Founder-led companies are often built around long-term vision, bold decision-making, and deep commitment from leadership.
While not all of these companies are still run by their founders today, each one still reflects the influence of founder involvement or early leadership that helped shape its direction.
These 10 stocks also bring something else to the table: growth potential. Whether it’s drone technology, AI chips, solar power, or consumer health, each business has a unique edge, and analysts still see upside in several of them.
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Here are a few stocks that analysts think are undervalued from this list:
Red Cat Holdings (RCAT)
- Market Cap: $750 million
- Industry: Electronic Equipment, Instruments, and Components
- Analyst Upside: 63%
- P/E Ratio: -36x
Company Overview: Red Cat Holdings (RCAT) is a drone technology company specializing in unmanned aerial systems (UAS) for military, government, and commercial applications. Its key products include the Black Widow™, a small unmanned ISR system used by the U.S. Army, and TRICHON™, a fixed-wing VTOL drone designed for longer-range missions.
Business Strategy: Red Cat generates revenue by developing and selling advanced drone systems and related software solutions. The company is focused on expanding in the defense sector through government contracts and partnerships, while investing in next-generation drone capabilities.
Recent Developments
- Earnings & Profitability: Revenue fell in the latest quarter compared to last year, and the company posted a small gross loss due to reduced production and increased overhead. Cost optimization and scaling manufacturing remain key to improving margins.
- Business Growth Trends: Red Cat is scaling operations with its new Long Beach facility, which is now actively shipping drones. The company is also targeting growth in NATO and Indo-Pacific markets, with several active tenders underway.
- Shareholder Returns: While the stock has been volatile, Red Cat continues to focus on long-term value creation through innovation and defense sector alignment rather than near-term distributions.
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BBB Foods (TBBB)
- Market Cap: $3 billion
- Industry: Consumer Staples, Distribution, and Retail
- Analyst Upside: 26%
- P/E Ratio: 141
Company Overview: BBB Foods (TBBB) is a leading food manufacturer specializing in a variety of packaged food products, with a focus on frozen meals, snacks, and ready-to-eat offerings. The company owns popular brands like QuickBites and Family Feast.
Business Strategy: BBB Foods generates revenue by producing and selling consumer food products through major retail and grocery channels. The company is focused on expanding its product portfolio in health-conscious and sustainable food categories while driving growth through direct-to-consumer and international distribution channels.
Recent Developments
- Earnings & Profitability: BBB Foods has seen steady growth in its frozen and ready-to-eat meal segments, improving its profit margins despite rising production costs.
- Business Growth Trends: The company continues to expand its product offerings, with a growing focus on healthier, organic alternatives and expanding its presence in international markets.
- Shareholder Returns: BBB Foods is committed to delivering value to shareholders. It maintains a stable dividend policy while focusing on reinvesting in product innovation.
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Upstart Holdings (UPST)
- Market Cap: $4 billion
- Industry: Consumer Finance
- Analyst Upside: 6%
- P/E Ratio: 29
Company Overview: Upstart Holdings Inc. (UPST) is a U.S.-based fintech company that uses artificial intelligence to offer personal, auto, and home equity line of credit (HELOC) loans through its cloud-based platform. It partners with banks and credit unions, using non-traditional data like education and employment to assess credit risk.
Business Strategy: Upstart makes money by charging fees to its bank and credit union partners for loans originated through its platform. The company is focused on improving its AI underwriting, increasing automation, and expanding into new loan categories and geographies.
Recent Developments
- Earnings & Profitability: Revenue rose significantly year-over-year in the latest quarter, while net losses narrowed sharply, indicating improved cost control and stronger demand for its platform.
- Business Growth Trends: Loan originations jumped, driven by the broader adoption of Upstart’s AI models and the expansion of its HELOC offering to more states, now covering the majority of the U.S. population.
- Shareholder Returns: The stock has been volatile but rallied recently on stronger earnings and upbeat guidance, reflecting renewed investor confidence in Upstart’s long-term potential.
Find stocks that we like even better than Upstart Holdings today with TIKR (It’s free) >>>
TIKR Takeaway
Founder-led businesses tend to think longer-term, and that can lead to strong execution and investor returns.
Red Cat, Upstart, and BBB Foods are just a few examples where founders still play a key role, and analysts still see meaningful upside ahead for Red Cat and BBB.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
