Nayax Ltd.

Report azionario TASE:NYAX

Capitalizzazione di mercato: ₪7.1b

Nayax Performance degli utili passati

Criteri Il passato verificati 5/6

Nayax ha registrato una crescita degli utili a un tasso medio annuo di 48.4%, mentre il settore Electronic ha registrato utili in crescita a un tasso medio annuo di 20.5%. I ricavi sono stati in crescita a un tasso medio annuo di 28.8%. Il ritorno sul capitale proprio di Nayax è 12.6% e ha margini netti di 7%.

Informazioni chiave

48.37%

Tasso di crescita degli utili

48.53%

Tasso di crescita dell'EPS

Electronic Crescita del settore31.62%
Tasso di crescita dei ricavi28.81%
Rendimento del capitale proprio12.59%
Margine netto6.95%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione Jun 17

NYAX: EV Charging And AI Expansion Will Test Recurring Revenue Premium

Analysts have raised their price target on Nayax stock to ₪150.15, citing updated total addressable market work, ongoing share gains across unattended payment verticals and expectations for resilient recurring revenue streams. Analyst Commentary Recent Street research on Nayax stock centers on how well the company can keep expanding its footprint in unattended payments while translating that into profitable, recurring revenue growth.
Aggiornamento della narrazione Jun 01

NYAX: EV Charging Ambitions Will Test Sustainability Of Recurring Revenue Premium

Analysts have trimmed their average fair value estimate for Nayax from approximately ₪202.31 to about ₪150.15, while still highlighting potential benefits from the company's recurring revenue model, share gains across unattended payments, and exposure to EV charging following recent research updates. Analyst Commentary Street research on Nayax in recent months has focused on its role in unattended payments, recurring revenue, and the build out of its EV charging exposure, with a range of price target increases and one upgrade to a more positive rating.
Aggiornamento della narrazione Apr 30

NYAX: Q4 Execution And EV Charging Expansion Will Shape Fairly Valued Outlook

Nayax's analyst price target has been updated from ₪166.49 to ₪202.31, with analysts pointing to continued top line growth expectations, an expanding addressable market, and higher assumed future P/E multiples as key supports for the higher valuation. Analyst Commentary Recent Street research provides a mix of optimism and caution around Nayax, with multiple firms lifting their price targets following Q4 results.
Aggiornamento della narrazione Apr 12

NYAX: Q4 Execution And M&A Integration Will Shape Fairly Valued Outlook

Analysts have nudged Nayax's fair value estimate higher, with the implied price target moving to about ₪210. This reflects updated assumptions around discount rates and future P/E multiples following recent research that points to ongoing top line momentum, operational leverage and cash generation potential.
Aggiornamento della narrazione Mar 29

NYAX: Q4 Execution And M&A Progress Will Shape Fairly Valued Outlook

Analysts have raised their blended ₪ price target on Nayax in line with modest upward adjustments to fair value and future P/E assumptions, reflecting views that recent Q4 results, ongoing share gains in a fragmented market, and M&A-supported growth potential can support stronger operational leverage and cash generation over time. Analyst Commentary Recent Street research reflects a generally constructive tone on Nayax, with multiple firms lifting price targets in both ₪ and US$ terms after Q4 results.
Aggiornamento della narrazione Mar 14

NYAX: Execution Risks May Limit Benefits From Q4 M&A Momentum

Analysts have lifted our Nayax fair value estimate from ₪160.13 to ₪165.12, citing higher Street price targets, expectations for top line growth of more than 20%, improving profit margin assumptions, and a lower forward P/E outlook. Analyst Commentary Recent Street research is broadly positive on Nayax, with several houses lifting price targets following Q4 results and updated forecasts.
Aggiornamento della narrazione Feb 09

NYAX: Higher Multiple Will Rely On Consistent Execution And M&A Delivery

Analysts have raised their Nayax price target to $48 from $43, reflecting updated models after the Q3 earnings report and modest adjustments to assumptions such as the discount rate and future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts view the higher $48 price target as a reflection of updated assumptions around valuation, including the discount rate and future P/E multiple, rather than a short term reaction to Q3 alone.
Aggiornamento della narrazione Jan 24

NYAX: Higher Multiple Will Face Ongoing Execution Risk And Guidance Uncertainty

Analysts recently lifted their price target on Nayax to $48 from $43, citing updated models following the Q3 earnings report that resulted in modest tweaks to assumptions such as discount rate, long term revenue growth, profit margin, and forward P/E. Analyst Commentary Recent price target adjustments to $48 from $43 reflect refreshed models after the Q3 report, rather than a change in rating.
Aggiornamento della narrazione Jan 10

NYAX: Medium Term Outlook Will Weigh Higher Multiple Against Execution Risk

Analysts have raised their price target on Nayax to $48 from $43. This change reflects updated models following the Q3 earnings report and revised assumptions around discount rates and future P/E multiples.
Aggiornamento della narrazione Dec 20

NYAX: Medium Term Outlook Will Balance Higher Multiple With Margin Uncertainty

Analysts have increased their price target on Nayax to approximately $160 from about $154, reflecting updated models after Q3 earnings that incorporate slightly slower growth and margins but a higher anticipated future valuation multiple. Analyst Commentary Following the Q3 earnings update and subsequent model revisions, analysts are refining their views on Nayax's medium term outlook, balancing solid execution with a more measured stance on near term growth and profitability.
Articolo di analisi Nov 22

Nayax Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's shaping up to be a tough period for Nayax Ltd. ( TLV:NYAX ), which a week ago released some disappointing...
Articolo di analisi Nov 01

Are Investors Undervaluing Nayax Ltd. (TLV:NYAX) By 27%?

