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    3 U.S. Small Cap Value Stocks That Could Gain From Permanent Tariffs

    Simply Wall St·07/26/2026 01:23:43
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    The Trump administration’s decision to make tariffs permanent on 99.4% of U.S. imports and introduce new 10% to 12.5% rates on goods from 60 countries could reshape where risks and opportunities sit in your portfolio. For investors who prefer smaller U.S. stocks with value traits, this backdrop may put more attention on companies that are priced modestly, pay dividends, and are less tied to global supply chains. This article looks at 3 small-cap value stocks from our screener that appear positively exposed to these trade shifts, helping you assess whether they fit your own approach to risk and income.

    Atkore (ATKR)

    Overview: Atkore is a U.S. based manufacturer of electrical conduit, cable management, mechanical tubing, and safety products that help protect and route power and data across commercial buildings, infrastructure projects, industrial sites, and data centers, serving customers through brands such as Allied Tube & Conduit, AFC Cable Systems, and Unistrut.

    Operations: Atkore generates most of its revenue from Electrical products at about US$2.0b, with a further US$0.8b from Safety & Infrastructure, and the vast majority of its roughly US$2.9b in sales coming from the United States, with smaller contributions from Europe, Asia Pacific, and other Americas.

    Market Cap: US$2.5b

    Atkore stands out in this tariff heavy backdrop because it sells largely U.S. made electrical and infrastructure products into U.S. construction and industrial end markets. Higher duties on imported steel, aluminum, copper, and conduit can reduce foreign competition while leaving its domestic supply chain mostly intact. At the same time, the stock screens as a value play on P/S, offers a dividend, and is tied into structurally important areas such as data centers and alternative power. Investors still have to weigh ongoing legal settlement payments, earnings volatility from pricing and input cost swings, and persistent unprofitability. The key consideration is how those trade tailwinds and infrastructure trends balance against these pressures over the next few years.

    Atkore’s tariff advantage, value style P/S and dividend are only half the story; the bigger question is what the 2 key rewards and 2 important warning signs reveal about the legal overhang and earnings swings hiding in plain sight

    NYSE:ATKR P/S Ratio as at Jul 2026
    NYSE:ATKR P/S Ratio as at Jul 2026

    Titan International (TWI)

    Overview: Titan International manufactures wheels, tires, and undercarriage systems for off highway vehicles, supplying equipment used in agriculture, construction, mining, and forestry under brands such as Goodyear Farm Tire and Titan.

    Operations: Titan International generates around US$741.5m of revenue from Agriculture, US$598.0m from Earthmoving/Construction, and US$503.3m from Consumer products.

    Market Cap: US$507.9m

    Titan International could interest value focused investors because it is a small cap U.S. manufacturer with a long history in essential farm and construction equipment, trading at a low P/S multiple and a discount to some cash flow estimates. It is also directly exposed to tariff policies that its own management views as a mixed but potentially supportive force for domestic producers. At the same time, the company is still loss making, carries all of its funding through external debt, and recently reported a wider quarterly loss despite solid sales, which keeps execution risk and balance sheet pressure front and center. The real question is how those tariff trends, end market demand for off highway equipment, and leverage interact from here, and whether the current valuation properly reflects that balance of risk and potential reward.

    Tariff pressure, a low P/S and management’s own comments on policy shifts put Titan International at the center of a valuation story that many investors may be glossing over. The real twist sits inside the 3 key rewards and 1 important warning sign

    NYSE:TWI P/S Ratio as at Jul 2026
    NYSE:TWI P/S Ratio as at Jul 2026

    Hyster-Yale (HY)

    Overview: Hyster-Yale designs and manufactures lift trucks, attachments, parts, and related services that keep warehouses, factories, ports, and logistics hubs moving, selling primarily through Hyster and Yale branded dealer networks worldwide.

    Operations: Hyster-Yale generates most of its revenue from its Lift Truck Business in the Americas at about US$2.7b, with additional contributions from EMEA at about US$577.7m, JAPIC at about US$171.5m and its Bolzoni attachment business at about US$335.7m.

    Market Cap: US$593.9m

    Hyster-Yale catches the eye in this tariff heavy setting because it mixes deep value traits with a meaningful U.S. manufacturing footprint and a push into electrified forklifts and AI supported production. The stock trades at a low P/S and carries a roughly 4.4% dividend yield. However, recent results include a reported net loss of US$30.5m and dividends and debt that are not well covered by current cash flows, so this is not a low risk income story. Tariff costs, exposure to tariff sensitive components and rising competition from lower cost rivals add another layer of uncertainty. The real opportunity sits where its lithium forklift launches, cost savings plans and tariff mitigation efforts intersect with that value and income profile, and that is where the picture gets more interesting for patient investors.

    Hyster-Yale’s mix of electrified forklifts, AI supported production and value pricing appears to be a story the market has not fully joined the dots on yet, and the 3 key rewards and 2 important warning signs (2 are major!) could be where the real pivot hides.

    NYSE:HY P/S Ratio as at Jul 2026
    NYSE:HY P/S Ratio as at Jul 2026

    The three stocks covered here are only the first step. The full U.S. Small-Cap Value Stocks idea surfaces 9 more companies in the U.S. Small-Cap Value Stocks screener that share similar value traits and income angles but bring their own twists on tariffs, cash flows, and domestic focus.

    Use Simply Wall St to identify and analyze the specific catalysts, dividend profiles, and financial health narratives that matter most to you so you can focus on the highest conviction small-cap value opportunities in this group.

    Take Control of Your Investment Journey

    If Hyster-Yale or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.