An undiscovered universe of stocks is trading at 'near generational lows,' asset manager says

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Global small-cap stocks, which are trading at near generational lows relative to their large-cap rivals, says Pzena Investment Management.

Meta and its revenue and earnings growth is set to drive a positive push for stocks on Thursday, with tech giants Amazon.com and Intel to report after the bell.

“Today is a particularly attractive entry point for small-cap stocks around the world. Despite rising over 80% since the depths of COVID, the MSCI World Small Cap Index is at a near 20-year low current [price/earnings] of 11.9x,” Pzena told clients in a note. “Additionally, global small-cap stocks are also trading at near generational lows relative to global large-cap stocks.”

They say part of that outperformance is due to a lack of transparency, as smaller companies tend to attract less attention from brokers and research analysts —28% of those stocks are followed by three or fewer analysts, versus 2.4% for large caps. Of course the small cap universe also has three times as many names as the mid/large cap bunch, notes the investment management firm.

Oh and if a recession is coming, some research points to the better shelter from small caps over large-cap rivals. Schroders took a look at performances by smaller companies globally stretching back to the late 1980s that showed investing in the asset class during recessions drove strong returns. The 40-year period encompasses recessions across the U.S., Europe and Asia:

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First-quarter gross domestic product and weekly jobless claims are due at 8:30 a.m., followed by pending home sales at 10 a.m.

 

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