4. Entegris ( ENTG) sells products to semiconductor, fuel-cell and life-sciences companies. It swung to a second-quarter profit of $18 million, or 14 cents a share, from a year-earlier loss. Revenue more than doubled. The operating margin climbed from the negatives to positive 16%. Entegris shares trade at a forward earnings multiple of 5.6, a book value multiple of 1.5 and a cash flow multiple of 8.4 -- 53%, 73% and 37% discounts to peer averages. Around 88% of analysts rate the stock "buy" and 12% rate it "hold."

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