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DLTI.TA$11650.00+0.43%
Fair $11650.00+0.0%

DLTI.TA

Delta Israel Brands Ltd

Consumer Cyclical / Apparel ManufacturingTel Aviv

$11650.00

+50.00 (+0.43%)

Fairly Valued+0.0%Fair Value $11650.00Fund rank 34/100 · Data gapFallback financials|
SA 53/C
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $125.7M · quality 67.7/100

Data gap 34/100
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

53/100

C

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 · DLTI.TALocal privado en este navegador · Delta Israel Brands 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

$2.9B

P/E

19.2x

↑

EV/EBITDA

890.1x

↑

ROE

28.7%

↑

Gross Margin

59.6%

↑

Debt/Equity

0.95

↑
52-Week Range$11650
$7104$16000

TradingView lightweight chart

DLTI.TA price, volumen y niveles de valoración

Último $11,650Periodo +121.4%
Fair value: $11,650

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

+12.2%

FCF CAGR

+40.8%

FCF margin

18.7%

FCF / Net income

1.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.30B · net income $151.6M · FCF $242.8M

2022-FY → 2025-FY

Gross margin

59.6%+1.6% pts

Operating margin

15.8%+1.1% pts

Net margin

11.7%+1.1% pts

FCF margin

18.7%+9.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.30B$1.30B$1.19B$945.9M$918.8M
Net Income$151.6M$151.6M$158.7M$116.1M$96.9M
EBITDA$328.8M$328.8M$319.1M$240.9M$211.2M
EPS6.066.066.354.643.87
Gross Margin59.6%59.6%60.8%59.9%58.0%
Operating Margin15.8%15.8%18.2%16.1%14.7%
Net Margin11.7%11.7%13.4%12.3%10.5%
Balance Sheet
Debt/Equity0.950.950.790.650.46
Current Ratio1.441.44———
Cash Flow
Free Cash Flow$242.8M$242.8M$111.3M$125.7M$86.9M
Returns
ROE28.7%28.7%33.7%20.3%19.1%
Valuation
P/E19.2219.22977.95949.141136.18
EV/EBITDA890.09890.09487.89457.39521.28
P/B553.07553.07330.30192.65216.39
Growth & Yield
Revenue Growth9.3%9.3%25.6%3.0%—
EPS Growth-4.6%-4.6%36.9%19.9%—
Dividend Yield3.3%3.3%———

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

454.6%

muy exigente

EPS terminal req.

$1033.74

Spread vs growth

-459.2%

5Y implied EPS CAGR

190.4%

muy exigente

EPS terminal req.

$1250.83

Spread vs growth

-194.9%

10Y implied EPS CAGR

78.7%

muy exigente

EPS terminal req.

$2014.47

Spread vs growth

-83.3%

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 +65.0%

Total return

+65.0%

Start / end P/E

1135.1x → 1922.4x

EPS bridge

6.35 → 6.06

Residual

-3.2%

EPS growth-4.6%
Multiple rerating+69.4%
Dividend+3.3%
Residual / FX / buybacks / cross-term-3.2%

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.