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Jacob Finance and Investments Ltd (JCFN) Fair Value & Analysis

Financial Services · Il · Market cap 741M ILA

JF Jacob Finance and Investments Ltd JCFN · TA
Price29.80 ILA
Fair Value43.13 ILA
Upside+44.7%
Quality61/100
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Healthy Growth
Highly profitable · 69.5% net margin
generates free cash flow
Ranks above peers (11/13)
Wide moat 76/100
Evidence: High Range 32.35 ILA – 77.05 ILA Share as image

Fair value as of: Jul 13, 2026

From 11 valuation models · updated 28 days ago

Share price +1.9% over the past month.

A solid business, screening 45% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (32.35 ILA). The market is more pessimistic than our downside scenario.
  • Solid quality (61/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (32.35 ILA to 77.05 ILA) leaves room in how you read the outcome.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (4 years)

36.51 ILA 8.22 ILA Fair Value 43.13 ILA Mar 2022 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 13, 2026.

How to read this chart

53‑month range 8.22 ILA – 36.51 ILA · fair‑value band 32.35 ILA – 77.05 ILA · the 29.80 ILA price screens below the 43.13 ILA fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 13, 2026.

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Analysis

Jacob Finance and Investments Ltd (JCFN) currently trades at 29.80 ILA, while our model-based Fair Value estimate is 43.13 ILA, implying the stock looks roughly 44.7% undervalued today. The Quality Score stands at 61/100 (solid quality), in the Financial Services 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, Jacob Finance and Investments Ltd generated revenue of 122M ILA at a net margin of 69.5%. Revenue grew 13.0% year over year. It earns a return on equity of 19.4%. Net debt stands at 2.6B ILA. Fundamentals as of Jul 13, 2026

Our scenario range runs from 32.35 ILA (bear case) to 77.05 ILA (bull case); at 29.80 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 Financial Services peers we cover trades at -41% fair-value upside, at 45%, JCFN 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
Growth DCF 41.73 ILA 72.11 ILA 119.85 ILA 72
Rev-Margin DCF 25.95 ILA 41.20 ILA 73.48 ILA 67
P/E Multiple 32.35 ILA 43.13 ILA 53.91 ILA 63
All 11 models by family
DCF Models
Owner Earnings 42.29 ILA 87.62 ILA 171.73 ILA 31
5Y P/E Exit 36.66 ILA 76.81 ILA 130.66 ILA 38
10Y P/E Exit 39.51 ILA 79.84 ILA 144.11 ILA 35
Earnings-Based
Graham-Dodd 22.56 ILA 157.34 ILA 220.80 ILA 54
Lynch FV 81.29 ILA 116.12 ILA 150.96 ILA 50
Multiples
P/E Multiple 32.35 ILA 43.13 ILA 53.91 ILA 63
P/B Multiple 19.19 ILA 25.59 ILA 31.99 ILA 55
Asset-Based
NCAV (Graham) 9.14 ILA 12.25 ILA 18.28 ILA 50
Growth DCF
Growth DCF 41.73 ILA 72.11 ILA 119.85 ILA 72
Rev-Margin DCF 25.95 ILA 41.20 ILA 73.48 ILA 67
Economic Profit
Residual Income 18.93 ILA 25.14 ILA 72.80 ILA 61

Widest divergence: Earnings-Based (116.12 ILA) versus Asset-Based (12.25 ILA). Highest evidence: Growth DCF (72).

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Key figures & financial health

Revenue (TTM) 122M ILA
Revenue growth (YoY) +13.0%
Net margin 69.5%
Return on equity 19.4%
Free cash flow 81.3M ILA FY2025
P/E ratio 8.7
More key figures
Operating margin 92.6%
EPS (TTM) 3.43 ILA
Dividend yield 0.0%
EPS growth (YoY) +9.8%
Net debt 2.6B ILA FY2025

Figures from reported company fundamentals · as of Jul 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 61/100

Of which business quality 51 · Market factors (momentum, volatility) 38

Profitability 43
Margins and returns on capital today
Quality Growth 79
Are margins and returns improving?
Cashflow 83
Earnings quality: real cash, not paper profit
Fin. Strength 0
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 67
Calm price path (market factor)
Momentum 27
Price trend over the last 3–12 months (market factor)
52W Momentum 24
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

Jacob Finance and Investments Ltd provides non-bank financing for businesses in Israel. It offers non-bank credit against third-party deferred relays and self-delivered deferred relays; and credit solutions, including bridging loans, import and equipment financing, and working capital financing.

