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Palram Industries (1990) Ltd (PLRM) Fair Value & Analysis

Industrials · Il · Market cap 1.2B ILA

PI Palram Industries (1990) Ltd PLRM · TA
Price45.18 ILA
Fair Value116.49 ILA
Upside+157.8%
Quality66/100
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Weak Growth
Thin margins · 9.6% net margin
Low debt · generates free cash flow
0.08% dividend yield
Ranks above peers (11/13)
Moderate moat 54/100
Evidence: Medium Range 87.37 ILA – 145.61 ILA Share as image

Fair value as of: Jul 19, 2026

From 25 valuation models · updated 22 days ago

Share price −9.5% over the past month.

A solid business, screening 158% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (87.37 ILA). The market is more pessimistic than our downside scenario.
  • Solid quality (66/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

102.41 ILA 18.27 ILA Fair Value 116.49 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 18.27 ILA – 102.41 ILA · fair‑value band 87.37 ILA – 145.61 ILA · the 45.18 ILA price screens below the 116.49 ILA fair value. Dashed = 300-day average. As of Jul 19, 2026.

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Analysis

Palram Industries (1990) Ltd (PLRM) currently trades at 45.18 ILA, while our model-based Fair Value estimate is 116.49 ILA, implying the stock looks roughly 157.8% undervalued today. The Quality Score stands at 66/100 (solid quality), in the Industrials 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, Palram Industries (1990) Ltd generated revenue of 1.7B ILA at a net margin of 9.6%. Revenue declined 8.3% year over year. It earns a return on equity of 12.5%. The balance sheet holds a net cash position of 58.8M ILA. Fundamentals as of Jul 19, 2026

Our scenario range runs from 87.37 ILA (bear case) to 145.61 ILA (bull case); at 45.18 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 Industrials peers we cover trades at -33% fair-value upside, at 158%, PLRM 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 90.90 ILA 114.91 ILA 143.15 ILA 80
Residual Income 45.70 ILA 53.03 ILA 86.99 ILA 76
Rev-Margin DCF 82.48 ILA 115.68 ILA 151.18 ILA 74
All 25 models by family
DCF Models
FCF DCF 89.48 ILA 115.74 ILA 147.95 ILA 38
Owner Earnings 81.97 ILA 105.69 ILA 134.79 ILA 31
5Y Revenue Exit 82.48 ILA 114.47 ILA 153.30 ILA 39
5Y EBITDA Exit 88.81 ILA 125.65 ILA 166.22 ILA 41
5Y P/E Exit 88.52 ILA 125.14 ILA 161.15 ILA 38
10Y Revenue Exit 83.06 ILA 110.36 ILA 143.14 ILA 36
10Y EBITDA Exit 88.35 ILA 117.24 ILA 151.69 ILA 37
10Y P/E Exit 88.19 ILA 116.93 ILA 148.33 ILA 35
Earnings-Based
Graham-Dodd 46.60 ILA 105.46 ILA 135.01 ILA 54
PEG = 1.0 17.36 ILA 24.81 ILA 32.25 ILA 46
EPV 69.97 ILA 77.91 ILA 84.53 ILA 59
Dividend Discount
Gordon GGM 30.20 ILA 45.36 ILA 59.91 ILA 70
DDM Multi-Stage 30.20 ILA 41.70 ILA 52.88 ILA 61
Multiples
P/E Multiple 87.37 ILA 116.49 ILA 145.61 ILA 63
P/S Multiple 75.46 ILA 100.61 ILA 125.77 ILA 58
P/B Multiple 87.37 ILA 116.49 ILA 145.61 ILA 55
EV/EBIT 104.24 ILA 135.08 ILA 165.92 ILA 53
EV/EBITDA 99.65 ILA 128.96 ILA 158.28 ILA 54
EV/Revenue 82.15 ILA 112.33 ILA 142.52 ILA 43
Asset-Based
NCAV (Graham) 25.02 ILA 33.53 ILA 50.04 ILA 50
Growth DCF
Growth DCF 90.90 ILA 114.91 ILA 143.15 ILA 80
Rev-Margin DCF 82.48 ILA 115.68 ILA 151.18 ILA 74
Economic Profit
Residual Income 45.70 ILA 53.03 ILA 86.99 ILA 76
ROIC Compounder 71.63 ILA 82.38 ILA 93.29 ILA 72
Growth Earnings
Growth-Adj P/E 66.42 ILA 94.89 ILA 123.35 ILA 68

Widest divergence: Multiples (116.49 ILA) versus Asset-Based (33.53 ILA). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 1.7B ILA
Revenue growth (YoY) -8.3%
Net margin 9.6%
Return on equity 12.5%
Free cash flow 228M ILA FY2025
P/E ratio 7.1
More key figures
Operating margin 12.3%
EPS (TTM) 6.30 ILA
Dividend yield 0.1%
EPS growth (YoY) -27.2%
Net cash 58.8M ILA FY2025

Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 66/100

Of which business quality 66 · Market factors (momentum, volatility) 25

Profitability 58
Margins and returns on capital today
Quality Growth 21
Are margins and returns improving?
Cashflow 68
Earnings quality: real cash, not paper profit
Fin. Strength 90
Balance sheet, leverage, solvency risk
Investment 72
Disciplined investing over empire-building
Low Volatility 72
Calm price path (market factor)
Momentum 7
Price trend over the last 3–12 months (market factor)
52W Momentum 0
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.

