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ETGA Group (ETGA) Fair Value & Analysis

Industrials · Il · Market cap 487M ILA

EG ETGA Group ETGA · TA
Price23.22 ILA
Fair Value28.59 ILA
Upside+23.1%
Quality43/100
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Expensive Growth
Thin margins · 5.6% net margin
Low debt · negative free cash flow
0.07% dividend yield
Ranks above peers (11/13)
Narrow moat 43/100
Evidence: High Range 20.24 ILA – 35.73 ILA Share as image

Fair value as of: Jul 12, 2026

From 17 valuation models · updated 30 days ago

Share price −7.0% over the past month.

Below-average quality, screening 23% undervalued on our models.

What matters now

  • Our model range runs from 20.24 ILA (bear) to 35.73 ILA (bull), base 28.59 ILA. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 43/100 (below-average quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

31.84 ILA 8.45 ILA Fair Value 28.59 ILA Jun 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 8.45 ILA – 31.84 ILA · fair‑value band 20.24 ILA – 35.73 ILA · the 23.22 ILA price screens below the 28.59 ILA fair value. Dashed = 300-day average. As of Jul 12, 2026.

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Analysis

ETGA Group (ETGA) currently trades at 23.22 ILA, while our model-based Fair Value estimate is 28.59 ILA, implying the stock looks roughly 23.1% undervalued today. The Quality Score stands at 43/100 (below-average quality), in the Industrials 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, ETGA Group generated revenue of 680M ILA at a net margin of 5.6%. Revenue grew 33.3% year over year. It earns a return on equity of 15.2%. Net debt stands at 416M ILA. Fundamentals as of Jul 12, 2026

Our scenario range runs from 20.24 ILA (bear case) to 35.73 ILA (bull case); at 23.22 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 Industrials peers we cover trades at -11% fair-value upside, at 23%, ETGA 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 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
Residual Income 10.43 ILA 12.37 ILA 20.56 ILA 76
ROIC Compounder 20.71 ILA 27.50 ILA 34.77 ILA 72
Gordon GGM 12.98 ILA 23.40 ILA 32.21 ILA 70
All 17 models by family
DCF Models
Owner Earnings 32.78 ILA 63.98 ILA 121.86 ILA 31
Earnings-Based
Graham-Dodd 11.43 ILA 79.75 ILA 111.91 ILA 54
Lynch FV 28.37 ILA 40.53 ILA 52.69 ILA 50
PEG = 1.0 28.37 ILA 40.53 ILA 52.69 ILA 46
EPV 17.49 ILA 19.37 ILA 20.93 ILA 59
Dividend Discount
Gordon GGM 12.98 ILA 23.40 ILA 32.21 ILA 70
DDM Multi-Stage 12.98 ILA 21.37 ILA 24.99 ILA 61
Multiples
P/E Multiple 26.49 ILA 35.31 ILA 44.14 ILA 63
P/S Multiple 21.44 ILA 28.59 ILA 35.73 ILA 58
P/B Multiple 21.44 ILA 28.59 ILA 35.73 ILA 55
EV/EBIT 31.28 ILA 40.47 ILA 49.66 ILA 53
EV/EBITDA 30.87 ILA 39.93 ILA 48.99 ILA 54
EV/Revenue 23.38 ILA 31.82 ILA 40.25 ILA 43
Asset-Based
NCAV (Graham) 5.47 ILA 7.33 ILA 10.94 ILA 50
Economic Profit
Residual Income 10.43 ILA 12.37 ILA 20.56 ILA 76
ROIC Compounder 20.71 ILA 27.50 ILA 34.77 ILA 72
Growth Earnings
Growth-Adj P/E 36.78 ILA 52.55 ILA 68.31 ILA 68

Widest divergence: DCF Models (63.98 ILA) versus Asset-Based (7.33 ILA). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 680M ILA
Revenue growth (YoY) +33.3%
Net margin 5.6%
Return on equity 15.2%
Free cash flow −19.8M ILA FY2025
P/E ratio 12.7
More key figures
Operating margin 7.2%
EPS (TTM) 1.73 ILA
Dividend yield 0.1%
EPS growth (YoY) +11.9%
Net debt 416M ILA FY2025

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

Quality Score breakdown

Overall quality 43/100

Of which business quality 39 · Market factors (momentum, volatility) 43

Profitability 38
Margins and returns on capital today
Quality Growth 38
Are margins and returns improving?
Cashflow 6
Earnings quality: real cash, not paper profit
Fin. Strength 33
Balance sheet, leverage, solvency risk
Investment 65
Disciplined investing over empire-building
Low Volatility 83
Calm price path (market factor)
Momentum 27
Price trend over the last 3–12 months (market factor)
52W Momentum 26
Distance to the 52-week high (market factor)
Net Issuance 81
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

ETGA Group Ltd engages in the logistics and financing activities in Israel. The company operates in two segments, Logistics and Non-Bank Financing. It offers logistics supply chain solution, such as customs brokerage services, goods and cargo insurance, couriers, special and complex projects, and other complementary services.

