Russell 2000 Index: Value Investing Analysis

About the Russell 2000 Index

This index contains 3826 stocks, of which we've analyzed 130. The suggested margin of safety is 35%.

Index membership signals liquidity and institutional acceptance, making these stocks suitable for value investors seeking established companies with adequate trading volume.

Russell 2000 Index Stocks: Value Metrics

Review the stocks in this index to compare valuations and identify companies trading below intrinsic value. Use these metrics to focus your research on the most promising opportunities.

Discounted stocks in the Russell 2000 Index index
Company Current Price Current Price Discount
10 years
Mitcham Industries
(MIND)		 $5.28 68.0%
Mitcham Industries
(MIND)		 $5.28 68.0%
Cubic Corporation
(CUB)		 $10.82 66.6%
Cubic Corporation
(CUB)		 $10.82 66.6%
Commercial Vehicle Group
(CVGI)		 $4.54 55.5%
Commercial Vehicle Group
(CVGI)		 $4.54 55.5%
Apollo Commercial Real Estate Finance
(ARI)		 $6.69 52.2%
Apollo Commercial Real Estate Finance
(ARI)		 $6.69 52.2%
Kansas City Life Insurance Company
(KCLI)		 $33.40 48.0%
Kansas City Life Insurance Company
(KCLI)		 $33.40 48.0%
Lifetime Brands
(LCUT)		 $8.83 47.6%
Lifetime Brands
(LCUT)		 $8.83 47.6%
TechTarget
(TTGT)		 $3.80 38.6%
TechTarget
(TTGT)		 $3.80 38.6%
MicroStrategy Incorporated
(MSTR)		 $98.65 29.4%
MicroStrategy Incorporated
(MSTR)		 $98.65 29.4%
Eagle Bancorp
(EGBN)		 $28.15 23.7%
Eagle Bancorp
(EGBN)		 $28.15 23.7%
Crude Oil
(BZ)		 $15.73 3.7%
Crude Oil
(BZ)		 $15.73 3.7%
Delek US Holdings
(DK)		 $64.44 none
Delek US Holdings
(DK)		 $64.44 none
National Beverage Corp.
(FIZZ)		 $31.25 none
National Beverage Corp.
(FIZZ)		 $31.25 none
L Brands
(LB)		 $75.38 none
L Brands
(LB)		 $75.38 none
ACI Worldwide
(ACIW)		 $57.88 none
ACI Worldwide
(ACIW)		 $57.88 none
Investors Real Estate Trust
(IRET)		 $21.29 none
Investors Real Estate Trust
(IRET)		 $21.29 none
First Financial Corporation
(THFF)		 $77.67 none
First Financial Corporation
(THFF)		 $77.67 none
OceanFirst Financial Corp.
(OCFC)		 $19.60 none
OceanFirst Financial Corp.
(OCFC)		 $19.60 none
Alkermes plc
(ALKS)		 $52.73 none
Alkermes plc
(ALKS)		 $52.73 none
National Bankshares
(NKSH)		 $38.34 none
National Bankshares
(NKSH)		 $38.34 none
Enterprise Financial Services Corp
(EFSC)		 $65.66 none
Enterprise Financial Services Corp
(EFSC)		 $65.66 none
Evercore
(EVR)		 $340.11 none
Evercore
(EVR)		 $340.11 none
Curis
(CRIS)		 $4.69 none
Curis
(CRIS)		 $4.69 none
Pacific Biosciences of California
(PACB)		 $1.36 none
Pacific Biosciences of California
(PACB)		 $1.36 none
Emergent BioSolutions
(EBS)		 $7.33 none
Emergent BioSolutions
(EBS)		 $7.33 none
Churchill Downs Incorporated
(CHDN)		 $88.17 none
Churchill Downs Incorporated
(CHDN)		 $88.17 none
Harvard Bioscience
(HBIO)		 $5.99 none
Harvard Bioscience
(HBIO)		 $5.99 none
Cross Country Healthcare
(CCRN)		 $13.25 none
Cross Country Healthcare
(CCRN)		 $13.25 none
Amtech Systems
(ASYS)		 $15.41 none
Amtech Systems
(ASYS)		 $15.41 none
Koppers Holdings
(KOP)		 $49.61 none
Koppers Holdings
(KOP)		 $49.61 none
Diodes Incorporated
(DIOD)		 $85.90 none
Diodes Incorporated
(DIOD)		 $85.90 none
Main Street Capital Corporation
(MAIN)		 $53.80 none
Main Street Capital Corporation
(MAIN)		 $53.80 none
Jack in the Box
(JACK)		 $15.67 none
Jack in the Box
(JACK)		 $15.67 none
The York Water Company
(YORW)		 $30.94 none
The York Water Company
(YORW)		 $30.94 none
BankFinancial Corporation
(BFIN)		 $12.00 none
BankFinancial Corporation
(BFIN)		 $12.00 none
Artesian Resources Corporation
(ARTNA)		 $34.42 none
Artesian Resources Corporation
(ARTNA)		 $34.42 none
Community Trust Bancorp
(CTBI)		 $76.66 none
