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1. Company Snapshot

1.a. Company Description

Microlise Group plc provides transport management technology solutions.The company offers SaaS platform that digitizes the business processes of enterprise organizations running logistics operations.Its hardware and software technology solutions capture and analyze real-time transport and logistics data events to allow fleet operators to enhance across a range of key performance indicators, including operating efficiency, greenhouse gas emissions, and safety standards.


The company offers fleet telematics products, including fleet tracking, fleet utilization, driver performance, driver communications, trailer telematics, and temperature monitoring; fleet safety monitoring, multi-camera solutions, and vehicle health products; journey management products comprising schedule management, route management, planning and optimization, customer communications, and workforce and resource management; delivery management products, such as electronic proof of delivery and sub-contractor management.It also provides Smart Gateway device that communicates a range of vehicle data to its software platform; and DriveTab, a tablet that acts as the interface for driver communication, navigation, and feedback.It serves fleet operators in the original equipment manufacturer, haulage and logistics, retail and grocery, food manufacturing, food services, pharmaceuticals, post and parcel, construction, defence, and petrochemical markets.


The company was founded in 1982 and is headquartered in Nottingham, the United Kingdom.

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1.b. Last Insights on SAAS

Microlise Group plc's recent performance was driven by a surge in investor confidence, as its shares rose 8.2% following a surprise loss. Analysts have updated their forecasts, indicating a potential rebound in the company's fortunes. The recent earnings release highlighted a significant increase in revenue, driven by strong demand for the company's logistics and transportation solutions. Additionally, the company's commitment to shareholder value was evident in its share buyback program, which aims to reduce the number of outstanding shares and increase earnings per share.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Microlise Group (LON:SAAS) Is Due To Pay A Dividend Of £0.006

Sep -28

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A Look At The Intrinsic Value Of Microlise Group plc (LON:SAAS)

Jun -12

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Microlise Group (LON:SAAS) Is Due To Pay A Dividend Of £0.0124

May -02

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Microlise Group plc Reported A Surprise Loss, And Analysts Have Updated Their Forecasts

Mar -30

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Is Microlise Group plc (LON:SAAS) Trading At A 36% Discount?

Dec -19

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Are Microlise Group plc's (LON:SAAS) Mixed Financials The Reason For Its Gloomy Performance on The Stock Market?

Aug -20

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Is Microlise Group plc (LON:SAAS) Expensive For A Reason? A Look At Its Intrinsic Value

Jul -12

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Microlise Group Full Year 2023 Earnings: EPS Misses Expectations

Apr -11

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (7.33%)

6. Segments

Managed Service Agreement Income

Expected Growth: 8%

Microlise Group plc's 8% growth in Managed Service Agreement Income is driven by increasing adoption of telematics and fleet management solutions, expansion into new geographic markets, and growing demand for data-driven insights to optimize logistics and transportation operations.

Supply of Hardware and Installation

Expected Growth: 6%

Microlise Group plc's 6% growth in Supply of Hardware and Installation is driven by increasing demand for telematics solutions, expansion into new geographic markets, and strategic partnerships with major fleet operators. Additionally, the company's focus on research and development has led to innovative product offerings, further boosting sales.

Other Support and Maintenance Services

Expected Growth: 7%

Microlise Group plc's Other Support and Maintenance Services segment growth is driven by increasing adoption of telematics and fleet management solutions, rising demand for data analytics and insights, and growing need for cost reduction and operational efficiency in the logistics and transportation industry.

Professional Services Including Project Management

Expected Growth: 9%

Microlise Group plc's Professional Services, including Project Management, exhibits 9% growth driven by increasing demand for digital transformation, adoption of telematics and fleet management solutions, and strategic partnerships. Additionally, the company's expertise in data analytics and consulting services, as well as its ability to deliver complex projects, contributes to its growth momentum.

7. Detailed Products

Fleet Performance

A telematics-based solution that provides real-time insights into fleet operations, enabling fleet managers to optimize routes, reduce fuel consumption, and improve driver behavior.

Journey Management

A software solution that enables the planning, execution, and monitoring of complex journeys, ensuring that goods are delivered efficiently and safely.

Driver Engagement

A mobile app-based solution that encourages and rewards good driving behavior, improving road safety and reducing fleet operating costs.

Transport Management Centre

A centralized platform that integrates with existing systems to provide real-time visibility and control over transportation operations, enabling data-driven decision-making and improved operational efficiency.

Proof of Delivery

A mobile app-based solution that enables electronic proof of delivery, reducing paperwork and improving the efficiency of delivery operations.

8. Microlise Group plc's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Microlise Group plc is moderate, as there are some alternative products and services available in the market, but they are not highly attractive to customers.

Bargaining Power Of Customers

The bargaining power of customers for Microlise Group plc is low, as customers have limited options and the company has a strong brand presence.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Microlise Group plc is moderate, as the company relies on a few key suppliers, but has some flexibility in its supply chain.

Threat Of New Entrants

The threat of new entrants for Microlise Group plc is high, as the industry is attractive and there are low barriers to entry.

Intensity Of Rivalry

The intensity of rivalry for Microlise Group plc is high, as the industry is highly competitive and there are many established players.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 2.32%
Debt Cost 5.46%
Equity Weight 97.68%
Equity Cost 5.46%
WACC 5.46%
Leverage 2.38%

11. Quality Control: Microlise Group plc passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Auction Technology Group

A-Score: 4.1/10

Value: 7.2

Growth: 7.2

Quality: 7.4

Yield: 0.0

Momentum: 1.0

Volatility: 1.7

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Accesso Technology Group

A-Score: 3.7/10

Value: 6.6

Growth: 2.8

Quality: 7.1

Yield: 0.0

Momentum: 2.0

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Microlise

A-Score: 3.7/10

Value: 4.8

Growth: 2.6

Quality: 4.6

Yield: 1.2

Momentum: 7.0

Volatility: 2.0

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WalkMe

A-Score: 3.1/10

Value: 4.2

Growth: 6.3

Quality: 3.5

Yield: 0.0

Momentum: 4.0

Volatility: 0.7

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Big Technologies

A-Score: 3.0/10

Value: 6.0

Growth: 6.6

Quality: 3.9

Yield: 0.0

Momentum: 0.5

Volatility: 1.0

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Marti Technologies

A-Score: 2.9/10

Value: 8.2

Growth: 0.6

Quality: 5.2

Yield: 0.0

Momentum: 3.5

Volatility: 0.0

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

0.99$

Current Price

0.99$

Potential

-0.00%

Expected Cash-Flows