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Life Time Group Holdings (NYSE:LTH), in my view, is one of these undersung plays. The operator of premium fitness centers (monthly dues ranging in the ~$300s) has seen its share price more than double over the past year, but in my view that ascent has been fully justified by an incredible financial profile. Recently, Life Time reported Q4 results and issued a bullish outlook for FY25, which can add further fuel to the recent rally.
Hims & Hers (NYSE:HIMS) — the hypergrowth telehealth company on a mission to make the world feel great through the power of better health — is going bananas. Since its bottom in May 2022, the stock has run more than 2,000% from $3 to $70 a share. Extreme undervaluation, exploding fundamentals, and the GLP-1 hype serve as mega tailwinds for the stock.
Harrow Health (NASDAQ:HROW) is a founder-led eye health company with a roughly $1B market capitalization that has seen strong growth in recent years due to savvy acquisitions. The stock got a little ahead of itself in 2024 and operational issues for Q3 caused the shares to fall back to what is likely now an attractive entry point. The company has a robust distribution platform for eye care products and a range of products under patent that create a growing moat. There are multiple catalysts in 2025 chiefly from the re-launch of Triesence at a more realistic price point and the potential IPO for pharma company Melt, which HROW owns 46% of and could perhaps be a billion dollar company assuming NDA approval.
Ducommun (NYSE:DCO) reported its fourth quarter and full-year earnings on the 27th of February. The company missed estimates on EPS but beat on revenues. This seemed enough to send the stock prices down by more than 6%. In November, I covered Ducommun and attached a buy rating to the name. The stock, however, lost 14.6% since then underperforming the 2.2% decline for the S&P 500. While this is performance is underwhelming, I do note that since I initiated coverage in 2023 the stock is still showing a market outperforming return.
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