ReposiTrak Future Growth
Future criteria checks 1/6
ReposiTrak is forecast to grow earnings and revenue by 14.1% and 9.2% per annum respectively while EPS is expected to grow by 12% per annum.
Key information
14.1%
Earnings growth rate
12.01%
EPS growth rate
| Software earnings growth | 20.4% |
| Revenue growth rate | 9.2% |
| Future return on equity | n/a |
| Analyst coverage | Low |
| Last updated | 15 May 2026 |
Recent future growth updates
Recent updates
Narrative Update • Jun 03
TRAK: Expanding Traceability And Compliance Adoption Will Support Future Upside Potential
Analysts have adjusted their price target on ReposiTrak to $16.00. The update reflects refreshed assumptions around revenue growth, profit margins, the discount rate and a slightly lower future P/E multiple.Narrative Update • May 05
TRAK: Expanding Food Traceability Adoption And Compliance Wins Will Drive Upside
Analysts have kept their ReposiTrak price target effectively unchanged at approximately $16.00, reflecting only very small tweaks in inputs such as discount rate, revenue growth, profit margin and future P/E assumptions, rather than any shift in their overall view of the stock. What's in the News A wholesale grocery cooperative in the Southern United States became the first wholesaler to reach full supplier to store traceability using ReposiTrak’s Touchless Traceability solution, achieving FSMA 204 compliance without case-level scanning or changes to distribution center workflows (Key Developments).Narrative Update • Apr 19
TRAK: Expanding Traceability Network Adoption Will Support Future Upside
Analysts held ReposiTrak's fair value estimate at $16.00 per share while making only very small tweaks to assumptions such as the discount rate and future P/E, reflecting largely unchanged views on the stock's risk and earnings profile. What's in the News ReposiTrak reported that eighteen fresh fruit and vegetable companies have joined the queue for the ReposiTrak Traceability Network to prepare for FDA Key Data Element sharing across their supply chains, covering a wide range of growers and distributors across the United States (Key Developments).Narrative Update • Apr 04
TRAK: Expanding Traceability Adoption And Share Repurchases Will Support Future Upside
Analysts have maintained their $16.00 price target on ReposiTrak, linking this steady view to only slight adjustments in discount rate and future P/E assumptions rather than any change in projected growth or profitability. What's in the News ReposiTrak and SPAR Group, Inc.Narrative Update • Mar 21
TRAK: Expanding Traceability Adoption And Share Repurchases Will Support Future Upside
Analysts have reaffirmed a $16.00 price target for ReposiTrak, citing only minimal tweaks to underlying assumptions such as discount rate, revenue growth, profit margin and future P/E, which together leave their overall valuation view effectively unchanged. What's in the News A grocery retailer using ReposiTrak Touchless Traceability is reported as the first to achieve end to end traceability under FDA FSMA Section 204, with hundreds of thousands of Key Data Element records generated across shipments, and several more corporate customers nearing similar go live milestones (Key Developments).Narrative Update • Mar 06
TRAK: Expanding Traceability Network And Share Buybacks Will Support Future Upside
