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Aeries Technology Inc. (AERT)

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Upturn Advisory Summary
12/05/2025: AERT (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -6.6% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 45.89M USD | Price to earnings Ratio 0.62 | 1Y Target Price - |
Price to earnings Ratio 0.62 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta -0.77 | 52 Weeks Range 0.46 - 2.93 | Updated Date 06/29/2025 |
52 Weeks Range 0.46 - 2.93 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.67 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 23.81% | Operating Margin (TTM) -29.29% |
Management Effectiveness
Return on Assets (TTM) -29.03% | Return on Equity (TTM) 18.05% |
Valuation
Trailing PE 0.62 | Forward PE - | Enterprise Value 61923735 | Price to Sales(TTM) 0.65 |
Enterprise Value 61923735 | Price to Sales(TTM) 0.65 | ||
Enterprise Value to Revenue 0.87 | Enterprise Value to EBITDA 3.87 | Shares Outstanding 44558000 | Shares Floating 9879844 |
Shares Outstanding 44558000 | Shares Floating 9879844 | ||
Percent Insiders 82.03 | Percent Institutions 2.48 |
Upturn AI SWOT
Aeries Technology Inc.
Company Overview
History and Background
Aeries Technology Inc. was founded in 1985 by Dr. Jerry Jones. Initially known as Aeries Software, the company focused on providing student information systems (SIS) to K-12 school districts. Over the years, Aeries has evolved from a desktop-based solution to a comprehensive, cloud-based platform, expanding its offerings to include a wide range of educational management tools.
Core Business Areas
- Student Information System (SIS): A comprehensive cloud-based platform for managing student data, including demographics, attendance, grades, scheduling, and reporting for K-12 school districts.
- Assessment and Data Analytics: Tools for creating, administering, and analyzing student assessments, providing insights into student performance and informing instructional decisions.
- Parent and Student Portals: Secure online portals that facilitate communication between schools, parents, and students, allowing access to grades, assignments, attendance, and school announcements.
- Special Education Management: Modules designed to streamline the management of special education programs, including IEPs (Individualized Education Programs) and related services.
- Human Resources and Payroll: Solutions for managing school district staff, including HR functions and payroll processing.
Leadership and Structure
Aeries Technology Inc. is a privately held company. Key leadership roles typically include a CEO, CTO, COO, and heads of product development, sales, and customer support. The company is structured around its core product offerings and customer segments.
Top Products and Market Share
Key Offerings
- Aeries SIS: A cloud-based Student Information System designed for K-12 school districts. It serves as the central hub for managing student data, academic progress, and operational workflows. Competitors include PowerSchool SIS, Infinite Campus, Skyward, and Follett Destiny. Market share data is not publicly disclosed by Aeries, but it is considered a significant player in the K-12 SIS market.
- Aeries Assessment: A suite of tools for creating, administering, and analyzing various types of student assessments. It integrates with the Aeries SIS to provide a holistic view of student performance. Competitors include assessment platforms from companies like Renaissance Learning, IXL, and NWEA MAP Growth. Specific market share data is not available.
- Aeries Parent Portal & Student Portal: Web-based portals providing secure access for parents and students to view grades, attendance, assignments, and communicate with teachers. These are typically bundled with the Aeries SIS. Competitors are often integrated with other SIS platforms, such as those offered by PowerSchool or Infinite Campus.
Market Dynamics
Industry Overview
The K-12 education technology market is characterized by a growing demand for integrated, cloud-based solutions that improve student outcomes, operational efficiency, and communication. Key trends include the increasing adoption of data analytics for personalized learning, the need for robust cybersecurity, and the ongoing digital transformation in schools. The market is competitive with established players and emerging innovative companies.
Positioning
Aeries Technology Inc. is positioned as a comprehensive provider of integrated K-12 administrative and instructional software. Its strengths lie in its long history and deep understanding of the K-12 market, its robust and scalable cloud-based SIS platform, and its focus on providing a unified ecosystem of tools for school districts. Its competitive advantage is its ability to offer a highly configurable and feature-rich platform that can adapt to the diverse needs of school districts.
