View ValuationMicrolise Group 将来の成長Future 基準チェック /06 Microlise Groupは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Software 収益成長15.4%収益成長率2.5%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日30 Apr 2026今後の成長に関する最新情報Price Target Changed • Nov 25Price target decreased by 14% to UK£1.68Down from UK£1.94, the current price target is an average from 4 analysts. New target price is 66% above last closing price of UK£1.01. Stock is down 7.3% over the past year. The company is forecast to post earnings per share of UK£0.025 next year compared to a net loss per share of UK£0.018 last year.分析記事 • Mar 30Microlise Group plc Just Missed Earnings; Here's What Analysts Are Forecasting NowIt's been a good week for Microlise Group plc ( LON:SAAS ) shareholders, because the company has just released its...Price Target Changed • Mar 28Price target decreased by 16% to UK£1.89Down from UK£2.25, the current price target is an average from 4 analysts. New target price is 68% above last closing price of UK£1.13. Stock is down 20% over the past year. The company is forecast to post earnings per share of UK£0.025 next year compared to a net loss per share of UK£0.018 last year.Major Estimate Revision • Oct 01Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from UK£0.023 to UK£0.019. Revenue forecast unchanged from UK£83.3m at last update. Net income forecast to grow 736% next year vs 8.4% growth forecast for Software industry in the United Kingdom. Consensus price target of UK£2.45 unchanged from last update. Share price fell 11% to UK£1.18 over the past week.お知らせ • Jan 30+ 1 more updateMicrolise Group plc Provides Earnings Guidance for Fiscal Year 2023Microlise Group plc provided earnings guidance for the fiscal year 2023. For the year, the company expects to deliver strong revenue growth in FY24, driven by further organic growth and recent M&A.すべての更新を表示Recent updatesBoard Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. CFO, Company Secretary & Executive Director Nick Wightman was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Apr 30New major risk - Revenue and earnings growthEarnings have declined by 26% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 26% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Market cap is less than US$100m (UK£72.5m market cap, or US$98.0m).お知らせ • Apr 30Microlise Group plc to Report Fiscal Year 2025 Results on May 14, 2026Microlise Group plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on May 14, 2026ナラティブの更新 • Apr 25SAAS: Stable Recurring Revenue And Premium P/E Will Support Future UpsideMicrolise Group's latest analyst price target update leaves the fair value estimate unchanged at £1.46 per share. Analysts cite largely stable assumptions around the discount rate, revenue growth, profit margin and future P/E to support their view.ナラティブの更新 • Apr 09SAAS: Recurring Revenue Mix And Premium P/E Will Support Future UpsideAnalysts have held their fair value estimate for Microlise Group steady at £1.46 per share, with slight adjustments to the discount rate and future P/E assumptions informing their unchanged price target view. What's in the News Microlise Group issued new guidance for total Group revenue for the year ended 31 December 2025 at £84.0 million, which the company states is in line with revised market expectations, compared with £81.0 million for FY 2024 (Corporate Guidance).ナラティブの更新 • Mar 26SAAS: Recurring Revenue And Premium P/E Will Support Future UpsideMicrolise Group's analyst price target has been reaffirmed at £1.46, with analysts pointing to unchanged fair value and very small tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions as the basis for maintaining their view. What's in the News Microlise Group issued new guidance for total Group revenue for the year ended 31 December 2025 at £84.0 million, described as in line with revised market expectations (Key Developments).New Risk • Mar 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: UK£73.6m (US$97.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (UK£73.6m market cap, or US$97.8m).ナラティブの更新 • Mar 10SAAS: Recurring Revenue And Premium P/E Will Support Future UpsideAnalysts have maintained their fair value estimate for Microlise Group. Updated assumptions around the discount rate, revenue growth, profit margins and a forward P/E of about 68x result in an unchanged price target of £1.46.ナラティブの更新 • Feb 24SAAS: High P/E And Recurring Revenue Will Support Future ReturnsMicrolise Group's analyst price target remains unchanged at £1.46, as analysts point to steady assumptions around discount rate, revenue growth and profit margin that keep their valuation framework intact. What's in the News Microlise Group issued total Group revenue guidance for the year ending 31 December 2025 at £84.0 million, described as in line with revised market expectations (Key Developments).ナラティブの更新 • Feb 09SAAS: High P/E And 2025 Guidance Will Support Future ReturnsAnalysts have trimmed their fair value estimate for Microlise Group from £1.54 to £1.46, citing slightly higher discount rate assumptions and a lower future P/E multiple in their updated model. What's in the News Microlise Group issued earnings guidance for fiscal 2025, giving you a clearer view of what management currently expects.New Risk • Feb 03New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 2.1% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (8.8% average weekly change).ナラティブの更新 • Jan 26SAAS: High P/E And Stable Profitability Will Support Future ReturnsAnalysts have nudged their fair value estimate for Microlise Group from £1.52 to about £1.54, reflecting updated assumptions on the discount rate, revenue growth, profit margins, and a forward P/E that now sits closer to 71x. What's in the News Microlise Group issued earnings guidance for fiscal 2025, setting revenue expectations below current market forecasts.ナラティブの更新 • Jan 10SAAS: Stable Profitability And 2025 Revenue Guidance Will Support Future ReturnsAnalysts have kept their fair value estimate for Microlise Group steady at £1.52, with only marginal tweaks to inputs like the discount rate and future P/E. This reflects fine tuning of their models rather than a shift in conviction.ナラティブの更新 • Dec 24SAAS: Rising Dividend And Long Term Earnings Visibility Will Drive ReturnsAnalysts have raised their price target on Microlise Group by £0.00 to reflect a marginally lower discount rate and slightly improved long term earnings visibility, even though fair value, growth, and margin assumptions remain broadly unchanged. What's in the News Microlise Group issued earnings guidance for fiscal 2025, forecasting revenues of not less than £84 million.ナラティブの更新 • Dec 10SAAS: Rising Dividend And Earnings Outlook Will Drive Strong Future ReturnsNarrative Update Analysts have trimmed their price target on Microlise Group from approximately £1.68 to £1.52, reflecting slightly higher discount rates, more conservative expectations for revenue growth and profit margins, and a higher projected future P/E multiple. Together, these factors point to a more cautious valuation outlook.ナラティブの更新 • Nov 26SAAS: Rising Profit Margins And Dividend Increase Will Drive Future ReturnsAnalysts have revised their price target for Microlise Group downward from £1.94 to £1.68. They cite updated expectations for revenue growth and valuation multiples as the reason for this change.Price Target Changed • Nov 25Price target decreased by 14% to UK£1.68Down from UK£1.94, the current price target is an average from 4 analysts. New target price is 66% above last closing price of UK£1.01. Stock is down 7.3% over the past year. The company is forecast to post earnings per share of UK£0.025 next year compared to a net loss per share of UK£0.018 last year.New Risk • Nov 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Nov 24+ 1 more updateMicrolise Group plc Announces Executive ChangesMicrolise Group plc announced that it has hired Dean Garvey-North as its new Chief Technology Officer, succeeding Duncan McCreadie, who will retire after a decade of outstanding service to the Group. Dean will drive technology strategy, product innovation and infrastructure excellence, ensuring alignment with business objectives and fostering a high-performance engineering culture.分析記事 • Nov 20Fewer Investors Than Expected Jumping On Microlise Group plc (LON:SAAS)Microlise Group plc's ( LON:SAAS ) price-to-sales (or "P/S") ratio of 2x might make it look like a buy right now...Buy Or Sell Opportunity • Nov 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 6.5% to UK£1.31. The fair value is estimated to be UK£1.