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IBI.TA$52850.00+2.73%
Fair $52850.00+0.0%

IBI.TA

I.B.I. Investment House Ltd

Financial Services / Asset ManagementTel Aviv

$52850.00

+1500.00 (+2.73%)

Fairly Valued+0.0%Fair Value $52850.00Fund rank 36/100 · Data gapFallback financials|
SA 58/C
F-Score: 4/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 78.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

58/100

C

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · IBI.TALocal privado en este navegador · I.B.I. Investment House 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

$7.4B

P/E

43.5x

↑

EV/EBITDA

1547.9x

↑

ROE

19.0%

↑

Gross Margin

65.7%

↑

Debt/Equity

0.35

↑
52-Week Range$52850
$17200$57790

TradingView lightweight chart

IBI.TA price, volumen y niveles de valoración

Último $56,500Periodo +2124.4%
Fair value: $52,850

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

+30.9%

FCF CAGR

+62.7%

FCF margin

13.1%

FCF / Net income

1.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.48B · net income $174.6M · FCF $194.7M

2022-FY → 2025-FY

Gross margin

65.7%+2.6% pts

Operating margin

25.7%-3.9% pts

Net margin

11.8%-2.0% pts

FCF margin

13.1%+6.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.48B$1.48B$1.04B$791.5M$660.6M
Net Income$174.6M$174.6M$178.1M$156.5M$90.8M
EBITDA$478.0M$478.0M$368.3M$303.7M$212.3M
EPS——12.7012.016.97
Gross Margin65.7%65.7%67.0%64.6%63.1%
Operating Margin25.7%25.7%27.7%31.1%29.6%
Net Margin11.8%11.8%17.1%19.8%13.7%
Balance Sheet
Debt/Equity0.350.350.270.290.24
Current Ratio1.571.57———
Cash Flow
Free Cash Flow$194.7M$194.7M$218.4M$207.6M$45.2M
Returns
ROE19.0%19.0%19.8%22.8%14.2%
Valuation
P/E43.5043.501377.17852.621049.93
EV/EBITDA1547.921547.92666.14439.64448.97
P/B805.51805.51272.66194.29148.79
Growth & Yield
Revenue Growth42.6%42.6%31.3%19.8%—
EPS Growth——5.7%72.3%—
Dividend Yield3.5%3.5%———

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 +183.6%

Total return

+183.6%

Start / end P/E

n/dx → n/dx

EPS bridge

12.70 → n/d

Residual

+180.1%

EPS growthn/d
Multiple reratingn/d
Dividend+3.5%
Residual / FX / buybacks / cross-term+180.1%

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.