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WILC$35.73-3.17%
Fair $35.73+0.0%

WILC

G. Willi-Food International Ltd.

Consumer Defensive / Food DistributionNasdaqCM

$35.73

-1.17 (-3.17%)

Fairly Valued+0.0%Fair Value $35.73Fund rank 27/100 · Data gapFallback financials|
SA 69/B
F-Score: 7/9

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 21%

FCF escenarios

weak_data · normalized FCF $10.2M · quality 46.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

69/100

B

Piotroski

7/9

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 · WILCLocal privado en este navegador · G. Willi-Food International 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

$497M

P/E

15.5x

↑

EV/EBITDA

4.6x

↓

ROE

13.8%

↑

Gross Margin

28.6%

↑

Debt/Equity

0.01

↓
52-Week Range$36
$15$37

TradingView lightweight chart

WILC price, volumen y niveles de valoración

Último $35.73Periodo +4473.4%
Fair value: $35.73

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

+7.0%

FCF CAGR

+225.6%

FCF margin

4.1%

FCF / Net income

0.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $610.6M · net income $90.4M · FCF $24.8M

2022-FY → 2025-FY

Gross margin

28.6%-0.1% pts

Operating margin

12.2%+3.1% pts

Net margin

14.8%+6.5% pts

FCF margin

4.1%+3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$610.6M$610.6M$575.8M$543.3M$498.3M
Net Income$90.4M$90.4M$70.3M$31.7M$41.6M
EBITDA$82.4M$82.4M$62.2M$27.3M$51.6M
EPS6.506.505.072.283.00
Gross Margin28.6%28.6%28.0%22.2%28.7%
Operating Margin12.2%12.2%9.5%3.7%9.0%
Net Margin14.8%14.8%12.2%5.8%8.3%
Balance Sheet
Debt/Equity0.010.010.010.000.01
Current Ratio7.097.09———
Cash Flow
Free Cash Flow$24.8M$24.8M$-5.8M$10.2M$719000.00
Returns
ROE13.8%13.8%11.5%5.7%7.4%
Valuation
P/E15.4715.473.144.554.67
EV/EBITDA4.594.591.650.320.91
P/B0.760.760.360.260.35
Growth & Yield
Revenue Growth6.0%6.0%6.0%9.0%—
EPS Growth28.2%28.2%122.4%-24.0%—
Dividend Yield2.6%2.6%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-21.3%

fácil

EPS terminal req.

$3.17

Spread vs growth

49.5%

5Y implied EPS CAGR

-10.0%

fácil

EPS terminal req.

$3.84

Spread vs growth

38.2%

10Y implied EPS CAGR

-0.5%

fácil

EPS terminal req.

$6.18

Spread vs growth

28.7%

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 +126.2%

Total return

+126.2%

Start / end P/E

3.2x → 5.5x

EPS bridge

5.07 → 6.50

Residual

+21.0%

EPS growth+28.2%
Multiple rerating+74.4%
Dividend+2.6%
Residual / FX / buybacks / cross-term+21.0%

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.