Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
INSG
HOLDREMOVEInseego Corp. · Technology · United States · $214M · Avg Vol: $5M/d
Inseego is a small-cap telecommunications hardware provider. It lacks a durable economic moat, has weak financial metrics, and does not align with our high-conviction macro themes.
COMPANY DESCRIPTION
Inseego Corp. specializes in developing and selling advanced 5G and intelligent IoT device-to-cloud solutions, including mobile hotspots, fixed wireless access devices, and integrated software platforms. The company's competitive moat is derived from its expertise in cutting-edge wireless technologies, strong partnerships with global carriers, and proprietary software for device management and data intelligence. Inseego is a niche player at the forefront of 5G connectivity, enabling crucial applications for enterprises and consumers.
FINANCIAL SUMMARY
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 245M | 167M | 191M | 166M | -12.2% |
| EPS | -5.10 | -6.60 | -4.32 | 0.10 | — | — |
| Shares | — | 11M | 12M | 15M | 15M | +41.9% |
| Debt | — | 174M | 169M | 61M | 45M | -36.1% |
| Equity | — | -70M | -102M | -13M | -4M | — |
| Op CF | — | -33M | 6M | 34M | 7M | 9.9% |
| Inv CF | — | -13M | -10M | 43M | -9M | — |
| Fin CF | — | 5M | 2M | -39M | -13M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of INSG are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| INSG | Inseego Corp.(you) | $214M | 51 | HOLD |
| AVNW | Aviat Networks, Inc. | $205M | 54 | HOLD |
| CMTL | Comtech Telecommunications Corp. | $171M | 57 | HOLD |
| AMPG | AmpliTech Group, Inc. | $120M | 42 | HOLD |
| FEIM | Frequency Electronics, Inc. | $744M | 51 | HOLD |
| NTGR | NETGEAR, Inc. | $690M | 48 | HOLD |
| AIRG | Airgain, Inc. | $92M | 61 | HOLD |
| CLFD | Clearfield, Inc. | $635M | 56 | HOLD |
| ADTN | ADTRAN Holdings, Inc. | $1.4B | 56 | HOLD |
| HLIT | Harmonic Inc. | $1.8B | 55 | HOLD |
Peer medians: ROE 9.0% · P/E 40.0x · Gross margin 54.7%