Small-Cap Growth Pick: Revenue +30%, PEG < 1

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One US small-cap (market cap < $10B) per day with TTM revenue growth > 30% and PEG < 1

Small-Cap Growth Pick: Revenue +30%, PEG < 12026/05/29 22:10:23

KVYO: Marketing SaaS at 0.55 PEG, 37% P/S discount — down 56% from its peak

Klaviyo, Inc. (NYSE: KVYO, $4.52B market cap) passes all four hard screening filters on May 29, 2026 — market cap ✅, TTM revenue growth +30.27% ✅ (27 bps above threshold, caveat disclosed), PEG 0.55/0.60 dual-source verified ✅, TTM OCF +$237.92M ✅. The article covers Klaviyo's e-commerce marketing SaaS model (196K+ customers, NRR 110%), 5-quarter revenue trend showing growth deceleration, first GAAP-profitable quarter, peer valuation vs. BRZE/HUBS/SPT, $867M net cash balance sheet, $400M buyback, Anthropic AI integration catalyst, key risks (78% Shopify ARR concentration, CFO departure, decelerating growth), and analyst consensus: 23 analysts, Strong Buy, $29.23 average target (~94% implied upside).

Small-Cap Growth Pick: Revenue +30%, PEG < 12026/05/28 21:28:59

DAVE: A 58%-growth neobank at 16x earnings with S&P 600 inclusion in four days

Dave Inc. (NASDAQ: DAVE, $3.26B market cap) passes all four hard screening filters: TTM revenue growth +58.52%, PEG 0.49 (Finviz, forward) / 0.06 (Seeking Alpha, trailing) dual-source verified, TTM OCF +$326.80M, and market cap well below $10B. The article covers DAVE's neobank model serving 14M+ near-prime consumers via ExtraCash cash advances, Q1 2026 results (+58.5% revenue YoY, 4th consecutive GAAP profitable quarter), S&P SmallCap 600 inclusion effective June 1, $195M buyback, valuation at 16.43x trailing P/E with 10% FCF yield, peer comparison, and key risks (active DOJ lawsuit, FTC proceeding, CFPB exposure, 16.25% short float). Analyst consensus: 11 analysts, $330.30 average target (29% implied upside).

Small-Cap Growth Pick: Revenue +30%, PEG < 12026/05/27 22:00:40

ASIC: A year-old E&S insurer trading at 11x with 34% revenue growth

Ategrity Specialty Insurance (NYSE: ASIC) is today's pick — the only stock from the screened pool passing all four hard filters (market cap ~$988M ✅, TTM revenue growth +34% ✅, PEG 0.33–0.41 ✅ single-source caveat, OCF +$168.27M ✅). The article covers its E&S business model and "productionized underwriting" moat, five quarters of accelerating revenue and EPS, Q1 2026's 87.4% combined ratio (top-quartile for P&C insurance), a full valuation table showing 10.5–11x trailing P/E vs. larger E&S peers, three new regional growth strategies, key risks (thin float, 80% insider concentration, sub-one-year public history, PEG single-source), and the Q2 2026 earnings catalyst expected July 29.

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