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MMHD.TA$49570.00+0.38%
Fair $49570.00+0.0%

MMHD.TA

Menora Mivtachim Holdings Ltd.

Financial Services / Insurance - LifeTel Aviv

$49570.00

+190.00 (+0.38%)

Fairly Valued+0.0%Fair Value $49570.00Fund rank 25/100 · Data gapFallback financials|
SA 47/C
F-Score: 7/9

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 42.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

47/100

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · MMHD.TALocal privado en este navegador · Menora Mivtachim 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

$31.0B

P/E

18.4x

↑

EV/EBITDA

N/A

•

ROE

15.0%

↑

Gross Margin

N/A

•

Debt/Equity

0.49

↑
52-Week Range$49570
$16660$57400

TradingView lightweight chart

MMHD.TA price, volumen y niveles de valoración

Último $49,570Periodo +2489.8%
Fair value: $49,570

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

+4.4%

FCF CAGR

+11.1%

FCF margin

9.2%

FCF / Net income

1.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.78B · net income $1.08B · FCF $1.36B

2021-FY → 2024-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

7.3%+2.3% pts

FCF margin

9.2%+1.6% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$14.78B$14.78B$12.57B$5.89B$12.99B
Net Income$1.08B$1.08B$516.1M$536.0M$655.7M
EPS17.0517.058.108.6610.36
Net Margin7.3%7.3%4.1%9.1%5.0%
Balance Sheet
Debt/Equity0.490.490.580.580.33
Current Ratio11.9511.95———
Cash Flow
Free Cash Flow$1.36B$1.36B$-578.4M$-872.4M$994.3M
Returns
ROE15.0%15.0%8.0%9.1%11.9%
Valuation
P/E18.4218.421169.63838.22722.01
P/B435.17435.1793.8677.0486.02
Growth & Yield
Revenue Growth17.6%17.6%113.6%-54.7%—
EPS Growth110.5%110.5%-6.5%-16.4%—
Dividend Yield3.1%3.1%———

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

536.6%

muy exigente

EPS terminal req.

$4398.51

Spread vs growth

-426.1%

5Y implied EPS CAGR

215.4%

muy exigente

EPS terminal req.

$5322.20

Spread vs growth

-104.9%

10Y implied EPS CAGR

86.3%

muy exigente

EPS terminal req.

$8571.45

Spread vs growth

24.2%

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 +171.3%

Total return

+171.3%

Start / end P/E

2281.5x → 2907.3x

EPS bridge

8.10 → 17.05

Residual

+30.3%

EPS growth+110.5%
Multiple rerating+27.4%
Dividend+3.1%
Residual / FX / buybacks / cross-term+30.3%

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.