Based on the aggregated intelligence of 170,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, mobile software specialist Smith Micro Software (Nasdaq: SMSI) has earned a coveted five-star ranking.

With that in mind, let's take a closer look at Smith Micro's business and see what CAPS investors are saying about the stock right now.

Smith Micro facts

Headquarters (Founded) Aliso Viejo, Calif. (1982)
Market Cap $339.2 million
Industry Application software
Trailing-12-Month Revenue $118.7 million

Co-Founder/CEO William Smith, Jr.

CFO Andrew Schmidt

Return on Equity (Average, Past 3 Years) 1.6%
Cash/Debt $54.85 million / $0

Microsoft (Nasdaq: MSFT)

Cisco Systems (Nasdaq: CSCO)

Sources: Capital IQ (a division of Standard & Poor's) and Motley Fool CAPS.

On CAPS, 97% of the 828 members who have rated Smith Micro believe the stock will outperform the S&P 500 going forward. These bulls include TheBlindCat and CraigMiles.

In August, TheBlindCat tapped Smith Micro as a way to get exposure to a pair of tasty tech tailwinds: "A good play on Mobile and Cloud Computing. Explosive growth in both areas and Smith Micro has been in the thick of it from the beginning."

Smith Micro's smallish size, rock-solid balance sheet, and exposure to exciting sources of growth continue to support its five-star CAPS status. In fact, Smith Micro's compound revenue growth over the past five years (55.5%) easily tops that of behemoth rivals Microsoft (9.4%) and Cisco (10.1%), as well as other high-profile cloud-computing plays like IBM (NYSE: IBM) (0.2%) and Google (Nasdaq: GOOG) (42.4%). More importantly, with a PEG of just 0.7 -- representing a discount to each of those same stocks -- Smith Micro's future growth seems reasonably priced.

Last month, CAPS member CraigMiles seemed baffled over Smith Micro's cheapish valuation:

I can find no reason for it. [Smith Micro] has ...

1) Cash Flow and growth to be valued at $10 per share with an 11% discount rate.
(I can't imagine a software company having a high weighted average cost of capital)
2) No debt
3) [19%] insider ownership
4) Revenue is still growing per year
5) [Free cash flow] is growing per year

What's the big deal?!

What do you think about Smith Micro, or any other stock for that matter? If you want to retire rich, you need to put together the best portfolio you can. Owning exceptional stocks is a surefire way to secure your financial future, and on Motley Fool CAPS, thousands of investors are working every day to find them. CAPS is 100% free, so get started!

Fool contributor Brian Pacampara owns no position in any of the companies mentioned. Microsoft is a Motley Fool Inside Value pick, and Motley Fool Options has recommended a diagonal call position on it. The Fool owns shares of Microsoft and has written calls (bull call spread) on Cisco. Try any of our Foolish newsletter services free for 30 days.

True to its name, The Motley Fool is made up of a motley assortment of writers and analysts, each with a unique perspective; sometimes we agree, sometimes we disagree, but we all believe in the power of learning from each other through our Foolish community. The Fool's disclosure policy always gets a perfect score.