Seeking Alpha
Profile| Send Message|
( followers)  

Following is a list of 19 companies with market caps between $50-200 mn, consensus EPS growth rates for 2011 and 2012 greater than 50%, and a PEG ratio of less than 0.5.

Tkr

Company Name

EPS Current Yr Growth (%)

EPS Next Yr Growth (%)

Current Yr PE/Growth

Next Yr PE/Growth

Market Cap (mil)

AMRB

AMERICAN RIVER

200

128

0.22

0.15

65.17

WMCO

WILLIAMS CONTROL

291

59

0.04

0.14

80.66

SALM

SALEM COMM.

375

61

0.03

0.1

90.96

RLOG

RAND LOGISTICS

217

105

0.18

0.18

98.47

JRJC

CHINA FINANCE ON

78

138

0.37

0.09

100.33

CPIX

CUMBERLAND PHARM

87

82

0.28

0.17

112.99

CLUB

TOWN SPORTS INT

350

144

0.11

0.11

115.09

DUSA

DUSA PHARMA INC

82

100

0.32

0.13

126.04

SRSL

SRS LABS INC

98

51

0.23

0.29

126.92

RDNT

RADNET INC

311

76

0.05

0.11

130.44

CVTI

COVENANT TRANSPO

88

94

0.24

0.12

135.12

MIND

MITCHAM INDUS

620

133

0.06

0.12

135.79

GENT

GENTIUM

131

105

0.09

0.05

142.83

POWR

POWERSECURE INTE

88

50

0.28

0.32

161.16

CFK

CE FRANKLIN LTD

112

57

0.12

0.15

171.57

PACR

PACER INTERNATIO

80

57

0.24

0.22

183.29

QUIK

QUICKLOGIC

200

89

0.27

0.32

187.71

GUID

GUIDANCE SOFTWAR

111

74

0.51

0.44

193.37

SHLO

SHILOH INDS

57

52

0.31

0.23

195.22

Here are some of the specifics about these companies, including a brief description of their business, growth rates (topline and bottomline) and Valuation:

American River Bankshares (NASDAQ:AMRB) is a bank holding company. The Company owns 100% of its banking subsidiary, American River Bank, and American River Financial. American River Bank’s deposits are insured by the Federal Deposit Insurance Corporation (FDIC). Its EPS forecast for the current year is 0.15 and next year is 0.34. According to consensus estimates, its topline is expected to grow 0.86% current year and 3.03% next year. It is trading at a forward P/E of 19.27. Out of 4 analysts covering the company, 1 is positive and has a buy recommendation and 3 have hold ratings.

Williams Controls, Inc. (WMCO) designs, manufactures and sells electronic throttle controls, pneumatic controls, and electronic sensors for heavy trucks, transit buses, off-road equipment and military applications. Its EPS forecast for the current year is 0.86 and next year is 1.37. According to consensus estimates, its topline is expected to grow 29.24% current year and 20.65% next year. It is trading at a forward P/E of 8.07. One analyst covers the company and has a buy recommendation.

Salem Communications Corporation (NASDAQ:SALM) is a commercial radio broadcasting company in the United States, providing programming targeted at audiences interested in Christian and family-themed radio programming. Its EPS forecast for the current year is 0.38 and next year is 0.61. According to consensus estimates, its topline is expected to grow 7.23% current year and 10.35% next year. It is trading at a forward P/E of 6.15. 2 analysts cover the company and both are positive and have buy recommendations.

Rand Logistics, Inc. (NASDAQ:RLOG) is a shipping company engaged in the operation of bulk carriers on the Great Lakes. Its EPS forecast for the current year is 0.19 and next year is 0.39. According to consensus estimates, its topline is expected to grow 7.47% current year and decline -9.8% next year. It is trading at a forward P/E of 18.74. One analyst covers the company and has a buy recommendation.

China Finance Online Co. Limited (NASDAQ:JRJC) is a provider of vertically integrated financial services and products, including news, data, analytics and brokerage through Web portals, software systems and mobile handsets. Its EPS forecast for the current year is 0.16 and next year is 0.38. According to consensus estimates, its topline is expected to decline -1.4% current year and grow 7.04% next year. It is trading at a forward P/E of 11.97. Out of 2 analysts covering the company, 1 is positive and has a buy recommendation and 1 has a hold rating.

Cumberland Pharmaceuticals Inc. (NASDAQ:CPIX) is a specialty pharmaceutical company focused on the acquisition, development and commercialization of branded prescription products. Its EPS forecast for the current year is 0.22 and next year is 0.41. According to consensus estimates, its topline is expected to grow 15.18% current year and 23.78% next year. It is trading at a forward P/E of 13.55. Out of 5 analysts covering the company, 1 is positive and has a buy recommendation and 4 have hold ratings.

Town Sports International Holdings, Inc. (NASDAQ:CLUB) is an owner and operator of fitness clubs in the Northeast and Mid-Atlantic regions of the United States. Its EPS forecast for the current year is 0.14 and next year is 0.33. According to consensus estimates, its topline is expected to grow 1.29% current year and 4.17% next year. It is trading at a forward P/E of 15.33. Out of 4 analysts covering the company, 2 are positive and have buy recommendations and 2 have hold ratings.

DUSA Pharmaceuticals, Inc. (NASDAQ:DUSA) is a vertically integrated dermatology company that is developing and marketing Levulan photodynamic therapy (Levulan PDT), and other products for common skin conditions. Its EPS forecast for the current year is 0.2 and next year is 0.4. According to consensus estimates, its topline is expected to grow 17.58% current year and 24.08% next year. It is trading at a forward P/E of 13. One analyst covers the company and has a buy recommendation.

