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TRNS

BEARISH
$81.76 Live
Transcat, Inc. · NASDAQ
Target $101.33 (+23.9%)
$50.23 52W Range $97.08

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 21, 2026
Market cap
$763.0M
P/E
96.19
ROE
2.7%
Profit margin
2.5%
Debt/Equity
0.45
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
Transcat exhibits strong operational health with a Piotroski F-Score of 8/9 and a conservative debt profile, yet it is fundamentally decoupled from its valuation. While revenue growth remains robust at 25.6%, the company is suffering a severe earnings collapse with YoY EPS growth down 42.2% and a razor-thin profit margin of 2.47%. The current price of $81.76 represents a massive premium over the Graham Number ($24.66) and Intrinsic Value ($5.95), suggesting the market is pricing in growth that is not currently manifesting in the bottom line.

Key Strengths

Strong operational health (Piotroski F-Score 8/9)
Robust top-line growth (25.6% YoY Revenue Growth)
Conservative leverage (Debt/Equity 0.45)
Strong liquidity (Current Ratio 2.21, Quick Ratio 1.73)
Positive analyst sentiment with a target price of $101.33

Key Risks

Extreme valuation (P/E Ratio 96.19)
Severe earnings deterioration (YoY EPS Growth -42.2%)
Critically low profitability (Operating Margin 1.02%)
Significant divergence between market price and defensive fair value (Graham Number)
Bearish technical trend (0/100)
AI Fair Value Estimate
Based on comprehensive analysis
$32.5
-60.2% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
43
Moderate
Value
15
Future
50
Past
60
Health
90
Dividend
0
AI Verdict
Overvalued Growth Play
Key drivers: Revenue growth, Piotroski health, EPS collapse, Extreme P/E
Confidence
90%
Value
15/100

Ref P/E 96.19, Graham Number $24.66

Positives
  • P/B ratio is moderate at 2.57
Watchpoints
  • P/E of 96.19 is unsustainable
  • Price is 3.3x the Graham Number
  • Intrinsic value is negligible compared to price
Future
50/100

Ref Revenue Growth vs EPS Growth

Positives
  • Strong revenue growth (25.6%)
  • Forward P/E (39.59) suggests expected earnings recovery
Watchpoints
  • Negative EPS growth trend
  • Poor earnings surprise track record (1/4 beats)
Past
60/100

Ref Historical Price Performance

Positives
  • 5-year price change of +66.5%
Watchpoints
  • 1-year return is flat/negative (-2.1%)
  • Recent quarterly earnings misses
Health
90/100

Ref Piotroski F-Score, Debt/Equity

Positives
  • Piotroski F-Score 8/9
  • Low Debt/Equity
  • High Current/Quick ratios
Watchpoints
  • Altman Z-Score data unavailable
Dividend
0/100

Ref Dividend Yield N/A

Positives
No standout positives identified.
Watchpoints
  • No dividend paid
  • 0/100 dividend strength

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$81.76
Analyst Target
$101.33
Upside/Downside
+23.9%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for TRNS and closest competitors.

Updated 2026-04-20
TRN
Transcat, Inc.
Primary
5Y
+66.5%
3Y
+0.7%
1Y
-2.1%
6M
+15.1%
1M
+16.4%
1W
-1.9%
KRN
Kornit Digital Ltd.
Peer
5Y
-84.6%
3Y
-13.4%
1Y
-11.4%
6M
+17.3%
1M
+10.1%
1W
+7.5%
EH
EHang Holdings Limited
Peer
5Y
-67.8%
3Y
+9.7%
1Y
-28.4%
6M
-40.9%
1M
-6.1%
1W
+9.2%
SER
Serve Robotics Inc.
Peer
5Y
-59.8%
3Y
-59.8%
1Y
+75.6%
6M
-33.2%
1M
+1.5%
1W
+15.9%
SWI
Latham Group, Inc.
Peer
5Y
-77.3%
3Y
+174.7%
1Y
+30.9%
6M
-18.4%
1M
+11.3%
1W
+7.3%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
96.19
Forward P/E
39.59
PEG Ratio
N/A
P/B Ratio
2.57
P/S Ratio
2.39
EV/Revenue
2.79
EV/EBITDA
21.62
Market Cap
$763.0M

