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Lapidoth-Heletz Limited (LPHL-L) Fair Value & Analysis

Energy · Il · Market cap 966K ILA · ISIN IL0010912488

What is Lapidoth-Heletz Limited really worth?

LH Lapidoth-Heletz Limited LPHL-L · TA
Price1.40 ILA
Fair Value0.3103 ILA
Upside−77.8%
Quality60/100

A solid business, but trading 350% above our fair value of 0.3103 ILA.

As of Aug 27, 2026, the fair value of Lapidoth-Heletz Limited is 0.3103 ILA per share against a price of 1.40 ILA, so the fair value sits 78% below the price. A model estimate blended from multiple valuation models, recalculated regularly.

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Risks

!Weak Growth (revenue 3y −43.4 %/yr)
!negative free cash flow
!Trails peers (3/8)
!Narrow moat 18/100
!Evidence only low, so the estimate is less certain
!Weak on past: 22 out of 100
Evidence: Low Range 0.2428 ILA – 0.3912 ILA

Fair value as of: Aug 27, 2026

From 8 valuation models · updated 10 days ago

Fair value updated Aug 27, 2026, revised from 0.2300 ILA to 0.3103 ILA (+34.9%) since Aug 21, 2026. Share price +0.4% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (0.3912 ILA). The favourable scenario is already priced in.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • Solid but not exceptional quality (60/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

1.68 ILA 0.9530 ILA Fair Value 0.3103 ILA Sep 2020 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 27, 2026.

How to read this chart

60‑month range 0.9530 ILA – 1.68 ILA · fair‑value band 0.2428 ILA – 0.3912 ILA · the 1.40 ILA price screens above the 0.3103 ILA fair value. Dashed = 300-day average. As of Aug 27, 2026.

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Analysis

Lapidoth-Heletz Limited (LPHL-L) currently trades at 1.40 ILA, while our model-based Fair Value estimate is 0.3103 ILA, implying the stock looks roughly 350.2% overvalued today. The Quality Score stands at 60/100 (solid quality), in the Energy sector. Bull case: the Dividend Discount group reads highest at a median of 1.38 ILA per share, and 1 of the 8 models we run sit above the 1.40 ILA price. Bear case: the Earnings-Based group reads lowest at 0.1400 ILA, and 7 of the 8 models stay below the price. Evidence for this calculation is low.

Trailing-twelve-month revenue stands at 28.0K ILA. It earns a return on equity of 5.5%. The stock trades on a trailing P/E of 13.6 (as of Jul 13, 2026). Fundamentals as of Aug 27, 2026

Our scenario range runs from 0.2428 ILA (bear case) to 0.3912 ILA (bull case); at 1.40 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 Energy peers we cover trades at −50% fair-value upside, at −78%, LPHL-L screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (0.1400 ILA to 1.49 ILA). Read the values as a conservative anchor, not as a price target.
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
Residual Income best evidence 1.12 ILA 1.03 ILA 0.6400 ILA 74
Gordon GGM 1.29 ILA 1.38 ILA 1.51 ILA 67
Growth-Adj P/E 0.1300 ILA 0.1800 ILA 0.2300 ILA 66
All 8 models by family
Earnings-Based
Graham-Dodd 0.1100 ILA 0.1400 ILA 0.1600 ILA 65
Dividend Discount
Gordon GGM 1.29 ILA 1.38 ILA 1.51 ILA 67
DDM Multi-Stage 1.29 ILA 1.49 ILA 1.75 ILA 65
Multiples
P/E Multiple 0.1800 ILA 0.2300 ILA 0.2900 ILA 63
P/B Multiple 0.2100 ILA 0.2800 ILA 0.3600 ILA 55
Asset-Based
NCAV (Graham) 0.9100 ILA 1.22 ILA 1.82 ILA 51
Economic Profit
Residual Income best evidence 1.12 ILA 1.03 ILA 0.6400 ILA 74
Growth Earnings
Growth-Adj P/E 0.1300 ILA 0.1800 ILA 0.2300 ILA 66

Widest divergence: Dividend Discount (1.38 ILA) versus Earnings-Based (0.1400 ILA). Highest evidence: Residual Income (74).

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Key figures & financial health

P/E ratio 13.6 as of Jul 13, 2026
P/S ratio 34.5 TTM
EPS (TTM) 0.1010 ILA price ÷ EPS = P/E 13.6
Net margin 25,200% TTM
Return on equity 5.5% TTM
Return on assets (EBIT) −2.8% avg 5y
More key figures
Profitability
Operating margin −14,800% TTM
Growth
Revenue (TTM) 28.0K ILA TTM
Revenue growth (YoY) +26.7%
EPS growth (YoY) +50.0%
Balance sheet & cash flow
Free cash flow −1.8M ILA FY2022

Figures from reported company fundamentals · as of Aug 27, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 60/100

Of which business quality 61 · Market factors (momentum, volatility) 69

Profitability 11
Margins and returns on capital today
Quality Growth 34
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 55
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 76
Calm price path (market factor)
Momentum 60
Price trend over the last 3–12 months (market factor)
52W Momentum 75
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Lapidoth-Heletz Limited Partnership engages in the exploration and production of oil and gas properties in Israel. The company is based in Tel Aviv, Israel. Lapidoth-Heletz Limited Partnership is a subsidiary of Lapidoth Capital Ltd.

