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Land Development of Nimrodi Group (ILDC) Fair Value & Analysis

Real Estate · Il · Market cap 1.5B ILA

LD Land Development of Nimrodi Group ILDC · TA
Price37.22 ILA
Fair Value69.48 ILA
Upside+86.7%
Quality37/100
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Expensive Growth
Highly profitable · 25.5% net margin
High debt · negative free cash flow
Ranks above peers (9/13)
Wide moat 70/100
Evidence: Medium Range 40.83 ILA – 86.84 ILA Share as image

Fair value as of: Jul 16, 2026

From 7 valuation models · updated 24 days ago

Fair value updated Jul 16, 2026, revised from 69.30 ILA to 69.48 ILA (+0.3%) since Jun 26, 2026. Share price +6.3% over the past month.

Below-average quality, screening 87% undervalued on our models.

What matters now

  • The large discount to fair value meets weak quality (37/100). That raises the risk this is a value trap rather than a bargain.
  • The price is below even our cautious bear case (40.83 ILA). The market is more pessimistic than our downside scenario.
  • A fairly wide model range (40.83 ILA to 86.84 ILA) leaves room in how you read the outcome.
  • As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
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Price vs Fair Value (5 years)

50.42 ILA 18.20 ILA Fair Value 69.48 ILA Mar 2021 Aug 2026

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 18.20 ILA – 50.42 ILA · fair‑value band 40.83 ILA – 86.84 ILA · the 37.22 ILA price screens below the 69.48 ILA fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

Land Development of Nimrodi Group (ILDC) currently trades at 37.22 ILA, while our model-based Fair Value estimate is 69.48 ILA, implying the stock looks roughly 86.7% undervalued today. The Quality Score stands at 37/100 (below-average quality), in the Real Estate 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: medium), always confirm before acting.

Over the trailing twelve months, Land Development of Nimrodi Group generated revenue of 957M ILA at a net margin of 25.5%. Revenue grew 4.9% year over year. It earns a return on equity of 15.3%. Net debt stands at 5.8B ILA. Fundamentals as of Jul 16, 2026

Our scenario range runs from 40.83 ILA (bear case) to 86.84 ILA (bull case); at 37.22 ILA, the current price sits below 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 Real Estate peers we cover trades at -2% fair-value upside, at 87%, ILDC 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 40.12 ILA 44.66 ILA 65.37 ILA 76
Gordon GGM 11.52 ILA 16.30 ILA 20.73 ILA 70
P/E Multiple 52.11 ILA 69.48 ILA 86.84 ILA 63
All 7 models by family
Earnings-Based
Graham-Dodd 36.34 ILA 77.02 ILA 97.66 ILA 54
Dividend Discount
Gordon GGM 11.52 ILA 16.30 ILA 20.73 ILA 70
DDM Multi-Stage 11.52 ILA 15.59 ILA 19.63 ILA 61
Multiples
P/E Multiple 52.11 ILA 69.48 ILA 86.84 ILA 63
P/B Multiple 49.16 ILA 65.54 ILA 81.93 ILA 55
Asset-Based
NCAV (Graham) 23.41 ILA 31.37 ILA 46.82 ILA 50
Economic Profit
Residual Income 40.12 ILA 44.66 ILA 65.37 ILA 76

Widest divergence: Earnings-Based (77.02 ILA) versus Dividend Discount (15.59 ILA). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 959M ILA
Revenue growth (YoY) +3.7%
Net margin 25.5%
Return on equity 15.3%
Free cash flow −568M ILA FY2025
P/E ratio 6.3
More key figures
Operating margin 38.1%
EPS (TTM) 5.79 ILA
EPS growth (YoY) +16,650%
Net debt 5.8B ILA FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 37/100

Of which business quality 32 · Market factors (momentum, volatility) 55

Profitability 35
Margins and returns on capital today
Quality Growth 70
Are margins and returns improving?
Cashflow 12
Earnings quality: real cash, not paper profit
Fin. Strength 9
Balance sheet, leverage, solvency risk
Investment 39
Disciplined investing over empire-building
Low Volatility 65
Calm price path (market factor)
Momentum 46
Price trend over the last 3–12 months (market factor)
52W Momentum 58
Distance to the 52-week high (market factor)
Net Issuance 51
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

Land Development of Nimrodi Group Ltd., together with its subsidiaries, primarily engages in the real estate business in Israel, Poland, and internationally.

