Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SAAS.L
HOLDREMOVEMicrolise Group plc · Technology · United Kingdom · $64M · Avg Vol: $175K/d
A micro-cap fleet management software provider that lacks the scale, liquidity, and dominant market position required for a high-conviction global portfolio.
COMPANY DESCRIPTION
Microlise Group plc provides transport management SaaS solutions, telematics, and fleet optimization software to logistics and transport operators. The company is embedded deeply in the operations of major fleet operators, driving high customer retention and recurring SaaS revenues. It is a market-leading fleet management and telematics software provider in the United Kingdom.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 85M | 96M | 107M | 113M | 10.0% |
| EPS | 0.02 | 0.02 | -0.02 | -0.03 | 16.2% |
| Shares | 116M | 116M | 116M | 116M | 0.0% |
| Debt | 2M | 2M | 2M | 5M | 30.4% |
| Equity | 99M | 102M | 97M | 91M | -2.5% |
| Op CF | 13M | 12M | 13M | 16M | 7.2% |
| Inv CF | -7M | -10M | -15M | -4M | — |
| Fin CF | -2M | -2M | -5M | -5M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of SAAS.L are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SAAS.L | Microlise Group plc(you) | $64M | 45 | HOLD |
| CLBS.L | Celebrus Technologies plc | $52M | 46 | HOLD |
| GETB.L | GetBusy plc | $48M | 49 | HOLD |
| PULS.L | Pulsar Group plc | $70M | 55 | HOLD |
| CKT.L | Checkit plc | $37M | 48 | HOLD |
| CRDL.L | Cordel Group Plc | $35M | 42 | HOLD |
| OMG.L | Oxford Metrics plc | $69M | 70 | BUY |
| SKL.L | Skillcast Group plc | $54M | 70 | BUY |
| AOM.L | ActiveOps Plc | $233M | 40 | HOLD |
| IGP.L | Intercede Group plc | $95M | 69 | BUY |
Peer medians: ROE 3.9% · P/E 30.0x · Gross margin 56.9%