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Delta Galil Industries Ltd (DELG) Fair Value & Analysis

Consumer Cyclical · Il · Market cap 4.2B ILS

DG Delta Galil Industries Ltd DELG · TA
Price159.60 ILS
Fair Value70.06 ILS
Upside-56.1%
Quality93/100
Evidence: High Range 50.45 ILS – 87.57 ILS

Fair value as of: Jun 24, 2026

From 26 valuation models · updated 6 days ago

Share price +3.9% over the past month.

Price vs Fair Value (12 months)

189.19 ILS 142.68 ILS Fair Value 70.06 ILS Jun 2025 Jun 2026

12‑month range 142.68 ILS – 189.19 ILS · fair‑value band 50.45 ILS – 87.57 ILS · the 159.60 ILS price screens above the 70.06 ILS fair value. As of Jun 24, 2026.

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Analysis

Delta Galil Industries Ltd (DELG) currently trades at 159.60 ILS, while our model-based Fair Value estimate is 70.06 ILS — implying the stock looks roughly 56.1% overvalued today. We read business quality at 93/100 (high quality), in the Consumer Cyclical 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, Delta Galil Industries Ltd generated revenue of 2.2B ILS at a net margin of 3.8%. Revenue grew 14.9% year over year. It earns a return on equity of 10.7%. Net debt stands at 775M ILS. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) 2.2B ILS
Revenue growth (YoY) +14.9%
Net margin 3.8%
Return on equity 10.7%
Free cash flow 118M ILS FY2025
P/E ratio 17.4
More key figures
Operating margin 6.4%
EPS (TTM) 9.19 ILS
Dividend yield 0.0%
EPS growth (YoY) -4.8%
Net debt 775M ILS FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

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.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Delta Galil Industries Ltd reported revenue of 2.3B ILS in FY2025 versus 2.0B ILS in FY2021, a compound +4.1%/yr. Reported net income was 91.9M ILS in FY2025, compounding −5.0%/yr from FY2021.

Revenue +4.1%/yr
FY21 2.0B ILS
FY22 2.0B ILS
FY23 1.9B ILS
FY24 2.0B ILS
FY25 2.3B ILS
Net income −5.0%/yr
FY21 113M ILS
FY22 109M ILS
FY23 79.2M ILS
FY24 86.4M ILS
FY25 91.9M ILS

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Similar stocks

6 more Apparel Manufacturing stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).

Stock Price Fair Value vs Fair Value
H & M Hennes & Mauritz AB HMSB €15.08 €13.02 -14%
Ralph Lauren Corporation RL $376.43 $423.69 +13%
Moncler S.p.A MONC €51.22 €50.69 -1%
Gildan Activewear Inc GIL $57.04 $34.84 -39%
LPP SA LPP 21,720 PLN 18,670 PLN -14%
Levi Strauss & Co LEVI $22.53 $56.56 +151%

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Frequently asked questions

Is Delta Galil Industries Ltd (DELG) undervalued?
As of Jun 24, 2026, our model estimates a fair value of 70.06 ILS versus a price of 159.60 ILS — about −56% (overvalued). Model-based estimate, not financial advice.
What is the fair value of DELG?
Our 21-model fair value for Delta Galil Industries Ltd is 70.06 ILS (as of Jun 24, 2026), built from audited fundamentals. The current price is 159.60 ILS.
What is the quality score of DELG?
Delta Galil Industries Ltd has a Quality Score of 93/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Delta Galil Industries Ltd (DELG)?
Delta Galil Industries Ltd reported trailing-twelve-month revenue of about 2.2B ILS (latest available figure, as of Jun 24, 2026).
What is the net profit margin of DELG?
The net profit margin of Delta Galil Industries Ltd is about 3.8%, meaning it keeps roughly 3.8% of revenue as net income. Based on the latest reported figures.
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 Jun 24, 2026).

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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.