Mid Cap Stocks ASX: Top Picks for 2023 | Market Insights & Analysis

Team Veye | 19-Sep-2023 mid cap stocks asx

These are the next 50 biggest companies on the ASX in terms of market capitalization. The S&P/ASX Midcap 50 (ASX: XMD) is comprised of the members of the S&P/ASX 100, excluding those in the S&P/ASX 50. The market capitalization of these stocks generally ranges between $2 billion and $10 billion. Mid-cap stocks are usually moderately risky but generally stable companies that still have room to expand since these companies often offer both dividends and price appreciation; they can give investors a balance between income and growth.

Here are examples of some of the Australian Mid Cap companies, as follows:

Liontown Resources Ltd (ASX: LTR); market cap of $6.67B.
Allkem Ltd (ASX: AKE); market cap of $8.23B
AVZ Minerals Ltd (ASX: AVZ); market cap of $2.75B
Paladin Energy Ltd (ASX: PDN); market cap of 2.79B
(Note: market cap as on 15 September 2023).

Investing in Mid Cap Stocks

Investing in midcap stocks can be a strategic move for investors looking for a balance between the potential growth of small cap stocks and the stability of large cap stocks.

Here are key points to consider before investing in mid-cap stocks:

Mid-cap companies offer better growth potential compared to large-cap stocks. These companies have room to grow and often benefit from strong revenue growth, new product launches, and expanding customer bases.

Mid-cap stocks have comparably greater stability than small-cap stocks due to their established operations and resources and better financial position.

The majority of the portfolio should encompass quality midcap stocks since they offer a mix of growth and stability. To beat the indices return, a portfolio of stocks should have these mid-caps from various sectors.

Investing in midcaps requires thorough research and analysis of individual companies. It is essential to evaluate factors such as financial performance, competitive advantages, leadership, market position, and industry trends before making investment decisions.

Advantages & Disadvantage of Mid Caps

Let’s look at the following advantages of midcap stocks:

These stocks have higher potential for growth due to their typical expansionary phase, allowing investors to benefit from their growth trajectory.

These categories of stocks may be attractive to actively managed funds, as their market cap size and ability for growth make them suitable for active portfolio management strategies.

Midcap stocks can provide diversification opportunities for an investment portfolio.

Now the Disadvantages of Midcap Stocks...

The volatility is very high due to their low market capitalization, but less in comparison to small-cap companies.

There is another major concern about liquidity. Midcaps have lower trading volumes and liquidity compared with large-cap stocks.

Investing in midcap stocks may have higher risks than investing in large-cap stocks. Stability is a key factor that it lacks compared to large-cap stocks. These companies are often not established as large-cap companies and may confront numerous challenges in their growth and expansion plans.

Five Great Mid Cap Stocks to Look at

Here are some of the good midcap stocks that have generated attractive returns, which are as follows:

Liontown Resources Ltd. (ASX: LTR) has a market cap of $6.67 billion and is an exploration company and tier 1 battery minerals producer focused on development and supply as required by the constantly proliferating electric vehicle and energy storage industries at its major lithium deposits in WA. The stock has potentially delivered a 1-year return of 77% (note: market cap and YTD as of September 15, 2023).

Nickel Industries Ltd. (ASX: NIC) has a market cap of $2.78 billion and is an Australian public company emerging as a globally significant, low-cost producer of nickel pig iron (NPI), a key ingredient in the production of stainless steel. The midcap stock has given a significant 5-year CAGR return of approximately 21.81%.

Allkem Ltd. (ASX: AKE) has a market cap of $8.23 billion and is a dynamic global lithium carbonate supplier and a large producer of boron. The stock has delivered a 5-year CAGR growth rate of approximately 25.82% and an absolute return of approximately 215%.

Paladin Energy Ltd. (ASX: PDN), which has a market cap of $2.79 billion, is a uranium production and exploration company with projects currently in Australia, Canada, and Africa. The Langer Heinrich Mine in Namibia is its flagship project. The company has grown at a 5-year CAGR rate of approximately 37.20%.

Sandfire Resources Ltd. (ASX: SFR), which has a market cap of $3.04 billion, is involved in the production and sale of copper concentrate containing gold and silver by-products. The mid-cap stocks have shown a CAGR growth of approximately 10.14%.

Frequently Asked Questions (FAQ)

What are mid-cap stocks?

These are the next 50 biggest companies on the ASX in terms of market capitalization. The S&P/ASX Midcap 50 (ASX: XMD) is comprised of the members of the S&P/ASX 100, excluding those in the S&P/ASX 50. The market capitalization of these stocks generally ranges between $2 billion and $10 billion.

What are small-caps vs. mid-caps vs. large-caps?

Small-cap companies are typically smaller in market capitalization and sit outside of the top 100 on the ASX by market cap. The S&P/ASX small ordinaries index (XSO) represents smaller members of the S&P/ASX300 index. It’s used as an index for small-cap Australian stocks. Mid-cap companies are normally defined as having a market size below $10 billion; these are company categories under the S&P/ASX Midcap50 (XMD), which is comprised of the members of the S&P/ASX 100, excluding stocks in the S&P/ASX 50. The S$P/ASX 100 (XTO) is Australia’s premier large-cap index, which contains 100 blue-chip stocks.

What are the risks associated with mid-cap stocks?

The volatility is very high due to their low market capitalization, but less in comparison to small-cap companies. There is another major concern about liquidity. Midcaps have lower trading volumes and liquidity compared with large-cap stocks.

Is large-cap safer than mid-cap?

Investing in midcap stocks may have higher risks than investing in large-cap stocks. Stability is a key factor that it lacks compared to large-cap stocks. These companies are often not established as large-cap companies and may confront numerous challenges in their growth and expansion plans.
 

Disclaimer

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