These Stocks Are Becoming Too Cheap To Ignore

Volatility gives opportunities for the long-term minded

After weeks of volatility and a broad market correction, investor sentiment has turned cautious, even pessimistic. Tariffs, recessions or even risks on US debt, geopolitical tensions, and uncertain earnings outlooks have led to a selloff that, while painful for many portfolios, has also reset valuations across the board.

We may still be in the early stages of this market correction, but compelling valuations are already emerging among high-quality stocks. That said, it is important to remember that PE ratios can be deceptive during a recession. As EPS decline, PE may appear reasonable now but could rise significantly even if stock prices stay flat or decrease. Valuation metrics should always be viewed with caution, especially in a deteriorating earnings environment.

In the wake of this correction, some fundamentally sound companies are now trading at prices that seem disconnected from their long-term potential. While risks remain (recession, EPS decrease, competition, etc) periods like this often create fertile ground for disciplined, long-term investors.

History has shown that the best opportunities often emerge when fear dominates and valuations compress. In this article, we highlight a group of stocks that, despite market turbulence, are becoming simply too cheap to ignore. Of course as always, it is very important to deploy capital progressively, so a “cheap stock” doesn’t mean it can’t be cheaper after. It just means that valuation is looking nice.

In this article, we will highlight 10 stocks from the US, Europe, China, and Australia, from both small-cap and large-cap segments. These names stand out for their attractive valuations and long-term potential amid current market conditions. If you are looking for additional context on how to identify optimal buy zones, be sure to check out my previous articles.

Updated Buying Zones for 50 Stocks

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Please note that the metrics provided are based on the current market consensus and may evolve over time. If you are looking for all available data sources, I highly recommend and personally use Marketscreener.com on a daily basis. Affiliate link just here

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1. Novo Nordisk

Ticker NVO / NOVO-B.CO

The market is penalizing Novo Nordisk due to concerns about GLP-1 market share, mounting competition, and tariff pressures. As a result, the valuation is nearing levels seen before the advent of GLP-1 treatments.

📈 2025 revenue growth 20.4%

📈 2025 EPS growth 20.0%

💰 2025 PE 15.6x / 2026 PE 12.6x / 2027 PE 11.3x

🏆 PEG 0.8x

💎 Net profit margin 34.7%

🎁 Dividend yield 2.7%

My deep dive if you want to go further

2. GQG

Ticker GQG.AX

GQG’s investments in India (especially Indani) have had an impact on its performance, and it would be vulnerable in a broader market downturn. However, its current valuation and outlook may still appeal to investors. Notably, GQG is an Australian small-cap.

📈 2025 revenue growth 7.1%

📈 2025 EPS growth 2.5%

💰 2025 PE 8.3x / 2026 PE 7.7x / 2027 PE 7.3x

🏆 PEG 3.3x

💎 Net profit margin 54.4%

🎁 Dividend yield 10.3%

3. Harrow

Ticker HROW

Harrow is a US small-cap company specializing in ophthalmic medical products, experiencing rapid growth and expanding market share. As the market consolidates, it may present a compelling entry opportunity for investors.

📈 2025 revenue growth 41.5%

📈 2025 EPS growth NS

💰 2025 PE 49.2x / 2026 PE 14.1x / 2027 PE 5.0x (but I find the analyst consensus too optimistic for 2027)

🏆 PEG 1.2x (based on revenue)

💎 Net profit margin 6.5%

🎁 Dividend yield -%

My deep dive if you want to go further

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