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ISHO.TA$33950.00+2.17%
Fair $33950.00+0.0%

ISHO.TA

Isras Holdings Ltd

Real Estate / Real Estate ServicesTel Aviv

$33950.00

+720.00 (+2.17%)

Fairly Valued+0.0%Fair Value $33950.00Fund rank 35/100 · Data gapFallback financials|
SA 59/C
F-Score: 8/9

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 43.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 92/100Data 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

59/100

C

Piotroski

8/9

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · ISHO.TALocal privado en este navegador · Isras Holdings 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

$2.2B

P/E

5.8x

↓

EV/EBITDA

364.4x

↑

ROE

10.9%

↑

Gross Margin

80.5%

↑

Debt/Equity

1.27

↑
52-Week Range$33950
$276$35920

TradingView lightweight chart

ISHO.TA price, volumen y niveles de valoración

Último $33,950Periodo +10750.1%
Fair value: $33,950

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+1.7%

FCF CAGR

+8.4%

FCF margin

67.5%

FCF / Net income

1.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $702.9M · net income $336.3M · FCF $474.1M

2021-FY → 2024-FY

Gross margin

80.5%+12.0% pts

Operating margin

74.2%+11.1% pts

Net margin

47.8%-71.1% pts

FCF margin

67.5%+11.8% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$702.9M$702.9M$584.0M$535.6M$668.9M
Net Income$336.3M$336.3M$284.1M$333.8M$795.5M
EBITDA$604.9M$604.9M$611.5M$707.2M$999.0M
EPS52.5352.5344.3852.14124.28
Gross Margin80.5%80.5%78.5%82.5%68.5%
Operating Margin74.2%74.2%71.7%74.8%63.0%
Net Margin47.8%47.8%48.6%62.3%118.9%
Balance Sheet
Debt/Equity1.271.271.320.850.94
Current Ratio1.221.22———
Cash Flow
Free Cash Flow$474.1M$474.1M$403.7M$391.1M$372.6M
Returns
ROE10.9%10.9%10.4%7.9%20.4%
Valuation
P/E5.815.81———
EV/EBITDA364.41364.41———
P/B70.4970.49———
Growth & Yield
Revenue Growth20.3%20.3%9.0%-19.9%—
EPS Growth18.4%18.4%-14.9%-58.0%—
Dividend Yield9.0%9.0%———

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

285.6%

muy exigente

EPS terminal req.

$3012.50

Spread vs growth

-267.3%

5Y implied EPS CAGR

133.5%

muy exigente

EPS terminal req.

$3645.12

Spread vs growth

-115.1%

10Y implied EPS CAGR

60.3%

muy exigente

EPS terminal req.

$5870.50

Spread vs growth

-41.9%

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 +9003.6%

Total return

+9003.6%

Start / end P/E

8.4x → 646.3x

EPS bridge

44.38 → 52.53

Residual

+1392.2%

EPS growth+18.4%
Multiple rerating+7584.0%
Dividend+9.0%
Residual / FX / buybacks / cross-term+1392.2%

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.