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Track Group Inc (TRCK)
OTHER OTC:TRCK
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Track Group (TRCK) AI Stock Analysis

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TRCK

Track Group

(OTC:TRCK)

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Neutral 56 (OpenAI - 5.2)
Rating:56Neutral
Price Target:
$0.53
▲(75.00% Upside)
Action:Reiterated
Date:07/01/26
TRCK scores in the mid-range primarily due to improving operating results and strong recent cash generation, partially offset by a weak capital structure signaled by negative equity. Technicals add caution because the stock trades below key short-to-mid-term moving averages, while valuation is moderate (P/E ~13.9). The recent financing and debt restructuring is a constructive corporate event but comes with dilution and governance change risk.
Positive Factors
Revenue & Profitability Turnaround
Track Group's TTM revenue surge (+166%) and return to modest positive net income indicate the core electronic monitoring business is gaining traction. Sustained top-line expansion can enable operating leverage, better coverage of fixed costs, and a pathway to durable earnings improvement if growth persists.
Negative Factors
Negative Shareholders' Equity
Negative equity is a persistent capital structure weakness that limits access to unsecured capital and complicates leverage metrics. It heightens counterparty and covenant risk, reducing financial flexibility and leaving the company more vulnerable to downturns despite recent debt paydowns.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue & Profitability Turnaround
Track Group's TTM revenue surge (+166%) and return to modest positive net income indicate the core electronic monitoring business is gaining traction. Sustained top-line expansion can enable operating leverage, better coverage of fixed costs, and a pathway to durable earnings improvement if growth persists.
Read all positive factors

Track Group (TRCK) vs. SPDR S&P 500 ETF (SPY)

Track Group Business Overview & Revenue Model

Company Description
Track Group, Inc., along with its subsidiaries, specializes in the development, production, and global distribution of advanced location tracking devices. Its diverse product portfolio encompasses hardware solutions like the ReliAlert XC4, a GPS m...
How the Company Makes Money
Track Group primarily makes money by selling and servicing electronic monitoring and related supervision solutions to government and law-enforcement customers. Revenue is generally generated through (1) recurring service fees for monitored individ...

Track Group Financial Statement Overview

Summary
Financials are improving, led by a sharp TTM revenue increase (+166%), a return to positive net income ($0.4M), and solid positive operating/free cash flow ($7.5M / $4.9M). However, profitability is still thin (net margin ~1.2%) and the balance sheet remains a major risk with negative equity (about -$12.2M), limiting flexibility despite indications of deleveraging.
Income Statement
62
Positive
Balance Sheet
28
Negative
Cash Flow
74
Positive
BreakdownTTMSep 2025Sep 2024Sep 2023Sep 2022Sep 2021
Income Statement
Total Revenue36.26M35.22M36.89M34.48M36.97M39.66M
Gross Profit16.86M16.80M16.60M15.30M17.35M21.11M
EBITDA6.49M4.43M2.88M4.02M780.13K10.65M
Net Income447.55K-1.88M-3.08M-3.39M-7.39M3.44M
Balance Sheet
Total Assets39.57M40.30M37.67M40.24M44.68M53.52M
Cash, Cash Equivalents and Short-Term Investments5.10M4.10M3.57M4.06M5.31M8.42M
Total Debt43.39M43.45M42.95M43.51M44.01M44.14M
Total Liabilities51.79M51.85M49.28M48.74M49.74M51.15M
Stockholders Equity-12.22M-11.54M-11.61M-8.49M-5.05M2.37M
Cash Flow
Free Cash Flow4.86M1.38M3.09M-687.40K-2.26M314.49K
Operating Cash Flow7.49M4.27M4.91M3.88M802.96K4.82M
Investing Cash Flow-5.80M-4.38M-3.84M-4.56M-3.06M-4.51M
Financing Cash Flow-6.26K-11.40K-365.07K-511.47K-515.50K1.38M

Track Group Technical Analysis

Technical Analysis Sentiment
Positive
Last Price0.30
Price Trends
50DMA
0.63
Positive
100DMA
0.57
Positive
200DMA
0.45
Positive
Market Momentum
MACD
0.03
Positive
RSI
51.89
Neutral
STOCH
70.51
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TRCK, the sentiment is Positive. The current price of 0.3 is below the 20-day moving average (MA) of 0.65, below the 50-day MA of 0.63, and below the 200-day MA of 0.45, indicating a bullish trend. The MACD of 0.03 indicates Positive momentum. The RSI at 51.89 is Neutral, neither overbought nor oversold. The STOCH value of 70.51 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TRCK.

Track Group Risk Analysis

Track Group disclosed 31 risk factors in its most recent earnings report. Track Group reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Track Group Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
73
Outperform
$27.16M103.922.80%11.89%-31.82%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
56
Neutral
$29.55M18.75-5.51%0.86%
49
Neutral
$98.80M-3.35-40.55%699.33%90.06%
41
Neutral
$2.06M-0.14-92.69%70.99%97.04%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TRCK
Track Group
0.69
0.51
292.05%
ELSE
Electro-Sensors
7.69
3.09
67.17%
WATT
Energous
19.00
7.27
61.98%
IMTE
Integrated Media Technology
0.49
-0.60
-55.02%
SOBR
SOBR Safe
0.74
-3.99
-84.44%
OST
Ostin Technology Group Co., Ltd.
1.70
-1.64
-49.16%

Track Group Corporate Events

Business Operations and StrategyExecutive/Board ChangesPrivate Placements and Financing
Track Group Raises Capital, Restructures Debt and Board
Positive
May 4, 2026
Track Group, Inc., which trades on the OTCQB under the ticker TRCK, designs, manufactures and markets location tracking devices along with related software, services and accessories. Its integrated monitoring applications serve security, law enfor...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 01, 2026