Added to YB: 2026-09-03
Pitch date: 2026-09-01
OMG.L [bullish]
Oxford Metrics plc
-0.77%
current return
Author Info
Price to Tangible Bruce is a deep value investor. Buying what most investors don't like across global public markets. Sign up for the newsletter.
Company Info
Oxford Metrics plc operates as a smart sensing and software company in the United Kingdom, the rest of Europe, North America, the Asia Pacific, and internationally.
Market Cap
GBP 43.7M
Pitch Price
GBP 0.39
Price Target
1.14 (+194%)
Dividend
8.33%
EV/EBITDA
4.50
P/E
-290.83
EV/Sales
0.32
Sector
Software
Category
turnaround
Cheap for a reason, but too cheap? Insiders seem to agree - Oxford Metrics plc
OMG.L: Oxford Metrics is a debt-free smart-sensing business trading just under 1.2x tangible book, with £31.7m cash against a £44m market cap. Revenue and mid-60s gross margins have held up, but SG&A nearly doubled and compressed EBIT margins. The plan pairs recurring-revenue product shifts with integration and £1-1.6m of further cuts; a base case implies 36% two-year upside, while structural overhead or poorly integrated M&A could break the thesis.
Read full article (7 min)