Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
IOM.L
HOLDREMOVEiomart Group plc · Technology · United Kingdom · $26M · Avg Vol: $70K/d
iomart Group is a small UK-based cloud computing and managed hosting provider. It lacks the scale, network effects, and technological moat to compete effectively against global hyperscalers, and does not exhibit the quality metrics required for our concentrated portfolio.
COMPANY DESCRIPTION
iomart Group plc is a leading UK provider of managed cloud computing, data center, and infrastructure-as-a-service (IaaS) solutions. The company owns and operates a network of self-owned, highly secure UK data centers, providing a strong competitive moat through end-to-end control of its infrastructure. It operates as a highly cash-generative business with a large proportion of recurring revenues, serving mid-market enterprise customers requiring hybrid cloud solutions.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 138M | 155M | 171M | 193M | 11.7% |
| EPS | 0.12 | 0.09 | 0.08 | -0.66 | -17.9% |
| Shares | 110M | 111M | 112M | 113M | +2.5% |
| Debt | 76M | 72M | 78M | 154M | 26.6% |
| Equity | 160M | 162M | 166M | 85M | -18.9% |
| Op CF | 48M | 45M | 48M | 34M | -10.6% |
| Inv CF | -14M | -28M | -29M | -84M | — |
| Fin CF | -44M | -19M | -17M | 46M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of IOM.L are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| IOM.L | iomart Group plc(you) | $26M | 36 | HOLD |
| PCIP.L | PCI-PAL PLC | $49M | 37 | HOLD |
| INSG.L | Insig AI Plc | $28M | 5 | STRONG SELL |
| CNS.L | Corero Network Security plc | $76M | 51 | HOLD |
| BKS.L | Beeks Financial Cloud Group plc | $136M | 25 | SELL |
| BGO.L | Bango PLC | $60M | 7 | STRONG SELL |
| DAVA | Endava plc | $170M | 25 | SELL |
| PSFE | Paysafe Limited | $395M | 37 | HOLD |
| NCC.L | NCC Group plc | $527M | 33 | SELL |
| GRRR | Gorilla Technology Group Inc. | $491M | 50 | HOLD |
Peer medians: ROE 3.9% · P/E 30.0x · Gross margin 57.4%