Small-cap

Adient is a global auto seating supplier with large-scale customer programs, a broad manufacturing footprint, and improving cash generation. The key question is whether recent stabilization can turn into durable margin recovery in a demanding industry.

Accel Entertainment runs gaming terminals across local venues such as bars, restaurants, and truck stops. Its niche scale, steady revenue growth, and recent jump in free cash flow make it an interesting company to examine, especially as distributed gaming continues to expand.

Savers Value Village runs one of the largest for-profit thrift chains in North America, linking value retail with the long-term rise of resale. Revenue is still expanding and store growth continues, but the bigger question is whether that scale can translate into stronger margins.

MasterBrand is a major North American cabinet maker with broad dealer, retail, and builder exposure. Sales have shown signs of stabilizing, and its scale still matters in a fragmented market, but the key question is whether margins and cash generation can recover.