ReposiTrak, Inc. — Cyborg Score 5/10

Mixed
Software-as-a-Service (SaaS) / Supply Chain Compliance & Traceability

Strategic Profile

ReposiTrak offers three core solutions: Compliance Management (reducing regulatory and legal risks), Traceability Network (capturing key product data), and Supply Chain Solutions (managing supplier interactions). The company has a strategic partnership with Upshop to enable grocery retail traceability, positioning it as a specialized player in regulated retail supply chains.

Cyborg Score Rationale

With a market cap of $159 million and a 23.62 P/E ratio, the company appears modestly valued. Anticipated double-digit growth driven by traceability demand signals potential earnings improvement, though TRAK underperformed the US Software industry over the past year.

Top Insights

  • Recent quarterly results showed strong unit economics with $5.86M revenue and 30.62% net margins
  • Rebranded from Park City Group to ReposiTrak in December 2023, signaling strategic pivot to supply chain focus
  • Institutional investors own 27.35% of stock, showing moderate institutional backing
  • Primary customer base includes multi-store retail chains, wholesalers, distributors, and suppliers

Named Competitors

  • Supply Chain Solutions — Global logistics and supply chain software
  • Compliance Management — Enterprise cloud computing and data management
  • Food Traceability Platform — Digital supply chain network for serialization and traceability

Recent Developments

  • (February 2026) CEO Randall Fields sold 5,300 shares; stock trading near 52-week lows
  • (December 2025) ISS Governance QualityScore released at 6, indicating mixed governance
  • (January 2026) Wall Street Zen downgraded from buy to hold rating

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