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B Communications Ltd (BCOMF) Fair Value & Analysis

Communication Services · US · Market cap $452M · ISIN IL0011076630

BC B Communications Ltd logo B Communications Ltd BCOMF · US
Price$4.30
Fair Value$3.27
Upside-23.9%
Quality82/100
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Strengths

✓Highly profitable · 21.0% net margin
✓Low debt · generates free cash flow
✓Ranks above peers (9/13)
✓Wide moat 83/100

Risks

!Trades 31% ABOVE our fair value of $3.27
!Weak Growth (revenue 5y −0.1 %/yr)
!Weak on valuation: 1 out of 100
Weak Growth (revenue 5y −0.1 %/yr)
Highly profitable · 21.0% net margin
Low debt · generates free cash flow
Ranks above peers (9/13)
Wide moat 83/100
Evidence: High Range $2.16 – $5.01 Share as image

Fair value as of: Aug 23, 2026

From 24 valuation models · updated 5 days ago

Fair value updated Aug 23, 2026, revised from $3.26 to $3.27 (+0.4%) since Aug 13, 2026.

A strong business, but trading 31% above our fair value.

What runs behind every stock

26 valuation models 8 families, DCF to NCAV 37 quality factors margins, balance sheet, cashflow, debt 6 AI factors moat, what no ratio measures 2,000+ data points verified, per stock, median

69 individual criteria per stock, every one traceable See the method →

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What matters now

  • A high-quality business (quality 82/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
  • A fairly wide model range ($2.16 to $5.01) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

$24.32 $0.5163 Fair Value $3.27 Aug 2016 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 23, 2026.

How to read this chart

60‑month range $0.5163 – $24.32 · fair‑value band $2.16 – $5.01 · the $4.30 price screens above the $3.27 fair value. Dashed = 300-day average. As of Aug 23, 2026.

Full chart & analysis →

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Analysis

B Communications Ltd (BCOMF) currently trades at $4.30, while our model-based Fair Value estimate is $3.27, implying the stock looks roughly 23.9% overvalued today. The Quality Score stands at 82/100 (high quality), in the Communication Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, B Communications Ltd generated revenue of $8.7B at a net margin of 21.0%. Revenue declined 0.8% year over year. It earns a return on equity of 106.4%. The balance sheet holds a net cash position of $2.8B. Fundamentals as of Aug 23, 2026

Our scenario range runs from $2.16 (bear case) to $5.01 (bull case); at $4.30, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 70% below its 52-week high and 8% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at 28% fair-value upside, at -24%, BCOMF screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF $1.83 $2.58 $3.58 80
Residual Income $1.24 $2.13 $44.44 76
Rev-Margin DCF $1.84 $2.82 $3.98 74
All 24 models by family
DCF Models
FCF DCF $1.83 $2.63 $3.74 38
Owner Earnings $2.05 $2.96 $4.23 31
5Y Revenue Exit $1.84 $2.82 $4.08 39
5Y EBITDA Exit $2.76 $4.58 $6.77 41
5Y P/E Exit $2.36 $3.82 $5.40 38
10Y Revenue Exit $1.77 $2.62 $3.80 36
10Y EBITDA Exit $2.36 $3.76 $5.72 37
10Y P/E Exit $2.13 $3.27 $4.74 35
Earnings-Based
Graham-Dodd $1.13 $4.03 $5.43 54
Lynch FV $0.9480 $1.35 $1.76 50
PEG = 1.0 $0.9480 $1.35 $1.76 46
EPV $2.08 $2.33 $2.53 59
Multiples
P/E Multiple $2.75 $3.66 $4.58 63
P/S Multiple $2.08 $2.77 $3.47 58
P/B Multiple $0.6767 $0.9023 $1.13 55
EV/EBIT $3.29 $4.30 $5.31 53
EV/EBITDA $3.73 $4.89 $6.05 54
EV/Revenue $1.92 $2.64 $3.35 43
Asset-Based
NCAV (Graham) $0.1289 $0.1727 $0.2578 50
Growth DCF
Growth DCF $1.83 $2.58 $3.58 80
Rev-Margin DCF $1.84 $2.82 $3.98 74
Economic Profit
Residual Income $1.24 $2.13 $44.44 76
ROIC Compounder $2.08 $2.33 $2.53 72
Growth Earnings
Growth-Adj P/E $1.87 $2.68 $3.48 68

Widest divergence: DCF Models ($2.96) versus Asset-Based ($0.1727). Highest evidence: Growth DCF (80).

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Key figures & financial health

P/E ratio 0.7
P/S ratio 0.15 P/E × margin
EPS (TTM) $5.89 price ÷ EPS = P/E 0.7
Net margin 21.0% FY2025
Return on equity 106% TTM
Return on assets (EBIT) 27.8% avg 5y
More key figures
Growth
Revenue (TTM) $8.7B TTM
Revenue growth (YoY) -0.8% 3y avg -1.2%
EPS growth (YoY) +52.0%
Balance sheet & cash flow
Free cash flow $1.8B FY2025
Net cash $2.8B FY2025

Figures from reported company fundamentals · as of Aug 23, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 82/100

Of which business quality 81 · Market factors (momentum, volatility) 25

Profitability 97
Margins and returns on capital today
Quality Growth 62
Are margins and returns improving?
Cashflow 75
Earnings quality: real cash, not paper profit
Fin. Strength 89
Balance sheet, leverage, solvency risk
Investment 44
Disciplined investing over empire-building
Low Volatility 15
Calm price path (market factor)
Momentum 40
Price trend over the last 3–12 months (market factor)
52W Momentum 13
Distance to the 52-week high (market factor)
Net Issuance 100
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

B Communications Ltd., through its subsidiaries, provides telecommunications services for business and domestic customers in Israel. It operates through the Landline Interior Communication, Cellular Communication, Bezeq International Services, TV and Communication Services, and Other segments.

