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Track Group, Inc. (TRCK) Stock Fundamental Analysis & AI Rating 2026

TRCK OTC Communications Equipment, NEC DE CIK: 0001045942
Recently Updated • Analysis: Apr 17, 2026 • SEC Data: 2025-12-31
STRONG SELL
78% Conf
Pending
Analysis scheduled

📊 TRCK Key Takeaways

Revenue: $9.1M
Net Margin: 5.6%
Free Cash Flow: $1.0M
Current Ratio: 1.26x
Debt/Equity: N/A
EPS: $-0.04
AI Rating: STRONG SELL with 78% confidence
Track Group, Inc. (TRCK) receives a STRONG SELL rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $9.1M, net profit margin of 5.6%, Track Group, Inc. demonstrates mixed fundamentals in the Telecom sector. Below is our complete TRCK stock analysis for 2026.

Is Track Group, Inc. (TRCK) a Good Investment?

Claude

Track Group exhibits severe financial distress with negative stockholders equity (-$11.9M) and interest coverage of 0.9x, indicating inability to service debt from operations. The company's precarious balance sheet combined with declining revenue creates substantial bankruptcy and restructuring risk, despite modest positive cash flow.

Why Buy Track Group, Inc. Stock? TRCK Key Strengths

Claude
  • + Positive free cash flow of $1.0M demonstrates some operational liquidity
  • + Strong gross margin of 46.8% indicates reasonable operational efficiency
  • + Net income improved 38.9% YoY showing cost discipline despite revenue headwinds

TRCK Stock Risks: Track Group, Inc. Investment Risks

Claude
  • ! Negative stockholders equity of -$11.9M indicates technical insolvency
  • ! Interest coverage ratio of 0.9x - unable to cover interest expense from operations
  • ! Long-term debt of $42.7M exceeds total assets of $39.7M by significant margin
  • ! Revenue declining 4.5% YoY signals potential business contraction
  • ! Minimal cash position of $3.6M insufficient for debt obligations or operational buffer
  • ! Likely need for debt restructuring or highly dilutive equity raise

Key Metrics to Watch

Claude
  • * Interest coverage ratio and debt refinancing outcomes
  • * Revenue trend reversal or stabilization at minimum
  • * Operating cash flow sustainability and debt service capability

Track Group, Inc. (TRCK) Financial Metrics & Key Ratios

Revenue
$9.1M
Net Income
$514.7K
EPS (Diluted)
$-0.04
Free Cash Flow
$1.0M
Total Assets
$39.7M
Cash Position
$3.6M

💡 AI Analyst Insight

Track Group, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

TRCK Profit Margin, ROE & Profitability Analysis

Gross Margin 46.8%
Operating Margin 8.6%
Net Margin 5.6%
ROE N/A
ROA 1.3%
FCF Margin 11.4%

TRCK vs Telecom Sector: How Track Group, Inc. Compares

How Track Group, Inc. compares to Telecom sector averages

Net Margin
TRCK 5.6%
vs
Sector Avg 14.0%
TRCK Sector
ROE
TRCK 0.0%
vs
Sector Avg 15.0%
TRCK Sector
Current Ratio
TRCK 1.3x
vs
Sector Avg 1.0x
TRCK Sector
Debt/Equity
TRCK 0.0x
vs
Sector Avg 1.2x
TRCK Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Track Group, Inc. Stock Overvalued? TRCK Valuation Analysis 2026

Based on fundamental analysis, Track Group, Inc. has mixed fundamental signals relative to the Telecom sector in 2026.

Return on Equity
N/A
Sector avg: 15%
Net Profit Margin
5.6%
Sector avg: 14%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 1.2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Track Group, Inc. Balance Sheet: TRCK Debt, Cash & Liquidity

Current Ratio
1.26x
Quick Ratio
1.20x
Debt/Equity
N/A
Debt/Assets
129.9%
Interest Coverage
0.91x
Long-term Debt
$42.7M

TRCK Revenue & Earnings Growth: 5-Year Financial Trend

TRCK 5-year financial data: Year 2021: Revenue $39.7M, Net Income -$118.6K, EPS $-0.01. Year 2022: Revenue $39.7M, Net Income $3.4M, EPS $0.29. Year 2023: Revenue $37.0M, Net Income -$7.4M, EPS $0.64. Year 2024: Revenue $36.9M, Net Income -$3.4M, EPS $-0.30. Year 2025: Revenue $36.9M, Net Income -$3.1M, EPS $-0.26.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Track Group, Inc.'s revenue has remained relatively flat over the 5-year period, with a 7% decline. The most recent EPS of $-0.26 indicates the company is currently unprofitable.

TRCK Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
11.4%
Free cash flow / Revenue

TRCK Quarterly Earnings & Performance

Quarterly financial performance data for Track Group, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $8.7M $514.7K $-0.04
Q3 2025 $9.1M $461 $0.07
Q2 2025 $8.4M $461 $0.04
Q1 2025 $8.7M $461 $0.00
Q3 2024 $8.7M $461 $0.06
Q2 2024 $8.3M $461 $0.12
Q1 2024 $8.9M $461 $0.00
Q3 2023 $8.7M $36.4K $-0.06

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Track Group, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$1.0M
Cash generated from operations
Dividends
None
No dividend program

TRCK SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Track Group, Inc. (CIK: 0001045942)

📋 Recent SEC Filings

Date Form Document Action
Feb 13, 2026 10-Q trkg20251231_10q.htm View →
Feb 13, 2026 8-K trkg20260211_8k.htm View →
Dec 19, 2025 10-K trkg20250930_10k.htm View →
Dec 19, 2025 8-K trkg20251217_8k.htm View →
Aug 8, 2025 8-K trkg20250805_8k.htm View →

Frequently Asked Questions about TRCK

What is the AI rating for TRCK?

Track Group, Inc. (TRCK) has an AI rating of STRONG SELL with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TRCK's key strengths?

Claude: Positive free cash flow of $1.0M demonstrates some operational liquidity. Strong gross margin of 46.8% indicates reasonable operational efficiency.

What are the risks of investing in TRCK?

Claude: Negative stockholders equity of -$11.9M indicates technical insolvency. Interest coverage ratio of 0.9x - unable to cover interest expense from operations.

What is TRCK's revenue and growth?

Track Group, Inc. reported revenue of $9.1M.

Does TRCK pay dividends?

Track Group, Inc. does not currently pay dividends.

Where can I find TRCK SEC filings?

Official SEC filings for Track Group, Inc. (CIK: 0001045942) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TRCK's EPS?

Track Group, Inc. has a diluted EPS of $-0.04.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is TRCK a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Track Group, Inc. has a STRONG SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is TRCK stock overvalued or undervalued?

Valuation metrics for TRCK: ROE of N/A (sector avg: 15%), net margin of 5.6% (sector avg: 14%). Compare these metrics with sector averages to assess valuation.

Should I buy TRCK stock in 2026?

Our dual AI analysis gives Track Group, Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is TRCK's free cash flow?

Track Group, Inc.'s operating cash flow is $1.0M, with capital expenditures of N/A. FCF margin is 11.4%.

How does TRCK compare to other Telecom stocks?

Vs Telecom sector averages: Net margin 5.6% (avg: 14%), ROE N/A (avg: 15%), current ratio 1.26 (avg: 1).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 17, 2026 | Data as of: 2025-12-31 | Powered by Claude AI