Analysts have modestly reduced their price target on ReposiTrak to reflect a slightly lower future P/E assumption of 36.44x, while keeping key fair value and growth inputs broadly unchanged. What's in the News A grocery retailer using ReposiTrak Touchless Traceability has achieved end to end FSMA 204 traceability, generating hundreds of thousands of FDA Key Data Element records without case level scanning, with three more corporate customers close to similar go live points (Key Developments).Narrative Update • Feb 19
TRAK: Traceability Network Adoption Will Support Higher Future Profitability
Analysts have reduced their price target on ReposiTrak from $29 to $16, citing updated assumptions in their models for slower revenue growth, a lower future P/E multiple, and a higher profit margin profile. What's in the News ReposiTrak reported completing a share repurchase program announced on May 9, 2019, buying back a total of 2,220,026 shares, or 11.63% of the company, for US$14.46 million, including 79,927 shares, or 0.44%, repurchased between October 1, 2025 and December 31, 2025 for US$1.1 million (Key Developments).Seeking Alpha • Jan 13
ReposiTrak: Better Business, Fairer Price, Still Not A Buy
Summary ReposiTrak, Inc. is a micro-cap SaaS firm focused on supply chain compliance, food safety, and traceability for retailers and suppliers. TRAK's revenue grew 10% YoY, driven by recurring subscriptions and expanding services to existing customers, especially as retailer requirements outpace federal mandates. Operating expenses rose 3%, but revenue outpaced costs, supporting a 28% increase in operating income and strong revenue-per-employee metrics. Liquidity remains robust with $28.8M in cash and zero debt, though higher tax rates and rising costs warrant close monitoring if adoption slows. Read the full article on Seeking AlphaAnalysis Article • Oct 01
Investors Will Want ReposiTrak's (NYSE:TRAK) Growth In ROCE To Persist
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Analysis Article • Aug 02
Subdued Growth No Barrier To ReposiTrak, Inc.'s (NYSE:TRAK) Price
ReposiTrak, Inc.'s ( NYSE:TRAK ) price-to-earnings (or "P/E") ratio of 46.4x might make it look like a strong sell...Analysis Article • May 27
ReposiTrak's (NYSE:TRAK) Performance Is Even Better Than Its Earnings Suggest
ReposiTrak, Inc. ( NYSE:TRAK ) just reported healthy earnings but the stock price didn't move much. Investors are...Analysis Article • Apr 12
Earnings Not Telling The Story For ReposiTrak, Inc. (NYSE:TRAK)
With a price-to-earnings (or "P/E") ratio of 62.3x ReposiTrak, Inc. ( NYSE:TRAK ) may be sending very bearish signals...Analysis Article • Nov 09
ReposiTrak, Inc. (NYSE:TRAK) Not Lagging Market On Growth Or Pricing
With a price-to-earnings (or "P/E") ratio of 71.3x ReposiTrak, Inc. ( NYSE:TRAK ) may be sending very bearish signals...
New Narrative • Oct 07
Critical Focus On Traceability Solutions Powers Revenue Growth And Profitability Surge
Emphasis on enhancing traceability solutions and strategic revenue focus predicts significant growth, with aims to improve net margins and year-over-year growth.Seeking Alpha • Oct 06
Track And Trace, But Don't Race: Why ReposiTrak Might Be Overvalued
Summary ReposiTrak shows solid growth potential with traceability services and recurring revenue but is currently overvalued with a high P/E ratio of 62.09x. Despite strong financials and profitability, rising operational expenses and heavy FDA dependency pose significant risks. Expansion into adjacent markets and AI-driven operational efficiencies are promising, but traceability revenue remains a small portion of the business. Given the speculative nature and high valuation, I recommend holding off on investing in ReposiTrak at this price. Read the full article on Seeking AlphaAnalysis Article • Jul 24