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Sep 28Microlise Group (LON:SAAS) Will Pay A Dividend Of £0.006Microlise Group plc ( LON:SAAS ) has announced that it will pay a dividend of £0.006 per share on the 7th of November...Declared Dividend • Sep 28First half dividend increased to UK£0.006Dividend of UK£0.006 is 5.3% higher than last year. Ex-date: 9th October 2025 Payment date: 7th November 2025 Dividend yield will be 1.3%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (33% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.Reported Earnings • Sep 28First half 2025 earnings released: EPS: UK£0.011 (vs UK£0 in 1H 2024)First half 2025 results: EPS: UK£0.011 (up from UK£0 in 1H 2024). Revenue: UK£44.1m (up 13% from 1H 2024). Net income: UK£1.27m (up UK£1.27m from 1H 2024). Profit margin: 2.9% (up from 0% in 1H 2024). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Sep 27Microlise Group plc Declares Interim Dividend, Payable on November 7, 2025The Board of Microlise Group plc has declared an interim dividend of 0.60 pence (H1 2024: 0.57 pence) per share, £0.7 million in aggregate, in line with the Group's progressive dividend policy which was implemented at the FY23 annual results. The interim dividend will be paid on 7 November 2025 to shareholders on the register on 10 October 2025. The ex-dividend date is therefore 9 October 2025.お知らせ • Sep 18Microlise Group plc to Report First Half, 2025 Results on Sep 25, 2025Microlise Group plc announced that they will report first half, 2025 results on Sep 25, 2025分析記事 • Sep 13Microlise Group (LON:SAAS) Is Finding It Tricky To Allocate Its CapitalIgnoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...分析記事 • Jul 17Even With A 28% Surge, Cautious Investors Are Not Rewarding Microlise Group plc's (LON:SAAS) Performance CompletelyDespite an already strong run, Microlise Group plc ( LON:SAAS ) shares have been powering on, with a gain of 28% in the...お知らせ • Jul 09Omegro completed the acquisition of Trakm8 Holdings PLC (AIM:TRAK) from Microlise Group plc (AIM:SAAS), Edric Property & Investment Company, Richard Louis Stephenson Clarke, Edmund John Stephenson Clarke and others.Omegro reached an agreement to acquire Trakm8 Holdings PLC (AIM:TRAK) from Microlise Group plc (AIM:SAAS), Edric Property & Investment Company, Richard Louis Stephenson Clarke, Edmund John Stephenson Clarke and others for £4.75 million on May 1, 2025. Under the terms, each Trakm8 Shareholder will 9.5 pence per share in cash. The consideration will be financed through existing cash resources of CSI (parent of Omegro). Pursuant to the agreement, John Watkins will step down from his role as Trakm8's Executive Chairman and as an officer of Trakm8. As of May 21, 2025, Trakm8 Directors recommend unanimously that Trakm8's Shareholders vote in favour of the Scheme at the Court Meeting and the Resolutions to be proposed at the General Meeting as the Trakm8 Directors have irrevocably undertaken to do in respect of their own beneficial holdings (and the beneficial holdings of their close relatives and related trusts), being, in aggregate, 11,549,793 Trakm8 Shares (representing approximately 23.11% of the existing issued ordinary share capital of Trakm8) as at April 30, 2025. As of June 19, 2025, shareholder of Trakm8 Holdings approved the acquisition. The Transaction is subject to approvals from Trakm8 Shareholders, Court approval, Regulatory approval and Anti trust approval. The transaction is expected to become effective during the second or third quarter of the calendar year 2025. The High Court of Justice in England and Wales sanctioned the scheme of arrangement on July 7, 2025. Vivek Bhardwaj and David Hart of Allenby Capital Limited acted as financial advisor, Wansbroughs LLP is acting as legal adviser and Neville Registrars acted as registrar to Trakm8. Angus MacPherson of Herax Partners LLP acted as financial advisor to Omegro. Fox Williams LLP is acting as legal adviser to Omegro. The aggregate fees and expenses expected to be incurred by Omegro in connection with the Acquisition (excluding any applicable VAT and other taxes) are estimated to be approximately for Financial Advice of £0.29 million, Legal Advice of £0.43 million, Accounting Advice of £0.04 million and Other Professional Services of £0.04 million. The aggregate fees and expenses expected to be incurred by Trakm8 in connection with the Acquisition are expected to be approximately for Financial Advice of £0.26 million, Legal Advice of £0.18 million, and Other Professional Services of £0.03 million. Omegro completed the acquisition of Trakm8 Holdings PLC (AIM:TRAK) from Microlise Group plc (AIM:SAAS), Edric Property & Investment Company, Richard Louis Stephenson Clarke, Edmund John Stephenson Clarke and others on July 9, 2025.分析記事 • Jul 07Calculating The Intrinsic Value Of Microlise Group plc (LON:SAAS)Key Insights Using the 2 Stage Free Cash Flow to Equity, Microlise Group fair value estimate is UK£1.38 Current share...Buy Or Sell Opportunity • Jun 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.7% to UK£1.04. The fair value is estimated to be UK£1.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • May 30Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.4% to UK£1.05. The fair value is estimated to be UK£1.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • May 29Upcoming dividend of UK£0.012 per shareEligible shareholders must have bought the stock before 05 June 2025. Payment date: 27 June 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (5.7%). In line with average of industry peers (1.8%).Buy Or Sell Opportunity • May 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.1% to UK£1.05. The fair value is estimated to be UK£1.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making.分析記事 • May 03Microlise Group's (LON:SAAS) Dividend Will Be £0.0124The board of Microlise Group plc ( LON:SAAS ) has announced that it will pay a dividend on the 27th of June, with...お知らせ • May 02+ 1 more updateOmegro reached agreement on the terms and conditions to acquire Trakm8 Holdings PLC (AIM:TRAK) from Microlise Group plc (AIM:SAAS), Edric Property & Investment Company, Richard Louis Stephenson Clarke, Edmund John Stephenson Clarke and others for £4.75 million.Omegro reached an agreement to acquire Trakm8 Holdings PLC (AIM:TRAK) from Microlise Group plc (AIM:SAAS), Edric Property & Investment Company, Richard Louis Stephenson Clarke, Edmund John Stephenson Clarke and others for £4.75 million on May 1, 2025. Under the terms, each Trakm8 Shareholder will 9.5 pence per share in cash. The consideration will be financed through existing cash resources of CSI (parent of Omegro). Pursuant to the agreement, John Watkins will step down from his role as Trakm8's Executive Chairman and as an officer of Trakm8. The Transaction is subject to approvals from Trakm8 Shareholders, Court approval, Regulatory approval and Anti trust approval. The transaction is expected to become effective during the second or third quarter of the calendar year 2025. Vivek Bhardwaj and David Hart of Allenby Capital Limited acted as financial advisor to Directors of Trakm8. Angus MacPherson of Herax Partners LLP acted as financial advisor to Omegro. Fox Williams LLP is acting as legal adviser to Omegro. Wansbroughs LLP is acting as legal adviser to Trakm8.New Risk • Mar 31New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 2.3% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (9.4% average weekly change).Buy Or Sell Opportunity • Mar 31Now 21% undervaluedOver the last 90 days, the stock has risen 14% to UK£1.10. The fair value is estimated to be UK£1.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Mar 30Microlise Group plc Just Missed Earnings; Here's What Analysts Are Forecasting NowIt's been a good week for Microlise Group plc ( LON:SAAS ) shareholders, because the company has just released its...Declared Dividend • Mar 30Final dividend of UK£0.012 announcedShareholders will receive a dividend of UK£0.012. Ex-date: 5th June 2025 Payment date: 27th June 2025 Dividend yield will be 1.6%, which is about the same as the industry average.Price Target Changed • Mar 28Price target decreased by 16% to UK£1.89Down from UK£2.25, the current price target is an average from 4 analysts. New target price is 68% above last closing price of UK£1.13. Stock is down 20% over the past year. The company is forecast to post earnings per share of UK£0.025 next year compared to a net loss per share of UK£0.018 last year.