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SHAN.TA$980.90+2.25%
Fair $980.90+0.0%

SHAN.TA

Shaniv Paper Industry Ltd

Basic Materials / Paper & Paper ProductsTel Aviv

$980.90

+22.00 (+2.25%)

Fairly Valued+0.0%Fair Value $980.90Fund rank 28/100 · Data gapFallback financials|
SA 41/C
F-Score: 6/9

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $17.4M · quality 44.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

41/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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.
Thesis & Journal · SHAN.TALocal privado en este navegador · Shaniv Paper Industry 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

$618M

P/E

31.6x

↑

EV/EBITDA

618.3x

↑

ROE

5.4%

↑

Gross Margin

24.7%

↑

Debt/Equity

0.93

↑
52-Week Range$981
$450$1102

TradingView lightweight chart

SHAN.TA price, volumen y niveles de valoración

Último $999.90Periodo +267.5%
Fair value: $980.90

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+7.1%

FCF CAGR

+64.0%

FCF margin

5.0%

FCF / Net income

2.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $926.8M · net income $19.7M · FCF $46.8M

2023-FY → 2025-FY

Gross margin

24.7%+0.1% pts

Operating margin

5.6%+0.7% pts

Net margin

2.1%+0.2% pts

FCF margin

5.0%+2.9% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$926.8M$926.8M$864.8M$808.0M
Net Income$19.7M$19.7M$12.5M$15.5M
EBITDA$99.9M$99.9M$90.9M$85.8M
EPS——0.200.24
Gross Margin24.7%24.7%24.9%24.6%
Operating Margin5.6%5.6%5.4%4.9%
Net Margin2.1%2.1%1.4%1.9%
Balance Sheet
Debt/Equity0.930.931.03—
Current Ratio1.061.06——
Cash Flow
Free Cash Flow$46.8M$46.8M$-25.3M$17.4M
Returns
ROE5.4%5.4%3.6%—
Valuation
P/E31.6431.642414.651437.96
EV/EBITDA618.34618.34335.63258.89
P/B168.37168.3787.72—
Growth & Yield
Revenue Growth7.2%7.2%7.0%—
EPS Growth——-19.2%—
Dividend Yield1.6%1.6%——

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 +87.8%

Total return

+87.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.20 → n/d

Residual

+86.2%

EPS growthn/d
Multiple reratingn/d
Dividend+1.6%
Residual / FX / buybacks / cross-term+86.2%

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.