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Rotem Shani Entrepreneurship and Investment Ltd (RTSN) Fair Value & Analysis

Consumer Cyclical · Il · Market cap 510M ILA

RS Rotem Shani Entrepreneurship and Investment Ltd RTSN · TA
Price33.90 ILA
Fair Value52.58 ILA
Upside+55.1%
Quality35/100
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Expensive Growth
Solidly profitable · 11.4% net margin
Moderate debt · negative free cash flow
Mixed vs. peers (7/12)
Moderate moat 49/100
Evidence: High Range 33.47 ILA – 152.45 ILA Share as image

Fair value as of: Jul 16, 2026

From 17 valuation models · updated 25 days ago

Fair value updated Jul 16, 2026, revised from 52.34 ILA to 52.58 ILA (+0.5%) since Jun 24, 2026. Share price −5.0% over the past month.

Below-average quality, screening 55% undervalued on our models.

What matters now

  • The large discount to fair value meets weak quality (35/100). That raises the risk this is a value trap rather than a bargain.
  • The model range is unusually wide (33.47 ILA to 152.45 ILA). The outcome hinges heavily on assumptions, so read the point estimate with caution.
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Price vs Fair Value (5 years)

43.76 ILA 10.61 ILA Fair Value 52.58 ILA Apr 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 10.61 ILA – 43.76 ILA · fair‑value band 33.47 ILA – 152.45 ILA · the 33.90 ILA price screens below the 52.58 ILA fair value. Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

Rotem Shani Entrepreneurship and Investment Ltd (RTSN) currently trades at 33.90 ILA, while our model-based Fair Value estimate is 52.58 ILA, implying the stock looks roughly 55.1% undervalued today. The Quality Score stands at 35/100 (below-average quality), in the Consumer Cyclical 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: high), always confirm before acting.

Over the trailing twelve months, Rotem Shani Entrepreneurship and Investment Ltd generated revenue of 228M ILA at a net margin of 11.4%. Revenue declined 60.4% year over year. It earns a return on equity of 8.4%. Net debt stands at 340M ILA. Fundamentals as of Jul 16, 2026

Our scenario range runs from 33.47 ILA (bear case) to 152.45 ILA (bull case); at 33.90 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 Cyclical peers we cover trades at 44% fair-value upside, at 55%, RTSN 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 28.74 ILA 39.75 ILA 192.99 ILA 76
ROIC Compounder 7.93 ILA 10.88 ILA 13.34 ILA 72
Gordon GGM 7.68 ILA 13.84 ILA 19.05 ILA 70
All 17 models by family
DCF Models
Owner Earnings 49.33 ILA 116.94 ILA 242.38 ILA 31
Earnings-Based
Graham-Dodd 33.47 ILA 233.42 ILA 327.56 ILA 54
Lynch FV 120.59 ILA 172.27 ILA 223.95 ILA 50
PEG = 1.0 120.59 ILA 172.27 ILA 223.95 ILA 46
EPV 7.93 ILA 10.88 ILA 13.34 ILA 59
Dividend Discount
Gordon GGM 7.68 ILA 13.84 ILA 19.05 ILA 70
DDM Multi-Stage 7.68 ILA 12.64 ILA 14.78 ILA 61
Multiples
P/E Multiple 81.21 ILA 108.29 ILA 135.36 ILA 63
P/S Multiple 16.69 ILA 22.25 ILA 27.81 ILA 58
P/B Multiple 62.42 ILA 83.23 ILA 104.03 ILA 55
EV/EBIT 42.55 ILA 61.30 ILA 80.05 ILA 53
EV/EBITDA 24.28 ILA 36.94 ILA 49.60 ILA 54
EV/Revenue 1.88 ILA 8.55 ILA 15.22 ILA 43
Asset-Based
NCAV (Graham) 10.40 ILA 13.94 ILA 20.81 ILA 50
Economic Profit
Residual Income 28.74 ILA 39.75 ILA 192.99 ILA 76
ROIC Compounder 7.93 ILA 10.88 ILA 13.34 ILA 72
Growth Earnings
Growth-Adj P/E 160.08 ILA 228.68 ILA 297.28 ILA 68

Widest divergence: Growth Earnings (228.68 ILA) versus Economic Profit (10.88 ILA). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 228M ILA
Revenue growth (YoY) -60.4%
Net margin 11.4%
Return on equity 8.4%
Free cash flow −77.4M ILA FY2025
P/E ratio 19.5
More key figures
Operating margin 11.7%
EPS (TTM) 1.57 ILA
EPS growth (YoY) -97.4%
Net debt 340M ILA FY2025

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

Quality Score breakdown

Overall quality 35/100

Of which business quality 34 · Market factors (momentum, volatility) 56

Profitability 53
Margins and returns on capital today
Quality Growth 39
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 34
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 80
Calm price path (market factor)
Momentum 49
Price trend over the last 3–12 months (market factor)
52W Momentum 42
Distance to the 52-week high (market factor)
Net Issuance 52
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

Rotem Shani Entrepreneurship and Investment Ltd., together with its subsidiaries, engages in the real estate business in Israel. It initiates, develops, establishes, manages, markets, and sells, as well as constructs of entrepreneurial projects for residential, commercial, employment, storage, and others.

