-0.56%
6.09%
23.90%
37.44%
47.38%
3.88%
76.29%

Company Description

Trimble Inc.provides technology solutions that enable professionals and field mobile workers to enhance or transform their work processes worldwide.The company's Buildings and Infrastructure segment offers field and office software for route selection and design; systems to guide and control construction equipment; software for 3D design and data sharing; systems to monitor, track, and manage assets, equipment, and workers; software to share and communicate data; program management solutions for construction owners; 3D conceptual design and modeling software; building information modeling software; enterprise resource planning, project management, and project collaboration solutions; integrated site layout and measurement systems; cost estimating, scheduling, and project controls solutions; and applications for sub-contractors and trades.


Its Geospatial segment provides surveying and geospatial products, and geographic information systems.The company's Resources and Utilities segment offers precision agriculture products and services, such as guidance and positioning systems, including autonomous steering systems, automated and variable-rate application and technology systems, and information management solutions; manual and automated navigation guidance for tractors and other farm equipment; solutions to automate application of pesticide and seeding; water solutions; and agricultural software.Its Transportation segment offers solutions for long haul trucking and freight shipper markets; mobility solutions comprising route management, safety and compliance, end-to-end vehicle management, video intelligence, and supply chain communications; and fleet and transportation management systems, analytics, routing, mapping, reporting, and predictive modeling solutions.


The company was formerly known as Trimble Navigation Limited and changed its name to Trimble Inc.in October 2016.Trimble Inc.


was founded in 1978 and is headquartered in Sunnyvale, California.

Market Data

Last Price 74.96
Change Percentage -0.56%
Open 75.27
Previous Close 75.38
Market Cap ( Millions) 18425
Volume 1344830
Year High 77.78
Year Low 48.65
M A 50 72.83
M A 200 61.63

Financial Ratios

FCF Yield 2.59%
Dividend Yield 0.00%
ROE 29.02%
Debt / Equity 32.54%
Net Debt / EBIDTA 138.20%
Price To Book 3.13
Price Earnings Ratio 12.46
Price To FCF 38.55
Price To sales 5.07
EV / EBITDA 30.48

News

Business Breakdown

Expected Mid-Term Growth

Segment nΒ°1 -> Buildings and Infrastructure

Expected Growth : 3.8 %

What the company do ?

Buildings and Infrastructure from Trimble Inc. provides construction management software and solutions for architecture, engineering, and construction (AEC) industries.

Why we expect these perspectives ?

Trimble's Buildings and Infrastructure segment growth of 3.8% is driven by increasing adoption of digital construction methods, rising demand for sustainable infrastructure, and growing need for efficient project management. Additionally, investments in transportation infrastructure and urbanization initiatives contribute to the segment's growth.

Segment nΒ°2 -> Resources and Utilities

Expected Growth : 3.5 %

What the company do ?

Trimble Inc.'s Resources and Utilities provide a suite of innovative solutions for construction, agriculture, and transportation industries, enhancing productivity and efficiency.

Why we expect these perspectives ?

Trimble Inc.'s Resources and Utilities segment growth of 3.5% is driven by increasing adoption of digital technologies in construction, agriculture, and government sectors, leading to higher demand for precision agriculture, infrastructure management, and geospatial solutions. Additionally, growing investments in renewable energy and infrastructure development projects also contribute to the segment's growth.

Segment nΒ°3 -> Transportation

Expected Growth : 4.0 %

What the company do ?

Trimble's Transportation segment provides fleet management, route optimization, and supply chain logistics solutions to improve operational efficiency and reduce costs.

Why we expect these perspectives ?

Trimble Inc.'s Transportation segment growth is driven by increasing adoption of telematics and fleet management solutions, rising demand for autonomous vehicles, and growing need for efficient logistics and supply chain management. Additionally, the segment benefits from the company's strategic acquisitions and partnerships, expanding its presence in the transportation industry.

