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YHNF.TA$39730.00+0.98%
Fair $39730.00+0.0%

YHNF.TA

M.Yochananof and Sons (1988) Ltd

Consumer Defensive / Grocery StoresTel Aviv

$39730.00

+400.00 (+0.98%)

Fairly Valued+0.0%Fair Value $39730.00Fund rank 29/100 · Data gapFallback financials|
SA 48/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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $204.9M · quality 45.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

48/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · YHNF.TALocal privado en este navegador · M.Yochananof and Sons (1988) 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

$5.8B

P/E

31.0x

↑

EV/EBITDA

1006.1x

↑

ROE

11.9%

↑

Gross Margin

21.5%

↓

Debt/Equity

1.18

↑
52-Week Range$39730
$22070$41490

TradingView lightweight chart

YHNF.TA price, volumen y niveles de valoración

Último $41,030Periodo +114.7%
Fair value: $39,730

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

+9.7%

FCF CAGR

—

FCF margin

4.2%

FCF / Net income

1.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.92B · net income $185.4M · FCF $204.9M

2022-FY → 2025-FY

Gross margin

21.5%-0.7% pts

Operating margin

7.1%-0.4% pts

Net margin

3.8%+0.4% pts

FCF margin

4.2%+12.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.92B$4.92B$4.60B$4.09B$3.72B
Net Income$185.4M$185.4M$210.3M$139.3M$126.5M
EBITDA$573.5M$573.5M$594.1M$480.7M$420.0M
EPS——14.529.628.73
Gross Margin21.5%21.5%22.2%22.0%22.2%
Operating Margin7.1%7.1%8.3%7.0%7.5%
Net Margin3.8%3.8%4.6%3.4%3.4%
Balance Sheet
Debt/Equity1.181.181.261.291.34
Current Ratio1.071.07———
Cash Flow
Free Cash Flow$204.9M$204.9M$297.3M$179.5M$-324.4M
Returns
ROE11.9%11.9%14.2%9.9%9.5%
Valuation
P/E31.0431.041602.621717.262108.82
EV/EBITDA1006.131006.13570.04501.05638.53
P/B370.87370.87227.58170.46201.32
Growth & Yield
Revenue Growth6.8%6.8%12.6%9.8%—
EPS Growth——50.9%10.2%—
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 +79.5%

Total return

+79.5%

Start / end P/E

n/dx → n/dx

EPS bridge

14.52 → n/d

Residual

+77.8%

EPS growthn/d
Multiple reratingn/d
Dividend+1.7%
Residual / FX / buybacks / cross-term+77.8%

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.