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DELG.TA$15230.00+2.21%
Fair $15230.00+0.0%

DELG.TA

Delta Galil Industries Ltd.

Consumer Cyclical / Apparel ManufacturingTel Aviv

$15230.00

+340.00 (+2.21%)

Fairly Valued+0.0%Fair Value $15230.00Fund rank 29/100 · Data gapFallback financials|
SA 35/D
F-Score: 4/9

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 23%

FCF escenarios

weak_data · normalized FCF $96.2M · quality 50.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

35/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · DELG.TALocal privado en este navegador · Delta Galil Industries 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

$4.0B

P/E

16.8x

↓

EV/EBITDA

1550.4x

↑

ROE

9.7%

↑

Gross Margin

42.3%

↑

Debt/Equity

0.75

↑
52-Week Range$15230
$14560$19840

TradingView lightweight chart

DELG.TA price, volumen y niveles de valoración

Último $15,700Periodo +318.6%
Fair value: $15,230

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

+1.4%

FCF CAGR

—

FCF margin

4.1%

FCF / Net income

1.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.12B · net income $84.9M · FCF $85.9M

2022-FY → 2025-FY

Gross margin

42.3%+3.7% pts

Operating margin

8.0%-0.9% pts

Net margin

4.0%-1.4% pts

FCF margin

4.1%+5.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.12B$2.12B$2.05B$1.86B$2.03B
Net Income$84.9M$84.9M$86.4M$79.2M$109.5M
EBITDA$257.2M$257.2M$240.0M$220.4M$255.5M
EPS——3.293.024.14
Gross Margin42.3%42.3%41.9%40.9%38.6%
Operating Margin8.0%8.0%9.0%7.8%9.0%
Net Margin4.0%4.0%4.2%4.3%5.4%
Balance Sheet
Debt/Equity0.750.750.670.740.90
Current Ratio1.301.30———
Cash Flow
Free Cash Flow$85.9M$85.9M$96.2M$177.8M$-24.1M
Returns
ROE9.7%9.7%11.1%10.7%16.1%
Valuation
P/E16.7916.796291.795546.363355.07
EV/EBITDA1550.381550.382266.921997.421440.87
P/B456.30456.30697.45596.12539.07
Growth & Yield
Revenue Growth3.6%3.6%10.1%-8.6%—
EPS Growth——8.9%-27.1%—
Dividend Yield2.6%2.6%———

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 -9.7%

Total return

-9.7%

Start / end P/E

n/dx → n/dx

EPS bridge

3.29 → n/d

Residual

-12.3%

EPS growthn/d
Multiple reratingn/d
Dividend+2.6%
Residual / FX / buybacks / cross-term-12.3%

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.