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Trucknet Enterprise

TRAN.TA
28
Software - Application · Technology
Price
74.90 ILA
+3.10 (+4.32%)
Market Cap
18.0M ILA
Exchange
Tel Aviv Stock Exchange
Winston Score
28
Winston is worried
Below-average fundamentals — multiple weak pillars.
Data as of Jul 28, 2026 · filings through Dec 31, 2025

Share count rising — dilution

+40.6% over 4y

The company has issued more shares over this period, which dilutes each existing shareholder’s stake.

Diluted shares outstanding: 16.9M (2021) → 23.8M (2025)

Trucknet Enterprise Ltd is an Israeli technology company that builds software for the trucking and freight industry. Its platform helps trucking companies, logistics operators, and shippers coordinate loads more efficiently — essentially matching trucks with cargo to reduce empty trips on the road. The company operates in the transportation logistics software space, which is a competitive but growing market as supply chains become more complex.

Trucknet makes money by licensing its software to freight and logistics companies, likely through subscription or usage-based fees. It is headquartered in Israel and appears to operate primarily in European and Israeli freight markets, though its platform could apply broadly to any trucking network. With a gross margin around 28% and a negative operating margin, the company is not yet profitable, meaning it spends more than it earns from operations. The key risk is scaling the platform fast enough to reach profitability before cash runs out, especially competing against larger, well-funded logistics software providers.

Winston Score History

Growth Profile

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

>+1,000% YoY

YoY Growth Rate

Revenue accelerating

EPS Growth

+29.0% YoY

YoY Growth Rate

EPS growth accelerating

R&D Spend

$2M/ year

Rising (+26% vs prior year)

10.2% of revenue

Below sector average (15%)

Investing heavily in future products and technology

Insider Activity

65.5%ownership

Insiders own a meaningful stake in the company

Cash Position

Cash flow positive

$158,000 cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Company generates more cash than it spends — no dilution risk from fundraising

Revenue accelerating

Trucknet Enterprise grew revenue 1396% year-over-year and the growth rate is speeding up. That's the kind of momentum growth investors look for — the question is whether margins can follow.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

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Quality

Gross Margin
27.6%
Modest — 27.6% gross margin
Operating Margin
-9.9%
Losing money on operations — -9.9%
ROCE
-124.9%
Weak — -124.9% return on capital

Negative ROIC means the business is losing money on every dollar invested in it.

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Growth

Sales YoY
+900.1%
Fast-growing sales (900.1% YoY)
EPS YoY
N/A
Data not available
EPS Consistency
4/8 quarters
Earnings inconsistent quarter-to-quarter

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Cash Flow

Cash Conversion
-75%
Weak — only -75% of profit becomes cash
FCF Margin
-9.6%
Burning cash (-9.6%)

Free cash flow is negative. They are burning cash, not generating it.

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Stability

Debt / Equity
N/A
Data not available
Interest Cover
N/A
Data not available

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Valuation

P/E Ratio (TTM)
11.9x
Attractive valuation — P/E 11.9

P/E in the normal range. Price is roughly $15 for every $1 of yearly profit.

P/E vs Forward
N/A
not available
Data not available

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Dividends

Not applicable for this business.
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