Full company description

Land Development of Nimrodi Group Ltd., together with its subsidiaries, primarily engages in the real estate business in Israel, Poland, and internationally. The company operates through four segments: Rental of Properties in Israel; Rental of Properties Abroad; Development of Residential Construction in Israel; and Development of Residential Construction Abroad. The company develops and constructs commercial, office, and residential projects; and develops, leases, and operates logistic centers, light industries, and logistics parks in Poland, Germany, Romania, and Austria. It also engages in the development, construction, and sale of urban renewal projects; and operation of various outdoor advertising platforms, including billboards, walls, bridges, urban advertising facilities, bus shelters, and others. Land Development of Nimrodi Group Ltd. was founded in 1909 and is based in Bnei Brak, Israel.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Land Development of Nimrodi Group reported revenue of 991M ILA in FY2025 versus 478M ILA in FY2021, a compound +20.0%/yr. Reported net income was 216M ILA in FY2025, compounding −0.7%/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)
991M ILS
Latest YoY
+6.2%
Avg. growth/yr (3Y)
+13.8%
Avg. growth/yr (5Y)
+22.8%
Avg. growth/yr (25Y)
−2.3%
Revenue +20.0%/yr
FY21 478M ILA
FY22 673M ILA
FY23 896M ILA
FY24 934M ILA
FY25 991M ILA
Net income −0.7%/yr
FY21 222M ILA
FY22 221M ILA
FY23 69.2M ILA
FY24 91.3M ILA
FY25 216M ILA

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Cite: Fair Value Calculator (2026). "Land Development of Nimrodi Group Fair Value". https://www.fairvalue-calculator.com/stock/ILDC

Peer Group

Real Estate Services · 521 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 38 · Bottom 25%
Fair Value upside +87% · Top 25%
Return on equity (TTM) 15% · Top 25%
Return on assets 2% · Above median
Net margin (TTM) 25% · Above median
Operating margin (TTM) 38% · Above median
Revenue growth 4% · Above median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 2.73× · Higher than 75% of peers

Valuation Multiples vs Real Estate Services median · lower = cheaper

P/E (TTM) 6.3× · Cheaper than 75% of peers
P/B 0.26× · Cheaper than 75% of peers
P/S (TTM) 0.51× · Cheaper than median
EV/EBITDA 14.8× · 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 100 · sector 37
FUTURE 19 · sector 10
PAST 61 · sector 16
HEALTH 0 · sector 85
DIVIDEND 0 · sector 49

Insider activity: 45/100

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 Real Estate Services stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
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KE Holdings 2423 HK$44.76 HK$18.03 -60%
Swire Properties Limited 1972 HK$23.90 HK$18.75 -22%
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SAGAA SAGAA kr 170.00 kr 75.55 -56%
Cencosud Shopping S.A CENCOMALLS 2,324 CLP 2,976 CLP +28%
PT Sarana Menara Nusantara Tbk. owns and TOWR 372.00 IDR 1,208 IDR +225%
PT Metropolitan Kentjana Tbk MKPI 20,975 IDR 19,160 IDR -9%
PT Bangun Kosambi Sukses Tbk, CBDK 3,530 IDR 3,464 IDR -2%
IRSA Inversiones y Representaciones Sociedad Anónima, IRSA 2,495 ARS 3,998 ARS +60%

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Frequently asked questions

Is Land Development of Nimrodi Group (ILDC) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of 69.48 ILA versus a price of 37.22 ILA, about +87% (undervalued).
What is the fair value of ILDC?
Our model-based fair value for Land Development of Nimrodi Group is 69.48 ILA (as of Jul 16, 2026), built from audited fundamentals. The current price is 37.22 ILA.
What is the quality score of ILDC?
Land Development of Nimrodi Group has a Quality Score of 37/100. 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 Land Development of Nimrodi Group (ILDC)?
Land Development of Nimrodi Group reported trailing-twelve-month revenue of about 957M ILS (latest available figure, as of Jul 16, 2026).
What is the net profit margin of ILDC?
The net profit margin of Land Development of Nimrodi Group is about 25.5%, meaning it keeps roughly 25.5% of revenue as net income. Based on the latest reported figures.

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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