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Today’s Stock: Trimble Inc. (TRMB)Today’s Stock: Trimble Inc. (TRMB)

Trimble Inc. provides technology solutions that enable professionals and field mobile workers to enhance or transform their work processes in North America, Europe, the Asia Pacific, and internationally. The company offers architecture design, engineering, construction, and owner software products. It also offers field-based data collection systems and field software, and real-time communications systems, as well as back-office software for data processing, modeling, monitoring, reporting, and analysis; software for planning, data processing and editing, quality control, 3D modeling, intelligent data analysis and AI-based feature extraction, deformation monitoring, project reporting, and data export; field and office software for project design and visualization; office-based products, such as software for 3D design and data sharing; systems to guide and control construction equipment; and software to facilitate the management of the construction process.

My Thoughts 💭My Thoughts 💭

If you are a surveyor or a civil engineer then you know of Trimble. They make great products and software for completing land surveys. With the establishment of privacy rights legal surveys are necessary to determine the boundaries of land plots. This is where Trimble comes in. Thus I have always kept an eye on this stock.

At 87.8k sats per share ($76,916), and no dividend. An investor can see a return only if the company continues to grow and grow faster than bitcoin or it starts to pay a dividend.

The company trades at a PE 45 which means investors are paying $45 to access $1 of earnings. Very expensive stock. Let’s review some key fundamentals to determine if this stock is worth this high valuation.

PE:PE:

Expected Growth:Expected Growth:

Revenues and expenses:Revenues and expenses:

Balance Sheet:Balance Sheet:

Dividend:Dividend:

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Bitcoin per share:Bitcoin per share:

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Ownership breakdown :Ownership breakdown :

Leadership:Leadership:

The fundamentals of this company are very weak. The balance sheet is terrible, bad growth projections when compared to Bitcoin, a float the is own by 99% Wall Street firm types, and an overpaid CEO.

From a bitcoin lens an investor is not getting a lot of value with this stock. Paying 87k in sats for company that struggles to grow doesn’t pay a dividend and has significant leverage.

I would invest in this company because I know it’s essential to the A/E/C industry but I know I would be doing it not to expect any type of return. Just happy to pledge capital to a company working on surveying solutions.

Here is the performance according to Simply Wall Street

At this high valuation, weak governance, high float concentration with Wall Street ,no dividend and an overpaid CEO, and no dividend this company is absolutely stuck. Won’t lose all your money buying shares but don’t expect large returns either. If I ever get a huge amount of sat flow I would buy a few shares of this company because surveying is important to the world but now currently I can’t justify spending 87k sats on such a poorly ran company.

118 sats \ 1 reply \ @grayruby 3h

Heard of this company but never looked into them. Thanks for the rundown.

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No problem

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