DELTA GALIL INDUSTRIES LTD (DELG) fair value: what the stock is really worth
As of Sep 28, 2026: fair value of DELTA GALIL INDUSTRIES LTD ILS 202, price ILS 177, upside +14.1%, quality 58 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 27, 2026.
How to read this chart
60‑month range 102.79 ILS – 208.44 ILS · fair‑value band 143.70 ILS – 271.85 ILS · the 176.80 ILS price screens below the 201.72 ILS fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 27, 2026.
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Delta Galil Industries Ltd. engages in the design, development, production, marketing, and sale of intimate and activewear products in Israel, the United States, Europe, Germany, and internationally.
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Delta Galil Industries Ltd. engages in the design, development, production, marketing, and sale of intimate and activewear products in Israel, the United States, Europe, Germany, and internationally. It sells intimate apparel and loungewear products under the Delta, Fix, Panta Rei, Disney, and Victoria's Secret brand through retail stores, e-commerce sites, and wholesale points of sale to mid-tier retailers. The company also sells denim under the 7 For All Mankind through retail stores, wholesale channels, and the brand DTC website; operates Organic Basics, a digital apparel brand; and Bare Necessities, a online retailer of intimate apparel and swimwear. It sells its products under the Calvin Klein, Tommy Hilfiger, Columbia, Wilson, Converse, adidas, Wolford, Polo Ralph Lauren, Schiesser, Splendid, P.J. Salvage, Eminence, and Athena. Delta Galil Industries Ltd. was incorporated in 1961 and is headquartered in Caesarea, Israel.
Stock analysis
DELTA GALIL INDUSTRIES LTD (DELG) currently trades at 176.80 ILS, while our model-based Fair Value estimate is 201.72 ILS, implying the stock looks roughly 12.4% undervalued today.
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Valuation
Bull case: the DCF Models group reads highest at a median of 266.09 ILS per share, and 17 of the 26 models we run sit above the 176.80 ILS price.
Bear case: the Dividend Discount group reads lowest at 55.13 ILS, and 9 of the 26 models stay below the price. Evidence for this calculation is high.
Scenario range: 143.70 ILS (bear) to 271.85 ILS (bull), the price of 176.80 ILS sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 58/100 (solid quality), in the Consumer Cyclical sector.
Healthy Growth: Revenue growth appears healthy and is supported by profitability and cash-flow quality.
DELTA GALIL INDUSTRIES LTD reported revenue of $2.3B in FY2025 versus $2.0B in FY2021, a compound +4.1%/yr. Reported net income was $91.9M in FY2025, compounding −5.0%/yr from FY2021.
Key figures
Market cap 4.7B ILS (≈ $1.5B) · P/E ratio 18.6 · P/S ratio 0.75 · EPS (TTM) 9.49 ILS · Dividend yield 0.0% · Net margin 4.0% · Return on equity 10.7% · Return on assets (EBIT) 9.3%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 48 out of 100 (low confidence).
What moves the price
The share trades about 9% below its 52-week high and 21% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Consumer Cyclical peers we cover trades at −18% fair-value upside, at 14%, DELG screens cheaper than that median.
Fair Value models
Bear 143.70 ILSFair Value 201.72 ILSBull 271.85 ILS
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model. Based on fiscal year 2025 figures (about 9 months old). Earnings retained since then (7.07 ILS per share) are deliberately not added.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. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.75/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Revenue growth 1 year
+12.1%
Revenue growth 3 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+4.1%
Revenue growth 5 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+9.7%
Start year 2020 (pandemic). Over 10 years: +7.8% a year
Revenue growth 26 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+7.4%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
+1.2%
Earnings growth per share plus dividend.
Earnings per share, growth per year+1.2%
Dividend (yield on the price)0.0%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.1.2% vs 6.7%, slowing
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.−1% → 8%
Start year 2020 (pandemic)
Growth Forecast
Price in line with expectations
The price assumes about as much growth as the company has delivered so far.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+11.0%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect
n/a
No analyst forecast available.
After inflation (figures in USD, USA: IMF forecast 2.4% a year to 2030, 3.1% from 2016 to 2025) that is about +8.4% a year for the price.
News mood ⓘNews mood, the average tone of recent news (4 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation.Hype
Recent news coverage is unusually upbeat, far more positive than stocks are typically covered.
Compare DELTA GALIL INDUSTRIES LTD with another stock
Price, fair value, quality and upside side by side.
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Peer Groupⓘ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.Apparel Manufacturing · 217 stocks
Beats the industry median on 9/14 measures
Overall it ranks above its industry peers.
