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BEZQ.TA$768.20-1.51%
Fair $768.20+0.0%

BEZQ.TA

Bezeq The Israel Telecommunication Corp. Ltd

Communication Services / Telecom ServicesTel Aviv

$768.20

-11.80 (-1.51%)

Fairly Valued+0.0%Fair Value $768.20Fund rank 31/100 · Data gapFallback financials|
SA 38/D
F-Score: 7/9
High DebtDeclining Revenue

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.7B · quality 57.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 89/100Data 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

38/100

D

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: 2unknown: 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. Debt-to-Equity ratio is 3.31, above the 2.0 threshold Revenue has declined for 2 consecutive years
Thesis & Journal · BEZQ.TALocal privado en este navegador · Bezeq The Israel Telecommunication Corp. 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

$21.2B

P/E

15.1x

↓

EV/EBITDA

573.7x

↑

ROE

48.0%

↑

Gross Margin

85.9%

↑

Debt/Equity

3.31

↑
52-Week Range$768
$515$914

TradingView lightweight chart

BEZQ.TA price, volumen y niveles de valoración

Último $768.20Periodo +50.0%
Fair value: $768.20

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

-1.1%

FCF CAGR

-4.2%

FCF margin

18.2%

FCF / Net income

1.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.70B · net income $1.42B · FCF $1.58B

2022-FY → 2025-FY

Gross margin

85.9%+2.9% pts

Operating margin

26.2%+6.1% pts

Net margin

16.3%+5.2% pts

FCF margin

18.2%-1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.70B$8.70B$8.88B$9.10B$8.99B
Net Income$1.42B$1.42B$1.07B$1.19B$1.00B
EBITDA$3.73B$3.73B$3.58B$3.70B$3.46B
EPS0.510.510.390.430.36
Gross Margin85.9%85.9%83.8%82.6%83.0%
Operating Margin26.2%26.2%20.7%20.3%20.1%
Net Margin16.3%16.3%12.1%13.1%11.1%
Balance Sheet
Debt/Equity3.313.313.844.105.66
Current Ratio1.171.17———
Cash Flow
Free Cash Flow$1.58B$1.58B$1.70B$1.75B$1.80B
Returns
ROE48.0%48.0%42.8%54.1%61.6%
Valuation
P/E15.0615.061382.561155.581629.17
EV/EBITDA573.65573.65419.20373.78471.57
P/B721.89721.89596.96626.10999.54
Growth & Yield
Revenue Growth-2.0%-2.0%-2.4%1.3%—
EPS Growth30.8%30.8%-9.3%19.4%—
Dividend Yield5.1%5.1%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

411.3%

muy exigente

EPS terminal req.

$68.16

Spread vs growth

-380.5%

5Y implied EPS CAGR

176.5%

muy exigente

EPS terminal req.

$82.48

Spread vs growth

-145.8%

10Y implied EPS CAGR

74.4%

muy exigente

EPS terminal req.

$132.83

Spread vs growth

-43.6%

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 +49.7%

Total return

+49.7%

Start / end P/E

1362.1x → 1506.3x

EPS bridge

0.39 → 0.51

Residual

+3.3%

EPS growth+30.8%
Multiple rerating+10.6%
Dividend+5.1%
Residual / FX / buybacks / cross-term+3.3%

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.