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GLRS.TA$27830.00-3.33%
Fair $27830.00+0.0%

GLRS.TA

Globrands Ltd.

Consumer Defensive / TobaccoTel Aviv

$27830.00

-960.00 (-3.33%)

Fairly Valued+0.0%Fair Value $27830.00Fund rank 19/100 · Data gapFallback financials|
SA 35/D
F-Score: 3/9
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 34% · confianza 11%

FCF escenarios

weak_data · normalized FCF $16.5M · quality 17.0/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

35/100

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: 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 5.18, above the 2.0 threshold
Thesis & Journal · GLRS.TALocal privado en este navegador · Globrands 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

$344M

P/E

5.9x

↓

EV/EBITDA

314.7x

↑

ROE

76.0%

↑

Gross Margin

30.3%

↑

Debt/Equity

5.18

↑
52-Week Range$27830
$23850$62040

TradingView lightweight chart

GLRS.TA price, volumen y niveles de valoración

Último $27,830Periodo -33.3%
Fair value: $27,830

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

+9.6%

FCF CAGR

—

FCF margin

6.2%

FCF / Net income

0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $784.9M · net income $59.2M · FCF $48.9M

2022-FY → 2025-FY

Gross margin

30.3%-2.2% pts

Operating margin

10.9%-5.0% pts

Net margin

7.5%-4.2% pts

FCF margin

6.2%+15.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$784.9M$784.9M$753.8M$664.8M$596.0M
Net Income$59.2M$59.2M$74.1M$59.5M$70.3M
EBITDA$110.6M$110.6M$122.7M$101.2M$106.6M
EPS——58.5647.5157.18
Gross Margin30.3%30.3%30.3%29.7%32.5%
Operating Margin10.9%10.9%12.8%12.2%15.9%
Net Margin7.5%7.5%9.8%8.9%11.8%
Balance Sheet
Debt/Equity5.185.184.945.534.44
Current Ratio1.031.03———
Cash Flow
Free Cash Flow$48.9M$48.9M$9.1M$16.5M$-55.7M
Returns
ROE76.0%76.0%96.8%103.2%120.3%
Valuation
P/E5.895.89811.30895.39691.50
EV/EBITDA314.71314.71492.77529.08458.06
P/B442.33442.33785.64924.06831.93
Growth & Yield
Revenue Growth4.1%4.1%13.4%11.5%—
EPS Growth——23.3%-16.9%—
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 -40.1%

Total return

-40.1%

Start / end P/E

n/dx → n/dx

EPS bridge

58.56 → n/d

Residual

-46.8%

EPS growthn/d
Multiple reratingn/d
Dividend+6.7%
Residual / FX / buybacks / cross-term-46.8%

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.