摩根士丹利列出了具有积极ROE和动力的“有吸引力”的小盘股

Small-cap stocks recently sank into a bear market amid the market turmoil stoked by the Trump administration’s enacting of steep import tariffs, but Morgan Stanley said there are small-cap stocks in the group worth considering. 

The Russell 2000 (RTY) gauge of small caps has dropped ~26% from its closing high in December as of mid-Monday, while the S&P 500 (SP500) has lost ~18% from its high hit in mid-February.

Morgan Stanley expects to see further underperformance of small-cap stocks (RTY) relative to large-caps partially because they have a higher exposure to macro uncertainty, and as analysts have been pulling down per-share earnings estimates on small caps. 

“That said, small-cap opportunities are rich under the surface,” Michael Wilson, chief U.S. equity strategist at Morgan Stanley, said in a research note Monday. 

The firm said companies with positive ROE and Momentum have performed well within the small-caps cohort both on a historical basis and during 2024 through Q1 2025. Morgan Stanley screened for small-cap stocks with positive 12-month Momentum and ROE with either an overweight or equal-weight rating from its analysts.

Below is a partial list from Morgan Stanley, with Seeking Alpha concentrating on stocks with a market capitalization of at least $5B:

• Life Time Group (NYSE:LTH) - MS rating: Equal-Weight 
• Brinker (NYSE:EAT) - MS rating: Equal-Weight 
• Acushnet Holdings (NYSE:GOLF) - MS rating: Equal-Weight
• Group 1 Automotive (NYSE:GPI) - MS rating: Overweight
• Stride (NYSE:LRN) - MS rating: Equal-Weight 
• Hamilton Lane (NASDAQ:HLNE) - MS rating: Equal-Weight 
• Cadence Bank (NYSE:CADE) - MS rating: Overweight
• Jackson Financial (NYSE:JXN) -MS rating: Equal-Weight 
• UMB Financial (NASDAQ:UMBF) - MS rating: Overweight 
• Hims & Hers Health (NYSE:HIMS) - MS rating: Equal-Weight 
• Halozyme Therapeutics (NASDAQ:HALO) - MS rating: Overweight 
• Guardant Health (NASDAQ:GH) - MS rating: Overweight 
• Moog (NYSE:MOG.A) - MS rating: Equal-Weight 
• Leonardo DRS (NASDAQ:DRS) - MS rating: Equal-Weight 
• Clearwater Analytics (NYSE:CWAN) - MS rating: Overweight

Small-cap ETFs include: (IJR), (NYSEARCA:IWM), (VB), (VBR), (VBK), (SCHA), (SPSM), and (DFAS).