The article highlights ANF (market cap $6.61 billion), a specialty retailer selling its own fashion brand to young adults, as a small-cap stock worth noting this week, while ASAN and PIPR are grouped as risky. ASAN (market cap $2.75 billion, priced at $11.83) posted average ARR growth of 9.5% over the last year and a 96.5% net revenue retention rate, which the article links to customer churn from commoditized software and long sales cycles caused by customization for large enterprise clients. It trades at about 3x forward price-to-sales. PIPR (market cap $4.34 billion, $64.58 per share) saw annual revenue growth of 5% over the last five years and EPS growth of 3.3%, which the article notes trailed its revenue gains, and it trades at 13.3x forward P/E.
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