Community Trust Bancorp
(CTBI)		 $76.66 none
Zumiez
(ZUMZ)		 $19.46 none
Zumiez
(ZUMZ)		 $19.46 none
Ironwood Pharmaceuticals
(IRWD)		 $3.91 none
Ironwood Pharmaceuticals
(IRWD)		 $3.91 none
Kilroy Realty Corporation
(KRC)		 $39.41 none
Kilroy Realty Corporation
(KRC)		 $39.41 none
McGrath RentCorp
(MGRC)		 $120.00 none
McGrath RentCorp
(MGRC)		 $120.00 none
UMB Financial Corporation
(UMBF)		 $140.97 none
UMB Financial Corporation
(UMBF)		 $140.97 none
Rogers Corporation
(ROG)		 $129.32 none
Rogers Corporation
(ROG)		 $129.32 none
STERIS plc
(STE)		 $218.40 none
STERIS plc
(STE)		 $218.40 none
Kadant
(KAI)		 $312.15 none
Kadant
(KAI)		 $312.15 none
Golar LNG Limited
(GLNG)		 $48.98 none
Golar LNG Limited
(GLNG)		 $48.98 none
8x8
(EGHT)		 $1.85 none
8x8
(EGHT)		 $1.85 none
Winnebago Industries
(WGO)		 $31.09 none
Winnebago Industries
(WGO)		 $31.09 none
Haverty Furniture Companies
(HVT)		 $25.22 none
Haverty Furniture Companies
(HVT)		 $25.22 none
Modine Manufacturing Company
(MOD)		 $230.40 none
Modine Manufacturing Company
(MOD)		 $230.40 none
Acuity Brands
(AYI)		 $335.97 none
Acuity Brands
(AYI)		 $335.97 none
AMN Healthcare Services
(AMN)		 $33.45 none
AMN Healthcare Services
(AMN)		 $33.45 none
Unisys Corporation
(UIS)		 $3.36 none
Unisys Corporation
(UIS)		 $3.36 none
Hawkins
(HWKN)		 $140.39 none
Hawkins
(HWKN)		 $140.39 none
LSB Industries
(LXU)		 $11.46 none
LSB Industries
(LXU)		 $11.46 none
RPT Realty
(RPT)		 $11.88 none
EPR Properties
(EPR)		 $63.43 none
RPT Realty
(RPT)		 $11.88 none
EPR Properties
(EPR)		 $63.43 none
SoFi Select 500 ETF
(SFY)		 $144.50 none
SoFi Select 500 ETF
(SFY)		 $144.50 none
Fundamental Income Net Lease Real Estate ETF
(NETL)		 $27.93 none
Fundamental Income Net Lease Real Estate ETF
(NETL)		 $27.93 none
The Gorman-Rupp Company
(GRC)		 $80.56 none
The Gorman-Rupp Company
(GRC)		 $80.56 none
Rockwell Medical
(RMTI)		 $7.00 none
Rockwell Medical
(RMTI)		 $7.00 none
Great Southern Bancorp
(GSBC)		 $79.25 none
Great Southern Bancorp
(GSBC)		 $79.25 none
Kopin Corporation
(KOPN)		 $3.71 none
Kopin Corporation
(KOPN)		 $3.71 none
Mueller Industries
(MLI)		 $64.17 none
Mueller Industries
(MLI)		 $64.17 none
Apogee Enterprises
(APOG)		 $40.99 none
Apogee Enterprises
(APOG)		 $40.99 none
Freshpet
(FRPT)		 $59.50 none
Freshpet
(FRPT)		 $59.50 none

How to Invest in Russell 2000 Index Stocks

Index-Specific Investment Considerations

When evaluating Russell 2000 Index constituents, consider these key factors:

  • Index weighting: Understand whether stocks are market-cap weighted or equally weighted to gauge concentration risk
  • Rebalancing dynamics: Index reconstitutions can create temporary mispricings as passive funds adjust holdings
  • Sector exposure: Review sector composition to ensure alignment with your portfolio diversification goals
  • Liquidity profile: Index membership typically ensures adequate trading volume for entry and exit
  • Quality screening: Use index standards as a baseline, then apply growth forecasting and valuation analysis

✓ Index Stock Analysis Checklist

  • Compare P/E ratios within the index
  • Evaluate free cash flow generation
  • Assess debt levels relative to index peers
  • Check dividend sustainability
  • Review competitive positioning
  • Calculate adequate margin of safety

Common Index Investing Pitfalls

  • Assuming index membership = automatic buy
  • Ignoring valuation in favor of brand recognition
  • Overlooking concentration in top holdings
  • Buying at index inclusion peaks (momentum traps)
  • Neglecting sector diversification within index
  • Failing to reassess as fundamentals change

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