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1 Small-Cap Stock Worth Your Attention and 2 to Ignore

TLRY Cover Image

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 could be down big.

Two Small-Cap Stocks to Sell:

Tilray (TLRY)

Market Cap: $359.8 million

Founded in 2013, Tilray Brands (NASDAQ:TLRY) engages in cannabis research, cultivation, and distribution, offering a range of medical and recreational cannabis products, hemp-based foods, and alcoholic beverages.

Why Is TLRY Risky?

  1. Day-to-day expenses have swelled relative to revenue over the last year as its operating margin fell by 70.1 percentage points
  2. Incremental sales over the last three years were much less profitable as its earnings per share fell by 60.5% annually while its revenue grew
  3. Increased cash burn over the last year raises questions about the return timeline for its investments

Tilray is trading at $0.37 per share, or 4.7x forward EV-to-EBITDA. Check out our free in-depth research report to learn more about why TLRY doesn’t pass our bar.

Seacoast Banking (SBCF)

Market Cap: $2.12 billion

Founded during the Florida land boom of 1926 and surviving the Great Depression, Seacoast Banking Corporation of Florida (NASDAQ:SBCF) is a financial holding company that provides commercial and retail banking, wealth management, and mortgage services throughout Florida.

Why Do We Think Twice About SBCF?

  1. Annual revenue growth of 3.6% over the last two years was below our standards for the bank sector
  2. Performance over the past two years shows its incremental sales were much less profitable, as its earnings per share fell by 12% annually
  3. High debt servicing costs relative to its earnings leave little margin for error in meeting its financial obligations

At $25 per share, Seacoast Banking trades at 0.9x forward P/B. Dive into our free research report to see why there are better opportunities than SBCF.

One Small-Cap Stock to Watch:

Integral Ad Science (IAS)

Market Cap: $1.31 billion

Founded in 2009, Integral Ad Science (NASDAQ:IAS) provides digital advertising verification and optimization solutions, ensuring that ads are viewable by real people in brand-safe environments across various platforms and devices.

Why Do We Like IAS?

  1. Software platform has product-market fit given the rapid recovery of its customer acquisition costs
  2. Operating margin expanded by 11.3 percentage points over the last year as it scaled and became more efficient
  3. Impressive free cash flow profitability enables the company to fund new investments or reward investors with share buybacks/dividends

Integral Ad Science’s stock price of $8.30 implies a valuation ratio of 2.2x forward price-to-sales. Is now the right time to buy? Find out in our full research report, it’s free.

High-Quality Stocks for All Market Conditions

Donald Trump’s victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs.

While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025).

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today