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Y.D. More Investments Ltd (MRIN) Fair Value & Analysis

Financial Services · Il · Market cap 3.2B ILA

YD Y.D. More Investments Ltd MRIN · TA
Price46.69 ILA
Fair Value6.25 ILA
Upside-86.6%
Quality64/100
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Healthy Growth
Solidly profitable · 13.1% net margin
Moderate debt · generates free cash flow
Mixed vs. peers (7/14)
Wide moat 82/100
Evidence: Medium Range 4.69 ILA – 7.82 ILA Share as image

Fair value as of: Jul 16, 2026

From 13 valuation models · updated 25 days ago

Share price −8.7% over the past month.

A solid business, but screening 87% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (7.82 ILA). The favourable scenario is already priced in.
  • Solid but not exceptional quality (64/100) and above fair value, neither a clear bargain nor a standout compounder.
  • 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 (5 years)

67.12 ILA 5.79 ILA Fair Value 6.25 ILA Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range 5.79 ILA – 67.12 ILA · fair‑value band 4.69 ILA – 7.82 ILA · the 46.69 ILA price screens above the 6.25 ILA fair value. Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

Y.D. More Investments Ltd (MRIN) currently trades at 46.69 ILA, while our model-based Fair Value estimate is 6.25 ILA, implying the stock looks roughly 86.6% overvalued today. The Quality Score stands at 64/100 (solid quality), in the Financial Services 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, Y.D. More Investments Ltd generated revenue of 1.1B ILA at a net margin of 13.1%. Revenue grew 32.4% year over year. It earns a return on equity of 42.2%. Net debt stands at 512M ILA. Fundamentals as of Jul 16, 2026

Our scenario range runs from 4.69 ILA (bear case) to 7.82 ILA (bull case); at 46.69 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 Financial Services peers we cover trades at -12% fair-value upside, at -87%, MRIN 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
Growth DCF 17.50 ILA 37.81 ILA 70.53 ILA 80
Residual Income 9.85 ILA 11.54 ILA 43.08 ILA 76
Rev-Margin DCF 18.82 ILA 39.68 ILA 81.76 ILA 74
All 13 models by family
DCF Models
Owner Earnings 21.30 ILA 53.27 ILA 117.91 ILA 31
5Y P/E Exit 14.11 ILA 35.84 ILA 65.13 ILA 38
10Y P/E Exit 15.86 ILA 38.63 ILA 75.33 ILA 35
Earnings-Based
Graham-Dodd 11.57 ILA 80.71 ILA 113.26 ILA 54
Lynch FV 36.74 ILA 52.49 ILA 68.23 ILA 50
Dividend Discount
Gordon GGM 15.05 ILA 30.00 ILA 45.43 ILA 70
DDM Multi-Stage 15.05 ILA 25.92 ILA 31.66 ILA 61
Multiples
P/E Multiple 16.59 ILA 22.12 ILA 27.66 ILA 63
P/B Multiple 4.69 ILA 6.25 ILA 7.82 ILA 55
Asset-Based
NCAV (Graham) 2.23 ILA 2.99 ILA 4.47 ILA 50
Growth DCF
Growth DCF 17.50 ILA 37.81 ILA 70.53 ILA 80
Rev-Margin DCF 18.82 ILA 39.68 ILA 81.76 ILA 74
Economic Profit
Residual Income 9.85 ILA 11.54 ILA 43.08 ILA 76

Widest divergence: Earnings-Based (52.49 ILA) versus Asset-Based (2.99 ILA). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 1.1B ILA
Revenue growth (YoY) +32.4%
Net margin 13.1%
Return on equity 42.2%
Free cash flow 110M ILA FY2025
P/E ratio 23.1
More key figures
Operating margin 30.8%
EPS (TTM) 1.92 ILA
Dividend yield 0.0%
EPS growth (YoY) +55.8%
Net debt 512M ILA FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 64/100

Of which business quality 58 · Market factors (momentum, volatility) 53

Profitability 76
Margins and returns on capital today
Quality Growth 61
Are margins and returns improving?
Cashflow 57
Earnings quality: real cash, not paper profit
Fin. Strength 40
Balance sheet, leverage, solvency risk
Investment 48
Disciplined investing over empire-building
Low Volatility 63
Calm price path (market factor)
Momentum 48
Price trend over the last 3–12 months (market factor)
52W Momentum 50
Distance to the 52-week high (market factor)
Net Issuance 66
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

Y.D. More Investments Ltd is a privately owned Investment Manager. The firm engages in capital market activities in Israel. The company operates through Investment Portfolios, Pension Funds, and Management of Provident Funds segments.