お知らせ • Mar 28Microlise Group plc, Annual General Meeting, May 28, 2025Microlise Group plc, Annual General Meeting, May 28, 2025.Reported Earnings • Mar 27Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: UK£0.018 loss per share (down from UK£0.014 profit in FY 2023). Revenue: UK£79.5m (up 11% from FY 2023). Net loss: UK£2.05m (down 230% from profit in FY 2023). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Mar 24Microlise Group plc to Report Fiscal Year 2024 Results on Mar 27, 2025Microlise Group plc announced that they will report fiscal year 2024 results on Mar 27, 2025新しいナラティブ • Feb 09Expansion Into Australia, New Zealand, And France Will Unlock Future Revenue Opportunities Strategic acquisitions and integration into the MicroliseOne platform boost upselling, cross-selling, and revenue potential with improved customer experience.Buy Or Sell Opportunity • Feb 04Now 22% undervaluedOver the last 90 days, the stock has risen 8.0% to UK£1.22. The fair value is estimated to be UK£1.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 898% in the next 2 years.分析記事 • Feb 01Microlise Group plc (LON:SAAS) Soars 35% But It's A Story Of Risk Vs RewardMicrolise Group plc ( LON:SAAS ) shareholders would be excited to see that the share price has had a great month...分析記事 • Jan 29Is There An Opportunity With Microlise Group plc's (LON:SAAS) 26% Undervaluation?Key Insights The projected fair value for Microlise Group is UK£1.57 based on 2 Stage Free Cash Flow to Equity...分析記事 • Nov 05Microlise Group (LON:SAAS) Is Looking To Continue Growing Its Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Major Estimate Revision • Oct 01Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from UK£0.023 to UK£0.019. Revenue forecast unchanged from UK£83.3m at last update. Net income forecast to grow 736% next year vs 8.4% growth forecast for Software industry in the United Kingdom. Consensus price target of UK£2.45 unchanged from last update. Share price fell 11% to UK£1.18 over the past week.Reported Earnings • Sep 26First half 2024 earnings released: EPS: UK£0 (vs UK£0.011 in 1H 2023)First half 2024 results: EPS: UK£0 (down from UK£0.011 in 1H 2023). Revenue: UK£39.1m (up 15% from 1H 2023). Net income: UK£4.0k (down 100% from 1H 2023). Profit margin: 0% (down from 3.6% in 1H 2023). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Sep 24+ 1 more updateMicrolise Group plc Recommends Interim Dividend, Payable on 7 November 2024The Board of Microlise Group plc has recommended an interim dividend of 0.57 pence (First half of 2023: nil) per share, £0.7 million in aggregate, in line with the Group's progressive dividend policy which was implemented at the fiscal year 2023 annual results. The interim dividend will be paid on 7 November 2024 to shareholders on the register on 11 October 2024. The ex-dividend date is therefore 10 October 2024.お知らせ • Sep 11Microlise Group plc to Report First Half, 2024 Results on Sep 24, 2024Microlise Group plc announced that they will report first half, 2024 results on Sep 24, 2024お知らせ • Jul 11Microlise Group plc Announces Launch of Series of New ProductsMicrolise Group plc announced the launch of a series of new products, all of which are fully integrated with the Group's wider product portfolio. The addition of these products focuses on bringing USP's to the Microlise transport and logistics product offering, ensuring strategic growth within both new and existing customer base by providing upsell opportunities and strengthened new customer acquisition capabilities. Driver Hazard Warning (DHW): HGVs have many blind spots where vulnerable road users (VRUs) such as a cyclist, e-scooter or delivery moped rider cannot be seen. DHW is a 360-degree warning system that alerts HGV drivers if a VRU such as a cyclist, e-scooter or delivery moped rider is near their vehicle. HGV accidents involving VRUs are 15% more likely to result in a fatality, in comparison to a normal passenger vehicle. DHW is designed to help prevent such accidents. DHW also alerts drivers to static hazards in their environment, such as low bridges. In 2022 there were c.1800 bridge strikes in the UK with an average cost of £13,500 per accident. This can rise to as much as £800,000 for a single collision, particularly in the event of striking a railway bridge, where subsequent delays to train services are passed on to hauliers. DHW has been developed alongside the Flare products procured by Microlise on acquiring the K-Safe business in December 2023. DHW proactively helps transport and e-mobility companies prevent accidents thereby reducing risk of injuries or fatalities and the related costs and insurance premiums. The addition of this new product adds upsell opportunities for existing customers with no additional hardware requirements. Direct Vision Standards 2024: Microlise has developed a Progressive Safety System that ensures vehicles comply with London's Direct = Vision Standards 2024 (DVS) which comes into force in October 2024, as part of the Mayor of London's Vision Zero plan to eliminate deaths and serious injuries on London's transport network by 2041. The updated DVS solution ensures that HGVs can operate safely and legally within London. The new DVS system adds to the existing 2023 compliant DVS solution, by using AI-enhanced blind-spot and moving-off sensors with in-cab warnings, designed to detect pedestrians and cyclists while eliminating false alerts from stationary objects. The solution also integrates seamlessly with the wider multi-camera system offering comprehensive all-round visibility for drivers. By leveraging advanced technology, fleet operators can not only comply with the new DVS regulations but also benefit from detailed alerting and analysis reports, along with incident footage recording to protect drivers from liability. Microlise's solution is available for both upgrades to existing systems and complete installations for new vehicles, ensuring all fleets operating in the London area are prepared for the 2024 standards. The deadline of October 2024 is driving upgrades from existing customers and new customer implementations to ensure readiness for the new standard. Proximity Beacons: Powered by Bluetooth Low Energy (BLE) technology, Microlise's Proximity Beacons offer customers an asset tracking system that creates a low-cost, consolidated view of all assets under management. The product utilises the large mesh network created by the existing Microlise telematic units fitted to customer vehicles, to ping location data back to customers within the Microlise platform. UK retailers reported £7.9 billion in losses from warehouses and distribution centres in 2023, with further impacts through customer dissatisfaction and increased complexity of inventory management. The proximity beacons aim to minimise the loss of unpowered assets, help safeguard high-value cargo against theft, and give customers improved visibility of their entire fleet. The Beacons utilise the existing Microlise mobile network across the UK and provide monitoring for assets which were previously uneconomic to track, thus providing a new market segment for and cross sell opportunities.Buy Or Sell Opportunity • Jul 02Now 21% overvaluedOver the last 90 days, the stock has fallen 1.1% to UK£1.39. The fair value is estimated to be UK£1.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has declined by 157%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.Buy Or Sell Opportunity • Jun 19Now 24% overvaluedOver the last 90 days, the stock has fallen 1.8% to UK£1.38. The fair value is estimated to be UK£1.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has declined by 157%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.分析記事 • May 14Microlise Group's (LON:SAAS) Solid Earnings Have Been Accounted For ConservativelyThe market seemed underwhelmed by the solid earnings posted by Microlise Group plc ( LON:SAAS ) recently. Along with...分析記事 • Apr 27Optimistic Investors Push Microlise Group plc (LON:SAAS) Shares Up 25% But Growth Is LackingMicrolise Group plc ( LON:SAAS ) shares have continued their recent momentum with a 25% gain in the last month alone...