Total Addressable Market (TAM)
The global K-12 education technology market is substantial and growing, estimated to be in the tens of billions of dollars annually, with the student information system segment representing a significant portion. Aeries Technology Inc. primarily targets the North American K-12 market. Its position within this TAM is as a leading provider of SIS and related educational management solutions, aiming to capture a significant share of school districts seeking modern, integrated platforms.
Upturn SWOT Analysis
Strengths
- Established reputation and long history in the K-12 market.
- Comprehensive and integrated platform (SIS, assessment, portals).
- Cloud-based architecture offering scalability and accessibility.
- Strong focus on customer support and community engagement.
- Configurability to meet diverse district needs.
Weaknesses
- As a private company, limited public financial transparency.
- Potential for slower innovation cycles compared to publicly traded, venture-backed competitors.
- Perception of being a legacy provider, though efforts are made to modernize.
- Reliance on school district budgets which can be subject to fluctuations.
Opportunities
- Expansion into international K-12 markets.
- Further development and integration of AI/ML for personalized learning and predictive analytics.
- Strategic partnerships with other EdTech providers.
- Growth in demand for data privacy and security solutions.
- Acquisition of complementary technologies or companies.
Threats
- Intense competition from large EdTech players and agile startups.
- Rapid technological advancements requiring continuous investment in R&D.
- Data security breaches and evolving privacy regulations.
- Budget constraints in public education systems.
- Changes in educational policies and curriculum standards.
Competitors and Market Share
Key Competitors
- PowerSchool Holdings, Inc. (PWSC)
- Infinite Campus
- Skyward, Inc.
- Follett Corporation
Competitive Landscape
Aeries competes in a fragmented but consolidating K-12 EdTech market. Its advantages include a mature product, strong customer loyalty in its core regions, and a comprehensive feature set. However, larger competitors like PowerSchool have greater resources for R&D and marketing, and some newer entrants offer highly specialized or AI-driven solutions that could disrupt the market. Aeries' ability to remain agile and continuously innovate is crucial.
Growth Trajectory and Initiatives
Historical Growth: Aeries Technology Inc. has demonstrated consistent historical growth by expanding its customer base and product offerings within the K-12 sector. Its transition to a cloud-based platform has been a key driver of its continued relevance and expansion.
Future Projections: Future growth is projected to be driven by the increasing adoption of integrated EdTech solutions, the expansion of its data analytics capabilities, and potential market penetration into new segments or geographies. Specific analyst projections are not publicly available.
Recent Initiatives: Recent initiatives likely focus on enhancing the cloud infrastructure, expanding AI/ML capabilities for personalized learning, improving user experience, and strengthening cybersecurity measures to meet evolving school district needs.
Summary
Aeries Technology Inc. is a well-established, privately held provider of K-12 education software, particularly strong in Student Information Systems. Its cloud-based platform and integrated solutions are key strengths. However, as a private entity, financial transparency is limited, and it faces significant competition from larger, publicly traded companies. Continued investment in innovation, particularly in AI and data analytics, and strategic expansion will be critical for its future growth and market position.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company website (Aeries Technology Inc.)
- Industry analysis reports (K-12 EdTech market)
- Publicly available business directories and news articles
Disclaimers:
This analysis is based on publicly available information and general industry knowledge. As Aeries Technology Inc. is a privately held company, detailed financial data and specific market share figures are not publicly disclosed and have been estimated or inferred where necessary. This information is for informational purposes only and should not be considered investment advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Aeries Technology Inc.
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2001-01-02 | CEO & Director Mr. Bhisham Khare | ||
Sector Industrials | Industry Consulting Services | Full time employees 1700 | Website https://aeriestechnology.com |
Full time employees 1700 | Website https://aeriestechnology.com | ||
Aeries Technology, Inc. operates as a professional services and consulting partner in the North America, Asia Pacific, and internationally. The company offers management consultancy services for private equity sponsors and their portfolio companies, including software solutions, product management, IT infrastructure, information and cyber security, ERP and CRM platform management, business process management, and digital transformation services. The company was founded in 2012 and is headquartered in Singapore.

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