5N Plus
5N Plus (TSX:VNP) manufactures and sells specialty semiconductors and performance materials that are critical to several high-growth industries. Backed by strong quarterly performance and the rapid expansion of the global semiconductor market, the company has delivered an impressive return of over 175% over the past twelve months.
Higher sales in the terrestrial renewable energy and aerospace solar segments within its specialty semiconductor business, as well as favorable prices for bismuth-based products in the performance materials segment, have strengthened the company’s financial results, driving its stock price higher.
Looking ahead, management expects demand to remain robust as customers increasingly seek advanced materials from trusted and reliable partners for aerospace renewable energy and solar applications. With its global sourcing network and established manufacturing capabilities, 5N Plus enjoys a competitive advantage over many of its peers.
Despite the sharp rise in share price, the company continues to trade at a reasonable valuation. The price-to-sales and price-to-earnings ratios for the next twelve months are approximately 3.1 and 25 respectively, making 5N Plus an attractive buying opportunity for investors with a longer investment horizon.
Savaria
Another stock under $25 that I’m bullish on is Savaria (TSX:SIS), a company that provides accessibility solutions for the elderly and physically challenged. Backed by extensive manufacturing facilities and a global dealer network, Savaria markets its products worldwide and is well positioned to benefit from the long-term demographic trend of an aging population, which continues to drive demand for its offerings.
To benefit from this tailwind, the company is focusing on developing innovative products that respond to changing customer needs and strengthen its competitive position. At the same time, the rollout of the ‘Savaria One’ initiative has significantly improved operational efficiency by optimizing factory layouts, streamlining inventory management and consolidating purchasing across the facilities. These efforts helped push Savaria’s adjusted EBITDA margin above its target level of 20%.
Additionally, management is actively assessing the company’s supply chain and evaluating strategies to optimize its North American manufacturing footprint amid ongoing geopolitical uncertainty. These initiatives should help maintain Savaria’s competitiveness and support uninterrupted service delivery in the long term.
Backed by solid growth prospects, a reliable monthly dividend with a forward yield of around 2.3% and a reasonable price-to-earnings ratio of 18.5 for the next twelve months, Savaria stands out as an attractive buying opportunity for investors looking for both growth and income.
Lightspeed trading
My final choice is Lightspeed trading (TSX:LSPD), which provides omnichannel commerce and payment solutions to businesses in more than 100 countries. While the stock has been under pressure in recent months, the company’s improving financial performance and solid growth prospects make it an attractive buying opportunity.
In its recently reported second quarter fiscal 2026 results, Lightspeed achieved 15% year-over-year revenue growth, driven by customer base expansion and higher average revenue per user (ARPU). Profitability also improved significantly, with adjusted EBITDA increasing 52.1% year-on-year to $21.3 million. Notably, the company generated $18 million in free cash flow during the quarter, a sharp improvement from $1.6 million in the same period last year.
As e-commerce adoption continues to accelerate, more companies are embracing omnichannel sales strategies, expanding Lightspeed’s addressable market. At the same time, the company is introducing innovative products – including AI (artificial intelligence)-based tools – and expanding its payment solutions into new regions, which should further strengthen its competitive position.
Additionally, Lightspeed’s ongoing cost optimization initiatives, such as AI-enabled streamlining of support and service operations, improve operational efficiency. Together, these efforts position the company for sustainable profitability and renewed long-term shareholder value creation.
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