Segment nΒ°4 -> Geospatial

Expected Growth : 3.2 %

What the company do ?

Geospatial from Trimble Inc. is a suite of solutions that integrates positioning, modeling, and analytics to provide accurate and actionable geospatial data insights.

Why we expect these perspectives ?

Trimble Inc.'s Geospatial segment growth of 3.2% is driven by increasing adoption of precision agriculture, infrastructure development, and urban planning. Rising demand for autonomous vehicles, drones, and IoT devices also fuels growth. Additionally, the need for accurate mapping and monitoring in industries like construction, mining, and environmental monitoring contributes to the segment's expansion.

Trimble Inc. Products

Product Range What is it ?
Trimble Buildings A suite of software solutions for architecture, engineering, and construction (AEC) industries, providing 3D modeling, collaboration, and data management tools.
Trimble Geospatial A range of GNSS receivers, inertial navigation systems, and software solutions for surveying, mapping, and geographic information systems (GIS).
Trimble Transportation Fleet management and logistics solutions for transportation companies, including route optimization, vehicle tracking, and supply chain management.
Trimble Field Inspector A mobile inspection and data collection platform for utilities, telecommunications, and government agencies.
Trimble Agriculture Precision agriculture solutions for farmers, including guidance systems, yield monitoring, and crop management software.
Trimble Forestry Forest management and wood processing solutions for forestry companies, including harvest planning, log tracking, and wood products manufacturing.
Trimble Rail Rail asset management and optimization solutions for rail companies, including track maintenance, signaling, and rolling stock management.

Trimble Inc.'s Porter Forces

Trimble Inc. operates in a niche market with specialized products, reducing the threat of substitutes. However, the increasing adoption of digital technologies and IoT could lead to the development of alternative solutions.

Trimble Inc.'s customers are primarily professionals and businesses, which reduces their bargaining power. The company's products are often critical to its customers' operations, making it difficult for them to negotiate prices or switch to alternative suppliers.

Trimble Inc. relies on a diverse supplier base, which reduces its dependence on individual suppliers. However, the company's need for specialized components and technologies could give its suppliers some bargaining power.

The barriers to entry in Trimble Inc.'s markets are relatively high, due to the need for significant investments in R&D, technology, and expertise. This makes it difficult for new entrants to compete with the company.

Trimble Inc. operates in a competitive market with several established players, leading to a high intensity of rivalry. The company must continually innovate and invest in R&D to maintain its market position.

Capital Structure

Value
Debt Weight 40.76%
Debt Cost 5.74%
Equity Weight 59.24%
Equity Cost 11.44%
WACC 9.11%
Leverage 68.79%

Historical Valuation

Price/Earnings Ratio

Margin Valuation

Peers Valuation

Competitors

Company Rational
LFUS Littelfuse, Inc. manufactures and sells circuit protection, power control, and sensing products in the Asia-Pacific, the Americas, and Europe. The company's Electronics segment offers fuses and fuse accessories, positive temperature …
MKSI MKS Instruments, Inc. provides instruments, systems, subsystems, and process control solutions that measure, monitor, deliver, analyze, power, and control critical parameters of manufacturing processes worldwide. Its Vacuum & Analysis segment …
SANM Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services worldwide. It operates in two businesses, Integrated Manufacturing Solutions; and Components, Products and Services. The company …
ESE ESCO Technologies Inc. produces and supplies engineered products and systems for industrial and commercial markets worldwide. It operates through Aerospace & Defense, Utility Solutions Group, and RF Shielding and Test …
ITRI Itron, Inc., a technology and service company, provides end-to-end solutions that help manage operations in the energy, water, and smart city space worldwide. The company operates through three segments: Device …

Peers Metrics

DCF BETA

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
74.96$
Current Price
74.96$
Potential
-0.00%

Expected Cash-Flows

Scoring Insights

Peers Group Analysis

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