Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
GSI.V
STRONG SELLREMOVEGatekeeper Systems Inc. · Industrials · Canada · $100M · Avg Vol: $88K/d
Gatekeeper Systems is a micro-cap provider of intelligent video surveillance for transit. While transit safety has structural demand, the business lacks the global scale, high ROIC, and deep competitive moat required by our quality compounding criteria.
COMPANY DESCRIPTION
Gatekeeper Systems Inc. is a Canadian provider of high-definition video surveillance and safety solutions for public transportation and school bus fleets across North America. The company's competitive moat is its proprietary, AI-driven video analytics software and mobile data collectors that integrate seamlessly with fleet management systems. It operates as a high-margin, recurring-revenue-focused technology provider in the niche transit security market.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 15M | 20M | 27M | 23M | 16.6% |
| EPS | 0.01 | 0.02 | 0.01 | -0.02 | 0.0% |
| Shares | 91M | 92M | 94M | 104M | +13.6% |
| Debt | 3M | 542,924 | 711,963 | 542,626 | -44.8% |
| Equity | 9M | 11M | 13M | 19M | 27.7% |
| Op CF | -3M | 5M | 3M | -2M | -35.4% |
| Inv CF | -21,889 | -168,284 | -561,013 | -126,497 | — |
| Fin CF | 3M | -3M | -602,029 | 7M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of GSI.V are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| GSI.V | Gatekeeper Systems Inc.(you) | $100M | 16 | STRONG SELL |
| ZDC.V | Zedcor Inc. | $480M | 10 | STRONG SELL |
| XX.V | Avante Corp. | $25M | 47 | HOLD |
| SECU.V | SSC Security Services Corp. | $57M | 72 | BUY |
| SPRQ.V | SPARQ Systems Inc. | $106M | 29 | SELL |
| PYR.TO | PyroGenesis Inc. | $45M | 17 | STRONG SELL |
| QESS.CN | Aegis Critical Energy Defence Corp. | $41M | 15 | STRONG SELL |
| BLM.V | BluMetric Environmental Inc. | $30M | 15 | STRONG SELL |
| AEP.V | Atlas Engineered Products Ltd. | $32M | 19 | STRONG SELL |
| AFN.TO | Ag Growth International Inc. | $319M | 23 | SELL |
Peer medians: ROE 11.3% · P/E 26.4x · Gross margin 28.9%