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ISRA.TA$194.00-1.27%
Fair $194.00+0.0%

ISRA.TA

Isramco Negev 2 Limited Partnership

Energy / Oil & Gas E&PTel Aviv

$194.00

-2.50 (-1.27%)

Fairly Valued+0.0%Fair Value $194.00Fund rank 35/100 · Data gapFallback financials|
SA 54/C
F-Score: 3/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $134.4M · quality 71.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

54/100

C

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: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · ISRA.TALocal privado en este navegador · Isramco Negev 2 Limited Partnership
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

$5.1B

P/E

16.2x

↑

EV/EBITDA

2177.7x

↑

ROE

19.0%

↑

Gross Margin

55.2%

↑

Debt/Equity

0.72

↑
52-Week Range$194
$2$234

TradingView lightweight chart

ISRA.TA price, volumen y niveles de valoración

Último $194.00Periodo +389137.8%
Fair value: $194.00

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

-0.3%

FCF CAGR

-2.3%

FCF margin

36.8%

FCF / Net income

1.64x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $514.4M · net income $115.7M · FCF $189.6M

2022-FY → 2025-FY

Gross margin

55.2%-4.9% pts

Operating margin

33.5%-5.9% pts

Net margin

22.5%-8.1% pts

FCF margin

36.8%-2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$514.4M$514.4M$532.9M$476.4M$518.7M
Net Income$115.7M$115.7M$144.8M$132.5M$158.6M
EBITDA$231.8M$231.8M$260.1M$238.2M$272.0M
EPS——0.060.050.06
Gross Margin55.2%55.2%56.9%58.1%60.2%
Operating Margin33.5%33.5%36.7%37.6%39.4%
Net Margin22.5%22.5%27.2%27.8%30.6%
Balance Sheet
Debt/Equity0.720.720.570.680.76
Current Ratio1.441.44———
Cash Flow
Free Cash Flow$189.6M$189.6M$134.4M$113.8M$203.5M
Returns
ROE19.0%19.0%23.3%22.6%29.8%
Valuation
P/E16.1716.1734.3329.8813.99
EV/EBITDA2177.652177.6520.2918.069.33
P/B829.92829.928.006.754.16
Growth & Yield
Revenue Growth-3.5%-3.5%11.8%-8.1%—
EPS Growth——9.3%-16.7%—
Dividend Yield7.6%7.6%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +9846.1%

Total return

+9846.1%

Start / end P/E

n/dx → n/dx

EPS bridge

0.06 → n/d

Residual

+9838.5%

EPS growthn/d
Multiple reratingn/d
Dividend+7.6%
Residual / FX / buybacks / cross-term+9838.5%

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.