The market landscape is increasingly controlled by large firms that expand their reach by acquiring smaller competitors - a trend that the Trump administration’s looser regulatory policies will likely intensify. But a handful of under-the-radar players will persist by leaning into their niches.
Spotting these rare opportunities takes time, and we started StockStory to simplify that process. That said, here are three hidden gems that could end up being the next big thing.
Casella Waste Systems (CWST)
Market Cap: $5.22 billion
Starting with the founder picking up garbage with a pickup truck he purchased using savings from high school, Casella (NASDAQ:CWST) offers waste management services for businesses, residents, and the government.
Why Does CWST Catch Our Eye?
- Annual revenue growth of 16.9% over the last two years was superb and indicates its market share increased during this cycle
- Forecasted revenue growth of 12.2% for the next 12 months indicates its momentum over the last two years is sustainable
- Earnings growth has trumped its peers over the last two years as its EPS has compounded at 38.3% annually
Casella Waste Systems’s stock price of $82.05 implies a valuation ratio of 67.3x forward P/E. Is now the time to initiate a position? See for yourself in our in-depth research report, it’s free.
Hims & Hers Health (HIMS)
Market Cap: $6.88 billion
Originally launched with a focus on stigmatized conditions like hair loss and sexual health, Hims & Hers Health (NYSE:HIMS) operates a consumer-focused telehealth platform that connects patients with healthcare providers for prescriptions and wellness products.
Why Does HIMS Stand Out?
- Customer growth averaged 25.1% over the past two years, showing its ability to “land” new contracts and potentially “expand” them later — a powerful one-two punch for sales
- Free cash flow margin expanded by 15.9 percentage points over the last five years, providing additional flexibility for investments and share buybacks/dividends
- Historical investments are beginning to pay off as its returns on capital are growing
At $29.48 per share, Hims & Hers Health trades at 23.3x forward P/E. Is now a good time to buy? Find out in our full research report, it’s free.
Helmerich & Payne (HP)
Market Cap: $3.96 billion
Operating the largest fleet of super-spec rigs in North America with technology that can drill horizontal wells over two miles long, Helmerich & Payne (NYSE:HP) provides drilling rigs and crews to oil and gas companies that need wells drilled to extract hydrocarbons from underground.
Why Do We Watch HP?
- Annual revenue growth of 30.3% over the last five years was superb and indicates its market share increased during this cycle
- Revenue base of $4.00 billion gives it economies of scale and some negotiating power with suppliers
- EBITDA profits increased over the last five years as the company gained some leverage on its fixed costs and became more efficient
Helmerich & Payne is trading at $39.64 per share, or 29.6x forward P/E. Is now the right time to buy? See for yourself in our full research report, it’s free.
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Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+1,154% between June 2020 and June 2025). Find your next big winner with StockStory today.