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Direct Finance of Direct Group (DIFI) Fair Value & Analysis

Financial Services · Il · Market cap 1.7B ILA

DF Direct Finance of Direct Group DIFI · TA
Price574.00 ILA
Fair Value527.22 ILA
Upside-8.1%
Quality40/100
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Expensive Growth
Highly profitable · 20.3% net margin
High debt · negative free cash flow
0.06% dividend yield
Mixed vs. peers (5/12)
Moderate moat 53/100
Evidence: High Range 395.42 ILA – 659.03 ILA Share as image

Fair value as of: Jul 17, 2026

From 8 valuation models · updated 23 days ago

Fair value updated Jul 17, 2026, revised from 527.65 ILA to 527.22 ILA (−0.1%) since Jun 26, 2026. Share price +4.4% over the past month.

Below-average quality, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

680.68 ILA 242.37 ILA Fair Value 527.22 ILA Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.

How to read this chart

60‑month range 242.37 ILA – 680.68 ILA · fair‑value band 395.42 ILA – 659.03 ILA · the 574.00 ILA price screens above the 527.22 ILA fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.

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Analysis

Direct Finance of Direct Group (DIFI) currently trades at 574.00 ILA, while our model-based Fair Value estimate is 527.22 ILA, implying the stock looks roughly 8.1% fairly valued today. The Quality Score stands at 40/100 (below-average quality), in the Financial 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, Direct Finance of Direct Group generated revenue of 734M ILA at a net margin of 20.3%. Revenue declined 86.4% year over year. It earns a return on equity of 11.6%. Net debt stands at 8.4B ILA. Fundamentals as of Jul 17, 2026

Our scenario range runs from 395.42 ILA (bear case) to 659.03 ILA (bull case); at 574.00 ILA, 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. For context, the median of 10 Financial Services peers we cover trades at -41% fair-value upside, at -8%, DIFI screens cheaper 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 BearBaseBull Evidence
Highest evidence
Residual Income 371.24 ILA 397.19 ILA 432.43 ILA 76
Gordon GGM 237.16 ILA 427.35 ILA 588.30 ILA 70
P/E Multiple 395.42 ILA 527.22 ILA 659.03 ILA 63
All 8 models by family
Earnings-Based
Graham-Dodd 275.78 ILA 1,136 ILA 1,547 ILA 54
Lynch FV 285.88 ILA 408.39 ILA 530.91 ILA 50
Dividend Discount
Gordon GGM 237.16 ILA 427.35 ILA 588.30 ILA 70
DDM Multi-Stage 237.16 ILA 390.37 ILA 456.51 ILA 61
Multiples
P/E Multiple 395.42 ILA 527.22 ILA 659.03 ILA 63
P/B Multiple 480.39 ILA 640.52 ILA 800.64 ILA 55
Asset-Based
NCAV (Graham) 228.76 ILA 306.53 ILA 457.51 ILA 50
Economic Profit
Residual Income 371.24 ILA 397.19 ILA 432.43 ILA 76

Widest divergence: Multiples (527.22 ILA) versus Asset-Based (306.53 ILA). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 734M ILA
Revenue growth (YoY) -86.4%
Net margin 20.3%
Return on equity 11.6%
Free cash flow −261M ILA FY2025
P/E ratio 12.2
More key figures
Operating margin 859%
EPS (TTM) 50.11 ILA
Dividend yield 0.1%
EPS growth (YoY) +149%
Net debt 8.4B ILA FY2025

Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 40/100

Of which business quality 31 · Market factors (momentum, volatility) 68

Profitability 24
Margins and returns on capital today
Quality Growth 46
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 0
Balance sheet, leverage, solvency risk
Investment 65
Disciplined investing over empire-building
Low Volatility 78
Calm price path (market factor)
Momentum 59
Price trend over the last 3–12 months (market factor)
52W Momentum 71
Distance to the 52-week high (market factor)
Net Issuance 89
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.

