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Mehadrin Ltd (MEDN) Fair Value & Analysis

Consumer Defensive · Il · Market cap 1.0B ILA

ML Mehadrin Ltd MEDN · TA
Price299.70 ILA
Fair Value330.39 ILA
Upside+10.2%
Quality56/100
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Weak Growth
Thin margins · 9.4% net margin
Moderate debt · generates free cash flow
Ranks above peers (9/13)
Moderate moat 47/100
Evidence: Medium Range 257.44 ILA – 644.73 ILA Share as image

Fair value as of: Jul 19, 2026

From 23 valuation models · updated 22 days ago

Share price −8.4% over the past month.

A solid business, screening 10% undervalued on our models.

What matters now

  • A fairly wide model range (257.44 ILA to 644.73 ILA) leaves room in how you read the outcome.
  • Our model range runs from 257.44 ILA (bear) to 644.73 ILA (bull), base 330.39 ILA. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 56/100 (solid quality) with medium evidence: read the verdict with care.
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Price vs Fair Value (5 years)

383.50 ILA 117.75 ILA Fair Value 330.39 ILA Mar 2021 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

60‑month range 117.75 ILA – 383.50 ILA · fair‑value band 257.44 ILA – 644.73 ILA · the 299.70 ILA price screens below the 330.39 ILA fair value. Dashed = 300-day average. As of Jul 19, 2026.

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Analysis

Mehadrin Ltd (MEDN) currently trades at 299.70 ILA, while our model-based Fair Value estimate is 330.39 ILA, implying the stock looks roughly 10.2% undervalued today. The Quality Score stands at 56/100 (solid quality), in the Consumer Defensive 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, Mehadrin Ltd generated revenue of 1.3B ILA at a net margin of 9.4%. Revenue grew 57.2% year over year. It earns a return on equity of 18.5%. Net debt stands at 301M ILA. Fundamentals as of Jul 19, 2026

Our scenario range runs from 257.44 ILA (bear case) to 644.73 ILA (bull case); at 299.70 ILA, the current price sits within 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 Consumer Defensive peers we cover trades at 102% fair-value upside, at 10%, MEDN 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 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 2.41 ILA 18.47 ILA 80
Residual Income 215.94 ILA 296.93 ILA 1,091 ILA 76
Rev-Margin DCF 10.67 ILA 34.43 ILA 74
All 23 models by family
DCF Models
FCF DCF 2.74 ILA 20.93 ILA 38
Owner Earnings 333.02 ILA 461.36 ILA 617.65 ILA 31
5Y Revenue Exit 9.99 ILA 36.50 ILA 39
5Y EBITDA Exit 44.17 ILA 108.37 ILA 179.85 ILA 41
5Y P/E Exit 262.90 ILA 492.83 ILA 721.04 ILA 38
10Y Revenue Exit 4.57 ILA 26.36 ILA 36
10Y EBITDA Exit 19.45 ILA 64.95 ILA 120.76 ILA 37
10Y P/E Exit 143.92 ILA 300.93 ILA 477.13 ILA 35
Earnings-Based
Graham-Dodd 257.44 ILA 563.40 ILA 717.78 ILA 54
PEG = 1.0 89.04 ILA 127.20 ILA 165.36 ILA 46
Dividend Discount
Gordon GGM 33.77 ILA 49.15 ILA 63.60 ILA 70
DDM Multi-Stage 33.77 ILA 46.14 ILA 58.31 ILA 61
Multiples
P/E Multiple 596.27 ILA 795.02 ILA 993.78 ILA 63
P/S Multiple 386.84 ILA 515.78 ILA 644.73 ILA 58
P/B Multiple 482.69 ILA 643.59 ILA 804.49 ILA 55
EV/EBIT 11.68 ILA 34.79 ILA 57.90 ILA 53
EV/EBITDA 106.05 ILA 160.62 ILA 215.19 ILA 54
EV/Revenue 13.04 ILA 34.24 ILA 43
Asset-Based
NCAV (Graham) 95.81 ILA 128.39 ILA 191.63 ILA 50
Growth DCF
Growth DCF 2.41 ILA 18.47 ILA 80
Rev-Margin DCF 10.67 ILA 34.43 ILA 74
Economic Profit
Residual Income 215.94 ILA 296.93 ILA 1,091 ILA 76
Growth Earnings
Growth-Adj P/E 442.45 ILA 632.07 ILA 821.70 ILA 68

Widest divergence: Growth Earnings (632.07 ILA) versus Growth DCF (2.41 ILA). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 1.3B ILA
Revenue growth (YoY) +57.2%
Net margin 9.4%
Return on equity 18.5%
Free cash flow 17.9M ILA FY2025
P/E ratio 8.2
More key figures
Operating margin 6.4%
EPS (TTM) 36.50 ILA
EPS growth (YoY) -11.8%
Net debt 301M ILA 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) 37

