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AMOT.TA$1884.00-1.35%
Fair $1884.00+0.0%

AMOT.TA

Amot Investments Ltd.

Real Estate / Real Estate ServicesTel Aviv

$1884.00

-26.00 (-1.35%)

Fairly Valued+0.0%Fair Value $1884.00Fund rank 37/100 · Data gapFallback financials|
SA 33/D
F-Score: 4/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 36.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 92/100Data 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

33/100

D

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · AMOT.TALocal privado en este navegador · Amot Investments 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

$9.3B

P/E

11.7x

↑

EV/EBITDA

827.0x

↑

ROE

7.9%

↑

Gross Margin

85.1%

↑

Debt/Equity

0.97

↑
52-Week Range$1884
$1761$2719

TradingView lightweight chart

AMOT.TA price, volumen y niveles de valoración

Último $1,894Periodo +64.0%
Fair value: $1,884

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

+5.1%

FCF CAGR

+14.2%

FCF margin

73.1%

FCF / Net income

1.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.19B · net income $781.8M · FCF $871.8M

2022-FY → 2025-FY

Gross margin

85.1%-1.2% pts

Operating margin

79.7%-0.6% pts

Net margin

65.6%-48.4% pts

FCF margin

73.1%+16.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.19B$1.19B$1.17B$1.11B$1.03B
Net Income$781.8M$781.8M$919.0M$682.6M$1.17B
EBITDA$1.11B$1.11B$1.22B$909.7M$1.46B
EPS1.621.621.951.452.52
Gross Margin85.1%85.1%85.5%86.1%86.4%
Operating Margin79.7%79.7%79.2%81.5%80.3%
Net Margin65.6%65.6%78.8%61.4%113.9%
Balance Sheet
Debt/Equity0.970.971.011.021.01
Current Ratio0.390.39———
Cash Flow
Free Cash Flow$871.8M$871.8M$841.6M$786.1M$585.3M
Returns
ROE7.9%7.9%10.0%7.7%13.3%
Valuation
P/E11.7011.701070.771359.31837.30
EV/EBITDA827.00827.00813.161028.30676.92
P/B92.3292.32107.38104.88111.58
Growth & Yield
Revenue Growth2.2%2.2%5.0%8.0%—
EPS Growth-16.9%-16.9%34.5%-42.5%—
Dividend Yield5.7%5.7%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

369.0%

muy exigente

EPS terminal req.

$167.17

Spread vs growth

-386.0%

5Y implied EPS CAGR

162.6%

muy exigente

EPS terminal req.

$202.28

Spread vs growth

-179.5%

10Y implied EPS CAGR

70.0%

muy exigente

EPS terminal req.

$325.77

Spread vs growth

-86.9%

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 +10.3%

Total return

+10.3%

Start / end P/E

928.2x → 1169.1x

EPS bridge

1.95 → 1.62

Residual

-4.4%

EPS growth-16.9%
Multiple rerating+26.0%
Dividend+5.7%
Residual / FX / buybacks / cross-term-4.4%

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.