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GATC
Gattaca PLC
460/1000 Overall fit
AI beneficiary 35% 35
Operating leverage 25% 70
Valuation 25% 30
Downside protection 15% 60
First-pass take
Staffing business with strong FY25 operating leverage (+12% underlying PBT on flat NFI) via cost discipline and productivity gains, but negligible AI revenue exposure. Net cash £15.7m and low customer concentration (max 6%) provide downside cushion. InfoSec acquisition signals bolt-on M&A strategy.
Flags
no-valuation-datamicro-capcyclicalacquisition-strategyflat-revenue