TRCS Share Price Performance
UK£3.04
-2.32 (-43.28%)
68.8% undervalued intrinsic discount
UK£9.74
Fair Value
Price UK£3.04
AnalystHighTarget UK£9.74
AnalystConsensusTarget UK£6.18
AnalystLowTarget UK£5.50
Fair ValueUK£9.74
Share Pricen/a
Tracsis plc Stock Price
- 3 Narratives written by author
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- 15 Fair Values set on narratives written by author
TRCS Community Narratives
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Fair Value UK£9.74 68.8% undervalued intrinsic discount
Urbanization And Sustainability Will Expand Digital Rail Markets
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Fair Value UK£6.18 50.8% undervalued intrinsic discount
Rail Technology Investments And International Diversification Will Drive Success
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Fair Value UK£5.5 44.7% undervalued intrinsic discount
Delays And Rivalry Will Restrict Rail Digitization Yet Spur Progress
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Rail Technology Investments And International Diversification Will Drive Success
Key Takeaways Tracsis seeks to grow recurring software and transactional revenues, especially in Rail Technology, for future growth. Strategic acquisitions and R&D investments aim to expand market reach and improve productivity, potentially enhancing earnings and margins.Read more
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UK£6.18
50.8% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
2.23% p.a.
Profit Margin
5.37%
Future PE
45.74x
Price in 2028
UK£7.7
Urbanization And Sustainability Will Expand Digital Rail Markets
Key Takeaways Tracsis is positioned for outsized, recurring SaaS revenue growth from platform consolidation, nationwide smart ticketing, and high-margin contracts, surpassing current market expectations. Structural digital transformation and sustainability trends, paired with advanced technology adoption and regulatory shifts, create significant multi-year growth opportunities and market share gains.Read more
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UK£9.74
68.8% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
2.36% p.a.
Profit Margin
5.85%
Future PE
71.47x
Price in 2028
UK£11.89
Delays And Rivalry Will Restrict Rail Digitization Yet Spur Progress
Key Takeaways Revenue volatility persists due to delayed infrastructure funding, challenging international growth, and heavy reliance on government rail reform timing. Rising competition and compliance costs threaten future margin improvements, despite growing demand for digital and analytics-driven transport solutions.Read more
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UK£5.5
44.7% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
1.94% p.a.
Profit Margin
5.71%
Future PE
41.89x
Price in 2028
UK£6.72
Trending Discussion
Recently Updated Narratives
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TRCS: Future M&A Resumption And Progressive Dividend Policy Are Expected To Support Upside
Fair Value: UK£6.18 50.8% undervalued intrinsic discount
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Delays And Rivalry Will Restrict Rail Digitization Yet Spur Progress
Fair Value: UK£5.5 44.7% undervalued intrinsic discount
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Urbanization And Sustainability Will Expand Digital Rail Markets
Fair Value: UK£9.74 68.8% undervalued intrinsic discount
1 followerusers have followed this narrative
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Snowflake Analysis
Tracsis plc Key Details
About TRCS
- Founded
- 2004
- Employees
- 500
- CEO
- WebsiteView website
Tracsis plc, together with its subsidiaries, engages in the provision of software, hardware, data analytics and geographic information systems, and services in the United Kingdom, Ireland, rest of Europe, Europe, North America, and internationally. The company operates in two segments, Rail Technology & Services; and Data, Analytics, Consultancy & Events. The Rail Technology & Services segment offers timetabling, resource and rolling stock planning and optimization, real-time performance and control, service recovery, incident management, retail services, and asset management for operations; and ticketing solutions and software development of mission-critical back-office solutions. This segment also provides remote condition monitoring software and hardware solutions; and RailHub, a digital platform for schematics on demand, live work site monitoring, and digital signoffs. The Data, Analytics, Consultancy & Events offers s location-related technologies, including geographic information systems and Earth observation, as well as analytics solutions and services; transport data collection and analysis; traffic management solutions and event admission control services; and consultancy and professional services to support operational, commercial, customer service, and strategic planning activities. It serves transport operators and infrastructure providers. Tracsis plc was incorporated in 2004 and is headquartered in Leeds, the United Kingdom.
