10 Best Small-Cap Value Stocks to Buy According to Bares Capital

7. Globus Medical, Inc. (NYSE:GMED)

Bares Capital Management’s Stake: $30 Million

Globus Medical, Inc. (NYSE:GMED) is a relatively new addition to the 13F portfolio of Bares Capital. Filings for the third quarter of 2025 show that the fund owned over 520,000 shares in the company. Globus develops and commercializes healthcare solutions for patients with musculoskeletal disorders in the United States and internationally. The company offers spine products comprising traditional fusion implants, such as pedicle screw and rod systems, plating systems, intervertebral spacers, and corpectomy devices. It also markets treatment options for motion preservation technologies consisting of dynamic stabilization, total disc replacement, and interspinous distraction devices.

Globus Medical, Inc. (NYSE:GMED) is transitioning from a merger integration story to a high-growth surgical powerhouse. After successfully digesting a massive merger with NuVasive, the firm is now demonstrating the scale and profitability that professional investors crave. For example, management has confirmed they are on track to realize the full $170 million in cost synergies by the end of 2025/early 2026. While the industry average for EBITDA margins sits around 24–26%, Globus is pushing toward 33% in 2026. This superior efficiency makes it a top-tier pick for funds focused on industrial and healthcare profitability. The firm is registering record performance in Enabling Technologies, led by the Excelsius robotic platform. Hospitals that purchase an Excelsius robot are essentially locked in to using Globus implants for years.