Full company description

B Communications Ltd., through its subsidiaries, provides telecommunications services for business and domestic customers in Israel. It operates through the Landline Interior Communication, Cellular Communication, Bezeq International Services, TV and Communication Services, and Other segments. The company offers telephony services; internet services, including service over fibers and wholesale BSA services; transmission and data communication services and wholesale services; cellular radio-telephone services; and integration for businesses, as well as hosting services, ICT solutions, international communication services, and internet services. It is also involved in marketing of end equipment, installation, operation and maintenance of equipment and systems in the field of cellular communications; and provision of digital multi-channel TV broadcasting services to subscriptions over satellite, as well as over the internet; call center; and value-added services. The company was formerly known as 012 Smile. Communications Ltd. and changed its name to B Communications Ltd. in March 2010. B Communications Ltd. was incorporated in 1999 and is based in Tel Aviv-Yafo, Israel.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

B Communications Ltd reported revenue of 8.7B ILS in FY2025 versus 8.8B ILS in FY2021, a compound −0.5%/yr. Reported net income was 1.8B ILS in FY2025, compounding +93.8%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
$8.7B
Latest YoY
−2.5%
Avg. revenue growth/yr (3Y) ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−1.2%
Avg. revenue growth/yr (5Y) ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−0.1%
Avg. revenue growth/yr (21Y) ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+20.2%
Value creation/yr (5Y) ⓘEarnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+70.0% (70.0 + 0.0)
Revenue −0.5%/yr
FY21 8.8B ILS
FY22 9.0B ILS
FY23 9.1B ILS
FY24 8.9B ILS
FY25 8.7B ILS
Net income +93.8%/yr
FY21 129M ILS
FY22 158M ILS
FY23 187M ILS
FY24 108M ILS
FY25 1.8B ILS

BCOMF screens 24% overvalued. Compare with China Mobile Limited →

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B Communications Ltd · Fair Value
$3.27 −24%Fair Value
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Cite: Fair Value Calculator (2026). "B Communications Ltd Fair Value". https://www.fairvalue-calculator.com/stock/BCOMF

Peer Group

Telecom Services · 258 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 82 · Top 25%
Fair Value upside −24% · Below median
Return on equity (TTM) 106% · Top 25%
Return on assets 12% · Top 25%
Net margin (TTM) 21% · Top 25%
Operating margin (TTM) 0% · Bottom 25%
Revenue growth -1% · Below median
Dividend yield (TTM) 0.0% · Bottom 25%

Valuation Multiples vs Telecom Services median · lower = cheaper

P/E (TTM) 0.7× · Cheaper than 75% of peers
P/B 0.16× · Cheaper than 75% of peers
P/S (TTM) 0.05× · Cheaper than 75% of peers
P/FCF 0.3× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE1 · sector 29
FUTURE0 · sector 16
PAST100 · sector 27
HEALTH100 · sector 89
DIVIDEND0 · sector 74

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Telecom Services stocks, each showing price versus our Fair Value estimate (as of Aug 23, 2026).

Stock Price Fair Value vs Fair Value
China Mobile Limited 600941 ¥96.11 ¥109.88 +14%
T-Mobile US, Inc TMUS $179.61 $172.67 -4%
Verizon Communications Inc VZ $50.19 $64.43 +28%
AT&T Inc T $25.87 $43.97 +70%
Bharti Airtel Limited BHARTIARTL ₹1,935 ₹941.48 -51%
Comcast Corporation CMCSA $27.20 $95.42 +251%
China Telecom Corporation 601728 ¥6.43 ¥8.36 +30%
América Móvil, S.A. AMX $23.62 $39.65 +68%
Singapore Telecommunications Limited Z77 4.29 SGD 3.03 SGD -29%
Swisscom AG SCMN CHF 626.50 CHF 463.92 -26%

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Frequently asked questions

Is B Communications Ltd (BCOMF) overvalued or undervalued?
As of Aug 23, 2026, our model estimates a fair value of $3.27 versus a price of $4.30, about −24% (overvalued).
What is the fair value of BCOMF?
Our model-based fair value for B Communications Ltd is $3.27 (as of Aug 23, 2026), built from audited fundamentals. The current price: $4.30.
What is the quality score of BCOMF?
B Communications Ltd has a Quality Score of 82/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of B Communications Ltd (BCOMF)?
B Communications Ltd reported trailing-twelve-month revenue of about $8.7B (latest available figure, as of Aug 23, 2026).
What is the net profit margin of BCOMF?
The net profit margin of B Communications Ltd is about 21.0%, meaning it keeps roughly 21.0% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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