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Geodrill Limited (GEO) Fair Value & Analysis

Basic Materials · CA · Market cap C$141M

GL Geodrill Limited GEO · TO
PriceC$2.80
Fair ValueC$6.72
Upside+140.0%
Quality95/100
Evidence: Low Range C$5.08 – C$8.36

Fair value as of: Jun 24, 2026

From 7 valuation models · updated 5 days ago

Fair value updated Jun 24, 2026 — revised from C$1.59 to C$6.72 (+322.6%) since Jun 23, 2026. Share price −10.3% over the past month.

Price vs Fair Value (12 months)

C$4.50 C$2.79 Fair Value C$6.72 Jun 2025 Jun 2026

12‑month range C$2.79 – C$4.50 · fair‑value band C$5.08 – C$8.36 · the C$2.80 price screens below the C$6.72 fair value. As of Jun 24, 2026.

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Analysis

Geodrill Limited (GEO) currently trades at C$2.80, while our model-based Fair Value estimate is C$6.72 — implying the stock looks roughly 140.0% undervalued today. We read business quality at 95/100 (high quality), in the Basic Materials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: low) — always confirm before acting.

Over the trailing twelve months, Geodrill Limited generated revenue of C$185M at a net margin of -3.9%. Revenue declined 0.7% year over year. It earns a return on equity of -6.2%. The balance sheet holds a net cash position of C$7.0M. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) C$185M
Revenue growth (YoY) -0.7%
Net margin -3.9%
Return on equity -6.2%
Free cash flow −C$1.8M FY2025
Operating margin 2.7%
More key figures
EPS (TTM) C$-0.2100
EPS growth (YoY) +10.0%
Net cash C$7.0M FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

Geodrill Limited, together with its subsidiaries, provides mineral exploration drilling services to the mining companies in West Africa, Egypt, Chile, and Peru. The company offers reverse circulation, core, air-core, deep directional Navi, water borehole, and underground drilling services, as well as reverse circulation grade control services. It operates multi-purpose, core, air-core, grade control, and underground drill rigs; boosters and auxiliary compressors; and various support vehicles, as well as crawler-mounted rod carriers, and ancillary equipment. Geodrill Limited was incorporated in 1998 and is headquartered in Douglas, Isle of Man.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Geodrill Limited reported revenue of C$188M in FY2025 versus C$115M in FY2021, a compound +13.0%/yr. Reported net income was −C$1.6M in FY2025.

Revenue +13.0%/yr
FY21 C$115M
FY22 C$139M
FY23 C$131M
FY24 C$143M
FY25 C$188M
Net income
FY21 C$14.1M
FY22 C$18.9M
FY23 C$3.9M
FY24 C$9.3M
FY25 −C$1.6M

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BHP Group BHP $85.78 $60.26 -30%
Rio Tinto Group RTNTF $129.57 $77.65 -40%
Grupo México, S.A. GMBXF $12.50 $11.72 -6%
CMOC Group CMCLY $148.88 $113.34 -24%
Vale S.A VALEN 260.19 MXN 161.77 MXN -38%
Anglo American plc AAUKF $51.51 $20.30 -61%

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Frequently asked questions

Is Geodrill Limited (GEO) undervalued?
As of Jun 24, 2026, our model estimates a fair value of C$6.72 versus a price of C$2.80 — about +140% (undervalued). Model-based estimate, not financial advice.
What is the fair value of GEO?
Our 21-model fair value for Geodrill Limited is C$6.72 (as of Jun 24, 2026), built from audited fundamentals. The current price is C$2.80.
What is the quality score of GEO?
Geodrill Limited has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Geodrill Limited (GEO)?
Geodrill Limited reported trailing-twelve-month revenue of about C$185M (latest available figure, as of Jun 24, 2026).
What is the net profit margin of GEO?
The net profit margin of Geodrill Limited is about -3.9%, meaning it is currently running at a net loss. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.