About the company

Palram Industries (1990) Ltd operates as a manufacturer of extruded thermoplastic sheets and panel systems in Israel and internationally.

Full company description

Palram Industries (1990) Ltd operates as a manufacturer of extruded thermoplastic sheets and panel systems in Israel and internationally. It offers commercial and residential corrugated, flat, and multiwall sheets; panel systems; accessories; and construction and architecture, agriculture, sign and display, safety and security, industrial fabrication, and home and outdoor living solutions. The company also engages in the development, production, and sale of self-assembly products for the home environment, such as greenhouses, warehouses, gazebo pergolas, parking lots, etc. In addition, it offers sales points and display stands. The company was founded in 1963 and is based in Zevulun, Israel. Palram Industries (1990) Ltd operates as a subsidiary of Ramat Yohanan Industries & Agriculture Development-Agricultural Coperative Society.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Palram Industries (1990) Ltd reported revenue of 1.7B ILA in FY2025 versus 1.8B ILA in FY2021, a compound −1.3%/yr. Reported net income was 176M ILA in FY2025, compounding −1.6%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
1.7B ILS
Latest YoY
−7.6%
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.
−1.6%
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.
−0.1%
Avg. growth/yr (22Y) 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.
+4.5%
Revenue −1.3%/yr
FY21 1.8B ILA
FY22 1.8B ILA
FY23 1.7B ILA
FY24 1.9B ILA
FY25 1.7B ILA
Net income −1.6%/yr
FY21 188M ILA
FY22 154M ILA
FY23 164M ILA
FY24 232M ILA
FY25 176M ILA
Character of growth · EPS growth decomposed (2014-2025) +16.9 % p.a.
Revenue per share +4.2 pp

of which total revenue +4.2 pp · buybacks/dilution +0.0 pp

EBIT margin +11.1 pp
Tax rate +0.2 pp
Residual (interest, one-offs) +1.4 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). "Palram Industries (1990) Ltd Fair Value". https://www.fairvalue-calculator.com/stock/PLRM

Peer Group

Building Products & Equipment · 247 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 66 · Top 25%
Fair Value upside +158% · Top 25%
Return on equity (TTM) 13% · Top 25%
Return on assets 6% · Top 25%
Net margin (TTM) 10% · Top 25%
Operating margin (TTM) 12% · Top 25%
Revenue growth -8% · Below median
Dividend yield (TTM) 0.1% · Bottom 25%

Valuation Multiples vs Building Products & Equipment median · lower = cheaper

P/E (TTM) 7.1× · Cheaper than 75% of peers
P/B 0.29× · Cheaper than 75% of peers
P/S (TTM) 0.22× · Cheaper than 75% of peers
P/FCF 1.7× · Cheaper than median

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 3
FUTURE 0 · sector 9
PAST 50 · sector 23
HEALTH 100 · sector 94
DIVIDEND 2 · sector 29

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

Stock Price Fair Value vs Fair Value
Trane Technologies plc TT $469.98 $212.34 -55%
Johnson Controls International plc JCI $142.81 $45.65 -68%
Carrier Global Corporation CARR $68.61 $17.35 -75%
Compagnie de Saint-Gobain S.A SGO €76.62 €101.60 +33%
Geberit AG GEBN CHF 523.20 CHF 307.66 -41%
Lennox International Inc LII $543.93 $363.09 -33%
Kingspan Group KRX €87.30 €70.76 -19%
Masco Corporation MAS $78.04 $54.36 -30%
PT Impack Pratama Industri Tbk, IMPC 1,420 IDR 179.76 IDR -87%
NIBE Industrier AB NIBEB kr 36.03 kr 25.37 -30%

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Frequently asked questions

Is Palram Industries (1990) Ltd (PLRM) overvalued or undervalued?
As of Jul 19, 2026, our model estimates a fair value of 116.49 ILA versus a price of 45.18 ILA, about +158% (undervalued).
What is the fair value of PLRM?
Our model-based fair value for Palram Industries (1990) Ltd is 116.49 ILA (as of Jul 19, 2026), built from audited fundamentals. The current price is 45.18 ILA.
What is the quality score of PLRM?
Palram Industries (1990) Ltd has a Quality Score of 66/100. 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 Palram Industries (1990) Ltd (PLRM)?
Palram Industries (1990) Ltd reported trailing-twelve-month revenue of about 1.7B ILS (latest available figure, as of Jul 19, 2026).
What is the net profit margin of PLRM?
The net profit margin of Palram Industries (1990) Ltd is about 9.6%, meaning it keeps roughly 9.6% of revenue as net income. Based on the latest reported figures.
Does Palram Industries (1990) Ltd pay a dividend?
Palram Industries (1990) Ltd currently shows a dividend yield of about 0.08% relative to its recent price (as of Jul 19, 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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