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EROAD Limited Stock Price

NZSE:ERD Community·NZ$231.7m Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author

ERD Share Price Performance

NZ$1.24
0.18 (16.51%)
NZ$2.18
Fair Value
NZ$1.24
0.18 (16.51%)
43.2% undervalued intrinsic discount
NZ$2.18
Fair Value
Price NZ$1.24
AnalystConsensusTarget NZ$2.18
AnalystHighTarget NZ$2.80

ERD Community Narratives

AnalystConsensusTarget·
Fair Value NZ$2.18 43.2% undervalued intrinsic discount

Universal Road User Charging Will Drive Long-Term Upside For This Telematics Provider

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AnalystHighTarget·
Fair Value NZ$2.8 55.9% undervalued intrinsic discount

Electronic Road User Charging Shift Will Support A Stronger Long Term Outlook

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NZ$2.8
55.9% undervalued intrinsic discount
Revenue
7.37% p.a.
Profit Margin
10.65%
Future PE
25.85x
Price in 2029
NZ$3.6
NZ$2.18
43.2% undervalued intrinsic discount
Revenue
4.4% p.a.
Profit Margin
6.58%
Future PE
35.39x
Price in 2028
NZ$2.8

Trending Discussion

Updated Narratives

ERD logo

Electronic Road User Charging Shift Will Support A Stronger Long Term Outlook

Fair Value: NZ$2.8 55.9% undervalued intrinsic discount
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ERD logo

Universal Road User Charging Will Drive Long-Term Upside For This Telematics Provider

Fair Value: NZ$2.18 43.2% undervalued intrinsic discount
2 users have followed this narrative
0 users have commented on this narrative
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Snowflake Analysis

Excellent balance sheet and good value.

2 Risks
2 Rewards

EROAD Limited Key Details

NZ$197.6m

Revenue

NZ$149.4m

Cost of Revenue

NZ$48.2m

Gross Profit

NZ$189.5m

Other Expenses

-NZ$141.3m

Earnings

Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
-0.75
24.39%
-71.51%
12.7%
View Full Analysis

About ERD

Founded
2000
Employees
n/a
CEO
Mark Heine
WebsiteView website
eroadglobal.com

EROAD Limited provides electronic on-board units and software as a service to the transport industry in New Zealand, the United States, and Australia. The company offers EROAD platform, which connect drivers, vehicles, assets, and operations to give businesses the real-time visibility they need to stay compliant and safe on the move. It also provides electronic distance recorders, tracking devices, and mobile app that provides various enhanced electronic road user charges, safety features, and fleet tracking; and EROAD Electronic Logbook, an alternative to paper logbook. In addition, the company is involved in the provision of sale or rental of hardware, installation, and training and support services. EROAD Limited was incorporated in 2000 and is headquartered in Auckland, New Zealand.

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