Small-cap

DXC Technology runs and modernizes critical IT systems for large enterprises and governments. Its appeal rests on durable client relationships, meaningful cash generation, and room for improvement if cloud, security, and modernization efforts begin to stabilize the business.

Everforth provides large-scale IT and outsourcing services, combining recurring client work with meaningful cash generation. The shares trade at a clear discount to the sector, making the debate center on whether operational stabilization can unlock value.

Donnelley Financial Solutions provides mission-critical software and services for SEC filings, fund reporting, and capital markets workflows. The appeal lies in sticky compliance demand, improving cash generation, and a steady shift toward recurring software revenue.

BigBear.ai builds AI and analytics tools for defense, security, and complex operations. Its niche focus and exposure to government modernization create real upside potential, but the key question is whether that demand can turn into steadier growth and stronger economics.

CTS Corporation makes specialized electronic components used in vehicles, industrial equipment, medical devices, and defense systems. Higher margins, low debt, and improving cash generation make it a notable smaller player as electronic content keeps rising across its markets.