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v0.1
SRFT.TA$3774.00-1.07%
Fair $3774.00+0.0%

SRFT.TA

Zvi Sarfati & Sons Investments & Constructions Ltd.

Real Estate / Real Estate - DevelopmentTel Aviv

$3774.00

-41.00 (-1.07%)

Fairly Valued+0.0%Fair Value $3774.00Fund rank 21/100 · Data gapFallback financials|
SA 21/D
F-Score: 2/9
Low Profitability

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 33.0/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 2/100Data 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

21/100

D

Piotroski

2/9

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 NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is 3.6%, below the 5% threshold
Thesis & Journal · SRFT.TALocal privado en este navegador · Zvi Sarfati & Sons Investments & Constructions 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

$700M

P/E

35.6x

↑

EV/EBITDA

986.4x

↑

ROE

3.6%

↓

Gross Margin

26.6%

↓

Debt/Equity

1.09

↑
52-Week Range$3774
$3601$5550

TradingView lightweight chart

SRFT.TA price, volumen y niveles de valoración

Último $3,774Periodo +990.8%
Fair value: $3,774

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

-4.5%

FCF CAGR

—

FCF margin

-14.0%

FCF / Net income

-2.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $408.8M · net income $21.0M · FCF $-57.2M

2022-FY → 2025-FY

Gross margin

26.6%-15.3% pts

Operating margin

16.2%-19.9% pts

Net margin

5.1%-19.0% pts

FCF margin

-14.0%-35.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$408.8M$408.8M$481.5M$294.7M$469.5M
Net Income$21.0M$21.0M$54.4M$30.6M$113.5M
EBITDA$69.2M$69.2M$116.1M$69.6M$169.1M
EPS1.171.173.121.766.53
Gross Margin26.6%26.6%29.9%30.3%41.9%
Operating Margin16.2%16.2%21.9%20.9%36.0%
Net Margin5.1%5.1%11.3%10.4%24.2%
Balance Sheet
Debt/Equity1.091.091.221.020.64
Current Ratio1.421.42———
Cash Flow
Free Cash Flow$-57.2M$-57.2M$-99.4M$-266.8M$102.6M
Returns
ROE3.6%3.6%10.4%6.1%23.5%
Valuation
P/E35.6035.601402.371644.32403.37
EV/EBITDA986.45986.45661.72730.03271.87
P/B115.65115.65145.28100.4194.71
Growth & Yield
Revenue Growth-15.1%-15.1%63.4%-37.2%—
EPS Growth-62.5%-62.5%77.5%-73.0%—
Dividend Yield2.5%2.5%———

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

559.0%

muy exigente

EPS terminal req.

$334.88

Spread vs growth

-621.6%

5Y implied EPS CAGR

222.0%

muy exigente

EPS terminal req.

$405.20

Spread vs growth

-284.6%

10Y implied EPS CAGR

88.2%

muy exigente

EPS terminal req.

$652.59

Spread vs growth

-150.8%

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 -3.7%

Total return

-3.7%

Start / end P/E

1287.8x → 3225.6x

EPS bridge

3.12 → 1.17

Residual

-94.1%

EPS growth-62.5%
Multiple rerating+150.5%
Dividend+2.5%
Residual / FX / buybacks / cross-term-94.1%

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.