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ISRO.TA$14360.00+2.57%
Fair $14360.00+0.0%

ISRO.TA

Isrotel Ltd.

Consumer Cyclical / LodgingTel Aviv

$14360.00

+360.00 (+2.57%)

Fairly Valued+0.0%Fair Value $14360.00Fund rank 33/100 · Data gapFallback financials|
SA 44/C
F-Score: 4/9

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 $183.2M · quality 61.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data 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

44/100

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); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · ISRO.TALocal privado en este navegador · Isrotel 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

$8.1B

P/E

32.0x

↑

EV/EBITDA

1334.3x

↑

ROE

9.4%

↑

Gross Margin

30.9%

↑

Debt/Equity

0.60

↑
52-Week Range$14360
$7154$18920

TradingView lightweight chart

ISRO.TA price, volumen y niveles de valoración

Último $14,360Periodo +4400.2%
Fair value: $14,360

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

+5.1%

FCF CAGR

-24.0%

FCF margin

8.4%

FCF / Net income

0.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.18B · net income $254.5M · FCF $183.2M

2022-FY → 2025-FY

Gross margin

30.9%-0.1% pts

Operating margin

17.5%-0.9% pts

Net margin

11.7%-1.8% pts

FCF margin

8.4%-13.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.18B$2.18B$1.92B$1.80B$1.87B
Net Income$254.5M$254.5M$303.7M$233.4M$252.8M
EBITDA$609.7M$609.7M$617.1M$527.8M$515.6M
EPS——5.394.154.51
Gross Margin30.9%30.9%33.7%31.8%31.1%
Operating Margin17.5%17.5%20.9%18.5%18.4%
Net Margin11.7%11.7%15.9%13.0%13.5%
Balance Sheet
Debt/Equity0.600.600.560.570.61
Current Ratio0.650.65———
Cash Flow
Free Cash Flow$183.2M$183.2M$28.6M$241.2M$416.8M
Returns
ROE9.4%9.4%12.1%10.5%12.5%
Valuation
P/E31.9831.981595.361718.802034.81
EV/EBITDA1334.321334.32786.60762.111000.45
P/B299.48299.48193.14180.84254.15
Growth & Yield
Revenue Growth13.6%13.6%6.6%-4.0%—
EPS Growth——29.9%-8.0%—
Dividend Yield0.7%0.7%———

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 +88.4%

Total return

+88.4%

Start / end P/E

n/dx → n/dx

EPS bridge

5.39 → n/d

Residual

+87.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.7%
Residual / FX / buybacks / cross-term+87.7%

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.