Infrared Cameras Holdings Inc (MSAI) Fair Value & Analysis

Technology · US · Market cap $12.0M · ISIN US4569482072

Below-average quality, trading 49% below our fair value.

What runs behind every stock

26 valuation models 8 families, DCF to NCAV 37 quality factors margins, balance sheet, cashflow, debt 6 AI factors moat, what no ratio measures 2,000+ data points verified, per stock, median

69 individual criteria per stock, every one traceable See the method →

What matters now

• The large discount to fair value meets weak quality (14/100). That raises the risk this is a value trap rather than a bargain.
• The price is below even our cautious bear case ($6.98). The market is more pessimistic than our downside scenario.
• The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
• A fairly wide model range ($6.98 to $13.22) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 19, 2026.

How to read this chart

57‑month range $4.52 – $538.00 · fair‑value band $6.98 – $13.22 · the $5.37 price screens below the $10.57 fair value. Dashed = 300-day average. As of Aug 19, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Infrared Cameras Holdings Inc (MSAI) currently trades at $5.37, while our model-based Fair Value estimate is $10.57, implying the stock looks roughly 96.9% undervalued today. The Quality Score stands at 14/100 (below-average quality), in the Technology 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.

Trailing-twelve-month revenue stands at $6.0M. Revenue grew 37.9% year over year. It earns a return on equity of -45.7%. The balance sheet holds a net cash position of $24.4M. Fundamentals as of Aug 19, 2026

Our scenario range runs from $6.98 (bear case) to $13.22 (bull case); at $5.37, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. For context, the median of 10 Technology peers we cover trades at -62% fair-value upside, at 97%, MSAI screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Key figures & financial health

Quality Score breakdown

About the company

MultiSensor AI Holdings, Inc. builds and deploys integrated condition monitoring and early threat detection solutions that connect multiple sensor types through a unified edge-to-cloud software architecture in the United States and internationally.

Full company description

MultiSensor AI Holdings, Inc. builds and deploys integrated condition monitoring and early threat detection solutions that connect multiple sensor types through a unified edge-to-cloud software architecture in the United States and internationally. The company provides sensor hardware, including visible-light, shortwave, midwave, longwave infrared, ultraviolet, and acoustic imagers; tunable diode laser emitter-detector pairs for laser absorption spectrometry; and MSAI Connect, a software platform that enables predictive asset reliability and process control in industrial environments as cloud-based subscription service and as an on-premises deployment. It also offers installation services, such as on-site hardware mounting, sensor commissioning, and connectivity into the MSAI Connect platform. The company was founded in 1995 and is headquartered in Houston, Texas.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Infrared Cameras Holdings Inc reported revenue of $5.6M in FY2025 versus $28.8M in FY2021, a compound −33.7%/yr. Reported net income was −$11.7M in FY2025.

Watch MSAI: get an alert when its fair value changes →

Peer Group

Electronic Components · 652 stocks

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.

Valuation Multiples vs Electronic Components median · lower = cheaper

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

Similar stocks

10 more Electronic Components stocks, each showing price versus our Fair Value estimate (as of Aug 19, 2026).

Explore undervalued stocks

More undervalued Technology stocks →

Discover undervalued stocks

Pick a strategy and jump into the live analysis with that exact screen applied.

Discover tools

Frequently asked questions

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.