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TTAM.TA$1227.00-3.27%
Fair $1227.00+0.0%

TTAM.TA

Tiv Taam Holdings 1 Ltd.

Consumer Defensive / Food DistributionTel Aviv

$1227.00

-44.00 (-3.27%)

Fairly Valued+0.0%Fair Value $1227.00Fund rank 32/100 · Data gapFallback financials|
SA 45/C
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $95.9M · quality 60.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

45/100

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · TTAM.TALocal privado en este navegador · Tiv Taam Holdings 1 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

$1.3B

P/E

15.7x

↑

EV/EBITDA

529.4x

↑

ROE

19.0%

↑

Gross Margin

33.7%

↑

Debt/Equity

1.89

↑
52-Week Range$1227
$620$1478

TradingView lightweight chart

TTAM.TA price, volumen y niveles de valoración

Último $1,300Periodo +847.2%
Fair value: $1,227

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

+8.4%

FCF CAGR

+39.2%

FCF margin

6.5%

FCF / Net income

1.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.04B · net income $73.3M · FCF $132.4M

2022-FY → 2025-FY

Gross margin

33.7%+0.7% pts

Operating margin

6.5%-0.5% pts

Net margin

3.6%-0.2% pts

FCF margin

6.5%+3.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.04B$2.04B$1.86B$1.68B$1.60B
Net Income$73.3M$73.3M$58.0M$37.7M$61.1M
EBITDA$248.1M$248.1M$217.0M$187.2M$201.3M
EPS——0.550.350.57
Gross Margin33.7%33.7%32.4%32.2%33.0%
Operating Margin6.5%6.5%6.1%5.4%7.0%
Net Margin3.6%3.6%3.1%2.2%3.8%
Balance Sheet
Debt/Equity1.891.891.792.212.32
Current Ratio0.900.90———
Cash Flow
Free Cash Flow$132.4M$132.4M$95.9M$50.5M$49.0M
Returns
ROE19.0%19.0%17.5%13.1%23.3%
Valuation
P/E15.7315.731278.331483.711178.60
EV/EBITDA529.44529.44344.47298.64358.25
P/B338.71338.71223.16192.63272.32
Growth & Yield
Revenue Growth9.6%9.6%10.9%4.8%—
EPS Growth——55.7%-38.6%—
Dividend Yield1.7%1.7%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +91.9%

Total return

+91.9%

Start / end P/E

n/dx → n/dx

EPS bridge

0.55 → n/d

Residual

+90.2%

EPS growthn/d
Multiple reratingn/d
Dividend+1.7%
Residual / FX / buybacks / cross-term+90.2%

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.