Valuation
Quality Score58 · Above median
Fair Value upside+14.1% · Above median
Profitability
Return on equity (TTM)10.7% · Above median
Return on assets5.4% · Above median
Net margin (TTM)3.8% · Above median
Operating margin (TTM)6.4% · Above median
Growth and dividend
Revenue growth14.9% · Top 25%
Dividend yield (TTM)0.0% · Bottom 25%
Balance sheet
Debt / equity0.21× · Highest 25%
Valuation Multiplesvs Apparel Manufacturing median · lower = cheaper
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Is DELTA GALIL INDUSTRIES LTD (DELG) overvalued or undervalued?
As of Sep 27, 2026, our model estimates a fair value of 201.72 ILS versus a price of 176.80 ILS, about +14% upside (undervalued).
What is the fair value of DELG?
Our model-based fair value for DELTA GALIL INDUSTRIES LTD is 201.72 ILS (as of Sep 27, 2026), built from audited fundamentals. The current price: 176.80 ILS.
What is the quality score of DELG?
DELTA GALIL INDUSTRIES LTD has a Quality Score of 58/100. 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 price target for DELTA GALIL INDUSTRIES LTD (DELG)?
Our model-based price target is the fair value of 201.72 ILS (as of Sep 27, 2026) from 26 valuation models. Cautious scenario 143.70 ILS, optimistic scenario 271.85 ILS. It is a calculation from audited fundamentals, not an analyst target.
What is the DELTA GALIL INDUSTRIES LTD stock forecast for 2026?
Our models put fair value at 201.72 ILS, about +14% upside versus a price of 176.80 ILS (undervalued). Cautious scenario 143.70 ILS, optimistic scenario 271.85 ILS. The calculation is refreshed regularly with new filings.
What is the revenue of DELTA GALIL INDUSTRIES LTD (DELG)?
DELTA GALIL INDUSTRIES LTD reported trailing-twelve-month revenue of about $2.2B (latest available figure, as of Sep 27, 2026).
Does DELTA GALIL INDUSTRIES LTD pay a dividend?
DELTA GALIL INDUSTRIES LTD currently shows a dividend yield of about 0.01% relative to its recent price (as of Sep 27, 2026).
What growth is priced into DELTA GALIL INDUSTRIES LTD (DELG)?
For today's price to be fair in a discounted-cash-flow model, DELTA GALIL INDUSTRIES LTD would have to grow free cash flow by +11.0 % per year for five years (discount rate 13.1 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +9.7 % per year. As of Sep 27, 2026.
What discount rate (WACC) does the fair value of DELG use?
Our models discount DELTA GALIL INDUSTRIES LTD at 13.1 %: a base by market capitalisation (small), country premium for Israel. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For DELTA GALIL INDUSTRIES LTD that is +11.0 % per year a year over ten years, using the same discount rate (13.1 %) and the same formula as our fair value.
How much growth has DELTA GALIL INDUSTRIES LTD (DELG) delivered so far?
Over the past 5 years revenue at DELTA GALIL INDUSTRIES LTD grew +9.7 % a year. The price currently implies +11.0 % per year free-cash-flow growth a year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of DELTA GALIL INDUSTRIES LTD (DELG) growing?
The median revenue growth in the sector is +6.4 % a year. That is the yardstick for the growth priced into DELTA GALIL INDUSTRIES LTD (+11.0 % per year a year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of DELTA GALIL INDUSTRIES LTD (DELG)?
The free-cash-flow yield on the price is 7.76 %: that much free cash flow DELTA GALIL INDUSTRIES LTD produces per unit of market value. When it exceeds the discount rate of our models (13.1 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of DELTA GALIL INDUSTRIES LTD (DELG)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For DELTA GALIL INDUSTRIES LTD it is 201.72 ILS per share (as of Sep 27, 2026), against a price of 176.80 ILS. It is the blended result of 26 valuation models (cash flow, earnings, asset, dividend).
Is DELTA GALIL INDUSTRIES LTD stock overvalued or undervalued in 2026?
As of Sep 27, 2026, DELG trades below its calculated fair value: price 176.80 ILS, fair value 201.72 ILS, a gap of about +14% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of DELG?
No. The price is what the market pays today (176.80 ILS); the fair value is what the company's own numbers justify (201.72 ILS). For DELTA GALIL INDUSTRIES LTD the two are 24.92 ILS per share apart. That gap is exactly why we show both numbers side by side.
How much is DELTA GALIL INDUSTRIES LTD worth?
The market values DELTA GALIL INDUSTRIES LTD at about 4.7B ILS (market capitalisation, as of Sep 27, 2026). Per share that is 176.80 ILS; our models calculate a fair value of 201.72 ILS per share.
What do the bullish and bearish scenarios say about DELG?
