• United Rentals Inc. (URI $871.18)
  • $871.18 P/E (TTM): 22.44X Cap: $56.05B
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• AAON Inc. (AAON $98.39)
  • $98.39 P/E (TTM): 66.48X Cap: $8.41B
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• Coca-Cola Consolidated Inc. (COKE $130.38)
  • $130.38 P/E (TTM): 4.71X Cap: $11.14B
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• GATX Corporation (GATX $156.85)
  • $156.85 P/E (TTM): 17.88X Cap: $5.63B
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• Murphy USA Inc. (MUSA $358.20)
  • $358.20 P/E (TTM): 14.85X Cap: $7.60B
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• Construction Partners Inc. (ROAD $114.35)
  • $114.35 P/E (TTM): 84.08X Cap: $6.41B
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• SPX Technologies Inc. (SPXC $223.89)
  • $223.89 P/E (TTM): 50.2X Cap: $9.21B
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• Tetra Tech Inc. (TTEK $31.98)
  • $31.98 P/E (TTM): 39.98X Cap: $8.40B
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• The Ensign Group Inc. (ENSG $180.10)
  • $180.10 P/E (TTM): 32.63X Cap: $10.39B
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• ExlService Holdings Inc. (EXLS $39.10)
  • $39.10 P/E (TTM): 26.6X Cap: $6.11B
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• Robinhood Markets Inc. (HOOD $146.78)
  • $146.78 P/E (TTM): 74.89X Cap: $129.52B
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• Skyward Specialty Insurance Group Inc. (SKWD $45.59)
  • $45.59 P/E (TTM): 14.43X Cap: $1.82B
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Q: Hello 5i Team,

For a long-term hold, focusing on total return, ignoring sector diversity, and considering a medium-to-high level of risk, could you please provide your 12 highest conviction small/mid-cap U.S. stocks at this time, ranked in order.

Thanks in advance for your always helpful advice!

Upvote 13

Read Answer Asked by Keith on August 13, 2025

• Broadcom Inc. (AVGO $369.63)
  • $369.63 P/E (TTM): 94.29X Cap: $1.74T
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• TerraVest Industries Inc. (TVK $135.78)
  • $135.78 Cap: $2.94B
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• Kraken Robotics Inc. (PNG $6.45)
  • $6.45 P/E (TTM): 107.5X Cap: $1.97B
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• Hims & Hers Health Inc. Class A (HIMS $45.46)
  • $45.46 P/E (TTM): 57.54X Cap: $10.27B
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• Propel Holdings Inc. (PRL $25.52)
  • $25.52 P/E (TTM): 12.22X Cap: $995M
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• Skyward Specialty Insurance Group Inc. (SKWD $45.59)
  • $45.59 P/E (TTM): 14.43X Cap: $1.82B
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• Nebius Group N.V. (NBIS $130.82)
  • $130.82 Cap: $31.14B
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• Rocket Lab Corporation (RKLB $62.98)
  • $62.98 Cap: $30.18B
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Q: Please rank the following companies based on expected growth over the next 5 years as well as a risk rating. (10 being the riskiest)

Thank you

Upvote 24

Read Answer Asked by Nick on July 26, 2025

• TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU $12.28)
  • $12.28 P/E (TTM): 2.6X Cap: $5.94B
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• Skyward Specialty Insurance Group Inc. (SKWD $45.59)
  • $45.59 P/E (TTM): 14.43X Cap: $1.82B
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Q: TSU or SKWD for a 5 year hold? Are they too similar to hold both in a 25-30 stock portfolio?

Upvote 3

Read Answer Asked by Christian on July 29, 2025