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ALBA.TA$3455.00-0.29%
Fair $3455.00+0.0%

ALBA.TA

Albaad Massuot Yitzhak Ltd

Consumer Defensive / Household & Personal ProductsTel Aviv

$3455.00

-10.00 (-0.29%)

Fairly Valued+0.0%Fair Value $3455.00Fund rank 27/100 · Data gapFallback financials|
SA 42/C
F-Score: 7/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 32% · confianza 21%

FCF escenarios

weak_data · normalized FCF $101.6M · quality 37.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

42/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · ALBA.TALocal privado en este navegador · Albaad Massuot Yitzhak Ltd
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$644M

P/E

8.6x

↓

EV/EBITDA

298.3x

↑

ROE

14.7%

↑

Gross Margin

20.4%

↓

Debt/Equity

1.48

↑
52-Week Range$3455
$1500$3710

TradingView lightweight chart

ALBA.TA price, volumen y niveles de valoración

Último $3,455Periodo +83.4%
Fair value: $3,455

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+6.6%

FCF CAGR

—

FCF margin

3.2%

FCF / Net income

0.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.76B · net income $69.7M · FCF $56.3M

2022-FY → 2025-FY

Gross margin

20.4%+4.2% pts

Operating margin

6.7%+5.8% pts

Net margin

4.0%+13.9% pts

FCF margin

3.2%+7.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.76B$1.76B$1.72B$1.71B$1.45B
Net Income$69.7M$69.7M$44.9M$30.2M$-144.5M
EBITDA$218.3M$218.3M$199.7M$183.4M$87.0M
EPS——2.411.62-9.29
Gross Margin20.4%20.4%20.2%20.1%16.2%
Operating Margin6.7%6.7%6.5%5.5%0.8%
Net Margin4.0%4.0%2.6%1.8%-9.9%
Balance Sheet
Debt/Equity1.481.481.672.102.41
Current Ratio0.950.95———
Cash Flow
Free Cash Flow$56.3M$56.3M$101.6M$121.0M$-67.6M
Returns
ROE14.7%14.7%10.5%7.7%-41.7%
Valuation
P/E8.578.57746.47812.35—
EV/EBITDA298.29298.29171.39138.21152.40
P/B135.87135.8778.6262.2735.90
Growth & Yield
Revenue Growth2.4%2.4%0.5%17.6%—
EPS Growth——48.8%117.4%—
Dividend Yield3.1%3.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +113.2%

Total return

+113.2%

Start / end P/E

n/dx → n/dx

EPS bridge

2.41 → n/d

Residual

+110.0%

EPS growthn/d
Multiple reratingn/d
Dividend+3.1%
Residual / FX / buybacks / cross-term+110.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.