Our models span a range for DELTA GALIL INDUSTRIES LTD: cautious scenario 143.70 ILS, base 201.72 ILS, optimistic 271.85 ILS per share (as of Sep 27, 2026, price 176.80 ILS). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of DELG?
DELTA GALIL INDUSTRIES LTD trades at a price-to-earnings ratio of 18.6 (as of Sep 27, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of 201.72 ILS is built from several models across several years. Other multiples: P/B 1.8, P/S 0.7, EV/EBITDA 5.6.
How solid is the balance sheet of DELTA GALIL INDUSTRIES LTD (DELG)?
Balance-sheet figures for DELTA GALIL INDUSTRIES LTD (as of Sep 27, 2026): return on equity 10.7%, debt of 0.21 per unit of equity. They feed the Quality Score of 58/100, which measures business quality independently of the share price.
How far is DELG from its 52-week high?
DELTA GALIL INDUSTRIES LTD trades at 176.80 ILS, about 9% below its 52-week high of 193.46 ILS and 21% above the low of 145.89 ILS (as of Sep 28, 2026). Distance from the high says nothing about value: that is what the fair value of 201.72 ILS is for.
Which stocks are comparable to DELTA GALIL INDUSTRIES LTD?
From the same area (Consumer Cyclical) we also value Ralph Lauren Corporation, Moncler S.p.A, LPP SA, Levi Strauss & Co, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is DELTA GALIL INDUSTRIES LTD stock attractive at the current price?
The data as of Sep 27, 2026: price 176.80 ILS, calculated fair value 201.72 ILS (+14%), Quality Score 58/100, from 26 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of DELG calculated?
We run DELTA GALIL INDUSTRIES LTD through 26 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of 201.72 ILS, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 15.9 % above its aggregate fair value. DELTA GALIL INDUSTRIES LTD currently trades 14 % below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of DELTA GALIL INDUSTRIES LTD (DELG)?
The closing price on Sep 28, 2026 was 176.80 ILS. Our model-based fair value is 201.72 ILS, about +14% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with DELTA GALIL INDUSTRIES LTD right now?
A fairly wide model range (143.70 ILS to 271.85 ILS) leaves room in how you read the outcome. The price sits in the lower half of our model range, the side with the larger margin of safety. The data supports the verdict: every model runs on fully documented inputs.
Where does the earnings growth of DELTA GALIL INDUSTRIES LTD (DELG) come from?
Earnings per share at DELTA GALIL INDUSTRIES LTD grew +6.5 % a year from 2014 to 2025. Broken into its drivers: revenue per share +7.0 %, EBIT margin +1.6 %, tax rate −0.8 %, residual (interest, one-offs) −1.3 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of DELTA GALIL INDUSTRIES LTD
How large is the market capitalisation of DELTA GALIL INDUSTRIES LTD (DELG)?
The market capitalisation of DELTA GALIL INDUSTRIES LTD is 4.7B ILS (≈ $1.5B). The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of DELTA GALIL INDUSTRIES LTD (DELG)?
The price-to-sales ratio of DELTA GALIL INDUSTRIES LTD is 0.75 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of DELTA GALIL INDUSTRIES LTD (DELG)?
Earnings per share at DELTA GALIL INDUSTRIES LTD are 9.49 ILS (price ÷ EPS = P/E 18.6). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of DELTA GALIL INDUSTRIES LTD (DELG)?
The dividend yield of DELTA GALIL INDUSTRIES LTD is 0.0% (payout 0.2%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of DELTA GALIL INDUSTRIES LTD (DELG)?
The net margin of DELTA GALIL INDUSTRIES LTD is 4.0% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of DELTA GALIL INDUSTRIES LTD (DELG)?
The return on equity (ROE) of DELTA GALIL INDUSTRIES LTD is 10.7% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of DELTA GALIL INDUSTRIES LTD (DELG)?
On an EBIT basis the return on assets of DELTA GALIL INDUSTRIES LTD is 9.3% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of DELTA GALIL INDUSTRIES LTD (DELG)?
The operating margin of DELTA GALIL INDUSTRIES LTD is 6.4% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at DELTA GALIL INDUSTRIES LTD (DELG)?
Revenue at DELTA GALIL INDUSTRIES LTD is growing +14.9% versus a year earlier (3y avg +4.1%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at DELTA GALIL INDUSTRIES LTD (DELG)?
Earnings per share at DELTA GALIL INDUSTRIES LTD are growing −4.8% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does DELTA GALIL INDUSTRIES LTD (DELG) carry?
The net debt of DELTA GALIL INDUSTRIES LTD is $775M (fiscal year 2025, ≈ 6.6 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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