- Six Canadian small-cap stocks are drawing attention after investor Jordan Zinberg highlighted them for their growth prospects, valuations, management alignment, and share-price momentum.
Investors searching for the next Nvidia Corp. (NASDAQ: NVDA) often focus on US technology companies, but one recent small-cap screen points in a very different direction.
Jordan Zinberg, president and CEO of Bedford Park Capital, recently highlighted six Canadian small-cap stocks on the Ticker Take program hosted by Jon Erlichman. The companies span fintech, construction, industrial equipment, security services, energy services, and mining.
The companies are Propel Holdings Inc. (TSX: PRL), Bird Construction Inc. (TSX: BDT), TerraVest Industries Inc. (TSX: TVK), Zedcor Inc. (TSXV: ZDC), Source Energy Services Ltd. (TSX: SHLE), and Atlas Salt Inc. (TSXV: SALT).
Zinberg's approach is centered on finding companies with sustainable growth, reasonable valuations, meaningful management ownership, and strong share-price momentum. The six-stock Ticker Take discussion does not claim that the companies will replicate Nvidia's performance. Instead, it explains why smaller businesses can have more room to expand than already massive companies.
That difference is important for investors comparing small-cap stocks with established mega-cap technology companies.
Six Small-Cap Stocks With Different Growth Drivers
Propel Holdings
Propel operates a fintech platform focused on providing credit to underserved consumers. Its latest results show why the company fits a growth-investing screen. Propel reported second-quarter 2026 revenue of $179.6 million, up 26% year over year, while adjusted net income rose 29% to a record $24.8 million. Its annualized adjusted return on equity reached 35%. The company also raised its quarterly dividend to an annualized C$1.02 per share. Propel's financial disclosures provide the underlying results.
Bird Construction
Bird provides construction and maintenance services across Canada's industrial, buildings and infrastructure markets. Its second-quarter 2026 construction revenue rose 22.6% to C$1.04 billion, the first quarter in which quarterly revenue exceeded C$1 billion. Contracted backlog reached a record C$6.1 billion, while adjusted EBITDA increased 34.6% year over year to C$73.9 million. Bird also reported a combined contracted and pending backlog of about C$12 billion. The company's latest financial results show the scale of its current pipeline.
TerraVest Industries
TerraVest manufactures and distributes products used across energy, transportation and industrial markets. Its fiscal third-quarter 2026 sales reached C$460.9 million, compared with C$405.7 million a year earlier. Nine-month sales rose to C$1.31 billion from C$951.7 million in the comparable period. The company also continued paying a quarterly dividend. TerraVest's latest results provide the current operating figures.
Zedcor
Zedcor operates mobile security and surveillance systems. The company reported record second-quarter 2026 revenue of C$22.7 million and adjusted EBITDA of C$8.8 million. Its first-quarter results had already produced record revenue of C$19.4 million and adjusted EBITDA of C$7.6 million. The company's investor-relations disclosures show the progression of its results.
Source Energy Services: Source provides sand and logistics services to the North American oil and gas industry. Its business is more cyclical than several of the other companies on the list. Second-quarter 2026 revenue fell 32% year over year to C$137.1 million as customers reduced activity levels, while sand sales volumes declined 24%. That makes Source a useful reminder that small-cap growth stories can also be exposed to commodity cycles. Source Energy's quarterly results show the recent slowdown.
Atlas Salt
Atlas Salt is developing the Great Atlantic Salt Project in Newfoundland and Labrador. The company moved into active site construction during 2026 after beginning early works. Its 2025 feasibility study estimated a post-tax net present value of C$920 million and a post-tax internal rate of return of 21.3%, based on the project's assumptions. Those figures are project estimates rather than realized financial results. Atlas Salt's latest project updates show that construction, permitting, and financing remain key milestones.
Why These Stocks Are Not Simply the Next Nvidia
Nvidia provides a useful comparison because its rise demonstrates what can happen when a company captures a rapidly expanding market while establishing a dominant position in a critical technology layer.
But Nvidia's scale also changes the mathematics of future growth. A smaller company can increase revenue and earnings at much faster percentage rates simply because it starts from a smaller base. That does not mean every small-cap company will become a major compounder.
The six companies highlighted by Zinberg operate in very different industries, meaning their growth drivers are not interchangeable. Propel is tied to consumer credit and fintech. Bird depends on construction activity and infrastructure spending. TerraVest serves industrial and energy markets. Zedcor is expanding security services. Source Energy is exposed to oilfield activity, while Atlas Salt remains focused on developing a major mining project.
Their financial profiles also differ substantially. Propel and Bird are already producing significant revenue and earnings, while Atlas Salt remains a development-stage company. Source Energy's recent results demonstrate commodity sensitivity, while Zedcor's smaller revenue base means individual contracts and operating expansion can have a larger effect on reported results.