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BLDI.TA$8032.00+2.39%
Fair $8032.00+0.0%

BLDI.TA

Baladi Ltd

Consumer Defensive / Packaged FoodsTel Aviv

$8032.00

+189.00 (+2.39%)

Fairly Valued+0.0%Fair Value $8032.00Fund rank 24/100 · Data gapFallback financials|
SA 50/C
F-Score: 8/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $79.2M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

50/100

C

Piotroski

8/9

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 · BLDI.TALocal privado en este navegador · Baladi 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

$3.1B

P/E

24.3x

↑

EV/EBITDA

1586.9x

↑

ROE

25.7%

↑

Gross Margin

21.5%

↓

Debt/Equity

0.67

↑
52-Week Range$8032
$24$8177

TradingView lightweight chart

BLDI.TA price, volumen y niveles de valoración

Último $8,088Periodo +31568.0%
Fair value: $8,032

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

+11.7%

FCF CAGR

—

FCF margin

12.5%

FCF / Net income

1.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.51B · net income $126.3M · FCF $188.9M

2022-FY → 2025-FY

Gross margin

21.5%+7.7% pts

Operating margin

12.1%+9.5% pts

Net margin

8.4%+8.3% pts

FCF margin

12.5%+23.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.51B$1.51B$1.23B$1.01B$1.08B
Net Income$126.3M$126.3M$97.4M$-31.5M$968000.00
EBITDA$212.6M$212.6M$187.5M$25.2M$38.4M
EPS3.013.012.56-0.830.03
Gross Margin21.5%21.5%21.0%13.9%13.8%
Operating Margin12.1%12.1%11.6%2.3%2.5%
Net Margin8.4%8.4%7.9%-3.1%0.1%
Balance Sheet
Debt/Equity0.670.672.833.69—
Current Ratio1.151.15———
Cash Flow
Free Cash Flow$188.9M$188.9M$-22.9M$79.2M$-113.7M
Returns
ROE25.7%25.7%46.2%-22.6%—
Valuation
P/E24.3424.34———
EV/EBITDA1586.901586.90———
P/B686.48686.48———
Growth & Yield
Revenue Growth22.5%22.5%22.1%-6.9%—
EPS Growth17.5%17.5%408.7%-3358.2%—
Dividend Yield1.3%1.3%———

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

518.7%

muy exigente

EPS terminal req.

$712.71

Spread vs growth

-501.2%

5Y implied EPS CAGR

210.0%

muy exigente

EPS terminal req.

$862.37

Spread vs growth

-192.6%

10Y implied EPS CAGR

84.7%

muy exigente

EPS terminal req.

$1388.86

Spread vs growth

-67.2%

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 · available periodreconcilia total +31569.3%

Total return

+31569.3%

Start / end P/E

10.0x → 2687.0x

EPS bridge

2.56 → 3.01

Residual

+4694.2%

EPS growth+17.5%
Multiple rerating+26856.3%
Dividend+1.3%
Residual / FX / buybacks / cross-term+4694.2%

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.