BOSTON (

TheStreet

) -- Investors who scooped up risky, small-caps during the summer rally are shifting to steady value names. Here are five you should consider.

5. Casey's General Stores

(CASY) - Get Casey's General Stores, Inc. Report

operates convenience stores in the Midwest.

The numbers

: Fiscal first-quarter revenue fell 24% to $1.2 billion, but profit grew 54% to $44 million, or 87 cents a share. The company's gross margin rose from 13% to 19%, and its operating margin jumped from 3% to 6%. The company has less-than-ideal liquidity, with a quick ratio of 0.8. But a debt-to-equity ratio of 0.2 indicates modest leverage.

The stock

: Casey's has rallied 42% this year, beating major U.S. indices. The stock trades at a price-to-earnings ratio of 16, a discount to the market and food retailers. The shares offer a 1.1%

dividend yield

.

4. W.W. Grainger

(GWW) - Get W.W. Grainger, Inc. Report

distributes industrial supplies and equipment.

The numbers

: Third-quarter net income increased 3% to $145 million, or $1.88 a share, as revenue fell 14% to $1.6 billion. Grainger's gross margin was unchanged at 42%, but its operating margin declined from 13% to 12%. The company has a strong financial position, with $672 million of cash, compared to $535 million of debt.

The stock

: Grainger has risen 28% this year, beating the

Dow Jones Industrial Average

and

S&P 500 Index

TheStreet Recommends

. The stock trades at a price-to-earnings ratio of 17, a discount to the market and distribution peers. The shares offer a 1.8% dividend yield.

3. Dollar Tree

(DLTR) - Get Dollar Tree, Inc. Report

operates discount stores.

The numbers

: Fiscal second-quarter profit surged 51% to $57 million, or 63 cents a share, as revenue grew 12% to $1.2 billion. The company's gross margin rose from 37% to 38%, and its operating margin increased from 6% to 7%. A quick ratio of 0.8 indicates less-than-ideal liquidity. A debt-to-equity ratio of 0.2 reflects modest leverage.

The stock

: Dollar Tree has advanced 16% this year, less than major U.S. indices. The stock trades at a price-to-earnings ratio of 17, a discount to the market and competing retailers. Dollar Tree doesn't pay dividends.

2. Silgan Holdings

(SLGN) - Get Silgan Holdings Inc. Report

makes packaging material.

The numbers

: Third-quarter profit increased 39% to $74 million, or $1.91 a share, as revenue grew 5% to $1 billion. Silgan's gross margin rose from 18% to 20%, and its operating margin increased from 11% to 13%. The company has less-than-ideal liquidity, with just $67 million of cash. A debt-to-equity ratio of 1.4 reflects higher-than-ideal leverage.

The stock

: Silgan is up 19% this year, more than the Dow, but less than the S&P 500. The stock trades at a price-to-earnings ratio of 14, a discount to the market and container and packaging makers. The shares offer a 1.4% dividend yield.

1. Lincoln Educational Services

(LINC) - Get Lincoln Educational Services Corporation Report

provides career training.

The numbers

: Third-quarter profit more than doubled to $14 million, or 50 cents a share, as revenue grew 48% to $148 million. Lincoln's gross margin rose from 63% to 65%, and its operating margin increased from 10% to 16%. The company has a strong financial position, with $38 million of cash and $37 million of debt.

The stock

: Lincoln has advanced 69% this year, beating major U.S. indices. The stock trades at a price-to-earnings ratio of 15, a discount to the market and education peers. Lincoln doesn't pay dividends.

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