Morningstar

Small Value

Small-value stocks are in the bottom 10% of the capitalization of the US equity market and are typically less expensive or growing more slowly than other large-cap stocks. Value is defined based on low valuations (low price ratios and high dividend yields) and slow growth (low growth rates for earnings, sales, book value, and cash flow).

Featured

For Size and Value Tilts, Simple Is Better

Larry Swedroe Sep 25, 2026

The Best Energy Stocks to Buy

Tori Brovet Sep 24, 2026

Corrections and Clarifications 2026

Morningstar Sep 22, 2026

29 New 4-Star Stocks This Week

Bella Albrecht Sep 21, 2026

Market Wrap: Stocks Fell as Healthcare and Basic Materials Declined

Irza Waraich Sep 11, 2026

Latest Company Reports

Largest Small Value Stocks

Screen With Investor

1-Day Chart	Name	Industry	Price	Morningstar Rating for Stocks	Capital Allocation	Economic Moat	Market Cap
	Skyworks Solutions Inc SWKS	Semiconductors			LOCK\|Y<#^H?g	LOCK\|mV	$19B
	Ovintiv Inc OVV	Oil & Gas E&P			LOCK\|b#%Bfq	LOCK\|N%F	$17B
	Corebridge Financial Inc CRBG	Asset Management			—	LOCK\|s!	$16B
	APA Corp APA	Oil & Gas E&P			LOCK\|Y#PGF@	LOCK\|!^s	$15B
	Equitable Holdings Inc EQH	Asset Management			—	LOCK\|VfVS	$15B
	Leidos Holdings Inc LDOS	Information Technology Services			LOCK\|FK>FRP	LOCK\|GXksn	$15B
	Unum Group UNM	Insurance - Life			—	LOCK\|lhN	$15B
	Everest Group Ltd EG	Insurance - Reinsurance			—	LOCK\|>>^	$14B
	Annaly Capital Management Inc NLY	REIT - Mortgage			—	LOCK\|Ds	$14B
	The Carlyle Group Inc CG	Asset Management			LOCK\|vMqr!K	LOCK\|GlqN	$14B

The 3 Biggest Surprises of 2026

Fund investors couldn’t have predicted this!

Russel Kinnel Sep 2, 2026

Tech and Small Value Are This Year’s Odd Couple

Cats and dogs living together.

Russel Kinnel Sep 1, 2026

Winners and Losers Among Stock Funds During Q2 2026

Semiconductors, emerging markets, and small-caps led the rebound, while software and energy struggled to keep pace.

Sbidag Demerjian Jul 2, 2026

22 New 4-Star Stocks This Week

Oracle and Palantir are among the stocks that fell into undervalued territory.

Bella Albrecht Jun 29, 2026

11 New 4-Star Stocks This Week

Marvell Technology and HCA Healthcare are among the stocks that fell into undervalued territory.

Bella Albrecht Jun 1, 2026

32 New 4-Star Stocks This Week

BlackRock and Monolithic Power are among the stocks that fell into undervalued territory.

Bella Albrecht Mar 9, 2026

Blue Owl Disclosure Drives Down Share Prices of Alternative Asset Managers

This is a warning sign for the industry and the rule makers about the downside of illiquid funds.

Greggory Warren, CFA Feb 20, 2026

Why Alts Manager Stocks Are Getting Hit Hard

Jitters about private credit markets are among the reasons that Blackstone, Apollo, and others are seeing their stocks post big declines.

Greggory Warren, CFA Feb 13, 2026

The Best Small-Value Funds and ETFs to Buy

These funds and ETFs earn top ratings from Morningstar in 2026.

Tori Brovet Jan 20, 2026

4 Top-Performing Small-Value Funds

Offerings from Dimensional and Diamond Hill stand out.

Gabe Alpert Nov 6, 2025

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