Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PEB.L
HOLDREMOVEPebble Beach Systems Group plc · Technology · United Kingdom · $47M · Avg Vol: $102K/d
Pebble Beach Systems is a micro-cap UK broadcast playout software provider. With a market cap of just $35M, it lacks the scale, liquidity, and thematic relevance to our core portfolio, failing the Druckenmiller macro inflection test.
COMPANY DESCRIPTION
Pebble Beach Systems Group plc develops and delivers software-defined automation, channel-in-a-box, and content management solutions for the global broadcast and media industries. The company's proprietary technology powers highly complex playout operations for major broadcasters in over 70 countries, establishing a strong reputation for reliability. It operates as a specialized niche software provider, transitioning toward a recurring-revenue SaaS model to capture cloud-based broadcasting demand.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 15M | 17M | 15M | 16M | 3.1% |
| EPS | 0.02 | 0.01 | 0.02 | -0.01 | — | 0.0% |
| Shares | — | 125M | 125M | 125M | 125M | +0.0% |
| Debt | — | 9M | 8M | 6M | 5M | -18.4% |
| Equity | — | -1M | 1M | -663,203 | 3M | 64.5% |
| Op CF | — | 3M | 5M | 5M | 4M | 7.5% |
| Inv CF | — | -3M | -3M | -3M | -1M | — |
| Fin CF | — | -2M | -1M | -1M | -1M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of PEB.L are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PEB.L | Pebble Beach Systems Group plc(you) | $47M | 63 | HOLD |
| CLX.L | Calnex Solutions plc | $83M | 64 | HOLD |
| CYAN.L | CyanConnode Holdings plc | $40M | 35 | SELL |
| FTC.L | Filtronic plc | $1.1B | 61 | HOLD |
| SKL.L | Skillcast Group plc | $54M | 71 | BUY |
| GETB.L | GetBusy plc | $48M | 50 | HOLD |
| PULS.L | Pulsar Group plc | $70M | 55 | HOLD |
| OMG.L | Oxford Metrics plc | $69M | 71 | BUY |
| CLBS.L | Celebrus Technologies plc | $52M | 46 | HOLD |
| CKT.L | Checkit plc | $37M | 48 | HOLD |
Peer medians: ROE 3.4% · P/E 30.8x · Gross margin 56.9%