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Delta Israel Brands Ltd (DLTI) Fair Value & Analysis

Consumer Cyclical · Il · Market cap 2.9B ILA

DI Delta Israel Brands Ltd DLTI · TA
Price114.70 ILA
Fair Value118.36 ILA
Upside+3.2%
Quality67/100
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Healthy Growth
Solidly profitable · 10.7% net margin
Low debt · generates free cash flow
Mixed vs. peers (7/14)
Moderate moat 63/100
Evidence: High Range 81.79 ILA – 154.93 ILA Share as image

Fair value as of: Jul 12, 2026

From 26 valuation models · updated 28 days ago

Share price −9.4% over the past month.

A solid business, 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.
  • A fairly wide model range (81.79 ILA to 154.93 ILA) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

158.55 ILA 28.81 ILA Fair Value 118.36 ILA Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.

How to read this chart

60‑month range 28.81 ILA – 158.55 ILA · fair‑value band 81.79 ILA – 154.93 ILA · the 114.70 ILA price screens below the 118.36 ILA fair value. Dashed = 300-day average. As of Jul 12, 2026.

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Analysis

Delta Israel Brands Ltd (DLTI) currently trades at 114.70 ILA, while our model-based Fair Value estimate is 118.36 ILA, implying the stock looks roughly 3.2% fairly valued today. The Quality Score stands at 67/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Delta Israel Brands Ltd generated revenue of 1.3B ILA at a net margin of 10.7%. Revenue grew 0.1% year over year. It earns a return on equity of 28.3%. Net debt stands at 699M ILA. Fundamentals as of Jul 12, 2026

Our scenario range runs from 81.79 ILA (bear case) to 154.93 ILA (bull case); at 114.70 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 Consumer Cyclical peers we cover trades at 1% fair-value upside, at 3%, DLTI 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
Growth DCF 121.67 ILA 197.35 ILA 316.21 ILA 80
Residual Income 36.68 ILA 46.15 ILA 188.96 ILA 76
Rev-Margin DCF 73.73 ILA 109.53 ILA 154.89 ILA 74
All 26 models by family
DCF Models
FCF DCF 122.14 ILA 203.91 ILA 336.44 ILA 38
Owner Earnings 113.14 ILA 188.56 ILA 310.80 ILA 31
5Y Revenue Exit 73.73 ILA 108.90 ILA 153.88 ILA 39
5Y EBITDA Exit 116.24 ILA 194.50 ILA 290.43 ILA 41
5Y P/E Exit 105.75 ILA 173.38 ILA 248.56 ILA 38
10Y Revenue Exit 88.49 ILA 126.45 ILA 179.39 ILA 36
10Y EBITDA Exit 117.18 ILA 186.96 ILA 288.61 ILA 37
10Y P/E Exit 110.44 ILA 172.03 ILA 255.13 ILA 35
Earnings-Based
Graham-Dodd 41.20 ILA 175.82 ILA 240.14 ILA 54
Lynch FV 44.91 ILA 64.16 ILA 83.41 ILA 50
PEG = 1.0 44.91 ILA 64.16 ILA 83.41 ILA 46
EPV 63.80 ILA 72.90 ILA 80.75 ILA 59
Dividend Discount
Gordon GGM 30.63 ILA 61.03 ILA 92.42 ILA 70
DDM Multi-Stage 30.63 ILA 52.75 ILA 64.43 ILA 61
Multiples
P/E Multiple 99.96 ILA 133.28 ILA 166.61 ILA 63
P/S Multiple 46.71 ILA 62.29 ILA 77.86 ILA 58
P/B Multiple 63.36 ILA 84.48 ILA 105.60 ILA 55
EV/EBIT 115.89 ILA 152.46 ILA 189.03 ILA 53
EV/EBITDA 123.58 ILA 162.71 ILA 201.85 ILA 54
EV/Revenue 49.78 ILA 68.46 ILA 87.15 ILA 43
Asset-Based
NCAV (Graham) 10.56 ILA 14.15 ILA 21.12 ILA 50
Growth DCF
Growth DCF 121.67 ILA 197.35 ILA 316.21 ILA 80
Rev-Margin DCF 73.73 ILA 109.53 ILA 154.89 ILA 74
Economic Profit
Residual Income 36.68 ILA 46.15 ILA 188.96 ILA 76
ROIC Compounder 68.93 ILA 85.18 ILA 103.76 ILA 72
Growth Earnings
Growth-Adj P/E 77.56 ILA 110.80 ILA 144.04 ILA 68

Widest divergence: DCF Models (173.38 ILA) versus Asset-Based (14.15 ILA). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 1.3B ILA
Revenue growth (YoY) +0.1%
Net margin 10.7%
Return on equity 28.3%
Free cash flow 245M ILA FY2025
P/E ratio 22.1
More key figures
Operating margin 7.9%
EPS (TTM) 5.54 ILA
Dividend yield 0.0%
EPS growth (YoY) -44.4%
Net debt 699M ILA FY2025

Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 67/100

Of which business quality 69 · Market factors (momentum, volatility) 47

Profitability 74
Margins and returns on capital today
Quality Growth 20
Are margins and returns improving?
Cashflow 84
Earnings quality: real cash, not paper profit
Fin. Strength 72
Balance sheet, leverage, solvency risk
Investment 71
Disciplined investing over empire-building
Low Volatility 66
Calm price path (market factor)
Momentum 36
Price trend over the last 3–12 months (market factor)
52W Momentum 43
Distance to the 52-week high (market factor)
Net Issuance 80
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

Delta Israel Brands Ltd. designs, develops, markets, and sells various clothing products in Israel. It offers underwear products for women, men, children, and infants; lingerie; home wear; sports and leisure wear; children's and baby wear; and socks under the Delta, and Fix brand names.