Profitability 45
Margins and returns on capital today
Quality Growth 73
Are margins and returns improving?
Cashflow 19
Earnings quality: real cash, not paper profit
Fin. Strength 40
Balance sheet, leverage, solvency risk
Investment 78
Disciplined investing over empire-building
Low Volatility 81
Calm price path (market factor)
Momentum 24
Price trend over the last 3–12 months (market factor)
52W Momentum 10
Distance to the 52-week high (market factor)
Net Issuance 87
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

Mehadrin Ltd. grows and markets citrus, fruits, and vegetables primarily under the JAFFA brand name in Israel and internationally. The company offers citrus; avocadoes; dates; and other products, such as potatoes, sweet potatoes, carrots, lychee, and sharon fruits.

Full company description

Mehadrin Ltd. grows and markets citrus, fruits, and vegetables primarily under the JAFFA brand name in Israel and internationally. The company offers citrus; avocadoes; dates; and other products, such as potatoes, sweet potatoes, carrots, lychee, and sharon fruits. It also provides cold storage services for fruits, vegetables, dairy products, and frozen products, such as juice concentrators, frozen vegetables, meat, and fish; rents areas and buildings; supplies drinking water; and offers sources of drinking water pumping services. Mehadrin Ltd. was incorporated in 1951 and is based in Be'erot Yitzhak, Israel.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Mehadrin Ltd reported revenue of 1.1B ILA in FY2025 versus 1.0B ILA in FY2021, a compound +1.6%/yr. Reported net income was 130M ILA in FY2025, compounding −1.8%/yr from FY2021.

Growth Quality 31/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
1.1B ILS
Latest YoY
+15.0%
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.
+2.8%
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.
−1.1%
Avg. growth/yr (25Y) 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.
+7.1%
Revenue +1.6%/yr
FY21 1.0B ILA
FY22 1.0B ILA
FY23 1.1B ILA
FY24 965M ILA
FY25 1.1B ILA
Net income −1.8%/yr
FY21 140M ILA
FY22 −87.1M ILA
FY23 −155M ILA
FY24 −73.9M ILA
FY25 130M ILA

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Cite: Fair Value Calculator (2026). "Mehadrin Ltd Fair Value". https://www.fairvalue-calculator.com/stock/MEDN

Peer Group

Farm Products · 288 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 56 · Above median
Fair Value upside +10% · Above median
Return on equity (TTM) 19% · Top 25%
Return on assets -0% · Below median
Net margin (TTM) 9% · Top 25%
Operating margin (TTM) 6% · Above median
Revenue growth 57% · Top 25%
Debt / equity 0.60× · Higher than 75% of peers

Valuation Multiples vs Farm Products median · lower = cheaper

P/E (TTM) 8.2× · Cheaper than 75% of peers
P/B 0.51× · Cheaper than median
P/S (TTM) 0.25× · Cheaper than median
P/FCF 18.8× · Pricier than 75% of peers
EV/EBITDA 27.3× · Pricier 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 47 · sector 25
FUTURE 100 · sector 20
PAST 74 · sector 17
HEALTH 70 · sector 94
DIVIDEND 0 · sector 38

Insider activity: 40/100

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 Farm Products stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).

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Charoen Pokphand Foods Public Company CPF 22.00 THB 55.71 THB +153%
PT Triputra Agro Persada Tbk TAPG 1,540 IDR 3,105 IDR +102%
PT FAP Agri Tbk FAPA 7,300 IDR 7,463 IDR +2%
PT Japfa Comfeed Indonesia Tbk JPFA 2,070 IDR 7,231 IDR +249%
Thaifoods Group TFGR 10.60 THB 23.53 THB +122%
PT Jhonlin Agro Raya Tbk JARR 1,845 IDR 610.80 IDR -67%

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Frequently asked questions

Is Mehadrin Ltd (MEDN) overvalued or undervalued?
As of Jul 19, 2026, our model estimates a fair value of 330.39 ILA versus a price of 299.70 ILA, about +10% (undervalued).
What is the fair value of MEDN?
Our model-based fair value for Mehadrin Ltd is 330.39 ILA (as of Jul 19, 2026), built from audited fundamentals. The current price is 299.70 ILA.
What is the quality score of MEDN?
Mehadrin Ltd 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 Mehadrin Ltd (MEDN)?
Mehadrin Ltd reported trailing-twelve-month revenue of about 1.3B ILS (latest available figure, as of Jul 19, 2026).
What is the net profit margin of MEDN?
The net profit margin of Mehadrin Ltd is about 9.4%, meaning it keeps roughly 9.4% 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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