Full company description

Y.D. More Investments Ltd is a privately owned Investment Manager. The firm engages in capital market activities in Israel. The company operates through Investment Portfolios, Pension Funds, and Management of Provident Funds segments. It is involved in managing mutual funds, securities portfolios for clients, investment funds, providing trading services in foreign securities, and financial assets brokerage activity. The firm was incorporated in 2006 and is headquartered in Ramat Gan, Israel.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Y.D. More Investments Ltd reported revenue of 1.0B ILA in FY2025 versus 347M ILA in FY2021, a compound +30.7%/yr. Reported net income was 124M ILA in FY2025, compounding +45.4%/yr from FY2021.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
1.0B ILS
Latest YoY
+29.2%
Avg. growth/yr (3Y)
+26.7%
Avg. growth/yr (5Y)
+36.0%
Avg. growth/yr (11Y)
+30.0%
Revenue +30.7%/yr
FY21 347M ILA
FY22 498M ILA
FY23 649M ILA
FY24 783M ILA
FY25 1.0B ILA
Net income +45.4%/yr
FY21 27.8M ILA
FY22 41.5M ILA
FY23 66.4M ILA
FY24 78.3M ILA
FY25 124M ILA

MRIN screens 87% overvalued. Compare with Fondul Proprietatea SA →

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Cite: Fair Value Calculator (2026). "Y.D. More Investments Ltd Fair Value". https://www.fairvalue-calculator.com/stock/MRIN

Peer Group

Asset Management · 973 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 62 · Above median
Fair Value upside −87% · Bottom 25%
Return on equity (TTM) 42% · Top 25%
Return on assets 16% · Top 25%
Net margin (TTM) 13% · Below median
Operating margin (TTM) 31% · Below median
Revenue growth 32% · Above median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 1.33× · Higher than 75% of peers

Valuation Multiples vs Asset Management median · lower = cheaper

P/E (TTM) 23.1× · Pricier than 75% of peers
P/B 3.25× · Pricier than 75% of peers
P/S (TTM) 0.97× · Cheaper than 75% of peers
P/FCF 9.6× · Cheaper than median
EV/EBITDA 5.1× · 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 0 · sector 37
FUTURE 100 · sector 6
PAST 100 · sector 26
HEALTH 33 · sector 95
DIVIDEND 1 · sector 69

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 Asset Management stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
Fondul Proprietatea SA FP $0.0420 $0.0800 +90%
BlackRock, Inc BLK $1,136 $465.75 -59%
Blackstone Inc BX $124.56 $16.35 -87%
Investor AB INVEB kr 423.70 kr 847.40 +100%
Brookfield Corporation BN C$62.45 C$10.12 -84%
KKR & Co KKR $100.94 $44.88 -56%
AB Industrivärden INDUA kr 532.50 kr 1,065 +100%
Jio Financial Services Limited JIOFIN ₹242.98 ₹40.19 -83%
Hedef Holding HEDEF 267.25 TRY 320.98 TRY +20%
Bajaj Holdings BAJAJHLDNG ₹10,398 ₹9,202 -12%

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Frequently asked questions

Is Y.D. More Investments Ltd (MRIN) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of 6.25 ILA versus a price of 46.69 ILA, about −87% (overvalued).
What is the fair value of MRIN?
Our model-based fair value for Y.D. More Investments Ltd is 6.25 ILA (as of Jul 16, 2026), built from audited fundamentals. The current price is 46.69 ILA.
What is the quality score of MRIN?
Y.D. More Investments Ltd has a Quality Score of 64/100. 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 Y.D. More Investments Ltd (MRIN)?
Y.D. More Investments Ltd reported trailing-twelve-month revenue of about 1.1B ILS (latest available figure, as of Jul 16, 2026).
What is the net profit margin of MRIN?
The net profit margin of Y.D. More Investments Ltd is about 13.1%, meaning it keeps roughly 13.1% of revenue as net income. Based on the latest reported figures.
Does Y.D. More Investments Ltd pay a dividend?
Y.D. More Investments Ltd currently shows a dividend yield of about 0.04% relative to its recent price (as of Jul 16, 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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