| Valuation method | Value, £ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 51.36 | -29 |
| Intrinsic value (DCF) | 20.05 | -72 |
| Graham-Dodd Method | 0.12 | -100 |
| Graham Formula | 0.02 | -100 |
1Spatial Plc is a UK-based software company specializing in geospatial data management solutions. Operating in the Technology sector under the Software - Application industry, the company develops and sells IT software, consultancy, and support services across the UK, Ireland, Europe, the US, and Australia. Its flagship products, such as 1Integrate, 1Data Gateway, and 1Spatial Management Suite, enable automated data validation, cleaning, transformation, and enhancement, catering to industries like utilities, national mapping, transportation, government, and defense. Additionally, 1Spatial resells FME products and distributes Geocortex for web mapping applications. With a strong focus on location intelligence and data automation, 1Spatial serves critical sectors requiring high-precision spatial data management. Founded in 2005 and headquartered in Cambridge, the company has established itself as a key player in geospatial software, helping organizations optimize workflows and improve decision-making through advanced data solutions.
1Spatial Plc presents a niche investment opportunity in the geospatial software market, with a market cap of £57.3 million and a low beta of 0.064, indicating lower volatility compared to the broader market. The company reported £32.3 million in revenue and £1.18 million in net income for FY 2024, with a diluted EPS of 1.05p. Positive operating cash flow of £4.38 million and minimal capital expenditures suggest efficient operations. However, the lack of dividends may deter income-focused investors. The company’s specialized focus on geospatial data solutions provides a competitive edge, but reliance on government and infrastructure sectors could pose cyclical risks. Investors should weigh its steady growth potential against sector-specific vulnerabilities.
1Spatial Plc competes in the geospatial and location intelligence software market, differentiating itself through automated data validation and enhancement solutions. Its proprietary 1Integrate and 1Spatial Management Suite offer unique capabilities in data quality and workflow automation, particularly for large-scale spatial datasets. The company’s reseller partnerships with FME and Geocortex expand its product ecosystem, enhancing its value proposition. However, competition is intense, with larger players like Hexagon and Esri dominating the broader GIS market. 1Spatial’s focus on niche applications—such as utilities and national mapping—provides defensibility but limits scalability compared to general-purpose GIS providers. Its UK-centric revenue base also exposes it to regional economic fluctuations, though expansion into the US and Australia mitigates some risk. The company’s ability to integrate with enterprise systems (e.g., ArcGIS) strengthens its positioning, but innovation and R&D investments will be critical to maintaining an edge against deep-pocketed rivals.