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

Revenue & earnings trend

FY2018 – FY2022 · reported fiscal years

Lapidoth-Heletz Limited reported revenue of 0 ILS in FY2022 versus 0 ILS in FY2018. Reported net income was 1.2M ILS in FY2022, compounding −33.1%/yr from FY2018.

Growth Quality 4/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2016)
3.4M ILS
Latest YoY
−54.4%
Avg. revenue 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.
−43.4%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
−22.7% · in ILS
Earnings growth per share plus dividend yield: the value created per share and year.
Earnings growth per share−22.7%
Dividend yield0.0%
Operating margin (EBIT) Operating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.15.0% (2013) → −185.6% (2016) · falling
Worst earnings drop197% (2020) (loss year, drop beyond 100%) · in ILS
Revenue
FY18 0 ILS
FY19 0 ILS
FY20 0 ILS
FY21 0 ILS
FY22 0 ILS
Net income −33.1%/yr
FY18 5.9M ILS
FY19 2.1M ILS
FY20 −5.7M ILS
FY21 5.4M ILS
FY22 1.2M ILS

LPHL-L screens 350% overvalued. Compare with Noble Corporation →

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Cite: Fair Value Calculator (2026). "Lapidoth-Heletz Limited Fair Value". https://www.fairvalue-calculator.com/stock/LPHL-L

Peer Group

Oil & Gas Drilling · 35 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 60 · Top 25%
Fair Value upside −78% · Bottom 25%
Return on equity (TTM) 6% · Above median
Return on assets −2% · Bottom 25%
Revenue growth 27% · Top 25%
Dividend yield (TTM) 0.0% · Bottom 25%

Valuation Multiples vs Oil & Gas Drilling median · lower = cheaper

P/E (TTM) 13.6× · Pricier than median
P/S (TTM) 11.47× · Pricier than 75% of peers

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 0
FUTURE100 · sector 0
PAST22 · sector 20
HEALTH0 · sector 80
DIVIDEND0 · sector 29

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.

Oil & gas

Similar stocks

10 more Oil & Gas Drilling stocks, each showing price versus our Fair Value estimate (as of Aug 27, 2026).

Stock Price Fair Value vs Fair Value
Noble Corporation NE $45.76 $23.09 −50%
Sinopec Oilfield Service Corporation 600871 ¥2.21 ¥0.4900 −78%
Transocean Ltd RIG $5.70 $2.16 −62%
Valaris Limited VAL $85.21 $58.91 −31%
Patterson-UTI Energy, Inc PTEN $12.13 $12.20 +1%
Helmerich & Payne, Inc HP $42.55 $9.25 −78%
Seadrill Limited SDRL $46.72 $10.17 −78%
Odfjell Drilling Ltd ODL kr 95.30 kr 53.75 −44%
Arabian Drilling Company 2381 88.90 SAR 11.09 SAR −88%
Borr Drilling Limited BORR kr 41.63 kr 26.64 −36%

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Frequently asked questions

Is Lapidoth-Heletz Limited (LPHL-L) overvalued or undervalued?
As of Aug 27, 2026, our model estimates a fair value of 0.3103 ILA versus a price of 1.40 ILA, about −78% upside (overvalued).
What is the fair value of LPHL-L?
Our model-based fair value for Lapidoth-Heletz Limited is 0.3103 ILA (as of Aug 27, 2026), built from audited fundamentals. The current price: 1.40 ILA.
What is the quality score of LPHL-L?
Lapidoth-Heletz Limited has a Quality Score of 60/100. 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 price target for Lapidoth-Heletz Limited (LPHL-L)?
Our model-based price target is the fair value of 0.3103 ILA (as of Aug 27, 2026) from 8 valuation models. Cautious scenario 0.2428 ILA, optimistic scenario 0.3912 ILA. It is a calculation from audited fundamentals, not an analyst target.
What is the Lapidoth-Heletz Limited stock forecast for 2026?
Our models put fair value at 0.3103 ILA, about −78% upside versus a price of 1.40 ILA (overvalued). Cautious scenario 0.2428 ILA, optimistic scenario 0.3912 ILA. The calculation is refreshed regularly with new filings.
What is the revenue of Lapidoth-Heletz Limited (LPHL-L)?
Lapidoth-Heletz Limited reported trailing-twelve-month revenue of about 28.0K ILS (latest available figure, as of Aug 27, 2026).
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