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DISI.TA$741.00+0.56%
Fair $741.00+0.0%

DISI.TA

Discount Investment Corporation Ltd.

Communication Services / Telecom ServicesTel Aviv

$741.00

+4.10 (+0.56%)

Fairly Valued+0.0%Fair Value $741.00Fund rank 29/100 · Data gapFallback financials|
SA 32/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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.2B · quality 47.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

32/100

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 7.27, above the 2.0 threshold Revenue has declined for 2 consecutive years
Thesis & Journal · DISI.TALocal privado en este navegador · Discount Investment Corporation 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

$1.0B

P/E

6.7x

↓

EV/EBITDA

83.7x

↑

ROE

5.2%

↑

Gross Margin

83.5%

↑

Debt/Equity

7.27

↑
52-Week Range$741
$421$1082

TradingView lightweight chart

DISI.TA price, volumen y niveles de valoración

Último $738.10Periodo -92.3%
Fair value: $741.00

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

-6.1%

FCF CAGR

-35.4%

FCF margin

57.7%

FCF / Net income

5.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $910.0M · net income $98.0M · FCF $525.0M

2022-FY → 2025-FY

Gross margin

83.5%+1.8% pts

Operating margin

73.6%+9.4% pts

Net margin

10.8%-36.9% pts

FCF margin

57.7%-119.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$910.0M$910.0M$973.0M$1.13B$1.10B
Net Income$98.0M$98.0M$31.0M$-698.0M$523.0M
EBITDA$1.40B$1.40B$1.14B$459.0M$2.47B
EPS0.700.700.20-4.903.70
Gross Margin83.5%83.5%81.1%73.2%81.7%
Operating Margin73.6%73.6%70.2%61.9%64.2%
Net Margin10.8%10.8%3.2%-61.7%47.6%
Balance Sheet
Debt/Equity7.277.277.328.116.70
Current Ratio0.770.77———
Cash Flow
Free Cash Flow$525.0M$525.0M$1.22B$2.11B$1.95B
Returns
ROE5.2%5.2%1.7%-40.8%22.1%
Valuation
P/E6.746.742165.00—164.59
EV/EBITDA83.7483.7464.56152.4940.44
P/B55.8755.8733.5233.5036.49
Growth & Yield
Revenue Growth-6.5%-6.5%-14.0%3.0%—
EPS Growth250.0%250.0%104.1%-232.4%—

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

354.6%

muy exigente

EPS terminal req.

$65.75

Spread vs growth

-104.6%

5Y implied EPS CAGR

157.7%

muy exigente

EPS terminal req.

$79.56

Spread vs growth

92.3%

10Y implied EPS CAGR

68.4%

muy exigente

EPS terminal req.

$128.13

Spread vs growth

181.6%

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 +61.6%

Total return

+61.6%

Start / end P/E

2283.5x → 1054.4x

EPS bridge

0.20 → 0.70

Residual

-134.6%

EPS growth+250.0%
Multiple rerating-53.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term-134.6%

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.