Full company description

Rotem Shani Entrepreneurship and Investment Ltd., together with its subsidiaries, engages in the real estate business in Israel. It initiates, develops, establishes, manages, markets, and sells, as well as constructs of entrepreneurial projects for residential, commercial, employment, storage, and others. The company was formerly known as Delta Eshbol Entrepreneurship Ltd. and changed its name to Rotem Shani Entrepreneurship and Investment Ltd. in May 1996. Rotem Shani Entrepreneurship and Investment Ltd. was incorporated in 1996 and is based in Herzliya, Israel.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Rotem Shani Entrepreneurship and Investment Ltd reported revenue of 281M ILA in FY2025 versus 359M ILA in FY2021, a compound −5.9%/yr. Reported net income was 74.7M ILA in FY2025, compounding +27.3%/yr from FY2021.

Growth Quality 42/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
281M ILS
Latest YoY
−32.7%
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.
−1.0%
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.
+7.4%
Avg. growth/yr (8Y) 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.
+5.7%
Revenue −5.9%/yr
FY21 359M ILA
FY22 290M ILA
FY23 28.1B ILA
FY24 418M ILA
FY25 281M ILA
Net income +27.3%/yr
FY21 28.4M ILA
FY22 31.2M ILA
FY23 5.9B ILA
FY24 62.0M ILA
FY25 74.7M ILA

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Cite: Fair Value Calculator (2026). "Rotem Shani Entrepreneurship and Investment Ltd Fair Value". https://www.fairvalue-calculator.com/stock/RTSN

Peer Group

Residential Construction · 65 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 35 · Bottom 25%
Fair Value upside +55% · Above median
Return on equity (TTM) 8% · Above median
Return on assets 6% · Above median
Net margin (TTM) 11% · Top 25%
Operating margin (TTM) 12% · Above median
Revenue growth -60% · Bottom 25%
Debt / equity 1.28× · Higher than 75% of peers

Valuation Multiples vs Residential Construction median · lower = cheaper

P/E (TTM) 21.4× · Pricier than 75% of peers
P/B 0.53× · Cheaper than median
P/S (TTM) 0.73× · Pricier than median
EV/EBITDA 3.9× · 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 51
FUTURE 0 · sector 0
PAST 33 · sector 33
HEALTH 36 · sector 88
DIVIDEND 0 · sector 54

Insider activity: 45/100

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

Stock Price Fair Value vs Fair Value
D.R. Horton, Inc DHI $149.39 $214.93 +44%
PulteGroup, Inc PHM $124.75 $193.56 +55%
Lennar Corporation LEN $83.89 $146.58 +75%
NVR, Inc NVR $6,479 $7,821 +21%
Toll Brothers, Inc TOL $150.76 $225.76 +50%
Taylor Morrison Home Corporation TMHC $72.13 $144.47 +100%
Installed Building Products, Inc IBP $228.65 $209.51 -8%
Meritage Homes Corporation MTH $73.83 $104.26 +41%
Champion Homes, Inc SKY $82.70 $75.12 -9%
Cavco Industries, Inc CVCO $569.16 $421.10 -26%

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Frequently asked questions

Is Rotem Shani Entrepreneurship and Investment Ltd (RTSN) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of 52.58 ILA versus a price of 33.90 ILA, about +55% (undervalued).
What is the fair value of RTSN?
Our model-based fair value for Rotem Shani Entrepreneurship and Investment Ltd is 52.58 ILA (as of Jul 16, 2026), built from audited fundamentals. The current price is 33.90 ILA.
What is the quality score of RTSN?
Rotem Shani Entrepreneurship and Investment Ltd has a Quality Score of 35/100. 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 Rotem Shani Entrepreneurship and Investment Ltd (RTSN)?
Rotem Shani Entrepreneurship and Investment Ltd reported trailing-twelve-month revenue of about 228M ILS (latest available figure, as of Jul 16, 2026).
What is the net profit margin of RTSN?
The net profit margin of Rotem Shani Entrepreneurship and Investment Ltd is about 11.4%, meaning it keeps roughly 11.4% 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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