EN DE

Israel Shipyards Industries Ltd (ISHI) Fair Value & Analysis

Industrials · Il · Market cap 3.0B ILA

IS Israel Shipyards Industries Ltd ISHI · TA
Price122.90 ILA
Fair Value22.94 ILA
Upside-81.3%
Quality45/100
Watch Israel Shipyards Industries Ltd for free, get notified when fair value or trend changes. Watch for free
Expensive Growth
Thin margins · 1.6% net margin
Low debt · negative free cash flow
Trails peers (3/13)
Narrow moat 31/100
Evidence: High Range 16.32 ILA – 28.68 ILA Share as image

Fair value as of: Jul 17, 2026

From 16 valuation models · updated 23 days ago

Share price −24.3% over the past month.

Below-average quality, and screening another 81% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (28.68 ILA). The favourable scenario is already priced in.
  • Solid but not exceptional quality (45/100) and above fair value, neither a clear bargain nor a standout compounder.
Share this valuation: 𝕏 WhatsApp

Price vs Fair Value (5 years)

242.55 ILA 65.20 ILA Fair Value 22.94 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 65.20 ILA – 242.55 ILA · fair‑value band 16.32 ILA – 28.68 ILA · the 122.90 ILA price screens above the 22.94 ILA fair value. Dashed = 300-day average. As of Jul 17, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Israel Shipyards Industries Ltd (ISHI) currently trades at 122.90 ILA, while our model-based Fair Value estimate is 22.94 ILA, implying the stock looks roughly 81.3% overvalued today. The Quality Score stands at 45/100 (below-average quality), in the Industrials 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, Israel Shipyards Industries Ltd generated revenue of 1.6B ILA at a net margin of 1.6%. Revenue grew 8.4% year over year. It earns a return on equity of 2.7%. Net debt stands at 132M ILA. Fundamentals as of Jul 17, 2026

Our scenario range runs from 16.32 ILA (bear case) to 28.68 ILA (bull case); at 122.90 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 Industrials peers we cover trades at -59% fair-value upside, at -81%, ISHI 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.

Model BearBaseBull Evidence
Highest evidence
Residual Income 27.06 ILA 26.43 ILA 22.07 ILA 76
ROIC Compounder 19.06 ILA 21.06 ILA 22.79 ILA 72
Gordon GGM 7.03 ILA 14.00 ILA 21.20 ILA 70
All 16 models by family
Earnings-Based
Graham-Dodd 7.43 ILA 28.33 ILA 38.36 ILA 54
Lynch FV 6.89 ILA 9.84 ILA 12.80 ILA 50
PEG = 1.0 6.89 ILA 9.84 ILA 12.80 ILA 46
EPV 19.06 ILA 21.06 ILA 22.79 ILA 59
Dividend Discount
Gordon GGM 7.03 ILA 14.00 ILA 21.20 ILA 70
DDM Multi-Stage 7.03 ILA 12.10 ILA 14.78 ILA 61
Multiples
P/E Multiple 17.21 ILA 22.94 ILA 28.68 ILA 63
P/S Multiple 13.93 ILA 18.57 ILA 23.21 ILA 58
P/B Multiple 13.93 ILA 18.57 ILA 23.21 ILA 55
EV/EBIT 27.98 ILA 35.17 ILA 42.37 ILA 53
EV/EBITDA 70.83 ILA 92.31 ILA 113.79 ILA 54
EV/Revenue 21.80 ILA 28.40 ILA 35.00 ILA 43
Asset-Based
NCAV (Graham) 18.87 ILA 25.29 ILA 37.75 ILA 50
Economic Profit
Residual Income 27.06 ILA 26.43 ILA 22.07 ILA 76
ROIC Compounder 19.06 ILA 21.06 ILA 22.79 ILA 72
Growth Earnings
Growth-Adj P/E 12.54 ILA 17.92 ILA 23.29 ILA 68

Widest divergence: Asset-Based (25.29 ILA) versus Earnings-Based (9.84 ILA). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 1.6B ILA
Revenue growth (YoY) +8.4%
Net margin 1.6%
Return on equity 2.7%
Free cash flow −110M ILA FY2025
P/E ratio 129.7
More key figures
Operating margin 4.7%
EPS (TTM) 1.05 ILA
EPS growth (YoY) -10.1%
Net debt 132M ILA FY2025

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

Quality Score breakdown

Overall quality 45/100

Of which business quality 46 · Market factors (momentum, volatility) 27

Profitability 28
Margins and returns on capital today
Quality Growth 36
Are margins and returns improving?
Cashflow 35
Earnings quality: real cash, not paper profit
Fin. Strength 55
Balance sheet, leverage, solvency risk
Investment 54
Disciplined investing over empire-building
Low Volatility 72
Calm price path (market factor)
Momentum 12
Price trend over the last 3–12 months (market factor)
52W Momentum 0
Distance to the 52-week high (market factor)
Net Issuance 82
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

Israel Shipyards Industries Ltd designs, constructs, markets, and sells military and vessels in Israel, Europe and the Mediterranean, Africa and the Far East, South America, and internationally.

