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ICON.TA$726.30-0.43%
Fair $726.30+0.0%

ICON.TA

iCon Group Ltd

Technology / Electronics & Computer DistributionTel Aviv

$726.30

-3.10 (-0.43%)

Fairly Valued+0.0%Fair Value $726.30Fund rank 28/100 · Data gapFallback financials|
SA 52/C
F-Score: 7/9
Margin Compression

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 19%

FCF escenarios

weak_data · normalized FCF $91.7M · quality 45.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

52/100

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: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · ICON.TALocal privado en este navegador · iCon 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

$417M

P/E

9.3x

↓

EV/EBITDA

485.2x

↑

ROE

15.7%

↑

Gross Margin

10.6%

↓

Debt/Equity

0.74

↑
52-Week Range$726
$470$765

TradingView lightweight chart

ICON.TA price, volumen y niveles de valoración

Último $729.40Periodo -54.6%
Fair value: $726.30

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

+2.1%

FCF CAGR

+158.3%

FCF margin

10.0%

FCF / Net income

3.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.62B · net income $41.1M · FCF $162.7M

2022-FY → 2025-FY

Gross margin

10.6%-0.9% pts

Operating margin

4.0%-1.5% pts

Net margin

2.5%-0.5% pts

FCF margin

10.0%+9.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.62B$1.62B$1.60B$1.44B$1.52B
Net Income$41.1M$41.1M$36.2M$32.7M$46.9M
EBITDA$85.9M$85.9M$79.9M$76.1M$90.6M
EPS——0.610.550.81
Gross Margin10.6%10.6%10.5%11.3%11.5%
Operating Margin4.0%4.0%4.1%4.3%5.6%
Net Margin2.5%2.5%2.3%2.3%3.1%
Balance Sheet
Debt/Equity0.740.741.110.530.93
Current Ratio1.541.54———
Cash Flow
Free Cash Flow$162.7M$162.7M$-112.8M$91.7M$9.4M
Returns
ROE15.7%15.7%13.9%13.6%21.6%
Valuation
P/E9.319.31735.08890.36761.36
EV/EBITDA485.18485.18325.50366.84395.93
P/B157.90157.9098.59115.70164.26
Growth & Yield
Revenue Growth1.4%1.4%10.6%-5.1%—
EPS Growth——10.9%-32.1%—
Dividend Yield12.4%12.4%———

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 +52.4%

Total return

+52.4%

Start / end P/E

n/dx → n/dx

EPS bridge

0.61 → n/d

Residual

+39.9%

EPS growthn/d
Multiple reratingn/d
Dividend+12.4%
Residual / FX / buybacks / cross-term+39.9%

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.