お知らせ • Apr 11Microlise Group plc Proposes Maiden Final Dividend for the Year 2023, Payable on 28 June 2024Microlise Group plc proposed maiden final dividend for the 2023 financial year of 1.725 pence per share and will henceforth adopt a progressive dividend policy. If approved by shareholder at May's Annual General Meeting on 22 May 2024, the dividend will be paid on 28 June 2024 to shareholders on the register at close of business on 7 June 2024.New Risk • Apr 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 48% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Large one-off items impacting financial results.Reported Earnings • Apr 09Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: UK£0.014 (up from UK£0.012 in FY 2022). Revenue: UK£71.7m (up 14% from FY 2022). Net income: UK£1.58m (up 17% from FY 2022). Profit margin: 2.2% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 56%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in the United Kingdom.お知らせ • Apr 09Microlise Group plc, Annual General Meeting, May 22, 2024Microlise Group plc, Annual General Meeting, May 22, 2024.お知らせ • Mar 28Microlise Group plc to Report Fiscal Year 2023 Results on Apr 09, 2024Microlise Group plc announced that they will report fiscal year 2023 results on Apr 09, 2024分析記事 • Feb 01Why Investors Shouldn't Be Surprised By Microlise Group plc's (LON:SAAS) 29% Share Price SurgeDespite an already strong run, Microlise Group plc ( LON:SAAS ) shares have been powering on, with a gain of 29% in the...New Risk • Jan 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results.お知らせ • Jan 30+ 1 more updateMicrolise Group plc Provides Earnings Guidance for Fiscal Year 2023Microlise Group plc provided earnings guidance for the fiscal year 2023. For the year, the company expects to deliver strong revenue growth in FY24, driven by further organic growth and recent M&A.お知らせ • Jan 11Microlise Group plc (AIM:SAAS) acquired Enterprise Software Systems Limited.Microlise Group plc (AIM:SAAS) signed an agreement to acquire Enterprise Software Systems Limited for £8.5 million on November 30, 2023. The transaction is subject to antitrust approval. SCM Securities Limited acted as Financial advisor to Microlise Group plc. David Nisbet of Osborne Clarke LLP acted as Legal advisor to Enterprise Software Systems Limited. Microlise Group plc (AIM:SAAS) completed the acquisition of Enterprise Software Systems Limited on January 11, 2024. The acquisition was conditional upon no objections being raised by the UK Competition and Markets Authority ("CMA"), who have now confirmed no further information is required at this stage.分析記事 • Dec 28Microlise Group (LON:SAAS) Is Reinvesting At Lower Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...お知らせ • Nov 30Microlise Group plc (AIM:SAAS) signed an agreement to acquire Enterprise Software Systems Limited for £8.5 million.Microlise Group plc (AIM:SAAS) signed an agreement to acquire Enterprise Software Systems Limited for £8.5 million on November 30, 2023.SCM Securities Limited acted as Financial advisor to Microlise Group plc.分析記事 • Nov 07Sentiment Still Eluding Microlise Group plc (LON:SAAS)When close to half the companies operating in the Software industry in the United Kingdom have price-to-sales ratios...Reported Earnings • Oct 01First half 2023 earnings released: EPS: UK£0.011 (vs UK£0.009 in 1H 2022)First half 2023 results: EPS: UK£0.011 (up from UK£0.009 in 1H 2022). Revenue: UK£33.9m (up 11% from 1H 2022). Net income: UK£1.22m (up 12% from 1H 2022). Profit margin: 3.6% (in line with 1H 2022). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in the United Kingdom.お知らせ • Sep 19Microlise Group plc to Report First Half, 2023 Results on Sep 28, 2023Microlise Group plc announced that they will report first half, 2023 results on Sep 28, 2023Board Change • Jun 15High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. CEO & Director Nadeem Raza is the most experienced director on the board, commencing their role in 2018. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.分析記事 • Jun 09Returns On Capital Signal Tricky Times Ahead For Microlise Group (LON:SAAS)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...分析記事 • May 05Robust Earnings May Not Tell The Whole Story For Microlise Group (LON:SAAS)Despite posting some strong earnings, the market for Microlise Group plc's ( LON:SAAS ) stock hasn't moved much. We did...Reported Earnings • May 04Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: UK£0.012 (up from UK£0.014 loss in FY 2021). Revenue: UK£63.2m (up 7.5% from FY 2021). Net income: UK£1.35m (up UK£2.83m from FY 2021). Profit margin: 2.1% (up from net loss in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 68%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Software industry in the United Kingdom.Reported Earnings • Mar 31Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: UK£0.012 (up from UK£0.014 loss in FY 2021). Revenue: UK£63.2m (up 7.5% from FY 2021). Net income: UK£1.35m (up UK£2.83m from FY 2021). Profit margin: 2.1% (up from net loss in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 68%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Software industry in the United Kingdom.分析記事 • Dec 16Investors Could Be Concerned With Microlise Group's (LON:SAAS) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Reported Earnings • Sep 26First half 2022 earnings released: EPS: UK£0.009 (vs UK£0.006 in 1H 2021)First half 2022 results: EPS: UK£0.009 (up from UK£0.006 in 1H 2021). Revenue: UK£30.7m (up 5.3% from 1H 2021). Net income: UK£1.09m (up 67% from 1H 2021). Profit margin: 3.6% (up from 2.2% in 1H 2021). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 9.1% growth forecast for the Software industry in the United Kingdom.分析記事 • Aug 12Microlise Group (LON:SAAS) Is Reinvesting At Lower Rates Of ReturnIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Apr 15Full year 2021 earnings released: UK£0.014 loss per share (vs UK£14.59 profit in FY 2020)Full year 2021 results: UK£0.014 loss per share (down from UK£14.59 profit in FY 2020). Revenue: UK£58.8m (up 14% from FY 2020). Net loss: UK£1.48m (down 225% from profit in FY 2020). Over the next year, revenue is forecast to grow 11%, compared to a 29% growth forecast for the industry in the United Kingdom.分析記事 • Apr 07Estimating The Fair Value Of Microlise Group plc (LON:SAAS)Today we will run through one way of estimating the intrinsic value of Microlise Group plc ( LON:SAAS ) by taking the...Recent Insider Transactions • Jan 27CEO & Director recently bought UK£50k worth of stockOn the 25th of January, Nadeem Raza bought around 33k shares on-market at roughly UK£1.54 per share. This was the largest purchase by an insider in the last 3 months. This was Nadeem's only on-market trade for the last 12 months.Board Change • Oct 31High number of new directorsIndependent Non-Executive Chairman Jon Lee was the last director to join the board, commencing their role in 2021.Reported Earnings • Oct 01Full year 2021 earnings released: EPS UK£0.022The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: UK£57.0m (up 21% from FY 2020). Net income: UK£1.12m (down 40% from FY 2020). Profit margin: 2.0% (down from 3.9% in FY 2020). The decrease in margin was driven by higher expenses.業績と収益の成長予測AIM:SAAS - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202687N/A3N/A212/31/202584N/A5N/A26/30/202584-1610N/A3/31/202582-1610N/A12/31/202479-2610N/A9/30/202478-159N/A6/30/202477049N/A3/31/202474149N/A12/31/202372249N/A9/30/202369248N/A6/30/202366138N/A3/31/202365159N/A12/31/2022631710N/A6/30/202260-169N/A3/31/202260-158N/A12/31/202159-147N/A6/30/202157147N/A3/31/202154179N/A12/31/20205211012N/A9/30/2020511911N/A6/30/2020501911N/A6/30/201944-158N/A6/30/2018504N/A9N/A6/30/2017484N/A5N/A6/30/2016413N/A4N/A6/30/2015332N/A4N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: SAASの予測収益成長が 貯蓄率 ( 3.4% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: SAASの収益がUK市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: SAASの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: SAASの収益 ( 2.5% ) UK市場 ( 4.4% ) よりも低い成長が予測されています。高い収益成長: SAASの収益 ( 2.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: SAASの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/13 05:21終値2026/05/13 00:00収益2025/06/30年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Microlise Group plc 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関William LarwoodBerenbergJonathan ByrneBerenbergTom LikeCanaccord Genuity1 その他のアナリストを表示
Price Target Changed • Nov 25Price target decreased by 14% to UK£1.68Down from UK£1.94, the current price target is an average from 4 analysts. New target price is 66% above last closing price of UK£1.01. Stock is down 7.3% over the past year. The company is forecast to post earnings per share of UK£0.025 next year compared to a net loss per share of UK£0.018 last year.
