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ZUR.TA$1096.00+0.27%
Fair $1096.00+0.0%

ZUR.TA

Zur Shamir Holdings Ltd

Financial Services / Insurance - Property & CasualtyTel Aviv

$1096.00

+3.00 (+0.27%)

Fairly Valued+0.0%Fair Value $1096.00Fund rank 21/100 · Data gapFallback financials|
SA 32/D
F-Score: 4/9
Margin Compression

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 39.0/100

Data gap 21/100
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

32/100

D

Piotroski

4/9

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. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Operating margin has declined for 3 consecutive years
Thesis & Journal · ZUR.TALocal privado en este navegador · Zur Shamir Holdings 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

$713M

P/E

5.6x

↓

EV/EBITDA

53.0x

↑

ROE

16.7%

↑

Gross Margin

23.8%

↓

Debt/Equity

N/A

•
52-Week Range$1096
$789$1285

TradingView lightweight chart

ZUR.TA price, volumen y niveles de valoración

Último $1,113Periodo +293.3%
Fair value: $1,096

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

+19.5%

FCF CAGR

—

FCF margin

-3.0%

FCF / Net income

-1.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.18B · net income $128.8M · FCF $-184.6M

2022-FY → 2025-FY

Gross margin

23.8%-14.7% pts

Operating margin

16.8%-6.8% pts

Net margin

2.1%+3.0% pts

FCF margin

-3.0%+40.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.18B$6.18B$5.73B$4.31B$3.62B
Net Income$128.8M$128.8M$83.9M$33.5M$-32.2M
EBITDA$1.33B$1.33B$1.06B$1.18B$1.02B
EPS——1.280.50-0.50
Gross Margin23.8%23.8%23.2%38.0%38.6%
Operating Margin16.8%16.8%16.9%20.9%23.6%
Net Margin2.1%2.1%1.5%0.8%-0.9%
Balance Sheet
Current Ratio1.401.40———
Cash Flow
Free Cash Flow$-184.6M$-184.6M$-834.2M$-1.08B$-1.59B
Returns
ROE16.7%16.7%14.1%5.3%-6.4%
Valuation
P/E5.625.62645.001160.20—
EV/EBITDA53.0253.0250.5632.3446.04
P/B92.7192.7191.2661.7395.05
Growth & Yield
Revenue Growth7.8%7.8%33.0%19.2%—
EPS Growth——156.0%200.0%—
Dividend Yield19.3%19.3%———

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 +42.8%

Total return

+42.8%

Start / end P/E

n/dx → n/dx

EPS bridge

1.28 → n/d

Residual

+23.4%

EPS growthn/d
Multiple reratingn/d
Dividend+19.3%
Residual / FX / buybacks / cross-term+23.4%

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.