Discover European Undervalued Small Caps With Insider Buying In July 2025

Simply Wall St · 07/22 05:09

As the pan-European STOXX Europe 600 Index remains roughly flat amid ongoing U.S. and European trade discussions, small-cap stocks in Europe are navigating a mixed landscape with varying economic indicators. While Italy's FTSE MIB and the UK's FTSE 100 have shown modest gains, Germany's DAX and France's CAC 40 remain relatively unchanged, reflecting a cautious market sentiment. In this environment, identifying promising small-cap stocks often involves looking for those with strong fundamentals that can capitalize on economic trends such as expanding industrial output or favorable currency movements.

Top 10 Undervalued Small Caps With Insider Buying In Europe

Name PE PS Discount to Fair Value Value Rating
Stelrad Group 13.0x 0.7x 38.62% ★★★★★☆
Instabank 10.2x 2.9x 23.94% ★★★★★☆
Yubico 32.7x 4.7x 11.25% ★★★★☆☆
CVS Group 44.6x 1.3x 39.67% ★★★★☆☆
Seeing Machines NA 2.9x 44.26% ★★★★☆☆
Troax Group 32.8x 2.9x 27.63% ★★★☆☆☆
A.G. BARR 19.7x 1.9x 45.56% ★★★☆☆☆
NOTE 21.1x 1.4x -8.42% ★★★☆☆☆
Lords Group Trading NA 0.2x -3.83% ★★★☆☆☆
FastPartner 17.3x 4.4x -37.81% ★★★☆☆☆

Click here to see the full list of 53 stocks from our Undervalued European Small Caps With Insider Buying screener.

Let's explore several standout options from the results in the screener.

A.G. BARR (LSE:BAG)

Simply Wall St Value Rating: ★★★☆☆☆

Overview: A.G. BARR is a UK-based company primarily engaged in the production and distribution of soft drinks, cocktail solutions, and other beverages, with a market capitalization of approximately £0.58 billion.

Operations: The primary revenue stream comes from soft drinks, contributing significantly to the overall revenue of £420.4 million. The gross profit margin has shown a declining trend, reaching 39.08% in recent periods. Operating expenses have increased to £107.1 million, with sales and marketing accounting for a substantial portion at £51.1 million.

PE: 19.7x

A.G. BARR, known for Irn-Bru and Rubicon, is navigating a restructuring phase by seeking to sell Strathmore Mineral Water Company Ltd., aiming to boost profits. Despite relying on higher-risk external funding, they forecast a 10% annual earnings growth. Insider confidence is evident with recent share purchases in March 2025. The addition of Dr. Rohit Dhawan as Non-Executive Director promises strategic innovation through AI expertise from July 29, 2025, potentially enhancing their competitive edge in the consumer sector.

LSE:BAG Share price vs Value as at Jul 2025
LSE:BAG Share price vs Value as at Jul 2025

Troax Group (OM:TROAX)

Simply Wall St Value Rating: ★★★☆☆☆

Overview: Troax Group specializes in manufacturing and supplying metal-based mesh panel solutions for industrial applications, with a market capitalization of approximately €2.02 billion.

Operations: Troax Group's revenue primarily comes from its operations, with a notable gross profit margin of 37.37% as of June 2025. The company incurs costs mainly through COGS and operating expenses, including significant allocations to sales and marketing as well as general and administrative expenses. Over the observed periods, net income margin varied, reaching 8.72% in June 2025.

PE: 32.8x

Troax Group, a European company, is navigating through a challenging period with sales and net income declining in the first half of 2025 compared to the previous year. Despite this, they are taking strategic steps by consolidating operations to enhance efficiency and reduce costs. The company's commitment to growth is evident as earnings are expected to increase by 29% annually. Insider confidence remains high with recent share purchases indicating belief in future prospects despite current financial pressures.

OM:TROAX Share price vs Value as at Jul 2025
OM:TROAX Share price vs Value as at Jul 2025

Yubico (OM:YUBICO)

Simply Wall St Value Rating: ★★★★☆☆

Overview: Yubico is a company specializing in security software and services, with a market capitalization of SEK 10.25 billion.

Operations: The company's primary revenue stream is from Security Software & Services, with the latest reported revenue being SEK 2.45 billion. Over recent periods, there has been a notable increase in gross profit margin, reaching 81.57% by December 2024 and slightly adjusting to 80.96% by March 2025. The cost of goods sold (COGS) has remained relatively low compared to revenue, while operating expenses have seen an upward trend driven by sales & marketing and R&D expenses.

PE: 32.7x

Yubico, a company in the security technology industry, is expanding its YubiKey as a Service across the European Union, enhancing its presence in 199 locations globally. This expansion supports organizations' adoption of phishing-resistant multi-factor authentication. Despite a drop in net income from SEK 73.8 million to SEK 51.3 million year-over-year for Q1 2025, insider confidence is reflected by CEO Mattias Danielsson's purchase of 30,000 shares valued at approximately SEK 4.3 million in May 2025.

OM:YUBICO Share price vs Value as at Jul 2025
OM:YUBICO Share price vs Value as at Jul 2025

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.