分析記事 • Mar 30Microlise Group plc Just Missed Earnings; Here's What Analysts Are Forecasting NowIt's been a good week for Microlise Group plc ( LON:SAAS ) shareholders, because the company has just released its...
Price Target Changed • Mar 28Price target decreased by 16% to UK£1.89Down from UK£2.25, the current price target is an average from 4 analysts. New target price is 68% above last closing price of UK£1.13. Stock is down 20% over the past year. The company is forecast to post earnings per share of UK£0.025 next year compared to a net loss per share of UK£0.018 last year.
Major Estimate Revision • Oct 01Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from UK£0.023 to UK£0.019. Revenue forecast unchanged from UK£83.3m at last update. Net income forecast to grow 736% next year vs 8.4% growth forecast for Software industry in the United Kingdom. Consensus price target of UK£2.45 unchanged from last update. Share price fell 11% to UK£1.18 over the past week.
お知らせ • Jan 30+ 1 more updateMicrolise Group plc Provides Earnings Guidance for Fiscal Year 2023Microlise Group plc provided earnings guidance for the fiscal year 2023. For the year, the company expects to deliver strong revenue growth in FY24, driven by further organic growth and recent M&A.
Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. CFO, Company Secretary & Executive Director Nick Wightman was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Apr 30New major risk - Revenue and earnings growthEarnings have declined by 26% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 26% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Market cap is less than US$100m (UK£72.5m market cap, or US$98.0m).
お知らせ • Apr 30Microlise Group plc to Report Fiscal Year 2025 Results on May 14, 2026Microlise Group plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on May 14, 2026
ナラティブの更新 • Apr 25SAAS: Stable Recurring Revenue And Premium P/E Will Support Future UpsideMicrolise Group's latest analyst price target update leaves the fair value estimate unchanged at £1.46 per share. Analysts cite largely stable assumptions around the discount rate, revenue growth, profit margin and future P/E to support their view.
ナラティブの更新 • Apr 09SAAS: Recurring Revenue Mix And Premium P/E Will Support Future UpsideAnalysts have held their fair value estimate for Microlise Group steady at £1.46 per share, with slight adjustments to the discount rate and future P/E assumptions informing their unchanged price target view. What's in the News Microlise Group issued new guidance for total Group revenue for the year ended 31 December 2025 at £84.0 million, which the company states is in line with revised market expectations, compared with £81.0 million for FY 2024 (Corporate Guidance).
ナラティブの更新 • Mar 26SAAS: Recurring Revenue And Premium P/E Will Support Future UpsideMicrolise Group's analyst price target has been reaffirmed at £1.46, with analysts pointing to unchanged fair value and very small tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions as the basis for maintaining their view. What's in the News Microlise Group issued new guidance for total Group revenue for the year ended 31 December 2025 at £84.0 million, described as in line with revised market expectations (Key Developments).
New Risk • Mar 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: UK£73.6m (US$97.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (UK£73.6m market cap, or US$97.8m).
ナラティブの更新 • Mar 10SAAS: Recurring Revenue And Premium P/E Will Support Future UpsideAnalysts have maintained their fair value estimate for Microlise Group. Updated assumptions around the discount rate, revenue growth, profit margins and a forward P/E of about 68x result in an unchanged price target of £1.46.
ナラティブの更新 • Feb 24SAAS: High P/E And Recurring Revenue Will Support Future ReturnsMicrolise Group's analyst price target remains unchanged at £1.46, as analysts point to steady assumptions around discount rate, revenue growth and profit margin that keep their valuation framework intact. What's in the News Microlise Group issued total Group revenue guidance for the year ending 31 December 2025 at £84.0 million, described as in line with revised market expectations (Key Developments).
ナラティブの更新 • Feb 09SAAS: High P/E And 2025 Guidance Will Support Future ReturnsAnalysts have trimmed their fair value estimate for Microlise Group from £1.54 to £1.46, citing slightly higher discount rate assumptions and a lower future P/E multiple in their updated model. What's in the News Microlise Group issued earnings guidance for fiscal 2025, giving you a clearer view of what management currently expects.
New Risk • Feb 03New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 2.1% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (8.8% average weekly change).
ナラティブの更新 • Jan 26SAAS: High P/E And Stable Profitability Will Support Future ReturnsAnalysts have nudged their fair value estimate for Microlise Group from £1.52 to about £1.54, reflecting updated assumptions on the discount rate, revenue growth, profit margins, and a forward P/E that now sits closer to 71x. What's in the News Microlise Group issued earnings guidance for fiscal 2025, setting revenue expectations below current market forecasts.
ナラティブの更新 • Jan 10SAAS: Stable Profitability And 2025 Revenue Guidance Will Support Future ReturnsAnalysts have kept their fair value estimate for Microlise Group steady at £1.52, with only marginal tweaks to inputs like the discount rate and future P/E. This reflects fine tuning of their models rather than a shift in conviction.
ナラティブの更新 • Dec 24SAAS: Rising Dividend And Long Term Earnings Visibility Will Drive ReturnsAnalysts have raised their price target on Microlise Group by £0.00 to reflect a marginally lower discount rate and slightly improved long term earnings visibility, even though fair value, growth, and margin assumptions remain broadly unchanged. What's in the News Microlise Group issued earnings guidance for fiscal 2025, forecasting revenues of not less than £84 million.
ナラティブの更新 • Dec 10SAAS: Rising Dividend And Earnings Outlook Will Drive Strong Future ReturnsNarrative Update Analysts have trimmed their price target on Microlise Group from approximately £1.68 to £1.52, reflecting slightly higher discount rates, more conservative expectations for revenue growth and profit margins, and a higher projected future P/E multiple. Together, these factors point to a more cautious valuation outlook.
ナラティブの更新 • Nov 26SAAS: Rising Profit Margins And Dividend Increase Will Drive Future ReturnsAnalysts have revised their price target for Microlise Group downward from £1.94 to £1.68. They cite updated expectations for revenue growth and valuation multiples as the reason for this change.
Price Target Changed • Nov 25Price target decreased by 14% to UK£1.68Down from UK£1.94, the current price target is an average from 4 analysts. New target price is 66% above last closing price of UK£1.01. Stock is down 7.3% over the past year. The company is forecast to post earnings per share of UK£0.025 next year compared to a net loss per share of UK£0.018 last year.
New Risk • Nov 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Nov 24+ 1 more updateMicrolise Group plc Announces Executive ChangesMicrolise Group plc announced that it has hired Dean Garvey-North as its new Chief Technology Officer, succeeding Duncan McCreadie, who will retire after a decade of outstanding service to the Group. Dean will drive technology strategy, product innovation and infrastructure excellence, ensuring alignment with business objectives and fostering a high-performance engineering culture.
