I.B.I Investment House Ltd (IBI) Fair Value & Analysis
Financial Services · Il · Market cap 6.5B ILA
Fair value as of: Jul 16, 2026
From 13 valuation models · updated 25 days ago
Fair value updated Jul 16, 2026, revised from 91.32 ILA to 91.02 ILA (−0.3%) since Jun 26, 2026. Share price −11.5% over the past month.
A solid business, but screening 82% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (113.78 ILA). The favourable scenario is already priced in.
- Solid but not exceptional quality (66/100) and above fair value, neither a clear bargain nor a standout compounder.
- For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.
How to read this chart
60‑month range 47.49 ILA – 631.19 ILA · fair‑value band 68.27 ILA – 113.78 ILA · the 496.70 ILA price screens above the 91.02 ILA fair value. Dashed = 300-day average. As of Jul 16, 2026.
Analysis
I.B.I Investment House Ltd (IBI) currently trades at 496.70 ILA, while our model-based Fair Value estimate is 91.02 ILA, implying the stock looks roughly 81.7% overvalued today. The Quality Score stands at 66/100 (solid 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: medium).
Over the trailing twelve months, I.B.I Investment House Ltd generated revenue of 1.7B ILA at a net margin of 14.4%. Revenue grew 46.5% year over year. It earns a return on equity of 30.3%. Net debt stands at 72.2M ILA. Fundamentals as of Jul 16, 2026
Our scenario range runs from 68.27 ILA (bear case) to 113.78 ILA (bull case); at 496.70 ILA, the current price sits above 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 -12% fair-value upside, at -82%, IBI screens richer 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.
All 13 models by family
Widest divergence: DCF Models (377.94 ILA) versus Asset-Based (43.56 ILA). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 64 · Market factors (momentum, volatility) 76
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
I.B.I Investment House Ltd. is a publicly owned holding investment firm with approximately NIS 54 billion ($19.13 billion) in assets under management as of March 31, 2026. The firm provides its services to individuals and institutional clients.
Full company description
I.B.I Investment House Ltd. is a publicly owned holding investment firm with approximately NIS 54 billion ($19.13 billion) in assets under management as of March 31, 2026. The firm provides its services to individuals and institutional clients. Through its subsidiaries, it provides securities trading and brokerage, financial consultancy, and investment management services. The firm manages investment portfolios, mutual fund, underwriting services, provident funds, and investments. It was formerly known as Gachelet Investment Co. I.B.I Investment House Ltd. was founded in 1971 and is based in Tel Aviv, Israel.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
I.B.I Investment House Ltd reported revenue of 1.5B ILA in FY2025 versus 549M ILA in FY2021, a compound +27.9%/yr. Reported net income was 175M ILA in FY2025, compounding +5.8%/yr from FY2021.
IBI screens 82% overvalued. Compare with Fondul Proprietatea SA →
Peer Group
Asset Management · 973 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.
Valuation Multiples vs Asset Management median · lower = cheaper
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 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Asset Management stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Fondul Proprietatea SA FP | $0.0420 | $0.0800 | +90% |
| BlackRock, Inc BLK | $1,136 | $465.75 | -59% |
| Blackstone Inc BX | $124.56 | $16.35 | -87% |
| Investor AB INVEB | kr 423.70 | kr 847.40 | +100% |
| Brookfield Corporation BN | C$62.45 | C$10.12 | -84% |
| KKR & Co KKR | $100.94 | $44.88 | -56% |
| AB Industrivärden INDUA | kr 532.50 | kr 1,065 | +100% |
| Jio Financial Services Limited JIOFIN | ₹242.98 | ₹40.19 | -83% |
| Hedef Holding HEDEF | 267.25 TRY | 320.98 TRY | +20% |
| Bajaj Holdings BAJAJHLDNG | ₹10,398 | ₹9,202 | -12% |
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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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