.com/watch?v=CeObkwE9-UA BEAT acquired ($72) CO sold ($6)
| 04/30/2025 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EBIX | 5.60 | |||||||||||
| INS | 2.64 | |||||||||||
| Cash | $310.95 | 15.2% | 4.0% | 4.0% | ||||||||
| Averages | $2,040.13 | 9.1% | 12.4 | 1.2% | 59% | 70 | 70.9 | 11.9% | ||||
| ACM Research* | ACMR | 1.42 | $20.80 | $29.56 | 1.4% | 22.0% | 12.4 | 0.0% | 71% | 73 | 79 | 24.5% |
| Autohome* | ATHM | 1.05 | $27.29 | $28.76 | 1.4% | 1.5% | 14.4 | 1.5% | 77% | 67 | 62 | 5.4% |
| Axos Financial | AX | 3.67 | $63.94 | $234.53 | 11.5% | 12.6% | 9.7 | 0.0% | 44% | 99 | 97 | 16.6% |
| Emergent BioSolutions | EBS | 1.11 | $5.45 | $6.05 | 0.3% | 1.3% | 24.1 | 0.0% | 4% | 3 | 4 | 16.2% |
| Eagle Bancorp* | EGBN | 3.40 | $17.88 | $60.70 | 3.0% | -0.9% | 7.0 | 3.0% | 67% | 91 | 49 | 14.8% |
| eHealth* | EHTH | 1.49 | $6.09 | $9.07 | 0.4% | 13.1% | 26.0 | 0.0% | 14% | 5 | 18 | 33.3% |
| Essent Group* | ESNT | 2.55 | $56.30 | $143.40 | 7.0% | 11.7% | 8.0 | 2.0% | 87% | 65 | 87 | 15.2% |
| Fabrinet | FN | 1.67 | $207.55 | $345.78 | 16.9% | 11.9% | 15.6 | 0.0% | 89% | 81 | 99 | 7.0% |
| FormFactor | FORM | 3.53 | $28.54 | $100.66 | 4.9% | 5.2% | 25.0 | 0.0% | 67% | 67 | 60 | 14.5% |
| LGI Homes | LGIH | 0.94 | $54.64 | $51.14 | 2.5% | 4.9% | 10.5 | 0.0% | 19% | 58 | 38 | 13.5% |
| Malibu Boats | MBUU | 1.97 | $28.65 | $56.35 | 2.8% | 5.4% | 14.8 | 0.0% | 49% | 57 | 54 | 25.2% |
| M/I Homes* | MHO | 2.44 | $105.23 | $257.18 | 12.6% | 7.6% | 8.0 | 0.0% | 48% | 55 | 53 | 14.9% |
| Mitek Systems* | MITK | 8.03 | $8.37 | $67.23 | 3.3% | 15.0% | 18.0 | 0.0% | 33% | 15 | 25 | 10.5% |
| MKS Instruments | MKSI | 0.93 | $71.44 | $66.30 | 3.2% | 4.9% | 15.5 | 0.5% | 21% | 72 | 50 | 17.6% |
| Virtus Invest Partners* | VRTS | 0.63 | $154.46 | $97.77 | 4.8% | 0.0% | 9.5 | 2.0% | 44% | 60 | 25 | 5.5% |
| Western Alliance* | WAL | 2.46 | $70.98 | $174.68 | 8.6% | 10.7% | 10.8 | 2.4% | 56% | 68 | 80 | 14.5% |