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ALMA.TA$1152.00+1.50%
Fair $1152.00+0.0%

ALMA.TA

Almogim Holdings Ltd

Consumer Cyclical / Residential ConstructionTel Aviv

$1152.00

+17.00 (+1.50%)

Fairly Valued+0.0%Fair Value $1152.00Fund rank 16/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9
High Debt

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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $-82.8M · quality 17.7/100

Data gap 16/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 4/100Data 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

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Debt-to-Equity ratio is 3.34, above the 2.0 threshold
Thesis & Journal · ALMA.TALocal privado en este navegador · Almogim Holdings 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

$553M

P/E

14.4x

↓

EV/EBITDA

566.3x

↑

ROE

9.2%

↑

Gross Margin

19.3%

↓

Debt/Equity

3.34

↑
52-Week Range$1152
$822$1251

TradingView lightweight chart

ALMA.TA price, volumen y niveles de valoración

Último $1,152Periodo +162.6%
Fair value: $1,152

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

-5.6%

FCF CAGR

—

FCF margin

-104.8%

FCF / Net income

-12.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $422.2M · net income $35.3M · FCF $-442.5M

2022-FY → 2025-FY

Gross margin

19.3%-8.9% pts

Operating margin

18.6%-4.6% pts

Net margin

8.4%-7.1% pts

FCF margin

-104.8%-20.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$422.2M$422.2M$298.2M$289.9M$502.0M
Net Income$35.3M$35.3M$1.9M$12.4M$77.8M
EBITDA$99.8M$99.8M$35.6M$50.6M$122.9M
EPS——0.050.331.92
Gross Margin19.3%19.3%19.3%21.1%28.1%
Operating Margin18.6%18.6%11.2%12.7%23.2%
Net Margin8.4%8.4%0.6%4.3%15.5%
Balance Sheet
Debt/Equity3.343.343.854.293.80
Current Ratio1.351.35———
Cash Flow
Free Cash Flow$-442.5M$-442.5M$56.2M$-82.8M$-423.8M
Returns
ROE9.2%9.2%0.8%5.1%31.5%
Valuation
P/E14.4014.4022620.002198.48311.25
EV/EBITDA566.26566.261239.33556.08204.17
P/B143.69143.69176.35112.2297.86
Growth & Yield
Revenue Growth41.6%41.6%2.9%-42.2%—
EPS Growth——-84.8%-82.8%—
Dividend Yield0.9%0.9%———

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 +37.5%

Total return

+37.5%

Start / end P/E

n/dx → n/dx

EPS bridge

0.05 → n/d

Residual

+36.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.9%
Residual / FX / buybacks / cross-term+36.6%

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.