High Insider Ownership as a Signal of Growth Potential in Undervalued US Companies

When it comes to spotting undervalued opportunities in the stock market, one of the most telling signals is insider ownership. Insiders—founders, executives, and board members—often hold the keys to a company's future. Their willingness to stake their own wealth in the business can signal confidence in its long-term potential, even when short-term results are shaky. Today, we're diving into three high-growth US stocks—A2Z Cust2Mate (NASDAQ: AZ), Better Home & Finance (NASDAQ: BETR), and ZKH Group (NYSE: ZKH)—that combine strong insider ownership (up to 17%) with explosive revenue forecasts. These companies may be navigating rough patches, but their strategic moves and institutional backing suggest they're poised for a comeback.

A2Z Cust2Mate: A Retail Revolution in the Making

A2Z Cust2Mate has an insider ownership of 13%, a figure that, while slightly below the 17% threshold of its peers, still reflects meaningful alignment between management and shareholders. The company's core product—smart shopping carts with integrated payment systems and AI-driven navigation—is a game-changer for grocery stores in Israel and beyond. Despite a $18.94 million net loss in H1 2025, the company is forecasted to grow revenue at a 156.5% annualized rate in 2025.

Why the optimism? A2Z Cust2Mate is securing $25 million in orders from Latin America, which will transition into recurring revenue by Q1 2026. This shift from one-time sales to recurring revenue is a critical inflection point. Additionally, Geode Capital Management tripled its stake in the company during Q2 2025, signaling institutional confidence.

The risks are clear: the company is burning cash, and its stock has been volatile. But for investors with a multi-year horizon, the potential payoff is staggering. If A2Z Cust2Mate can scale its smart cart network, it could become a dominant player in the $1.2 trillion global grocery market.

Better Home & Finance: A Home-Run Play in Disguise

Better Home & Finance (BETR) has the highest insider ownership of the three at 23.59%, a figure that screams “management is all in.” The company's 2025 revenue growth forecast of 49.7% is impressive, especially given its $36.27 million Q2 loss. But here's the kicker: BETR is not just a home services company—it's a platform for innovation in the home economy.

Recent moves, like a $25 million equity buyback and inclusion in Russell indices, show management is prioritizing shareholder value. The company's focus on AI-driven home solutions and strategic board appointments suggests it's building a moat around its business. With a $36.27 million loss in Q2, it's still unprofitable, but the trajectory is upward. Analysts project profitability within three years, and with insider ownership this high, that timeline could accelerate.

The key question for BETR is whether it can execute its vision. If it can scale its AI-driven services and reduce costs, the 49.7% growth forecast could be conservative. This is a stock for investors who believe in the power of reinvention.

ZKH Group: A Manufacturing Renaissance

ZKH Group (ZKH) has insider ownership of 17.9%, a solid indicator of management's commitment. The company's 2025 revenue growth forecast of 9.9% may not sound as flashy as A2Z's 156.5%, but it's well above the US market average. What's more, ZKH is projecting 108.7% annual earnings growth—a staggering figure for a company that posted a CNY 66.72 million loss in Q1 2025.

ZKH's strategy is to leverage AI-driven digital procurement and a new smart manufacturing base in Taicang. These initiatives are already paying off: a $50 million share buyback program and a focus on R&D are positioning ZKH to dominate its niche. The company's stock is trading well below its estimated fair value, making it a compelling deep-value play.

The risks here are operational. ZKH needs to prove it can turn its smart manufacturing investments into consistent profits. But with insider ownership this high and a clear path to earnings acceleration, the margin of safety is attractive.

The Bottom Line: Aligning with the Insiders

These three companies share a common thread: insider ownership that aligns with long-term growth. A2Z Cust2Mate is betting on retail innovation, BETR is reinventing the home economy, and ZKH is leveraging AI to transform manufacturing. All three are undervalued today, but their revenue and earnings forecasts suggest they could deliver outsized returns in the years ahead.

For investors, the lesson is clear: high insider ownership isn't just a red flag—it can be a green light. When insiders are confident enough to hold significant stakes, it's worth digging into their strategy. These stocks may not be for the faint of heart, but for those willing to ride out the volatility, the upside could be transformative.

Final Take: If you're looking for undervalued opportunities where insider confidence meets explosive growth potential, these three names deserve a spot on your radar. Just remember: patience is key. The best investments often require a long-term lens.