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Razor Labs Ltd (RZR) Fair Value & Analysis

Technology · Il · Market cap 194M ILA

RL Razor Labs Ltd RZR · TA
Price5.29 ILA
Fair Value2.19 ILA
Upside-58.6%
Quality49/100
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Risks

!Trades 142% ABOVE our fair value of 2.19 ILA
!Expensive Growth (revenue 5y +9.2 %/yr)
!Loss-making · -48.8% net margin
!Negative equity (buybacks among others) · negative free cash flow
Expensive Growth (revenue 5y +9.2 %/yr)
Loss-making · -48.8% net margin
Negative equity (buybacks among others) · negative free cash flow
Trails peers (2/8)
Narrow moat 10/100
Evidence: Low Range 1.65 ILA – 2.74 ILA Share as image

Fair value as of: Jun 23, 2026

From 3 valuation models · updated 64 days ago

Share price −5.0% over the past month.

Below-average quality, and trading another 142% above our fair value.

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69 individual criteria per stock, every one traceable See the method →

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What matters now

  • The price sits above even our optimistic bull case (2.74 ILA). The favourable scenario is already priced in.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • Solid but not exceptional quality (49/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

11.99 ILA 0.4280 ILA Fair Value 2.19 ILA May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jun 23, 2026.

How to read this chart

60‑month range 0.4280 ILA – 11.99 ILA · fair‑value band 1.65 ILA – 2.74 ILA · the 5.29 ILA price screens above the 2.19 ILA fair value. Dashed = 300-day average. As of Jun 23, 2026.

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Analysis

Razor Labs Ltd (RZR) currently trades at 5.29 ILA, while our model-based Fair Value estimate is 2.19 ILA, implying the stock looks roughly 58.6% overvalued today. The Quality Score stands at 49/100 (below-average quality), in the Technology 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: low).

Over the trailing twelve months, Razor Labs Ltd generated revenue of 34.6M ILA at a net margin of -48.8%. Revenue grew 55.3% year over year. The balance sheet holds a net cash position of 29.1M ILA. Fundamentals as of Jun 23, 2026

Our scenario range runs from 1.65 ILA (bear case) to 2.74 ILA (bull case); at 5.29 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 Technology peers we cover trades at -33% fair-value upside, at -59%, RZR screens richer than that median.

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Key figures & financial health

P/S ratio 5.60 TTM
Net margin -48.8% TTM
Return on equity -413% TTM
Return on assets -14.3% TTM
Operating margin -36.8% TTM
EPS (TTM) -0.4300 ILA
More key figures
Growth
Revenue (TTM) 34.6M ILA TTM
Revenue growth (YoY) +55.3% 3y avg +88.8%
Balance sheet & cash flow
Free cash flow −17.1M ILA FY2025
Net cash 29.1M ILA FY2025

Figures from reported company fundamentals · as of Jun 23, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 49/100

Of which business quality 47 · Market factors (momentum, volatility) 38

Profitability 22
Margins and returns on capital today
Quality Growth 60
Are margins and returns improving?
Cashflow 11
Earnings quality: real cash, not paper profit
Fin. Strength 50
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 22
Calm price path (market factor)
Momentum 40
Price trend over the last 3–12 months (market factor)
52W Momentum 52
Distance to the 52-week high (market factor)
Net Issuance 77
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Razor Labs provides artificial intelligence (AI) services to mining industry in Israel, Australia, South Africa, and internationally. It offers DataMind AI, an end-to-end predictive intelligence platform designed to protect every asset across mobile fleets, fixed assets, and AI-powered visual monitoring systems.

Full company description

Razor Labs provides artificial intelligence (AI) services to mining industry in Israel, Australia, South Africa, and internationally. It offers DataMind AI, an end-to-end predictive intelligence platform designed to protect every asset across mobile fleets, fixed assets, and AI-powered visual monitoring systems. The company was incorporated in 2016 and is based in Tel Aviv-Yafo, Israel.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Razor Labs Ltd reported revenue of 34.6M ILA in FY2025 versus 14.2M ILA in FY2021, a compound +25.0%/yr. Reported net income was −16.9M ILA in FY2025.

Growth Quality 33/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
34.6M ILS
Latest YoY
+101.1%
Avg. revenue 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.
+88.8%
Avg. revenue 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.
+9.2%
Avg. revenue growth/yr (7Y) 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.
+20.1%
Value creation/yr We only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
not computed
Revenue +25.0%/yr
FY21 14.2M ILA
FY22 5.1M ILA
FY23 5.3M ILA
FY24 17.2M ILA
FY25 34.6M ILA
Net income
FY21 −41.6M ILA
FY22 −27.6M ILA
FY23 −18.3M ILA
FY24 −15.5M ILA
FY25 −16.9M ILA

RZR screens 59% overvalued. Compare with Microsoft Corporation →

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Cite: Fair Value Calculator (2026). "Razor Labs Ltd Fair Value". https://www.fairvalue-calculator.com/stock/RZR

Peer Group

Software - Infrastructure · 377 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 49 · Below median
Fair Value upside −59% · Below median
Return on assets -14% · Bottom 25%
Net margin (TTM) -49% · Bottom 25%
Operating margin (TTM) -37% · Bottom 25%
Revenue growth 55% · Top 25%

Valuation Multiples vs Software - Infrastructure median · lower = cheaper

P/S (TTM) 1.89× · 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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 1
FUTURE100 · sector 49
PAST0 · sector 12
HEALTH0 · sector 99
DIVIDEND0 · sector 25

VALUE 0: the price sits above our fair-value range.

PAST 0: with negative equity (buybacks among others) return on equity is not meaningfully computable.

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

Similar stocks

10 more Software - Infrastructure stocks, each showing price versus our Fair Value estimate (as of Jun 23, 2026).

Stock Price Fair Value vs Fair Value
Microsoft Corporation MSFT $480.35 $365.74 -24%
Oracle Corporation ORCL $153.28 $117.84 -23%
Fortinet, Inc FTNT $152.85 $61.46 -60%
Synopsys, Inc SNPS $404.41 $101.19 -75%
Block, Inc XYZ A$111.01 A$70.69 -36%
CoreWeave, Inc CRWV $105.26 $71.79 -32%
NetApp, Inc NTAP $202.05 $154.83 -23%
Adyen N.V ADYEN €1,059 €707.53 -33%
MongoDB, Inc MDB $437.83 $93.91 -79%
Okta, Inc OKTA $147.30 $30.50 -79%

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Frequently asked questions

Is Razor Labs Ltd (RZR) overvalued or undervalued?
As of Jun 23, 2026, our model estimates a fair value of 2.19 ILA versus a price of 5.29 ILA, about −59% (overvalued).
What is the fair value of RZR?
Our model-based fair value for Razor Labs Ltd is 2.19 ILA (as of Jun 23, 2026), built from audited fundamentals. The current price: 5.29 ILA.
What is the quality score of RZR?
Razor Labs Ltd has a Quality Score of 49/100. 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 Razor Labs Ltd (RZR)?
Razor Labs Ltd reported trailing-twelve-month revenue of about 34.6M ILS (latest available figure, as of Jun 23, 2026).
What is the net profit margin of RZR?
The net profit margin of Razor Labs Ltd is about -48.8%, meaning it is currently running at a net loss. 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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