AROBS TRANSILVANIA SOFTWARE SA (AROBS) fair value: what the stock is really worth
As of Oct 30, 2026: fair value (intrinsic value) of AROBS TRANSILVANIA SOFTWARE SA stock RON 0.84, price RON 0.76, upside +10.0%, quality 59 out of 100. Rating: fairly valued. Calculated from audited financials with 24 of our 26 valuation models and 37 quality factors, updated daily.
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AROBS TRANSILVANIA SOFTWARE SA
AROBS · ROThe stock costs about what our calculation considers fair.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 11, 2026.
How to read this chart
37‑month range 0.4955 RON – 1.09 RON · fair‑value band 0.6193 RON – 1.04 RON · the 0.7600 RON price screens below the 0.8360 RON fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 11, 2026.
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Company profile
AROBS Transilvania Software S.A. provides customized software services in Romania, Europe, the United States, Asia, and the Middle East. It operates through Software Services, Software Products, and Integrated Systems segments.
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The company primarily offers TrackGPS, a car fleet management and monitoring solution; Optimall SFA, a sales force automation solution; RateWizz, a channel manager for the hospitality industry; MonePOS, a contactless and paperless payment solution for the mobility industries; SasFleet, a GPS monitoring of car fleets; TrueHR "i dpPayroll, a human resource management and payroll solution; SoftManager CRM+ solutions; solutions for digitizing school textbooks; and E-toll solution for transport companies.
It also designs software solutions and products for fleet management and GPS tracking; business optimization, such as SFA, warehouse management system, CRM, mobile contactless payments, and others; human resources management and payroll, and channel management for the hotel industry.
In addition, the company licenses its application.
It offers its software solutions for automotive, travel and hospitality, aerospace and maritime engineering, biomedical, workforce management, retail and office automation, IT outsourcing, IoT, life sciences, big data, enterprise solutions, consumer electronics, and fintech divisions.
AROBS Transilvania Software S.A. was incorporated in 1998 and is headquartered in Cluj-Napoca, Romania.
Stock analysis
AROBS TRANSILVANIA SOFTWARE SA (AROBS) currently trades at 0.7600 RON, while our model-based Fair Value estimate is 0.8360 RON, so the stock looks roughly fairly valued today (gap 9.1%).
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Valuation
Bull case: the DCF Models group reads highest at a median of 1.09 RON per share, and 15 of the 24 models we run sit above the 0.7600 RON price.
Bear case: the Asset-Based group reads lowest at 0.1100 RON, and 9 of the 24 models stay below the price. Data coverage for this calculation is low.
Scenario range: 0.6193 RON (bear) to 1.04 RON (bull), the price of 0.7600 RON sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 59/100 (solid quality), in the Technology sector.
Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.
AROBS TRANSILVANIA SOFTWARE SA reported revenue of 448M RON in FY2025 versus 300M RON in FY2022, a compound +14.3%/yr. Reported net income was 30.8M RON in FY2025, compounding −13.2%/yr from FY2022.
Key figures
Market cap 770M RON (≈ $162M) Micro · P/E ratio 12.7 · P/S ratio 0.87 · EPS (TTM) 0.0600 RON · Net margin 6.9% · Return on equity 8.7% · Return on assets (EBIT) 9.3% (3-year average) · Operating margin 9.6%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 45 out of 100 (low confidence).
What moves the price
The share trades about 4% below its 52-week high and 18% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Technology peers we cover trades at 13% fair-value upside, at 10%, AROBS screens richer than that median.
Fair Value models
All 24 models by family
Quality Score breakdown
It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.
Revenue & earnings trend
Growth Forecast
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Compare AROBS TRANSILVANIA SOFTWARE SA with another stock
Price, fair value, quality and upside side by side.
Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Software - Application · 723 stocks
Valuation Multiplesvs Software - Application median · lower = cheaper
Strength profile in five axes (Snowflake)
Context: sector, industry, market
- Is the Information Technology sector expensive or cheap?
- P/E, EV/EBITDA and margins by industry (reference tables)
- P/S ratio by industry
- EBIT margin by industry
- Stock screener with 62 metrics
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Software - Application stocks, each showing price versus our Fair Value estimate.
| Stock | Price | Fair Value | vs Fair Value | Compare |
|---|---|---|---|---|
| Adobe Inc ADBE | $236.70 | $463.72 | +96% | vs AROBS |
| Salesforce, Inc CRM | $213.48 | $342.73 | +61% | vs AROBS |
| Uber Technologies, Inc UBER | $70.05 | $101.28 | +45% | vs AROBS |
| Intuit Inc INTU | $340.44 | $459.14 | +35% | vs AROBS |
| ServiceNow, Inc NOW | $99.61 | $112.17 | +13% | vs AROBS |
| SAP SE SAP | €209.95 | €173.59 | −17% | vs AROBS |
| Cadence Design Systems, Inc CDNS | $331.64 | $225.48 | −32% | vs AROBS |
| Automatic Data Processing, Inc ADP | $305.44 | $150.40 | −51% | vs AROBS |
| Shopify Inc SHOP | $146.61 | $64.96 | −56% | vs AROBS |
| Snowflake Inc SNOW | $295.76 | $73.81 | −75% | vs AROBS |
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