Full company description

ETGA Group Ltd engages in the logistics and financing activities in Israel. The company operates in two segments, Logistics and Non-Bank Financing. It offers logistics supply chain solution, such as customs brokerage services, goods and cargo insurance, couriers, special and complex projects, and other complementary services. The company also offers credit solutions to importers, industrialists, real estate companies, and entrepreneurs, as well as financing for import and commercial credit activities, real estate and related fields, and shipping costs, tax payments, etc.; and provide a credit line to sub-financiers. ETGA Group Ltd was founded in 1989 and is based in Holon, Israel.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

ETGA Group reported revenue of 625M ILA in FY2025 versus 515M ILA in FY2021, a compound +5.0%/yr. Reported net income was 37.2M ILA in FY2025, compounding +7.7%/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)
625M ILS
Latest YoY
+12.4%
Avg. 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.
−0.9%
Avg. 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.
+23.2%
Avg. growth/yr (6Y) 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.
+32.2%
Revenue +5.0%/yr
FY21 515M ILA
FY22 642M ILA
FY23 355M ILA
FY24 556M ILA
FY25 625M ILA
Net income +7.7%/yr
FY21 27.6M ILA
FY22 33.4M ILA
FY23 26.6M ILA
FY24 33.5M ILA
FY25 37.2M ILA

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Cite: Fair Value Calculator (2026). "ETGA Group Fair Value". https://www.fairvalue-calculator.com/stock/ETGA

Peer Group

Integrated Freight & Logistics · 218 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 43 · Bottom 25%
Fair Value upside +23% · Above median
Return on equity (TTM) 15% · Top 25%
Return on assets 3% · Above median
Net margin (TTM) 6% · Top 25%
Operating margin (TTM) 7% · Above median
Revenue growth 33% · Top 25%
Dividend yield (TTM) 0.1% · Bottom 25%

Valuation Multiples vs Integrated Freight & Logistics median · lower = cheaper

P/E (TTM) 12.7× · Cheaper than median
P/B 0.66× · Cheaper than median
P/S (TTM) 0.23× · Cheaper than median
EV/EBITDA 1.3× · 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.

VALUE 64 · sector 46
FUTURE 100 · sector 8
PAST 61 · sector 26
HEALTH 100 · sector 94
DIVIDEND 1 · sector 56

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 Integrated Freight & Logistics stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).

Stock Price Fair Value vs Fair Value
United Parcel Service, Inc UPS $117.72 $104.58 -11%
FedEx Corporation FDX $314.69 $347.68 +10%
Deutsche Post AG DHL €57.22 €53.18 -7%
DSV A/S DSV kr 1,660 kr 712.57 -57%
Kuehne + Nagel International AG KNIN CHF 209.90 CHF 147.92 -30%
J.B. Hunt Transport Services, Inc JBHT $291.41 $133.80 -54%
S.F. Holding 002352 ¥31.91 ¥48.64 +52%
C.H. Robinson Worldwide, Inc CHRW $193.50 $86.56 -55%
Expeditors International of Washington, Inc EXPD $172.02 $115.95 -33%
ZTO Express (Cayman) Inc 2057 HK$181.40 HK$241.93 +33%

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Frequently asked questions

Is ETGA Group (ETGA) overvalued or undervalued?
As of Jul 12, 2026, our model estimates a fair value of 28.59 ILA versus a price of 23.22 ILA, about +23% (undervalued).
What is the fair value of ETGA?
Our model-based fair value for ETGA Group is 28.59 ILA (as of Jul 12, 2026), built from audited fundamentals. The current price is 23.22 ILA.
What is the quality score of ETGA?
ETGA Group has a Quality Score of 43/100. 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 ETGA Group (ETGA)?
ETGA Group reported trailing-twelve-month revenue of about 680M ILS (latest available figure, as of Jul 12, 2026).
What is the net profit margin of ETGA?
The net profit margin of ETGA Group is about 5.6%, meaning it keeps roughly 5.6% of revenue as net income. Based on the latest reported figures.
Does ETGA Group pay a dividend?
ETGA Group currently shows a dividend yield of about 0.07% 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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