分析記事 • Nov 20Fewer Investors Than Expected Jumping On Microlise Group plc (LON:SAAS)Microlise Group plc's ( LON:SAAS ) price-to-sales (or "P/S") ratio of 2x might make it look like a buy right now...
Buy Or Sell Opportunity • Nov 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 6.5% to UK£1.31. The fair value is estimated to be UK£1.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Sep 28Microlise Group (LON:SAAS) Will Pay A Dividend Of £0.006Microlise Group plc ( LON:SAAS ) has announced that it will pay a dividend of £0.006 per share on the 7th of November...
Declared Dividend • Sep 28First half dividend increased to UK£0.006Dividend of UK£0.006 is 5.3% higher than last year. Ex-date: 9th October 2025 Payment date: 7th November 2025 Dividend yield will be 1.3%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (33% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
Reported Earnings • Sep 28First half 2025 earnings released: EPS: UK£0.011 (vs UK£0 in 1H 2024)First half 2025 results: EPS: UK£0.011 (up from UK£0 in 1H 2024). Revenue: UK£44.1m (up 13% from 1H 2024). Net income: UK£1.27m (up UK£1.27m from 1H 2024). Profit margin: 2.9% (up from 0% in 1H 2024). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 27Microlise Group plc Declares Interim Dividend, Payable on November 7, 2025The Board of Microlise Group plc has declared an interim dividend of 0.60 pence (H1 2024: 0.57 pence) per share, £0.7 million in aggregate, in line with the Group's progressive dividend policy which was implemented at the FY23 annual results. The interim dividend will be paid on 7 November 2025 to shareholders on the register on 10 October 2025. The ex-dividend date is therefore 9 October 2025.
お知らせ • Sep 18Microlise Group plc to Report First Half, 2025 Results on Sep 25, 2025Microlise Group plc announced that they will report first half, 2025 results on Sep 25, 2025
分析記事 • Sep 13Microlise Group (LON:SAAS) Is Finding It Tricky To Allocate Its CapitalIgnoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...
分析記事 • Jul 17Even With A 28% Surge, Cautious Investors Are Not Rewarding Microlise Group plc's (LON:SAAS) Performance CompletelyDespite an already strong run, Microlise Group plc ( LON:SAAS ) shares have been powering on, with a gain of 28% in the...
お知らせ • Jul 09Omegro completed the acquisition of Trakm8 Holdings PLC (AIM:TRAK) from Microlise Group plc (AIM:SAAS), Edric Property & Investment Company, Richard Louis Stephenson Clarke, Edmund John Stephenson Clarke and others.Omegro reached an agreement to acquire Trakm8 Holdings PLC (AIM:TRAK) from Microlise Group plc (AIM:SAAS), Edric Property & Investment Company, Richard Louis Stephenson Clarke, Edmund John Stephenson Clarke and others for £4.75 million on May 1, 2025. Under the terms, each Trakm8 Shareholder will 9.5 pence per share in cash. The consideration will be financed through existing cash resources of CSI (parent of Omegro). Pursuant to the agreement, John Watkins will step down from his role as Trakm8's Executive Chairman and as an officer of Trakm8. As of May 21, 2025, Trakm8 Directors recommend unanimously that Trakm8's Shareholders vote in favour of the Scheme at the Court Meeting and the Resolutions to be proposed at the General Meeting as the Trakm8 Directors have irrevocably undertaken to do in respect of their own beneficial holdings (and the beneficial holdings of their close relatives and related trusts), being, in aggregate, 11,549,793 Trakm8 Shares (representing approximately 23.11% of the existing issued ordinary share capital of Trakm8) as at April 30, 2025. As of June 19, 2025, shareholder of Trakm8 Holdings approved the acquisition. The Transaction is subject to approvals from Trakm8 Shareholders, Court approval, Regulatory approval and Anti trust approval. The transaction is expected to become effective during the second or third quarter of the calendar year 2025. The High Court of Justice in England and Wales sanctioned the scheme of arrangement on July 7, 2025. Vivek Bhardwaj and David Hart of Allenby Capital Limited acted as financial advisor, Wansbroughs LLP is acting as legal adviser and Neville Registrars acted as registrar to Trakm8. Angus MacPherson of Herax Partners LLP acted as financial advisor to Omegro. Fox Williams LLP is acting as legal adviser to Omegro. The aggregate fees and expenses expected to be incurred by Omegro in connection with the Acquisition (excluding any applicable VAT and other taxes) are estimated to be approximately for Financial Advice of £0.29 million, Legal Advice of £0.43 million, Accounting Advice of £0.04 million and Other Professional Services of £0.04 million. The aggregate fees and expenses expected to be incurred by Trakm8 in connection with the Acquisition are expected to be approximately for Financial Advice of £0.26 million, Legal Advice of £0.18 million, and Other Professional Services of £0.03 million. Omegro completed the acquisition of Trakm8 Holdings PLC (AIM:TRAK) from Microlise Group plc (AIM:SAAS), Edric Property & Investment Company, Richard Louis Stephenson Clarke, Edmund John Stephenson Clarke and others on July 9, 2025.
分析記事 • Jul 07Calculating The Intrinsic Value Of Microlise Group plc (LON:SAAS)Key Insights Using the 2 Stage Free Cash Flow to Equity, Microlise Group fair value estimate is UK£1.38 Current share...
Buy Or Sell Opportunity • Jun 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.7% to UK£1.04. The fair value is estimated to be UK£1.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • May 30Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.4% to UK£1.05. The fair value is estimated to be UK£1.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • May 29Upcoming dividend of UK£0.012 per shareEligible shareholders must have bought the stock before 05 June 2025. Payment date: 27 June 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (5.7%). In line with average of industry peers (1.8%).
Buy Or Sell Opportunity • May 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.1% to UK£1.05. The fair value is estimated to be UK£1.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • May 03Microlise Group's (LON:SAAS) Dividend Will Be £0.0124The board of Microlise Group plc ( LON:SAAS ) has announced that it will pay a dividend on the 27th of June, with...
お知らせ • May 02+ 1 more updateOmegro reached agreement on the terms and conditions to acquire Trakm8 Holdings PLC (AIM:TRAK) from Microlise Group plc (AIM:SAAS), Edric Property & Investment Company, Richard Louis Stephenson Clarke, Edmund John Stephenson Clarke and others for £4.75 million.Omegro reached an agreement to acquire Trakm8 Holdings PLC (AIM:TRAK) from Microlise Group plc (AIM:SAAS), Edric Property & Investment Company, Richard Louis Stephenson Clarke, Edmund John Stephenson Clarke and others for £4.75 million on May 1, 2025. Under the terms, each Trakm8 Shareholder will 9.5 pence per share in cash. The consideration will be financed through existing cash resources of CSI (parent of Omegro). Pursuant to the agreement, John Watkins will step down from his role as Trakm8's Executive Chairman and as an officer of Trakm8. The Transaction is subject to approvals from Trakm8 Shareholders, Court approval, Regulatory approval and Anti trust approval. The transaction is expected to become effective during the second or third quarter of the calendar year 2025. Vivek Bhardwaj and David Hart of Allenby Capital Limited acted as financial advisor to Directors of Trakm8. Angus MacPherson of Herax Partners LLP acted as financial advisor to Omegro. Fox Williams LLP is acting as legal adviser to Omegro. Wansbroughs LLP is acting as legal adviser to Trakm8.
New Risk • Mar 31New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 2.3% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (9.4% average weekly change).
