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DIMRI.TA$36120.00+0.36%
Fair $36120.00+0.0%

DIMRI.TA

Y.H. Dimri Construction & Development Ltd

Consumer Cyclical / Residential ConstructionTel Aviv

$36120.00

+130.00 (+0.36%)

Fairly Valued+0.0%Fair Value $36120.00Fund rank 22/100 · Data gapFallback financials|
SA 34/D
F-Score: 3/9

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 18%

FCF escenarios

weak_data · normalized FCF $-677.5M · quality 44.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

34/100

D

Piotroski

3/9

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 · DIMRI.TALocal privado en este navegador · Y.H. Dimri Construction & Development 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

$8.3B

P/E

15.3x

↓

EV/EBITDA

1002.8x

↑

ROE

13.3%

↑

Gross Margin

43.0%

↑

Debt/Equity

1.21

↑
52-Week Range$36120
$29430$51840

TradingView lightweight chart

DIMRI.TA price, volumen y niveles de valoración

Último $36,120Periodo +1997.5%
Fair value: $36,120

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

+10.0%

FCF CAGR

—

FCF margin

-35.9%

FCF / Net income

-1.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.89B · net income $495.6M · FCF $-677.5M

2022-FY → 2025-FY

Gross margin

43.0%+7.8% pts

Operating margin

36.6%+8.6% pts

Net margin

26.2%+7.0% pts

FCF margin

-35.9%-28.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.89B$1.89B$1.99B$1.36B$1.42B
Net Income$495.6M$495.6M$528.4M$248.6M$273.8M
EBITDA$752.9M$752.9M$842.3M$445.9M$461.7M
EPS——26.7913.2914.63
Gross Margin43.0%43.0%39.7%37.3%35.2%
Operating Margin36.6%36.6%33.0%29.8%28.1%
Net Margin26.2%26.2%26.5%18.3%19.3%
Balance Sheet
Debt/Equity1.211.211.471.711.52
Current Ratio1.631.63———
Cash Flow
Free Cash Flow$-677.5M$-677.5M$-1.01B$-552.7M$-109.5M
Returns
ROE13.3%13.3%17.7%12.4%15.0%
Valuation
P/E15.3415.341391.561940.561476.42
EV/EBITDA1002.841002.84877.681089.73880.72
P/B201.32201.32246.92241.42222.12
Growth & Yield
Revenue Growth-5.1%-5.1%46.9%-4.6%—
EPS Growth——101.6%-9.2%—
Dividend Yield1.1%1.1%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +19.7%

Total return

+19.7%

Start / end P/E

n/dx → n/dx

EPS bridge

26.79 → n/d

Residual

+18.5%

EPS growthn/d
Multiple reratingn/d
Dividend+1.1%
Residual / FX / buybacks / cross-term+18.5%

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.