Morgan Stanley recommends small-cap opportunities amid selloff

Morgan Stanley’s list includes golf equipment manufacturer Acushnet Holdings. / Photo: Unsplash/Courtney Cook
Morgan Stanley has put out a note identifying attractive small caps amid the current stock market selloff. The investment bank based its selection on several criteria like a positive return on equity, positive price performance over the last 12 months, and an “overweight” or “equal-weight” rating from its analysts. The financial news site Seeking Alpha reviewed Morgan Stanley’s note and highlighted 15 small caps.
Life Time Group, a luxury health club operator with a market capitalization of $5.9 billion. Morgan Stanley rating: equal-weight (equivalent to a “hold” recommendation).
Brinker International, a restaurant chain with a market capitalization of just over $6 billion. Rating: equal-weight.
Acushnet Holdings, a golf equipment manufacturer with a market capitalization of around $3.5 billion. Rating: equal-weight.
Group 1 Automotive, an auto retailer with a $5 billion market capitalization. Rating: overweight (equivalent to a “buy” recommendation).
Stride, an online learning platform with a market capitalization of $5.5 billion. Rating: equal-weight.
Hamilton Lane, an alternative investment manager with a $7.65 billion market capitalization. Rating: equal-weight.
Cadence Bank, a commercial bank with a market capitalization of $4.84 billion. Rating: overweight.
Jackson Financial, a provider of retirement annuities with a market capitalization of $5.17 billion. Rating: equal-weight.
UMB Financial, a financial services company with a market capitalization of nearly $6.3 billion. Rating: overweight.
Hims & Hers Health, a telehealth platform and maker of personalized medications, with a market capitalization of $6.17 billion. Rating: equal-weight.
Halozyme Therapeutics, a biotech firm with a market capitalization of $7.33 billion. Rating: overweight.
Guardant Health, another biotech company with a market capitalization of $5.17 billion. Rating: overweight.
Moog, a manufacturer of motion control systems for aerospace and defense, with a market capitalization of nearly $4.9 billion. Rating: equal-weight.
Leonardo DRS, a provider of defense technologies with a market capitalization of just over $8 billion. Rating: equal-weight.
Clearwater Analytics, a software provider with a market capitalization of $5.9 billion. Rating: overweight.