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SKBN.TA$2100.00-0.32%
Fair $2100.00+0.0%

SKBN.TA

Shikun & Binui Ltd.

Industrials / Engineering & ConstructionTel Aviv

$2100.00

-7.00 (-0.32%)

Fairly Valued+0.0%Fair Value $2100.00Fund rank 19/100 · Data gapFallback financials|
SA 40/C
F-Score: 5/9
High DebtLow Profitability

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 35% · confianza 11%

FCF escenarios

weak_data · normalized FCF $-973.0M · quality 26.3/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

40/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Debt-to-Equity ratio is 2.37, above the 2.0 threshold ROE is 1.6%, below the 5% threshold
Thesis & Journal · SKBN.TALocal privado en este navegador · Shikun & Binui 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

$12.2B

P/E

12352.9x

↑

EV/EBITDA

889.1x

↑

ROE

1.6%

↓

Gross Margin

14.8%

↓

Debt/Equity

2.37

↑
52-Week Range$2100
$936$2284

TradingView lightweight chart

SKBN.TA price, volumen y niveles de valoración

Último $2,171Periodo +571.8%
Fair value: $2,100

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

+11.0%

FCF CAGR

—

FCF margin

-10.5%

FCF / Net income

-10.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.30B · net income $97.0M · FCF $-973.0M

2022-FY → 2025-FY

Gross margin

14.8%-0.3% pts

Operating margin

8.7%+0.4% pts

Net margin

1.0%+0.2% pts

FCF margin

-10.5%-12.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.30B$9.30B$8.50B$7.73B$6.79B
Net Income$97.0M$97.0M$-950.0M$358.0M$54.0M
EBITDA$1.33B$1.33B$951.0M$2.18B$1.30B
EPS0.170.17-1.740.710.12
Gross Margin14.8%14.8%13.5%13.3%15.1%
Operating Margin8.7%8.7%8.4%23.4%8.4%
Net Margin1.0%1.0%-11.2%4.6%0.8%
Balance Sheet
Debt/Equity2.372.372.332.183.09
Current Ratio1.001.00———
Cash Flow
Free Cash Flow$-973.0M$-973.0M$-438.0M$-1.32B$109.0M
Returns
ROE1.6%1.6%-16.7%5.4%1.3%
Valuation
P/E12352.9412352.94—1471.839433.33
EV/EBITDA889.11889.11777.47248.63394.69
P/B198.68198.68128.0780.08122.66
Growth & Yield
Revenue Growth9.5%9.5%9.9%13.8%—
EPS Growth109.8%109.8%-345.1%491.7%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

931.1%

muy exigente

EPS terminal req.

$186.34

Spread vs growth

-821.3%

5Y implied EPS CAGR

321.2%

muy exigente

EPS terminal req.

$225.47

Spread vs growth

-211.5%

10Y implied EPS CAGR

115.3%

muy exigente

EPS terminal req.

$363.12

Spread vs growth

-5.5%

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 +106.0%

Total return

+106.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.74 → 0.17

Residual

+106.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+106.0%

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.