Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SFT.L
HoldSoftware Circle plc · Industrials · United Kingdom · $82M · Avg Vol: $132K/d
COMPANY DESCRIPTION
Software Circle plc is a serial acquirer of niche vertical market software (VMS) businesses, primarily operating in the UK and Europe. The company targets highly specialized, mission-critical software providers with high recurring revenues, low customer churn, and strong cash generation. Software Circle employs a disciplined capital allocation model to compound long-term value through operational improvements and bolt-on acquisitions.
FINANCIAL SUMMARY (GBP)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|
| Revenue | 8.9M | 11.7M | 16.2M | 18.3M | 27.0% | 22.4M |
| EPS (GBp) | -0.47 | -0.41 | -0.92 | -8.00 | — | — |
| Shares | 390.1M | 390.1M | 390.1M | 390.1M | 0.0% | 390.1M |
| Debt | 4.2M | 18.7M | 9.1M | 10.8M | 37.5% | 15.4M |
| Equity | 2.5M | 0.9M | 21.7M | 21.4M | 104.9% | — |
| Op CF | 0.1M | 0.3M | 2.3M | 2.9M | 180.0% | 6.0M |
| Inv CF | -0.6M | -8.7M | -4.9M | -8.0M | — | — |
| Fin CF | -0.7M | 8.9M | 16.1M | -1.8M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of SFT.L are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SFT.L | Software Circle plc(you) | $82M | 36 | Hold |
| AQUA.OL | Aqualis ASA | $125M | 46 | Hold |
| ABL.OL | ABL Group ASA | $138M | 19 | Strong Sell |
| CPI.L | Capita plc | $455M | 24 | Sell |
| WATR.L | Water Intelligence plc | $79M | 87 | Strong Buy |
| KGH.L | Knights Group Holdings plc | $194M | 85 | Strong Buy |
| CTG.L | Christie Group plc | $56M | 97 | Strong Buy |
| VNET.L | Vianet Group plc | $25M | 82 | Strong Buy |
| RST.L | Restore plc | $532M | 70 | Buy |
| KEYS.L | Keystone Law Group plc | $248M | 89 | Strong Buy |
Peer medians: ROE 11.7% · P/E 21.0x · Gross margin 36.4%