Key Insights Nayax's estimated fair value is ₪187 based on 2 Stage Free Cash Flow to Equity Nayax's ₪136 share price...
Articolo di analisi Sep 29

Nayax (TLV:NYAX) Is Looking To Continue Growing Its Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Nuova narrazione Sep 07

EV Charging And Contactless Payments Will Expand Future Markets

Key Takeaways Diversification into high-growth sectors and international markets, along with deep OEM integration, is driving predictable, scalable, and higher-margin recurring revenues. Operational efficiencies and ecosystem lock-in are boosting profitability, supporting sustainable margin expansion and long-term earnings growth.
Articolo di analisi Aug 16

Nayax Ltd. Just Beat EPS By 340%: Here's What Analysts Think Will Happen Next

TASE:NYAX 1 Year Share Price vs Fair Value Explore Nayax's Fair Values from the Community and select yours It's been a...
Articolo di analisi Aug 12

Here's Why Nayax (TLV:NYAX) Can Manage Its Debt Responsibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Jul 10

Nayax Ltd.'s (TLV:NYAX) CEO Compensation Is Looking A Bit Stretched At The Moment

Key Insights Nayax to hold its Annual General Meeting on 16th of July Total pay for CEO Yair Nechmad includes US$483.0k...
Articolo di analisi Jul 08

Why Investors Shouldn't Be Surprised By Nayax Ltd.'s (TLV:NYAX) P/S

When close to half the companies in the Electronic industry in Israel have price-to-sales ratios (or "P/S") below 2.7x...
Articolo di analisi Apr 02

Calculating The Fair Value Of Nayax Ltd. (TLV:NYAX)

Key Insights Nayax's estimated fair value is ₪132 based on 2 Stage Free Cash Flow to Equity Nayax's ₪136 share price...
Articolo di analisi Mar 07

Nayax Ltd. (TLV:NYAX) Just Reported And Analysts Have Been Lifting Their Price Targets

Nayax Ltd. ( TLV:NYAX ) shareholders are probably feeling a little disappointed, since its shares fell 4.0% to ₪130 in...
Articolo di analisi Jan 28

After Leaping 27% Nayax Ltd. (TLV:NYAX) Shares Are Not Flying Under The Radar

Nayax Ltd. ( TLV:NYAX ) shareholders would be excited to see that the share price has had a great month, posting a 27...
Articolo di analisi Nov 15

Earnings Beat: Nayax Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Nayax Ltd. ( TLV:NYAX ) shareholders are probably feeling a little disappointed, since its shares fell 2.0% to ₪106 in...
Articolo di analisi Aug 10

Nayax Ltd. (TLV:NYAX) Analysts Are Pretty Bullish On The Stock After Recent Results

Nayax Ltd. ( TLV:NYAX ) last week reported its latest quarterly results, which makes it a good time for investors to...
Articolo di analisi May 06

Investors Aren't Entirely Convinced By Nayax Ltd.'s (TLV:NYAX) Revenues

There wouldn't be many who think Nayax Ltd.'s ( TLV:NYAX ) price-to-sales (or "P/S") ratio of 4.3x is worth a mention...

Ripartizione dei ricavi e delle spese

Come Nayax guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

TASE:NYAX Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 264263013031
31 Dec 254003612130
30 Sep 253702411629
30 Jun 253492111227
31 Mar 25331610426
31 Dec 24314-69825
30 Sep 24292-119126
30 Jun 24269-148225
31 Mar 24247-157523
31 Dec 23235-167022
30 Sep 23220-206821
30 Jun 23207-276822
31 Mar 23192-336622
31 Dec 22174-386422
30 Sep 22157-406122
30 Jun 22141-375722
31 Mar 22130-325221
31 Dec 21119-254519
30 Sep 21109-183916
30 Jun 21100-113313
31 Mar 2183-72810
31 Dec 2079-6279
31 Dec 1964-5207
31 Dec 1849-4135

Guadagni di qualità: NYAX ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di NYAX (7%) NYAX sono più alti rispetto allo scorso anno (2%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: NYAX è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 48.4% all'anno.

Accelerare la crescita: La crescita degli utili di NYAX nell'ultimo anno ( 357.3% ) supera la media quinquennale ( 48.4% all'anno).

Guadagni vs Settore: La crescita degli utili NYAX nell'ultimo anno ( 357.3% ) ha superato la percentuale del settore Electronic 14.4%.


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 12.6% ) di NYAX è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/17 15:30
Prezzo dell'azione a fine giornata2026/06/17 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Nayax Ltd. è coperta da 11 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Ramsey El-AssalBarclays
John CoffeyBarclays
Michael NicholsB. Riley Securities, Inc.