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ILCO.TA$92040.00-0.56%
Fair $92040.00+0.0%

ILCO.TA

Israel Corporation Ltd

Basic Materials / Specialty ChemicalsTel Aviv

$92040.00

-520.00 (-0.56%)

Fairly Valued+0.0%Fair Value $92040.00Fund rank 33/100 · Data gapFallback financials|
SA 35/D
F-Score: 3/9
Margin CompressionLow 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $710.0M · quality 64.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 65/100Data 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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 2.9%, below the 5% threshold
Thesis & Journal · ILCO.TALocal privado en este navegador · Israel Corporation 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

$7.0B

P/E

28.1x

↑

EV/EBITDA

518.4x

↑

ROE

2.9%

↑

Gross Margin

30.5%

↑

Debt/Equity

1.14

↑
52-Week Range$92040
$76000$123110

TradingView lightweight chart

ILCO.TA price, volumen y niveles de valoración

Último $92,040Periodo -77.3%
Fair value: $92,040

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

-10.6%

FCF CAGR

-51.1%

FCF margin

2.4%

FCF / Net income

1.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.15B · net income $87.0M · FCF $171.0M

2022-FY → 2025-FY

Gross margin

30.5%-19.7% pts

Operating margin

7.5%-27.2% pts

Net margin

1.2%-8.3% pts

FCF margin

2.4%-12.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.15B$7.15B$6.84B$7.54B$10.02B
Net Income$87.0M$87.0M$190.0M$273.0M$953.0M
EBITDA$1.34B$1.34B$1.43B$1.71B$4.06B
EPS11.6011.6025.3035.79124.93
Gross Margin30.5%30.5%32.9%35.4%50.2%
Operating Margin7.5%7.5%11.2%15.7%34.6%
Net Margin1.2%1.2%2.8%3.6%9.5%
Balance Sheet
Debt/Equity1.141.141.071.281.61
Current Ratio1.491.49———
Cash Flow
Free Cash Flow$171.0M$171.0M$710.0M$1.04B$1.46B
Returns
ROE2.9%2.9%6.7%9.8%38.8%
Valuation
P/E28.0928.093851.382648.231012.57
EV/EBITDA518.41518.41514.43425.81238.34
P/B229.15229.15259.83260.44392.89
Growth & Yield
Revenue Growth4.6%4.6%-9.2%-24.8%—
EPS Growth-54.2%-54.2%-29.3%-71.4%—
Dividend Yield0.6%0.6%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

789.6%

muy exigente

EPS terminal req.

$8167.02

Spread vs growth

-843.8%

5Y implied EPS CAGR

285.5%

muy exigente

EPS terminal req.

$9882.09

Spread vs growth

-339.7%

10Y implied EPS CAGR

105.9%

muy exigente

EPS terminal req.

$15915.20

Spread vs growth

-160.1%

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 -7.6%

Total return

-7.6%

Start / end P/E

3963.2x → 7934.5x

EPS bridge

25.30 → 11.60

Residual

-54.3%

EPS growth-54.2%
Multiple rerating+100.2%
Dividend+0.6%
Residual / FX / buybacks / cross-term-54.3%

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.