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Neto M.E Holdings (NTO) Fair Value & Analysis

Consumer Defensive · Il · Market cap 738M ILA

NM Neto M.E Holdings NTO · TA
Price210.70 ILA
Fair Value387.67 ILA
Upside+84.0%
Quality48/100
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Expensive Growth
Thin margins · 1.7% net margin
Low debt · negative free cash flow
Ranks above peers (10/12)
Narrow moat 44/100
Evidence: Medium Range 271.37 ILA – 503.98 ILA Share as image

Fair value as of: Jul 17, 2026

From 17 valuation models · updated 24 days ago

Share price −3.5% over the past month.

Below-average quality, screening 84% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (271.37 ILA). The market is more pessimistic than our downside scenario.
  • Solid quality (48/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (271.37 ILA to 503.98 ILA) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

297.11 ILA 48.24 ILA Fair Value 387.67 ILA Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.

How to read this chart

60‑month range 48.24 ILA – 297.11 ILA · fair‑value band 271.37 ILA – 503.98 ILA · the 210.70 ILA price screens below the 387.67 ILA fair value. Dashed = 300-day average. As of Jul 17, 2026.

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Analysis

Neto M.E Holdings (NTO) currently trades at 210.70 ILA, while our model-based Fair Value estimate is 387.67 ILA, implying the stock looks roughly 84.0% undervalued today. The Quality Score stands at 48/100 (below-average 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, Neto M.E Holdings generated revenue of 5.1B ILA at a net margin of 1.5%. Revenue grew 20.6% year over year. It earns a return on equity of 16.9%. Net debt stands at 468M ILA. Fundamentals as of Jul 17, 2026

Our scenario range runs from 271.37 ILA (bear case) to 503.98 ILA (bull case); at 210.70 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 Consumer Defensive peers we cover trades at -26% fair-value upside, at 84%, NTO 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
Residual Income 139.47 ILA 170.71 ILA 320.89 ILA 76
ROIC Compounder 563.55 ILA 672.63 ILA 785.36 ILA 72
Gordon GGM 574.09 ILA 1,035 ILA 1,424 ILA 70
All 17 models by family
DCF Models
Owner Earnings 265.34 ILA 396.44 ILA 578.53 ILA 31
Earnings-Based
Graham-Dodd 168.87 ILA 600.74 ILA 808.93 ILA 54
Lynch FV 141.16 ILA 201.65 ILA 262.15 ILA 50
PEG = 1.0 141.16 ILA 201.65 ILA 262.15 ILA 46
EPV 534.79 ILA 606.81 ILA 666.83 ILA 59
Dividend Discount
Gordon GGM 574.09 ILA 1,035 ILA 1,424 ILA 70
DDM Multi-Stage 574.09 ILA 944.99 ILA 1,105 ILA 61
Multiples
P/E Multiple 391.14 ILA 521.52 ILA 651.90 ILA 63
P/S Multiple 316.63 ILA 422.18 ILA 527.72 ILA 58
P/B Multiple 316.63 ILA 422.18 ILA 527.72 ILA 55
EV/EBIT 1,180 ILA 1,571 ILA 1,962 ILA 53
EV/EBITDA 1,049 ILA 1,397 ILA 1,744 ILA 54
EV/Revenue 844.14 ILA 1,203 ILA 1,562 ILA 43
Asset-Based
NCAV (Graham) 66.49 ILA 89.10 ILA 132.99 ILA 50
Economic Profit
Residual Income 139.47 ILA 170.71 ILA 320.89 ILA 76
ROIC Compounder 563.55 ILA 672.63 ILA 785.36 ILA 72
Growth Earnings
Growth-Adj P/E 271.37 ILA 387.67 ILA 503.98 ILA 68

Widest divergence: Dividend Discount (944.99 ILA) versus Asset-Based (89.10 ILA). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 5.5B ILA
Revenue growth (YoY) +20.6%
Net margin 1.7%
Return on equity 17.7%
Free cash flow −116M ILA FY2025
P/E ratio 7.8
More key figures
Operating margin 5.7%
EPS (TTM) 27.26 ILA
EPS growth (YoY) +18.7%
Net debt 468M ILA FY2025

Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 48/100

Of which business quality 46 · Market factors (momentum, volatility) 45

Profitability 55
Margins and returns on capital today
Quality Growth 37
Are margins and returns improving?
Cashflow 10
Earnings quality: real cash, not paper profit
Fin. Strength 48
Balance sheet, leverage, solvency risk
Investment 55
Disciplined investing over empire-building
Low Volatility 82
Calm price path (market factor)
Momentum 27
Price trend over the last 3–12 months (market factor)
52W Momentum 35
Distance to the 52-week high (market factor)
Net Issuance 85
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

Neto M.E Holdings Ltd. produces, processes, imports, markets, and distributes a range of food products in Israel. The company offers basic disposables, chilled food, frozen food, pastries, cheeses, dry foods, fish, and meat products.

