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Isras Holdings (ISHO) Fair Value & Analysis

Real Estate · Il · Market cap 2.3B ILS

IH Isras Holdings ISHO · TA
Price366.00 ILS
Fair Value210.70 ILS
Upside-42.4%
Quality56/100
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Weak Growth
Highly profitable · 45.4% net margin
High debt · generates free cash flow
0.08% dividend yield
Ranks above peers (9/14)
Wide moat 67/100
Evidence: Medium Range 138.99 ILS – 263.38 ILS Share as image

Fair value as of: Jul 19, 2026

From 9 valuation models · updated 22 days ago

Share price −10.4% over the past month.

A solid business, but screening 42% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (263.38 ILS). The favourable scenario is already priced in.
  • Solid but not exceptional quality (56/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (138.99 ILS to 263.38 ILS) 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 (3 years)

540.90 ILS 288.62 ILS Fair Value 210.70 ILS Jan 2024 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.

How to read this chart

30‑month range 288.62 ILS – 540.90 ILS · fair‑value band 138.99 ILS – 263.38 ILS · the 366.00 ILS price screens above the 210.70 ILS fair value. Dashed = 300-day average. As of Jul 19, 2026.

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Analysis

Isras Holdings (ISHO) currently trades at 366.00 ILS, while our model-based Fair Value estimate is 210.70 ILS, implying the stock looks roughly 42.4% overvalued today. The Quality Score stands at 56/100 (solid quality), in the Real Estate 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, Isras Holdings generated revenue of 615M ILS at a net margin of 46.6%. Revenue declined 3.8% year over year. It earns a return on equity of 9.6%. Net debt stands at 1.0B ILS. Fundamentals as of Jul 19, 2026

Our scenario range runs from 138.99 ILS (bear case) to 263.38 ILS (bull case); at 366.00 ILS, 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 Real Estate peers we cover trades at -2% fair-value upside, at -42%, ISHO 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 134.79 ILS 143.26 ILS 154.16 ILS 76
Gordon GGM 108.70 ILS 118.46 ILS 133.23 ILS 70
Growth-Adj P/E 93.63 ILS 133.76 ILS 173.88 ILS 68
All 9 models by family
Earnings-Based
Graham-Dodd 84.28 ILS 103.01 ILS 115.89 ILS 54
Dividend Discount
Gordon GGM 108.70 ILS 118.46 ILS 133.23 ILS 70
DDM Multi-Stage 108.70 ILS 134.32 ILS 169.29 ILS 61
Multiples
P/E Multiple 130.14 ILS 173.52 ILS 216.90 ILS 63
P/S Multiple 25.66 ILS 34.21 ILS 42.77 ILS 58
P/B Multiple 158.03 ILS 210.70 ILS 263.38 ILS 55
Asset-Based
NCAV (Graham) 82.30 ILS 110.28 ILS 164.60 ILS 50
Economic Profit
Residual Income 134.79 ILS 143.26 ILS 154.16 ILS 76
Growth Earnings
Growth-Adj P/E 93.63 ILS 133.76 ILS 173.88 ILS 68

Widest divergence: Multiples (173.52 ILS) versus Earnings-Based (103.01 ILS). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 615M ILS
Revenue growth (YoY) -3.8%
Net margin 46.6%
Return on equity 9.6%
Free cash flow 20.2M ILS FY2025
P/E ratio 5.9
More key figures
Operating margin 78.2%
EPS (TTM) 58.37 ILS
Dividend yield 0.0%
EPS growth (YoY) +20.9%
Net debt 1.0B ILS FY2025

Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 56/100

Of which business quality 52 · Market factors (momentum, volatility) 35

Profitability 35
Margins and returns on capital today
Quality Growth 51
Are margins and returns improving?
Cashflow 53
Earnings quality: real cash, not paper profit
Fin. Strength 42
Balance sheet, leverage, solvency risk
Investment 67
Disciplined investing over empire-building
Low Volatility 75
Calm price path (market factor)
Momentum 19
Price trend over the last 3–12 months (market factor)
52W Momentum 17
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

Isras Holdings Ltd engages in the real estate business in Israel. It also develops residential properties. The company was incorporated in 2022 and is based in Tel Aviv-Yafo, Israel.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Isras Holdings reported revenue of 183M ILS in FY2025 versus 669M ILS in FY2021, a compound −27.7%/yr. Reported net income was 79.3M ILS in FY2025, compounding −43.8%/yr from FY2021.

Growth Quality 34/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
183M ILS
Latest YoY
−74.0%
Avg. growth/yr (3Y)
−30.2%
Avg. growth/yr (5Y)
−0.2%
Revenue −27.7%/yr
FY21 669M ILS
FY22 536M ILS
FY23 584M ILS
FY24 703M ILS
FY25 183M ILS
Net income −43.8%/yr
FY21 796M ILS
FY22 334M ILS
FY23 284M ILS
FY24 336M ILS
FY25 79.3M ILS

ISHO screens 42% overvalued. Compare with Vingroup Joint Stock Company →

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Cite: Fair Value Calculator (2026). "Isras Holdings Fair Value". https://www.fairvalue-calculator.com/stock/ISHO

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 57 · Above median
Fair Value upside −42% · Bottom 25%
Return on equity (TTM) 8% · Above median
Return on assets 3% · Above median
Net margin (TTM) 45% · Top 25%
Operating margin (TTM) 76% · Top 25%
Revenue growth 4% · Above median
Dividend yield (TTM) 0.1% · Below median
Debt / equity 3.51× · Higher than 75% of peers

Valuation Multiples vs Real Estate Services median · lower = cheaper

P/E (TTM) 8.8× · Cheaper than median
P/B 0.73× · Pricier than median
P/S (TTM) 1.31× · Cheaper than median
P/FCF 38.1× · Pricier than 75% of peers
EV/EBITDA 9.4× · Cheaper 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 0 · sector 37
FUTURE 19 · sector 10
PAST 34 · sector 16
HEALTH 0 · sector 85
DIVIDEND 2 · sector 49

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.

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 19, 2026).

Stock Price Fair Value vs Fair Value
Vingroup Joint Stock Company VIC 223,000 VND 25,731 VND -88%
KE Holdings 2423 HK$44.76 HK$18.03 -60%
Swire Properties Limited 1972 HK$23.90 HK$18.75 -22%
Plaza S.A MALLPLAZA 3,725 CLP 5,571 CLP +50%
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 Isras Holdings (ISHO) overvalued or undervalued?
As of Jul 19, 2026, our model estimates a fair value of 210.70 ILS versus a price of 366.00 ILS, about −42% (overvalued).
What is the fair value of ISHO?
Our model-based fair value for Isras Holdings is 210.70 ILS (as of Jul 19, 2026), built from audited fundamentals. The current price is 366.00 ILS.
What is the quality score of ISHO?
Isras Holdings has a Quality Score of 56/100. 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 Isras Holdings (ISHO)?
Isras Holdings reported trailing-twelve-month revenue of about 615M ILS (latest available figure, as of Jul 19, 2026).
What is the net profit margin of ISHO?
The net profit margin of Isras Holdings is about 46.6%, meaning it keeps roughly 46.6% of revenue as net income. Based on the latest reported figures.
Does Isras Holdings pay a dividend?
Isras Holdings currently shows a dividend yield of about 0.04% relative to its recent price (as of Jul 19, 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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