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ETGA.TA$2600.00-2.88%
Fair $2600.00+0.0%

ETGA.TA

ETGA Group Ltd

Industrials / Integrated Freight & LogisticsTel Aviv

$2600.00

-77.00 (-2.88%)

Fairly Valued+0.0%Fair Value $2600.00Fund rank 26/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9
High Debt

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 33% · confianza 16%

FCF escenarios

weak_data · normalized FCF $69.2M · quality 35.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

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: 1unknown: 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 2.06, above the 2.0 threshold
Thesis & Journal · ETGA.TALocal privado en este navegador · ETGA Group 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

$576M

P/E

15.5x

↓

EV/EBITDA

904.5x

↑

ROE

15.4%

↑

Gross Margin

20.3%

↓

Debt/Equity

2.06

↑
52-Week Range$2600
$1935$2900

TradingView lightweight chart

ETGA.TA price, volumen y niveles de valoración

Último $2,600Periodo +33.5%
Fair value: $2,600

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

-0.9%

FCF CAGR

—

FCF margin

13.7%

FCF / Net income

2.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $625.2M · net income $37.2M · FCF $85.4M

2022-FY → 2025-FY

Gross margin

20.3%+5.5% pts

Operating margin

7.7%+0.4% pts

Net margin

6.0%+0.8% pts

FCF margin

13.7%+17.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$625.2M$625.2M$556.2M$354.8M$642.4M
Net Income$37.2M$37.2M$33.5M$26.6M$33.4M
EBITDA$65.2M$65.2M$58.7M$44.1M$52.7M
EPS——1.511.191.49
Gross Margin20.3%20.3%19.3%22.6%14.8%
Operating Margin7.7%7.7%8.2%9.7%7.2%
Net Margin6.0%6.0%6.0%7.5%5.2%
Balance Sheet
Debt/Equity2.062.061.160.580.64
Current Ratio0.970.97———
Cash Flow
Free Cash Flow$85.4M$85.4M$69.2M$22.4M$-26.0M
Returns
ROE15.4%15.4%13.0%10.8%14.2%
Valuation
P/E15.4815.481256.291100.841439.60
EV/EBITDA904.51904.51719.87667.35909.76
P/B241.73241.73162.63118.65203.04
Growth & Yield
Revenue Growth12.4%12.4%56.8%-44.8%—
EPS Growth——26.9%-20.1%—
Dividend Yield6.7%6.7%———

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 +32.0%

Total return

+32.0%

Start / end P/E

n/dx → n/dx

EPS bridge

1.51 → n/d

Residual

+25.3%

EPS growthn/d
Multiple reratingn/d
Dividend+6.7%
Residual / FX / buybacks / cross-term+25.3%

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.