Transcat, Inc. (TRNS)
NASDAQIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
NASDAQIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · TRNS
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $85 the market pays 48× p/e — above the 27× p/e peer median but in line with its own 49× history. That premium reflects a durable franchise our peer-anchored $70 fair value understates; treat the 'expensive vs peers' read with medium confidence. The flat-multiple read looks rich, but earnings are inflecting up — trailing growth is accelerating and forward estimates confirm — so we've softened our read rather than brand an accelerating name expensive. Even valued only for durable growth at sustainable margins, it's worth about $97 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| dcf fcfe | 12M | $375.21 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $112.04 | — | — | Hist. CAGR | high |
| graham number | 12M | $35.68 | — | — | TTM | high |
| Peer EV/EBITDA | 12M | $40.08 | 13.6 | 3.78 | TTM | high |
| Peer P/FCF | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 161% over what the business is worth with no growth; closing that gap needs roughly 26.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $2.08/sh owner earnings.
Looks more expensive than peers.
Around its own typical valuation.
Trailing four: 2026-Q1, 2026-Q2, 2026-Q3, 2027-Q1
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $41.12 |
| 15.4 |
| 2.67 |
| TTM |
| high |
| Peer P/E | 12M | $47.48 | 26.8 | 1.77 | TTM | high |
| Peer P/S | 12M | $61.05 | 1.7 | 35.42 | TTM | high |
| PEG | 12M | $79.74 | 45.0 | 1.77 | TTM | high |
| residual income | 12M | $27.00 | — | — | TTM | high |
| Own P/E history | 12M | $86.80 | 49.0 | 1.77 | TTM | high |
| triangulated | 12M | $49.35 | 26.8 | 1.84 | Triangulated | high |
| Peer P/FCF | 3Y | $62.53 | 15.4 | 4.07 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $68.44 | 26.8 | 2.55 | Analyst | medium |
| Peer P/S | 3Y | $85.17 | 1.7 | 49.41 | Analyst | medium |
| PEG | 3Y | $114.93 | 45.0 | 2.55 | Analyst | medium |
| Own P/E history | 3Y | $125.12 | 49.0 | 2.55 | Analyst | medium |
| Peer P/FCF | 5Y | $82.70 | 15.4 | 5.38 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $85.06 | 26.8 | 3.17 | Analyst | high |
| Peer P/S | 5Y | $105.86 | 1.7 | 61.41 | Analyst | high |
| PEG | 5Y | $142.84 | 45.0 | 3.17 | Analyst | high |
| Own P/E history | 5Y | $155.50 | 49.0 | 3.17 | Analyst | high |