M.Yochananof and Sons (1988) Ltd (YHNF) Fair Value & Analysis
Consumer Defensive · Il · Market cap 5.1B ILA
Fair value as of: Jul 12, 2026
From 26 valuation models · updated 28 days ago
Share price −6.6% over the past month.
A solid business, but screening 25% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (335.85 ILA). The favourable scenario is already priced in.
- Solid but not exceptional quality (60/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.
How to read this chart
60‑month range 130.10 ILA – 431.01 ILA · fair‑value band 201.51 ILA – 335.85 ILA · the 359.90 ILA price screens above the 268.68 ILA fair value. Dashed = 300-day average. As of Jul 12, 2026.
Analysis
M.Yochananof and Sons (1988) Ltd (YHNF) currently trades at 359.90 ILA, while our model-based Fair Value estimate is 268.68 ILA, implying the stock looks roughly 25.3% overvalued today. The Quality Score stands at 60/100 (solid quality), in the Consumer Defensive 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: high).
Over the trailing twelve months, M.Yochananof and Sons (1988) Ltd generated revenue of 4.9B ILA at a net margin of 3.8%. Revenue grew 5.2% year over year. It earns a return on equity of 12.4%. Net debt stands at 1.5B ILA. Fundamentals as of Jul 12, 2026
Our scenario range runs from 201.51 ILA (bear case) to 335.85 ILA (bull case); at 359.90 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 Consumer Defensive peers we cover trades at -31% fair-value upside, at -25%, YHNF 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.
All 26 models by family
Widest divergence: DCF Models (336.32 ILA) versus Asset-Based (71.77 ILA). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 59 · Market factors (momentum, volatility) 54
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
M.Yochananof and Sons (1988) Ltd, together with its subsidiaries, engages in the marketing and retail trade of food and related products in Israel.
Full company description
M.Yochananof and Sons (1988) Ltd, together with its subsidiaries, engages in the marketing and retail trade of food and related products in Israel. It offers dairy products; fresh and frozen meat, as well as fresh fish; fruits and vegetables; grocery items; beverages; frozen products; delicacies; bakery products; delicatessen and butcher products; and prepared and cooked food. The company also provides pharmaceuticals; care products; cosmetics; toiletries; cleaning products; household items; electrical appliances; and other items. It sells its products through retail stores under the Yochananof and Cheap Stock brand names. The company was incorporated in 1988 and is headquartered in Rehovot, Israel.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
M.Yochananof and Sons (1988) Ltd reported revenue of 4.9B ILA in FY2025 versus 3.5B ILA in FY2021, a compound +9.0%/yr. Reported net income was 185M ILA in FY2025, compounding −3.1%/yr from FY2021.
YHNF screens 25% overvalued. Compare with Loblaw Companies Limited →
Peer Group
Grocery Stores · 83 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.
Valuation Multiples vs Grocery Stores median · lower = cheaper
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: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Grocery Stores stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Loblaw Companies Limited L | C$65.49 | C$44.44 | -32% |
| Koninklijke Ahold Delhaize N.V AD | €36.30 | €53.50 | +47% |
| The Kroger Co KR | $58.82 | $28.19 | -52% |
| Woolworths Group WOW | A$39.20 | A$13.40 | -66% |
| George Weston Limited WN | C$100.98 | C$63.61 | -37% |
| Coles Group COL | A$23.56 | A$15.86 | -33% |
| Metro Inc MRU | C$93.64 | C$94.01 | +0% |
| Carrefour SA CA | €16.40 | €11.51 | -30% |
| CP ALL Public Company TCPD | 1.89 SGD | 2.36 SGD | +25% |
| BIM Birlesik Magazalar A.S., BIMAS | 385.75 TRY | 267.12 TRY | -31% |
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Frequently asked questions
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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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