Full company description

Israel Shipyards Industries Ltd designs, constructs, markets, and sells military and vessels in Israel, Europe and the Mediterranean, Africa and the Far East, South America, and internationally. It operates general cargo port that provides loading, discharging, sorting, storage, and transportation services; performs metal works; and imports, produces, markets, and sells cement and construction products, as well as offers vessel building and repair services. The company is involved in the provision of logistics and support services for the offshore gas and petrol drilling operations. Israel Shipyards Industries Ltd was founded in 1959 and is based in Haifa, Israel.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Israel Shipyards Industries Ltd reported revenue of 1.6B ILA in FY2025 versus 945M ILA in FY2021, a compound +13.7%/yr. Reported net income was 27.3M ILA in FY2025, compounding −26.5%/yr from FY2021.

Growth Quality 58/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
1.6B ILS
Latest YoY
+20.6%
Avg. growth/yr (3Y)
+2.2%
Avg. growth/yr (5Y)
+15.6%
Avg. growth/yr (8Y)
+8.7%
Revenue +13.7%/yr
FY21 945M ILA
FY22 1.5B ILA
FY23 1.5B ILA
FY24 1.3B ILA
FY25 1.6B ILA
Net income −26.5%/yr
FY21 93.7M ILA
FY22 126M ILA
FY23 96.8M ILA
FY24 65.7M ILA
FY25 27.3M ILA

ISHI screens 81% overvalued. Compare with General Electric Company →

Share or link this analysis
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Cite: Fair Value Calculator (2026). "Israel Shipyards Industries Ltd Fair Value". https://www.fairvalue-calculator.com/stock/ISHI

Peer Group

Aerospace & Defense · 226 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 45 · Below median
Fair Value upside −81% · Bottom 25%
Return on equity (TTM) 3% · Below median
Return on assets 1% · Below median
Net margin (TTM) 2% · Bottom 25%
Operating margin (TTM) 5% · Below median
Revenue growth 8% · Below median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.17× · Higher than median

Valuation Multiples vs Aerospace & Defense median · lower = cheaper

P/E (TTM) 115.4× · Pricier than 75% of peers
P/B 1.04× · Cheaper than 75% of peers
P/S (TTM) 0.61× · Cheaper than 75% of peers
EV/EBITDA 5.9× · 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 0 · sector 0
FUTURE 42 · sector 46
PAST 11 · sector 38
HEALTH 91 · sector 94
DIVIDEND 0 · sector 15

VALUE 0: the price sits above our fair-value range.

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

Weapons Defense

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

Similar stocks

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

Stock Price Fair Value vs Fair Value
General Electric Company GE $381.22 $116.71 -69%
RTX Corporation RTX $195.93 $88.37 -55%
Airbus SE 1AIR €213.25 €86.20 -60%
The Boeing Company BA $217.11 $48.20 -78%
China CSSC Holdings 600150 ¥34.31 ¥21.90 -36%
HD Hyundai Heavy Industries Co 329180 466,000 KRW 272,966 KRW -41%
Hanwha Aerospace Co 012450 967,000 KRW 573,468 KRW -41%
ASELSAN Elektronik Sanayi ve Ticaret Anonim Sirketi ASELS 337.50 TRY 130.70 TRY -61%
Saab AB SAABB kr 520.40 kr 212.84 -59%
Kongsberg Gruppen ASA KOG kr 277.50 kr 106.93 -61%

Compare Israel Shipyards Industries Ltd with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Industrials stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Frequently asked questions

Is Israel Shipyards Industries Ltd (ISHI) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of 22.94 ILA versus a price of 122.90 ILA, about −81% (overvalued).
What is the fair value of ISHI?
Our model-based fair value for Israel Shipyards Industries Ltd is 22.94 ILA (as of Jul 17, 2026), built from audited fundamentals. The current price is 122.90 ILA.
What is the quality score of ISHI?
Israel Shipyards Industries Ltd has a Quality Score of 45/100. 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 Israel Shipyards Industries Ltd (ISHI)?
Israel Shipyards Industries Ltd reported trailing-twelve-month revenue of about 1.6B ILS (latest available figure, as of Jul 17, 2026).
What is the net profit margin of ISHI?
The net profit margin of Israel Shipyards Industries Ltd is about 1.6%, meaning it keeps roughly 1.6% 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.

14 days Pro free · no card

Track Israel Shipyards Industries Ltd and try Pro for 14 days

One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.

Zero risk: nothing is ever charged. After 14 days you decide whether to stay.