ReposiTrak, Inc.'s (NYSE:TRAK) P/E Is Still On The Mark Following 28% Share Price Bounce
ReposiTrak, Inc. ( NYSE:TRAK ) shareholders have had their patience rewarded with a 28% share price jump in the last...Analysis Article • Mar 23
ReposiTrak (NYSE:TRAK) Has More To Do To Multiply In Value Going Forward
What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Analysis Article • Feb 28
Why Investors Shouldn't Be Surprised By ReposiTrak, Inc.'s (NYSE:TRAK) 28% Share Price Surge
Despite an already strong run, ReposiTrak, Inc. ( NYSE:TRAK ) shares have been powering on, with a gain of 28% in the...Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 6/30/2028 | 29 | 10 | 10 | 10 | 1 |
| 6/30/2027 | 26 | 8 | 9 | 9 | 1 |
| 6/30/2026 | 24 | 7 | 11 | 11 | 1 |
| 3/31/2026 | 23 | 7 | 7 | 8 | N/A |
| 12/31/2025 | 24 | 7 | 7 | 7 | N/A |
| 9/30/2025 | 23 | 7 | 8 | 8 | N/A |
| 6/30/2025 | 23 | 7 | 8 | 8 | N/A |
| 3/31/2025 | 22 | 6 | 9 | 9 | N/A |
| 12/31/2024 | 21 | 6 | 10 | 10 | N/A |
| 9/30/2024 | 21 | 6 | 7 | 7 | N/A |
| 6/30/2024 | 20 | 5 | 7 | 7 | N/A |
| 3/31/2024 | 20 | 5 | 7 | 7 | N/A |
| 12/31/2023 | 20 | 5 | 7 | 8 | N/A |
| 9/30/2023 | 19 | 5 | 8 | 9 | N/A |
| 6/30/2023 | 19 | 5 | 8 | 9 | N/A |
| 3/31/2023 | 19 | 5 | 8 | 9 | N/A |
| 12/31/2022 | 19 | 4 | 6 | 6 | N/A |
| 9/30/2022 | 18 | 4 | 7 | 7 | N/A |
| 6/30/2022 | 18 | 3 | 6 | 6 | N/A |
| 3/31/2022 | 18 | 3 | 6 | 6 | N/A |
| 12/31/2021 | 20 | 3 | 4 | 5 | N/A |
| 9/30/2021 | 20 | 4 | 5 | 5 | N/A |
| 6/30/2021 | 21 | 4 | 5 | 5 | N/A |
| 3/31/2021 | 22 | 3 | 5 | 5 | N/A |
| 12/31/2020 | 21 | 2 | 5 | 5 | N/A |
| 9/30/2020 | 20 | 1 | 4 | 5 | N/A |
| 6/30/2020 | 20 | 1 | 4 | 4 | N/A |
| 3/31/2020 | 19 | 1 | 1 | 3 | N/A |
| 12/31/2019 | 19 | 2 | N/A | 5 | N/A |
| 9/30/2019 | 20 | 3 | N/A | 4 | N/A |
| 6/30/2019 | 21 | 3 | N/A | 5 | N/A |
| 3/31/2019 | 23 | 4 | N/A | 4 | N/A |
| 12/31/2018 | 23 | 4 | N/A | 3 | N/A |
| 9/30/2018 | 23 | 3 | N/A | 3 | N/A |
| 6/30/2018 | 22 | 3 | N/A | 2 | N/A |
| 3/31/2018 | 21 | 2 | N/A | 2 | N/A |
| 12/31/2017 | 20 | 3 | N/A | 3 | N/A |
| 9/30/2017 | 19 | 3 | N/A | 3 | N/A |
| 6/30/2017 | 19 | 3 | N/A | 2 | N/A |
| 3/31/2017 | 18 | 3 | N/A | 2 | N/A |
| 12/31/2016 | 16 | 2 | N/A | 1 | N/A |
| 9/30/2016 | 15 | 1 | N/A | 1 | N/A |
| 6/30/2016 | 14 | 0 | N/A | 1 | N/A |
| 3/31/2016 | 14 | -3 | N/A | 1 | N/A |
| 12/31/2015 | 13 | -6 | N/A | 1 | N/A |
| 9/30/2015 | 13 | -7 | N/A | 1 | N/A |
| 6/30/2015 | 14 | -7 | N/A | 2 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: TRAK's forecast earnings growth (14.1% per year) is above the savings rate (3.5%).
Earnings vs Market: TRAK's earnings (14.1% per year) are forecast to grow slower than the US market (18.5% per year).
High Growth Earnings: TRAK's earnings are forecast to grow, but not significantly.
Revenue vs Market: TRAK's revenue (9.2% per year) is forecast to grow slower than the US market (12.7% per year).
High Growth Revenue: TRAK's revenue (9.2% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if TRAK's Return on Equity is forecast to be high in 3 years time
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/16 01:18 |
| End of Day Share Price | 2026/06/16 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
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Industry and Sector Metrics
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Analyst Sources
ReposiTrak, Inc. is covered by 4 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Thomas Forte | D.A. Davidson & Co. |
| Ananda Baruah | Loop Capital Markets |
| Thomas Forte | Maxim Group |