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HOD.TA$3551.00-0.87%
Fair $3551.00+0.0%

HOD.TA

Hod Assaf Industries Ltd.

Basic Materials / SteelTel Aviv

$3551.00

-31.00 (-0.87%)

Fairly Valued+0.0%Fair Value $3551.00Fund rank 23/100 · Data gapFallback financials|
SA 28/D
F-Score: 2/9
Low Profitability

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 17%

FCF escenarios

weak_data · normalized FCF $-7.9M · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

28/100

D

Piotroski

2/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 3.9%, below the 5% threshold
Thesis & Journal · HOD.TALocal privado en este navegador · Hod Assaf Industries 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

$436M

P/E

23.7x

↑

EV/EBITDA

397.2x

↑

ROE

3.9%

↑

Gross Margin

9.2%

↓

Debt/Equity

0.47

↑
52-Week Range$3551
$3551$5588

TradingView lightweight chart

HOD.TA price, volumen y niveles de valoración

Último $3,582Periodo +1051.8%
Fair value: $3,551

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

-1.8%

FCF CAGR

—

FCF margin

-3.4%

FCF / Net income

-2.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.85B · net income $30.0M · FCF $-63.1M

2022-FY → 2025-FY

Gross margin

9.2%+0.2% pts

Operating margin

3.1%-0.4% pts

Net margin

1.6%-0.6% pts

FCF margin

-3.4%+1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.85B$1.85B$2.06B$1.75B$1.96B
Net Income$30.0M$30.0M$69.1M$27.0M$43.8M
EBITDA$110.8M$110.8M$162.1M$94.9M$108.0M
EPS——5.622.203.57
Gross Margin9.2%9.2%10.9%9.4%9.0%
Operating Margin3.1%3.1%5.4%3.4%3.5%
Net Margin1.6%1.6%3.4%1.5%2.2%
Balance Sheet
Debt/Equity0.470.470.410.490.50
Current Ratio1.711.71———
Cash Flow
Free Cash Flow$-63.1M$-63.1M$65.3M$-7.9M$-103.6M
Returns
ROE3.9%3.9%9.3%4.0%6.8%
Valuation
P/E23.6723.67924.561461.821056.30
EV/EBITDA397.16397.16395.74420.05432.07
P/B56.5756.5785.9058.4971.79
Growth & Yield
Revenue Growth-9.9%-9.9%17.4%-10.3%—
EPS Growth——155.5%-38.4%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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

5.62 → n/d

Residual

-32.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-32.0%

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.