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STRS.TA$12110.00-1.94%
Fair $12110.00+0.0%

STRS.TA

Strauss Group Ltd.

Consumer Defensive / Packaged FoodsTel Aviv

$12110.00

-240.00 (-1.94%)

Fairly Valued+0.0%Fair Value $12110.00Fund rank 23/100 · Data gapFallback financials|
SA 39/D
F-Score: 5/9

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $14.0M · quality 35.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

39/100

D

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: 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 · STRS.TALocal privado en este navegador · Strauss Group 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

$14.2B

P/E

30.6x

↑

EV/EBITDA

1207.6x

↑

ROE

12.3%

↑

Gross Margin

32.0%

↑

Debt/Equity

0.80

↑
52-Week Range$12110
$7420$15100

TradingView lightweight chart

STRS.TA price, volumen y niveles de valoración

Último $12,120Periodo +95.5%
Fair value: $12,110

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

+8.6%

FCF CAGR

—

FCF margin

-0.5%

FCF / Net income

-0.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.82B · net income $404.0M · FCF $-36.0M

2022-FY → 2025-FY

Gross margin

32.0%-0.4% pts

Operating margin

7.4%+4.2% pts

Net margin

5.2%+4.1% pts

FCF margin

-0.5%+0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.82B$7.82B$7.09B$6.79B$6.11B
Net Income$404.0M$404.0M$624.0M$488.0M$64.0M
EBITDA$1.17B$1.17B$1.43B$1.18B$545.0M
EPS3.463.465.354.190.54
Gross Margin32.0%32.0%33.7%36.0%32.4%
Operating Margin7.4%7.4%6.9%8.6%3.2%
Net Margin5.2%5.2%8.8%7.2%1.0%
Balance Sheet
Debt/Equity0.800.800.860.871.05
Current Ratio1.121.12———
Cash Flow
Free Cash Flow$-36.0M$-36.0M$14.0M$192.0M$-73.0M
Returns
ROE12.3%12.3%19.0%16.1%2.6%
Valuation
P/E30.5830.581345.791768.2616692.59
EV/EBITDA1207.621207.62588.56733.281935.66
P/B432.29432.29255.81284.45424.02
Growth & Yield
Revenue Growth10.4%10.4%4.3%11.3%—
EPS Growth-35.3%-35.3%27.7%675.9%—
Dividend Yield1.8%1.8%———

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

577.2%

muy exigente

EPS terminal req.

$1074.56

Spread vs growth

-612.5%

5Y implied EPS CAGR

227.3%

muy exigente

EPS terminal req.

$1300.22

Spread vs growth

-262.7%

10Y implied EPS CAGR

89.8%

muy exigente

EPS terminal req.

$2094.01

Spread vs growth

-125.1%

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 +56.3%

Total return

+56.3%

Start / end P/E

1465.8x → 3502.9x

EPS bridge

5.35 → 3.46

Residual

-49.1%

EPS growth-35.3%
Multiple rerating+139.0%
Dividend+1.8%
Residual / FX / buybacks / cross-term-49.1%

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.