Buy Or Sell Opportunity • Mar 31Now 21% undervaluedOver the last 90 days, the stock has risen 14% to UK£1.10. The fair value is estimated to be UK£1.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Mar 30Microlise Group plc Just Missed Earnings; Here's What Analysts Are Forecasting NowIt's been a good week for Microlise Group plc ( LON:SAAS ) shareholders, because the company has just released its...
Declared Dividend • Mar 30Final dividend of UK£0.012 announcedShareholders will receive a dividend of UK£0.012. Ex-date: 5th June 2025 Payment date: 27th June 2025 Dividend yield will be 1.6%, which is about the same as the industry average.
Price Target Changed • Mar 28Price target decreased by 16% to UK£1.89Down from UK£2.25, the current price target is an average from 4 analysts. New target price is 68% above last closing price of UK£1.13. Stock is down 20% over the past year. The company is forecast to post earnings per share of UK£0.025 next year compared to a net loss per share of UK£0.018 last year.
お知らせ • Mar 28Microlise Group plc, Annual General Meeting, May 28, 2025Microlise Group plc, Annual General Meeting, May 28, 2025.
Reported Earnings • Mar 27Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: UK£0.018 loss per share (down from UK£0.014 profit in FY 2023). Revenue: UK£79.5m (up 11% from FY 2023). Net loss: UK£2.05m (down 230% from profit in FY 2023). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Mar 24Microlise Group plc to Report Fiscal Year 2024 Results on Mar 27, 2025Microlise Group plc announced that they will report fiscal year 2024 results on Mar 27, 2025
新しいナラティブ • Feb 09Expansion Into Australia, New Zealand, And France Will Unlock Future Revenue Opportunities Strategic acquisitions and integration into the MicroliseOne platform boost upselling, cross-selling, and revenue potential with improved customer experience.
Buy Or Sell Opportunity • Feb 04Now 22% undervaluedOver the last 90 days, the stock has risen 8.0% to UK£1.22. The fair value is estimated to be UK£1.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 898% in the next 2 years.
分析記事 • Feb 01Microlise Group plc (LON:SAAS) Soars 35% But It's A Story Of Risk Vs RewardMicrolise Group plc ( LON:SAAS ) shareholders would be excited to see that the share price has had a great month...
分析記事 • Jan 29Is There An Opportunity With Microlise Group plc's (LON:SAAS) 26% Undervaluation?Key Insights The projected fair value for Microlise Group is UK£1.57 based on 2 Stage Free Cash Flow to Equity...
分析記事 • Nov 05Microlise Group (LON:SAAS) Is Looking To Continue Growing Its Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Major Estimate Revision • Oct 01Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from UK£0.023 to UK£0.019. Revenue forecast unchanged from UK£83.3m at last update. Net income forecast to grow 736% next year vs 8.4% growth forecast for Software industry in the United Kingdom. Consensus price target of UK£2.45 unchanged from last update. Share price fell 11% to UK£1.18 over the past week.
Reported Earnings • Sep 26First half 2024 earnings released: EPS: UK£0 (vs UK£0.011 in 1H 2023)First half 2024 results: EPS: UK£0 (down from UK£0.011 in 1H 2023). Revenue: UK£39.1m (up 15% from 1H 2023). Net income: UK£4.0k (down 100% from 1H 2023). Profit margin: 0% (down from 3.6% in 1H 2023). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Sep 24+ 1 more updateMicrolise Group plc Recommends Interim Dividend, Payable on 7 November 2024The Board of Microlise Group plc has recommended an interim dividend of 0.57 pence (First half of 2023: nil) per share, £0.7 million in aggregate, in line with the Group's progressive dividend policy which was implemented at the fiscal year 2023 annual results. The interim dividend will be paid on 7 November 2024 to shareholders on the register on 11 October 2024. The ex-dividend date is therefore 10 October 2024.
お知らせ • Sep 11Microlise Group plc to Report First Half, 2024 Results on Sep 24, 2024Microlise Group plc announced that they will report first half, 2024 results on Sep 24, 2024
お知らせ • Jul 11Microlise Group plc Announces Launch of Series of New ProductsMicrolise Group plc announced the launch of a series of new products, all of which are fully integrated with the Group's wider product portfolio. The addition of these products focuses on bringing USP's to the Microlise transport and logistics product offering, ensuring strategic growth within both new and existing customer base by providing upsell opportunities and strengthened new customer acquisition capabilities. Driver Hazard Warning (DHW): HGVs have many blind spots where vulnerable road users (VRUs) such as a cyclist, e-scooter or delivery moped rider cannot be seen. DHW is a 360-degree warning system that alerts HGV drivers if a VRU such as a cyclist, e-scooter or delivery moped rider is near their vehicle. HGV accidents involving VRUs are 15% more likely to result in a fatality, in comparison to a normal passenger vehicle. DHW is designed to help prevent such accidents. DHW also alerts drivers to static hazards in their environment, such as low bridges. In 2022 there were c.1800 bridge strikes in the UK with an average cost of £13,500 per accident. This can rise to as much as £800,000 for a single collision, particularly in the event of striking a railway bridge, where subsequent delays to train services are passed on to hauliers. DHW has been developed alongside the Flare products procured by Microlise on acquiring the K-Safe business in December 2023. DHW proactively helps transport and e-mobility companies prevent accidents thereby reducing risk of injuries or fatalities and the related costs and insurance premiums. The addition of this new product adds upsell opportunities for existing customers with no additional hardware requirements. Direct Vision Standards 2024: Microlise has developed a Progressive Safety System that ensures vehicles comply with London's Direct = Vision Standards 2024 (DVS) which comes into force in October 2024, as part of the Mayor of London's Vision Zero plan to eliminate deaths and serious injuries on London's transport network by 2041. The updated DVS solution ensures that HGVs can operate safely and legally within London. The new DVS system adds to the existing 2023 compliant DVS solution, by using AI-enhanced blind-spot and moving-off sensors with in-cab warnings, designed to detect pedestrians and cyclists while eliminating false alerts from stationary objects. The solution also integrates seamlessly with the wider multi-camera system offering comprehensive all-round visibility for drivers. By leveraging advanced technology, fleet operators can not only comply with the new DVS regulations but also benefit from detailed alerting and analysis reports, along with incident footage recording to protect drivers from liability. Microlise's solution is available for both upgrades to existing systems and complete installations for new vehicles, ensuring all fleets operating in the London area are prepared for the 2024 standards. The deadline of October 2024 is driving upgrades from existing customers and new customer implementations to ensure readiness for the new standard. Proximity Beacons: Powered by Bluetooth Low Energy (BLE) technology, Microlise's Proximity Beacons offer customers an asset tracking system that creates a low-cost, consolidated view of all assets under management. The product utilises the large mesh network created by the existing Microlise telematic units fitted to customer vehicles, to ping location data back to customers within the Microlise platform. UK retailers reported £7.9 billion in losses from warehouses and distribution centres in 2023, with further impacts through customer dissatisfaction and increased complexity of inventory management. The proximity beacons aim to minimise the loss of unpowered assets, help safeguard high-value cargo against theft, and give customers improved visibility of their entire fleet. The Beacons utilise the existing Microlise mobile network across the UK and provide monitoring for assets which were previously uneconomic to track, thus providing a new market segment for and cross sell opportunities.
Buy Or Sell Opportunity • Jul 02Now 21% overvaluedOver the last 90 days, the stock has fallen 1.1% to UK£1.39. The fair value is estimated to be UK£1.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has declined by 157%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.