SRS Labs, Inc. (NYSEARCA:SRS) develops and produces audio and voice solutions. The Company's operations are conducted through its wholly owned subsidiaries, SRSWOWcast.com, Inc., Shenzhen Representative Office of SRS Labs, Inc. (a Chinese company), Shanghai Representative Office of SRS Labs, Inc. (a Chinese company) and SRS Labs Japan, KK (a Japanese company). Its EPS forecast for the current year is 0.38 and next year is 0.57. According to consensus estimates, its topline is expected to grow 20.01% current year and 17.39% next year. It is trading at a forward P/E of 14.98. Out of 3 analysts covering the company, 2 are positive and have buy recommendations and 1 has a hold rating.

RadNet, Inc. (NASDAQ:RDNT) operates a group of regional networks comprising 180 diagnostic imaging facilities located in seven states with operations in California, Maryland, the Treasure Coast area of Florida, Kansas, Delaware, New Jersey and the Finger Lakes (Rochester) and Hudson Valley areas of New York. Its EPS forecast for the current year is 0.25 and next year is 0.43. According to consensus estimates, its topline is expected to grow 7.2% current year and 4.27% next year. It is trading at a forward P/E of 8.08. 3 analysts cover the company and all are positive and have buy recommendations.

Covenant Transportation Group, Inc. (NASDAQ:CVTI) is a carrier for transportation companies, such as freight forwarders, less-than-truckload carriers, and third-party logistics providers that require a high level of service to support their businesses, as well as for traditional truckload customers, such as manufacturers, retailers, and food and beverage shippers. Its EPS forecast for the current year is 0.43 and next year is 0.84. According to consensus estimates, its topline is expected to grow 10.19% current year and 7.47% next year. It is trading at a forward P/E of 11.06. Out of 5 analysts covering the company, 4 are positive and have buy recommendations and 1 has a hold rating.

Mitcham Industries, Inc. (NASDAQ:MIND) is engaged directly and through its wholly owned subsidiaries in the leasing of seismic equipment to the oil and gas industry globally. Its EPS forecast for the current year is 0.36 and next year is 0.84. According to consensus estimates, its topline is expected to grow 31.19% current year and 12.27% next year. It is trading at a forward P/E of 16.25. One analyst covers the company and has a buy recommendation.

Gentium S.p.A. (GENT) is a biopharmaceutical company focused on the development and manufacture of defibrotide, a drug based on single-stranded deoxyribonucleic acid (DNA) derived from pig intestines. Its EPS forecast for the current year is 0.83 and next year is 1.7. According to consensus estimates, its topline is expected to grow 29.39% current year and 46.27% next year. It is trading at a forward P/E of 5.62.

PowerSecure International, Inc. (NYSE:POWR) is a provider of Energy and Smart Grid Solutions to electric utilities and their commercial, institutional and industrial customers, and of Energy Services to oil and natural gas producers. Its EPS forecast for the current year is 0.36 and next year is 0.54. According to consensus estimates, its topline is expected to grow 7.84% current year and 16.96% next year. It is trading at a forward P/E of 16.07. Out of 8 analysts covering the company, 7 are positive and have buy recommendations and 1 has a hold rating.

CE Franklin Ltd. (CFK) is a distributor of pipe, valves, flanges, fittings, production and process control equipment, tubular products and other general oilfield supplies to the oil and gas industry in Canada through its 45 branch operations. Its EPS forecast for the current year is 0.7 and next year is 1.1. According to consensus estimates, its topline is expected to decline -1.37% current year and grow 7.91% next year. It is trading at a forward P/E of 8.69. One analyst covers the company and has a buy recommendation.

Pacer International, Inc. (NASDAQ:PACR) is an asset-light North American transportation and logistics services provider. Its EPS forecast for the current year is 0.27 and next year is 0.42. According to consensus estimates, its topline is expected to grow 6.72% current year and 7.51% next year. It is trading at a forward P/E of 12.4. Out of 12 analysts covering the company, 4 are positive and have buy recommendations, 1 has a sell recommendation and 7 have hold ratings.

QuickLogic Corporation (NASDAQ:QUIK) is a fabless semiconductor company that designs, markets and supports primarily Customer Specific Standard Products (CSSPs), and, secondarily, Field Programmable Gate Arrays (FPGAs), associated design software and programming hardware. Its EPS forecast for the current year is 0.09 and next year is 0.17. According to consensus estimates, its topline is expected to grow 25.75% current year and 34.7% next year. It is trading at a forward P/E of 28.82. Out of 2 analysts covering the company, 1 is positive and has a buy recommendation and 1 has a hold rating.

Guidance Software, Inc. (NASDAQ:GUID) is a provider of software solutions used to conduct digital investigations. Its EPS forecast for the current year is 0.15 and next year is 0.26. According to consensus estimates, its topline is expected to grow 9.55% current year and 9.57% next year. It is trading at a forward P/E of 32.54. Out of 5 analysts covering the company, 2 are positive and have buy recommendations, 2 have sell recommendations and 1 has a hold rating.

Shiloh Industries, Inc. (NASDAQ:SHLO) is a service manufacturer of first operation blanks, engineered welded blanks, complex stampings and modular assemblies for the automotive, heavy truck and other industrial markets. Its EPS forecast for the current year is 0.66 and next year is 1. According to consensus estimates, its topline is expected to grow 10.79% current year and 9.55% next year. It is trading at a forward P/E of 11.68. One analyst covers the company and has a buy recommendation.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Source: 19 Undervalued Micro Caps With EPS Growth of Over 50% for 2011-12