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EMCO.TA$819.90-3.71%
Fair $819.90+0.0%

EMCO.TA

E & M Computing Ltd

Technology / Information Technology ServicesTel Aviv

$819.90

-26.90 (-3.71%)

Fairly Valued+0.0%Fair Value $819.90Fund rank 30/100 · Data gapFallback financials|
SA 45/C
F-Score: 7/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $77.0M · quality 52.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

45/100

C

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: 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 · EMCO.TALocal privado en este navegador · E & M Computing 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

$363M

P/E

16.4x

↓

EV/EBITDA

388.7x

↑

ROE

15.8%

↑

Gross Margin

16.2%

↓

Debt/Equity

1.40

↑
52-Week Range$820
$8$1020

TradingView lightweight chart

EMCO.TA price, volumen y niveles de valoración

Último $725.00Periodo -87.0%
Fair value: $819.90

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+19.7%

FCF CAGR

+8.9%

FCF margin

5.3%

FCF / Net income

3.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.45B · net income $25.5M · FCF $77.0M

2021-FY → 2024-FY

Gross margin

16.2%+0.0% pts

Operating margin

4.7%+1.3% pts

Net margin

1.8%-2.7% pts

FCF margin

5.3%-1.7% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$1.45B$1.45B$1.36B$1.17B$846.7M
Net Income$25.5M$25.5M$22.3M$16.8M$37.4M
EBITDA$93.9M$93.9M$88.2M$75.0M$54.4M
EPS0.570.570.500.380.84
Gross Margin16.2%16.2%16.5%16.8%16.2%
Operating Margin4.7%4.7%4.5%3.7%3.3%
Net Margin1.8%1.8%1.6%1.4%4.4%
Balance Sheet
Debt/Equity1.401.401.471.751.02
Current Ratio1.051.05———
Cash Flow
Free Cash Flow$77.0M$77.0M$80.4M$-2.4M$59.5M
Returns
ROE15.8%15.8%14.8%12.3%13.0%
Valuation
P/E16.4016.401368.462392.292916.86
EV/EBITDA388.73388.73346.53534.192003.43
P/B224.95224.95201.83291.52378.07
Growth & Yield
Revenue Growth7.0%7.0%16.2%38.0%—
EPS Growth14.4%14.4%33.2%-55.3%—
Dividend Yield6.9%6.9%———

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

402.6%

muy exigente

EPS terminal req.

$72.75

Spread vs growth

-388.2%

5Y implied EPS CAGR

173.7%

muy exigente

EPS terminal req.

$88.03

Spread vs growth

-159.3%

10Y implied EPS CAGR

73.5%

muy exigente

EPS terminal req.

$141.77

Spread vs growth

-59.1%

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 -18.1%

Total return

-18.1%

Start / end P/E

1858.3x → 1218.3x

EPS bridge

0.50 → 0.57

Residual

-4.9%

EPS growth+14.4%
Multiple rerating-34.4%
Dividend+6.9%
Residual / FX / buybacks / cross-term-4.9%

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.