Full company description

Delta Israel Brands Ltd. designs, develops, markets, and sells various clothing products in Israel. It offers underwear products for women, men, children, and infants; lingerie; home wear; sports and leisure wear; children's and baby wear; and socks under the Delta, and Fix brand names. The company also sells cosmetics and care products, beauty and grooming products, home fragrances, candles, and other products under the Victoria's Secret and Bath & Body Works brand names. In addition, the company designs, markets, and sells sports and yoga products for women and men, under the Panta Rei brand name. It sells its products through company-operated stores, stores operated by external operators, and e-commerce channels, as well as to large retail chains, private stores, small chains, and under individual brands. The company was incorporated in 2020 and is based in Caesarea, Israel. Delta Israel Brands Ltd. operates as a subsidiary of Delta Galil Industries Ltd.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Delta Israel Brands Ltd reported revenue of 1.3B ILA in FY2025 versus 906M ILA in FY2021, a compound +9.4%/yr. Reported net income was 152M ILA in FY2025, compounding +2.3%/yr from FY2021.

Growth Quality 97/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
1.3B ILS
Latest YoY
+9.3%
Avg. growth/yr (3Y)
+12.2%
Avg. growth/yr (5Y)
+12.5%
Avg. growth/yr (8Y)
+10.9%
Revenue +9.4%/yr
FY21 906M ILA
FY22 919M ILA
FY23 946M ILA
FY24 1.2B ILA
FY25 1.3B ILA
Net income +2.3%/yr
FY21 138M ILA
FY22 96.9M ILA
FY23 116M ILA
FY24 159M ILA
FY25 152M ILA

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Cite: Fair Value Calculator (2026). "Delta Israel Brands Ltd Fair Value". https://www.fairvalue-calculator.com/stock/DLTI

Peer Group

Apparel Manufacturing · 212 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 67 · Top 25%
Fair Value upside +3% · Above median
Return on equity (TTM) 28% · Top 25%
Return on assets 9% · Top 25%
Net margin (TTM) 11% · Top 25%
Operating margin (TTM) 8% · Above median
Revenue growth 0% · Below median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.09× · Higher than median

Valuation Multiples vs Apparel Manufacturing median · lower = cheaper

P/E (TTM) 20.7× · Pricier than median
P/B 1.78× · Pricier than median
P/S (TTM) 0.72× · Pricier than median
P/FCF 3.8× · Pricier than median
EV/EBITDA 3.5× · 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.

VALUE 38 · sector 33
FUTURE 1 · sector 4
PAST 100 · sector 21
HEALTH 95 · sector 98
DIVIDEND 1 · sector 49

Insider activity: 35/100

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 Apparel Manufacturing stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).

Stock Price Fair Value vs Fair Value
H & M Hennes & Mauritz AB HMB kr 163.45 kr 165.47 +1%
Ralph Lauren Corporation RL $374.08 $224.21 -40%
Moncler S.p.A MONC €52.08 €50.69 -3%
LPP SA LPP 19,380 PLN 17,754 PLN -8%
Bosideng International Holdings 3998 HK$4.88 HK$5.92 +21%
Youngor Fashion Co 600177 ¥7.57 ¥5.59 -26%
Page Industries Limited PAGEIND ₹39,900 ₹12,395 -69%
Hla Group 600398 ¥6.05 ¥9.92 +64%
Eclat Textile Co 1476 333.50 TWD 357.81 TWD +7%
Youngone Corporation 111770 87,600 KRW 196,629 KRW +124%

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Frequently asked questions

Is Delta Israel Brands Ltd (DLTI) overvalued or undervalued?
As of Jul 12, 2026, our model estimates a fair value of 118.36 ILA versus a price of 114.70 ILA, about +3% (fairly valued).
What is the fair value of DLTI?
Our model-based fair value for Delta Israel Brands Ltd is 118.36 ILA (as of Jul 12, 2026), built from audited fundamentals. The current price is 114.70 ILA.
What is the quality score of DLTI?
Delta Israel Brands Ltd has a Quality Score of 67/100. 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 Delta Israel Brands Ltd (DLTI)?
Delta Israel Brands Ltd reported trailing-twelve-month revenue of about 1.3B ILS (latest available figure, as of Jul 12, 2026).
What is the net profit margin of DLTI?
The net profit margin of Delta Israel Brands Ltd is about 10.7%, meaning it keeps roughly 10.7% of revenue as net income. Based on the latest reported figures.
Does Delta Israel Brands Ltd pay a dividend?
Delta Israel Brands Ltd currently shows a dividend yield of about 0.03% relative to its recent price (as of Jul 12, 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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