Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
VCM.TO
BUYREMOVEVecima Networks Inc. · Technology · Canada · $246M · Avg Vol: $63K/d
Vecima Networks provides hardware and software for broadband access and content delivery. While it has decent technology, it is a niche player that does not directly benefit from the advanced packaging bottleneck or regionalization themes.
COMPANY DESCRIPTION
Vecima Networks Inc. designs and delivers hardware and software solutions for broadband access, content delivery, and telematics. The company's competitive moat is established through its market-leading Distributed Access Architecture (DAA) technology, which is critical for global cable operators upgrading to next-generation 10G networks. It operates as a high-growth technology leader driving the global transition to high-speed fiber and cable infrastructure.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 135M | 220M | 211M | 207M | 15.2% |
| EPS | 0.28 | 0.83 | 0.58 | -0.53 | 45.1% |
| Shares | 23M | 24M | 24M | 24M | +5.3% |
| Debt | 12M | 27M | 50M | 45M | 54.4% |
| Equity | 130M | 158M | 170M | 155M | 5.9% |
| Op CF | 2M | -8M | 2M | 40M | 154.0% |
| Inv CF | -17M | -19M | -19M | -27M | — |
| Fin CF | 4M | 19M | 17M | -11M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of VCM.TO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| VCM.TO | Vecima Networks Inc.(you) | $246M | 78 | BUY |
| QTRH.TO | Quarterhill Inc. | $181M | 50 | HOLD |
| ET.TO | Evertz Technologies Limited | $892M | 98 | STRONG BUY |
| ENA.V | Enablence Technologies Inc. | $91M | 23 | SELL |
| CMG.TO | Computer Modelling Group Ltd. | $214M | 75 | BUY |
| TCS.TO | Tecsys Inc. | $395M | 73 | BUY |
| DCBO.TO | Docebo Inc. | $456M | 73 | BUY |
| DBO.TO | D-BOX Technologies Inc. | $131M | 97 | STRONG BUY |
| ENGH.TO | Enghouse Systems Limited | $695M | 96 | STRONG BUY |
| HAI.TO | Haivision Systems Inc. | $130M | 51 | HOLD |
Peer medians: ROE 10.3% · P/E 36.3x · Gross margin 48.0%