Full company description

Neto M.E Holdings Ltd. produces, processes, imports, markets, and distributes a range of food products in Israel. The company offers basic disposables, chilled food, frozen food, pastries, cheeses, dry foods, fish, and meat products. It offers its products under the Rich, exaltstion, Philadelphia, Magic, EL Gaucho, Angus, Debsa, Delidge, Villiger, Tibon Ville, The Three Balers, and Palace brand name. Neto M.E Holdings Ltd. was founded in 1940 and is headquartered in Kiryat Malakhi, Israel.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Neto M.E Holdings reported revenue of 5.2B ILA in FY2025 versus 3.6B ILA in FY2021, a compound +10.1%/yr. Reported net income was 86.7M ILA in FY2025, compounding −1.3%/yr from FY2021.

Growth Quality 54/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
5.2B ILS
Latest YoY
+8.5%
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.
+7.6%
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.
+10.0%
Avg. growth/yr (21Y) 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.
+7.9%
Revenue +10.1%/yr
FY21 3.6B ILA
FY22 4.2B ILA
FY23 4.4B ILA
FY24 4.8B ILA
FY25 5.2B ILA
Net income −1.3%/yr
FY21 91.5M ILA
FY22 61.6M ILA
FY23 43.0M ILA
FY24 81.4M ILA
FY25 86.7M ILA
Character of growth · EPS growth decomposed (2014-2025) −1.8 % p.a.
Revenue per share +8.0 pp

of which total revenue +7.7 pp · buybacks/dilution +0.3 pp

EBIT margin −1.2 pp
Tax rate −3.9 pp
Residual (interest, one-offs) −4.7 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "Neto M.E Holdings Fair Value". https://www.fairvalue-calculator.com/stock/NTO

Peer Group

Food Distribution · 77 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 48 · Below median
Fair Value upside +84% · Top 25%
Return on equity (TTM) 18% · Top 25%
Return on assets 8% · Top 25%
Net margin (TTM) 2% · Below median
Operating margin (TTM) 6% · Above median
Revenue growth 21% · Top 25%
Debt / equity 0.00× · Lower than 75% of peers

Valuation Multiples vs Food Distribution median · lower = cheaper

P/E (TTM) 7.8× · Cheaper than 75% of peers
P/B 0.52× · Cheaper than median
P/S (TTM) 0.04× · Cheaper than 75% of peers
EV/EBITDA 0.6× · 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 100 · sector 21
FUTURE 100 · sector 14
PAST 71 · sector 36
HEALTH 100 · sector 94
DIVIDEND 0 · sector 42

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 Food Distribution stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).

Stock Price Fair Value vs Fair Value
Sysco Corporation SYY $81.69 $60.58 -26%
US Foods Holding USFD $99.13 $55.10 -44%
Performance Food Group PFGC $113.17 $37.94 -66%
Jerónimo Martins, SGPS, S.A JMT €17.68 €21.59 +22%
CP Axtra Public Company CPAXT 14.90 THB 17.04 THB +14%
The Chefs' Warehouse, Inc CHEF $95.79 $37.27 -61%
Olam Group VC2 1.33 SGD 2.12 SGD +59%
United Natural Foods, Inc UNFI $50.19 $6.00 -88%
The Andersons, Inc ANDE $79.24 $47.78 -40%
Metcash Limited MTS A$2.92 A$5.33 +83%

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Frequently asked questions

Is Neto M.E Holdings (NTO) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of 387.67 ILA versus a price of 210.70 ILA, about +84% (undervalued).
What is the fair value of NTO?
Our model-based fair value for Neto M.E Holdings is 387.67 ILA (as of Jul 17, 2026), built from audited fundamentals. The current price is 210.70 ILA.
What is the quality score of NTO?
Neto M.E Holdings has a Quality Score of 48/100. 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 Neto M.E Holdings (NTO)?
Neto M.E Holdings reported trailing-twelve-month revenue of about 5.1B ILS (latest available figure, as of Jul 17, 2026).
What is the net profit margin of NTO?
The net profit margin of Neto M.E Holdings is about 1.5%, meaning it keeps roughly 1.5% 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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