Buy Or Sell Opportunity • Jun 19Now 24% overvaluedOver the last 90 days, the stock has fallen 1.8% to UK£1.38. The fair value is estimated to be UK£1.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has declined by 157%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are also forecast to grow by 33% per annum over the same time period.
分析記事 • May 14Microlise Group's (LON:SAAS) Solid Earnings Have Been Accounted For ConservativelyThe market seemed underwhelmed by the solid earnings posted by Microlise Group plc ( LON:SAAS ) recently. Along with...
分析記事 • Apr 27Optimistic Investors Push Microlise Group plc (LON:SAAS) Shares Up 25% But Growth Is LackingMicrolise Group plc ( LON:SAAS ) shares have continued their recent momentum with a 25% gain in the last month alone...
お知らせ • Apr 11Microlise Group plc Proposes Maiden Final Dividend for the Year 2023, Payable on 28 June 2024Microlise Group plc proposed maiden final dividend for the 2023 financial year of 1.725 pence per share and will henceforth adopt a progressive dividend policy. If approved by shareholder at May's Annual General Meeting on 22 May 2024, the dividend will be paid on 28 June 2024 to shareholders on the register at close of business on 7 June 2024.
New Risk • Apr 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 48% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Apr 09Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: UK£0.014 (up from UK£0.012 in FY 2022). Revenue: UK£71.7m (up 14% from FY 2022). Net income: UK£1.58m (up 17% from FY 2022). Profit margin: 2.2% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 56%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in the United Kingdom.
お知らせ • Apr 09Microlise Group plc, Annual General Meeting, May 22, 2024Microlise Group plc, Annual General Meeting, May 22, 2024.
お知らせ • Mar 28Microlise Group plc to Report Fiscal Year 2023 Results on Apr 09, 2024Microlise Group plc announced that they will report fiscal year 2023 results on Apr 09, 2024
分析記事 • Feb 01Why Investors Shouldn't Be Surprised By Microlise Group plc's (LON:SAAS) 29% Share Price SurgeDespite an already strong run, Microlise Group plc ( LON:SAAS ) shares have been powering on, with a gain of 29% in the...
New Risk • Jan 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results.
お知らせ • Jan 30+ 1 more updateMicrolise Group plc Provides Earnings Guidance for Fiscal Year 2023Microlise Group plc provided earnings guidance for the fiscal year 2023. For the year, the company expects to deliver strong revenue growth in FY24, driven by further organic growth and recent M&A.
お知らせ • Jan 11Microlise Group plc (AIM:SAAS) acquired Enterprise Software Systems Limited.Microlise Group plc (AIM:SAAS) signed an agreement to acquire Enterprise Software Systems Limited for £8.5 million on November 30, 2023. The transaction is subject to antitrust approval. SCM Securities Limited acted as Financial advisor to Microlise Group plc. David Nisbet of Osborne Clarke LLP acted as Legal advisor to Enterprise Software Systems Limited. Microlise Group plc (AIM:SAAS) completed the acquisition of Enterprise Software Systems Limited on January 11, 2024. The acquisition was conditional upon no objections being raised by the UK Competition and Markets Authority ("CMA"), who have now confirmed no further information is required at this stage.
分析記事 • Dec 28Microlise Group (LON:SAAS) Is Reinvesting At Lower Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
お知らせ • Nov 30Microlise Group plc (AIM:SAAS) signed an agreement to acquire Enterprise Software Systems Limited for £8.5 million.Microlise Group plc (AIM:SAAS) signed an agreement to acquire Enterprise Software Systems Limited for £8.5 million on November 30, 2023.SCM Securities Limited acted as Financial advisor to Microlise Group plc.
分析記事 • Nov 07Sentiment Still Eluding Microlise Group plc (LON:SAAS)When close to half the companies operating in the Software industry in the United Kingdom have price-to-sales ratios...
Reported Earnings • Oct 01First half 2023 earnings released: EPS: UK£0.011 (vs UK£0.009 in 1H 2022)First half 2023 results: EPS: UK£0.011 (up from UK£0.009 in 1H 2022). Revenue: UK£33.9m (up 11% from 1H 2022). Net income: UK£1.22m (up 12% from 1H 2022). Profit margin: 3.6% (in line with 1H 2022). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in the United Kingdom.
お知らせ • Sep 19Microlise Group plc to Report First Half, 2023 Results on Sep 28, 2023Microlise Group plc announced that they will report first half, 2023 results on Sep 28, 2023
Board Change • Jun 15High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. CEO & Director Nadeem Raza is the most experienced director on the board, commencing their role in 2018. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Jun 09Returns On Capital Signal Tricky Times Ahead For Microlise Group (LON:SAAS)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
分析記事 • May 05Robust Earnings May Not Tell The Whole Story For Microlise Group (LON:SAAS)Despite posting some strong earnings, the market for Microlise Group plc's ( LON:SAAS ) stock hasn't moved much. We did...
Reported Earnings • May 04Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: UK£0.012 (up from UK£0.014 loss in FY 2021). Revenue: UK£63.2m (up 7.5% from FY 2021). Net income: UK£1.35m (up UK£2.83m from FY 2021). Profit margin: 2.1% (up from net loss in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 68%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Software industry in the United Kingdom.
Reported Earnings • Mar 31Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: UK£0.012 (up from UK£0.014 loss in FY 2021). Revenue: UK£63.2m (up 7.5% from FY 2021). Net income: UK£1.35m (up UK£2.83m from FY 2021). Profit margin: 2.1% (up from net loss in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 68%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Software industry in the United Kingdom.
分析記事 • Dec 16Investors Could Be Concerned With Microlise Group's (LON:SAAS) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Reported Earnings • Sep 26First half 2022 earnings released: EPS: UK£0.009 (vs UK£0.006 in 1H 2021)First half 2022 results: EPS: UK£0.009 (up from UK£0.006 in 1H 2021). Revenue: UK£30.7m (up 5.3% from 1H 2021). Net income: UK£1.09m (up 67% from 1H 2021). Profit margin: 3.6% (up from 2.2% in 1H 2021). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 9.1% growth forecast for the Software industry in the United Kingdom.
分析記事 • Aug 12Microlise Group (LON:SAAS) Is Reinvesting At Lower Rates Of ReturnIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Apr 15Full year 2021 earnings released: UK£0.014 loss per share (vs UK£14.59 profit in FY 2020)Full year 2021 results: UK£0.014 loss per share (down from UK£14.59 profit in FY 2020). Revenue: UK£58.8m (up 14% from FY 2020). Net loss: UK£1.48m (down 225% from profit in FY 2020). Over the next year, revenue is forecast to grow 11%, compared to a 29% growth forecast for the industry in the United Kingdom.
分析記事 • Apr 07Estimating The Fair Value Of Microlise Group plc (LON:SAAS)Today we will run through one way of estimating the intrinsic value of Microlise Group plc ( LON:SAAS ) by taking the...
Recent Insider Transactions • Jan 27CEO & Director recently bought UK£50k worth of stockOn the 25th of January, Nadeem Raza bought around 33k shares on-market at roughly UK£1.54 per share. This was the largest purchase by an insider in the last 3 months. This was Nadeem's only on-market trade for the last 12 months.
Board Change • Oct 31High number of new directorsIndependent Non-Executive Chairman Jon Lee was the last director to join the board, commencing their role in 2021.
Reported Earnings • Oct 01Full year 2021 earnings released: EPS UK£0.022The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: UK£57.0m (up 21% from FY 2020). Net income: UK£1.12m (down 40% from FY 2020). Profit margin: 2.0% (down from 3.9% in FY 2020). The decrease in margin was driven by higher expenses.