Full company description

Jacob Finance and Investments Ltd provides non-bank financing for businesses in Israel. It offers non-bank credit against third-party deferred relays and self-delivered deferred relays; and credit solutions, including bridging loans, import and equipment financing, and working capital financing. The company was incorporated in 2009 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

Jacob Finance and Investments Ltd reported revenue of 228M ILA in FY2025 versus 48.6M ILA in FY2021, a compound +47.1%/yr. Reported net income was 82.5M ILA in FY2025, compounding +35.7%/yr from FY2021.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
228M ILS
Latest YoY
+31.0%
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.
+27.8%
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.
+209.4%
Revenue +47.1%/yr
FY21 48.6M ILA
FY22 109M ILA
FY23 152M ILA
FY24 174M ILA
FY25 228M ILA
Net income +35.7%/yr
FY21 24.3M ILA
FY22 47.5M ILA
FY23 56.8M ILA
FY24 69.5M ILA
FY25 82.5M ILA

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Cite: Fair Value Calculator (2026). "Jacob Finance and Investments Ltd Fair Value". https://www.fairvalue-calculator.com/stock/JCFN

Peer Group

Credit Services · 331 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 +45% · Above median
Return on equity (TTM) 19% · Top 25%
Return on assets 3% · Above median
Net margin (TTM) 70% · Top 25%
Operating margin (TTM) 93% · Top 25%
Revenue growth 13% · Above median
Dividend yield (TTM) 0.0% · Bottom 25%

Valuation Multiples vs Credit Services median · lower = cheaper

P/E (TTM) 8.7× · Cheaper than median
P/B 0.53× · Cheaper than median
P/S (TTM) 1.99× · Cheaper than median
P/FCF 3.0× · Pricier than 75% of peers
EV/EBITDA 1.1× · 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 93 · sector 37
FUTURE 65 · sector 39
PAST 78 · sector 32
HEALTH 0 · sector 58
DIVIDEND 0 · sector 51

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 Credit Services stocks, each showing price versus our Fair Value estimate (as of Jul 13, 2026).

Stock Price Fair Value vs Fair Value
Visa Inc V $348.97 $204.19 -41%
Mastercard Incorporated MA $537.70 $221.87 -59%
American Express Company AXP $358.44 $206.40 -42%
Bajaj Finance Limited BAJFINANCE ₹1,056 ₹397.61 -62%
Shriram Finance Limited SHRIRAMFIN ₹1,024 ₹553.83 -46%
Cholamandalam Investment and Finance Company CHOLAFIN ₹1,808 ₹796.52 -56%
Tata Capital Limited TATACAP ₹360.60 ₹229.85 -36%
Power Finance Corporation PFC ₹405.10 ₹810.20 +100%
Muthoot Finance Limited MUTHOOTFIN ₹3,129 ₹3,463 +11%
Indian Railway Finance Corporation IRFC ₹88.41 ₹69.72 -21%

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Frequently asked questions

Is Jacob Finance and Investments Ltd (JCFN) overvalued or undervalued?
As of Jul 13, 2026, our model estimates a fair value of 43.13 ILA versus a price of 29.80 ILA, about +45% (undervalued).
What is the fair value of JCFN?
Our model-based fair value for Jacob Finance and Investments Ltd is 43.13 ILA (as of Jul 13, 2026), built from audited fundamentals. The current price is 29.80 ILA.
What is the quality score of JCFN?
Jacob Finance and Investments Ltd has a Quality Score of 61/100. 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 Jacob Finance and Investments Ltd (JCFN)?
Jacob Finance and Investments Ltd reported trailing-twelve-month revenue of about 122M ILS (latest available figure, as of Jul 13, 2026).
What is the net profit margin of JCFN?
The net profit margin of Jacob Finance and Investments Ltd is about 69.5%, meaning it keeps roughly 69.5% of revenue as net income. Based on the latest reported figures.
Does Jacob Finance and Investments Ltd pay a dividend?
Jacob Finance and Investments Ltd currently shows a dividend yield of about 0.02% relative to its recent price (as of Jul 13, 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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