| Valuation method | Value, £ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 53.82 | -7 |
| Intrinsic value (DCF) | 24.43 | -58 |
| Graham-Dodd Method | 0.18 | -100 |
| Graham Formula | 0.01 | -100 |
Oxford Metrics plc (LSE: OMG.L) is a UK-based technology company specializing in software solutions for infrastructure asset management and motion measurement. Operating through its Vicon Group and Yotta Group segments, the company serves diverse markets, including engineering, entertainment, life sciences, and public infrastructure. The Vicon Group focuses on high-precision motion capture technology used in film production, sports analysis, and biomechanics research. Meanwhile, the Yotta Group provides cloud-based asset management software for government agencies and infrastructure contractors, optimizing maintenance and operational efficiency. With a global presence across 70 countries, Oxford Metrics combines innovation with practical applications, making it a key player in niche software markets. The company rebranded from OMG plc in 2017, reflecting its evolution into a metrics-driven technology leader. Headquartered in Yarnton, UK, Oxford Metrics continues to expand its footprint in high-growth sectors where data accuracy and asset lifecycle management are critical.
Oxford Metrics plc presents a mixed investment profile. With a market cap of £73.7 million and a beta of 0.76, it offers lower volatility compared to broader tech stocks. Revenue of £41.5 million and net income of £0.8 million in the last fiscal year indicate modest profitability, though diluted EPS of 0.57p suggests limited earnings per share growth. The company maintains a strong cash position (£20.7 million) against manageable debt (£3.8 million), providing financial flexibility. However, negative operating cash flow (-£0.4 million) and capital expenditures (-£1.6 million) raise questions about near-term cash generation. The dividend yield (3p per share) may appeal to income-focused investors, but growth prospects depend on expanding its niche software offerings in competitive markets. Investors should weigh its stable infrastructure segment against the higher-growth but riskier motion capture business.
Oxford Metrics operates in two distinct but complementary segments, each with unique competitive dynamics. In motion capture (Vicon Group), it competes with larger players like Qualisys and smaller innovators such as OptiTrack. Vicon’s strength lies in its high-accuracy systems, widely adopted in film (e.g., Hollywood VFX) and biomechanics research. However, it faces pricing pressure from low-cost alternatives and must continually invest in R&D to maintain technological leadership. The Yotta Group’s infrastructure software competes with GIS and asset management providers like Hexagon and Bentley Systems. Yotta’s cloud-based platform differentiates through user-friendly interfaces and UK government contracts, but scalability outside its core markets remains a challenge. Oxford Metrics’ dual-segment approach diversifies revenue but also splits focus. Its competitive advantage stems from deep domain expertise and long-term customer relationships, though it lacks the scale of multinational software firms. The company’s ability to cross-sell solutions (e.g., motion data for smart infrastructure) could unlock synergies, but execution risks persist in integrating these niches.