Ituran Location and Control

New OEM Partnerships And Motorcycle Telematics Will Open Untapped Markets

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

19 Sep 24

Updated

01 May 25

n/a

AnalystConsensusTarget's Fair Value

n/a

44.2%

7.7%

44.2%

7.7%

You can edit this narrative until May 12 5:59 AM. Then, changes will post as Updates.

Author's Valuation

US$44.60.8% undervalued

AnalystConsensusTarget Fair Value

Narrative

Updates8

Shared on 01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.43%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 4.49%

AnalystConsensusTarget has decreased revenue growth from 8.8% to 6.7%, increased future PE multiple from 11.7x to 16.6x and increased discount rate from 7.4% to 8.6%.

AnalystConsensusTarget Fair Value

US$44.6

0.8% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

7.57%

Communications revenue growth rate

0.73%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

10.05%

Calculation

US$68.23m

Earnings '28

16.78x

PE Ratio '28

US$1.14b

Market Cap '28

US$1.14b

Market Cap '28

19.89m

No. shares '28

US$57.54

Share Price '28

US$57.54 Share Price '28

Discounted to 2025 @ 9.01% p.a.

US$44.41

Fair Value '25