Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
TPX.L
BUYREMOVETPXimpact Holdings plc · Technology · United Kingdom · $66M · Avg Vol: $204K/d
TPXimpact is a micro-cap digital transformation consultancy with weak quality metrics (Q: 36). It lacks the scale, pricing power, and competitive moat required for a high-conviction compounder in our concentrated portfolio.
COMPANY DESCRIPTION
TPXimpact Holdings plc is a digital transformation consultancy that delivers modern technology, design, and data services primarily to the UK public and non-profit sectors. The company has established a strong market position by helping government departments, local authorities, and healthcare providers modernize their legacy IT infrastructure. Its competitive moat is supported by long-term framework agreements and a proven track record of delivering complex, socially impactful digital solutions.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 107M | 94M | 113M | 104M | -1.0% |
| EPS | 0.03 | -0.26 | -0.30 | -0.14 | — |
| Shares | 87M | 92M | 92M | 92M | +5.5% |
| Debt | 26M | 35M | 24M | 19M | -9.2% |
| Equity | 105M | 90M | 64M | 53M | -20.6% |
| Op CF | 9M | -2M | 10M | 2M | -40.0% |
| Inv CF | -11M | -4M | 8M | 119,484 | — |
| Fin CF | 5M | 4M | -15M | -8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of TPX.L are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| TPX.L | TPXimpact Holdings plc(you) | $66M | 78 | BUY |
| TRD.L | Triad Group plc | $66M | 80 | BUY |
| MTEC.L | Made Tech Group Plc | $77M | 95 | STRONG BUY |
| FDM.L | FDM Group (Holdings) plc | $172M | 76 | BUY |
| RWS.L | RWS Holdings plc | $539M | 67 | BUY |
| RCN.L | Redcentric plc | $272M | 50 | HOLD |
| TIA.L | Tialis Essential IT PLC | $28M | 10 | STRONG SELL |
| CCC.L | Computacenter plc | $6.2B | 87 | STRONG BUY |
| CML.L | CML Microsystems plc | $79M | 76 | BUY |
| OMG.L | Oxford Metrics plc | $69M | 70 | BUY |
Peer medians: ROE 3.9% · P/E 30.0x · Gross margin 57.4%