One Buy with Strong Net Cash: SUPN, NSSC; Two to Skip: CFR

February 09, 2026 - StockStory highlights one potentially attractive stock with a strong net cash position and two to avoid, emphasizing earnings, valuations, and growth potential. SUPN - Supernus Pharmaceuticals (NASDAQ:SUPN): Net cash of $217.8M (7.4% of market cap). The company markets eight FDA-approved medications for neurological disorders. Caution: trades at 26.7x forward P/E. CFR - Cullen/Frost Bankers (NYSE:CFR): Net cash of $3.32B (35.8% of market cap). Longstanding Texas-based financial services firm. Caution: 1.9x forward P/B; consider before adding to portfolio. NSSC - Napco Security Technologies (NASDAQ:NSSC): Net cash of $110.1M (7.1% of market cap). Provider of electronic security and access control systems. Buy rationale: 28.6x forward P/E vs. broader market concentration. Note: The S&P 500’s gains have been heavily concentrated, with just four stocks contributing to half the index’s performance as of June 30, 2025. StockStory’s Top 5 Growth Stocks for February include high-quality names with over 244% five-year returns, such as Nvidia and Kadant.