Profitability

Profit margins and return metrics

Profit Margin 2.47%
Operating Margin 1.02%
Gross Margin 32.45%
ROE 2.73%
ROA 2.4%

Growth

Revenue and earnings growth rates

Revenue Growth +25.6%
Earnings Growth N/A
Q/Q Revenue Growth +25.62%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.45
Low debt
Current Ratio
2.21
Strong
Quick Ratio
1.73
Excellent
Cash/Share
$0.37

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.1B
Gross Margin
30.1%
Op. Margin
0.1%
Net Margin
-1.3%
Total Assets
$0.5B
Liabilities
$0.2B
Equity
$0.3B
Debt/Equity
0.59x
Operating CF
$0.0B
CapEx
$-0.0B
Free Cash Flow
$0.0B
FCF Yield
78%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-18
$N/A
2026-02-03
$0.26
-17.5% surprise
2025-11-03
$0.44
-10.2% surprise
2025-08-06
$0.59
+49.0% surprise

Industrials Sector Comparison

Comparing TRNS against 350 companies in the Industrials sector (24 bullish, 118 neutral, 208 bearish)
P/E Ratio
96.19
This Stock
vs
75.17
Sector Avg
+28.0% (Expensive)
Return on Equity (ROE)
2.73%
This Stock
vs
-25.85%
Sector Avg
-110.6% (Below Avg)
Profit Margin
2.47%
This Stock
vs
7.56%
Sector Avg
-67.3% (Weaker)
Debt to Equity
0.45
This Stock
vs
3.06
Sector Avg
-85.2% (Less Debt)
Revenue Growth
25.6%
This Stock
vs
91.71%
Sector Avg
-72.1% (Slower)
Current Ratio
2.21
This Stock
vs
3.3
Sector Avg
-33.1% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

BARBATO THOMAS L.
Chief Financial Officer
Stock Award
2026-03-27
3,686 shares
CONROY THERESA A
Officer
Stock Award
2026-03-27
2,024 shares
WEST MICHAEL W
Chief Operating Officer
Stock Award
2026-03-27
1,725 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
CURRENT REPORT
2026-03-09

Transocean Ltd. filed a current report, likely announcing its quarterly financial results.

8-K
FORM 8-K
2026-02-03

Transocean Ltd. likely reported its fourth quarter and full-year financial results.

10-Q
FORM 10-Q
2026-02-03

TRNS filed its Form 10-Q on February 3, 2026. Due to the absence of provided excerpts, specific financial highlights and risk factors are unavailable for summary.

8-K
CURRENT REPORT
2026-01-08
10-Q
FORM 10-Q
2025-11-05

Transocean Ltd. (TRNS) filed its quarterly Form 10-Q on November 5, 2025. Specific financial highlights and risk factors were not provided in the available metadata for this filing.

8-K
FORM 8-K
2025-11-03

Transocean Ltd. filed an 8-K on November 3, 2025, likely to announce its third-quarter financial results.

8-K
CURRENT REPORT
2025-09-11
8-K
CURRENT REPORT
2025-08-25
8-K
FORM 8-K
2025-08-07

Transocean Ltd. likely reported its second-quarter financial results.

10-Q
FORM 10-Q
2025-08-06

Transocean Ltd. (TRNS) filed its Form 10-Q on August 6, 2025. Specific financial highlights and risk factors were not provided in the available metadata.

8-K
CURRENT REPORT
2025-08-05
8-K
CURRENT REPORT
2025-07-29
DEF 14A
DEF 14A
2025-07-24
8-K
CURRENT REPORT
2025-07-22
8-K/A
AMENDMENT TO FORM 8-K
2025-06-02
Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning TRNS from our newsroom.

Newest → oldest
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