About the company

Direct Finance of Direct Group (2006) Ltd operates in the consumer credit sector. Its loan portfolio includes loans for the purchase of vehicles, loans backed by liens on vehicles, loans backed by residential real estate, and loans for the purchase of residential apartments. The company was incorporated in 2006 and is based in Petah Tikva, Israel.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Direct Finance of Direct Group reported revenue of 1.5B ILA in FY2025 versus 853M ILA in FY2021, a compound +15.8%/yr. Reported net income was 120M ILA in FY2025, compounding −9.8%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
1.5B ILS
Latest YoY
+1.4%
Avg. growth/yr (3Y)
+3.9%
Avg. growth/yr (5Y)
+26.3%
Avg. growth/yr (25Y)
+6.8%
Revenue +15.8%/yr
FY21 853M ILA
FY22 1.4B ILA
FY23 1.4B ILA
FY24 1.5B ILA
FY25 1.5B ILA
Net income −9.8%/yr
FY21 181M ILA
FY22 244M ILA
FY23 132M ILA
FY24 141M ILA
FY25 120M ILA

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Cite: Fair Value Calculator (2026). "Direct Finance of Direct Group Fair Value". https://www.fairvalue-calculator.com/stock/DIFI

Peer Group

Credit Services · 333 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 37 · Bottom 25%
Fair Value upside −8% · Below median
Return on equity (TTM) 12% · Above median
Return on assets 2% · Below median
Net margin (TTM) 20% · Above median
Revenue growth -86% · Bottom 25%
Dividend yield (TTM) 0.1% · Bottom 25%
Debt / equity 3.64× · Higher than 75% of peers

Valuation Multiples vs Credit Services median · lower = cheaper

P/E (TTM) 11.5× · Cheaper than median
P/B 0.41× · Cheaper than 75% of peers
P/S (TTM) 0.76× · Cheaper than 75% of peers
EV/EBITDA 20.8× · Pricier than median

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.

VALUE 23 · sector 35
FUTURE 0 · sector 39
PAST 46 · sector 32
HEALTH 0 · sector 59
DIVIDEND 1 · sector 51

Insider activity: 40/100

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

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Credit Services stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).

Stock Price Fair Value vs Fair Value
Visa Inc V $348.97 $204.19 -41%
Mastercard Incorporated MA $537.70 $221.87 -59%
American Express Company AXP $358.44 $206.40 -42%
Bajaj Finance Limited BAJFINANCE ₹1,056 ₹397.61 -62%
Shriram Finance Limited SHRIRAMFIN ₹1,024 ₹553.83 -46%
Cholamandalam Investment and Finance Company CHOLAFIN ₹1,808 ₹796.52 -56%
Tata Capital Limited TATACAP ₹360.60 ₹229.85 -36%
Power Finance Corporation PFC ₹405.10 ₹810.20 +100%
Muthoot Finance Limited MUTHOOTFIN ₹3,129 ₹3,463 +11%
Indian Railway Finance Corporation IRFC ₹88.41 ₹69.72 -21%

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Frequently asked questions

Is Direct Finance of Direct Group (DIFI) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of 527.22 ILA versus a price of 574.00 ILA, about −8% (fairly valued).
What is the fair value of DIFI?
Our model-based fair value for Direct Finance of Direct Group is 527.22 ILA (as of Jul 17, 2026), built from audited fundamentals. The current price is 574.00 ILA.
What is the quality score of DIFI?
Direct Finance of Direct Group has a Quality Score of 40/100. 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 Direct Finance of Direct Group (DIFI)?
Direct Finance of Direct Group reported trailing-twelve-month revenue of about 734M ILS (latest available figure, as of Jul 17, 2026).
What is the net profit margin of DIFI?
The net profit margin of Direct Finance of Direct Group is about 20.3%, meaning it keeps roughly 20.3% of revenue as net income. Based on the latest reported figures.
Does Direct Finance of Direct Group pay a dividend?
Direct Finance of Direct Group currently shows a dividend yield of about 0.06% relative to its recent price (as of Jul 17, 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.

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