View ValuationPalram Industries (1990) 将来の成長Future 基準チェック /06現在、 Palram Industries (1990)の成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Chemicals 収益成長27.5%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • May 09Palram Industries (1990) Ltd(TASE:PLRM) dropped from TA-125 IndexPalram Industries (1990) Ltd has been dropped from the TA-125 Index.New Risk • Mar 30New major risk - Revenue and earnings growthEarnings have declined by 0.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.3% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Declared Dividend • Mar 30Dividend of ₪3.50 announcedShareholders will receive a dividend of ₪3.50. Ex-date: 14th April 2026 Payment date: 27th April 2026 Dividend yield will be 6.6%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 43% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.0% EPS decline seen over the last 5 years.お知らせ • Mar 28Palram Industries (1990) Ltd announces Annual dividend, payable on April 27, 2026Palram Industries (1990) Ltd. announced Annual dividend of ILS 3.4985 per share payable on April 27, 2026, ex-date on April 14, 2026 and record date on April 14, 2026.お知らせ • Mar 23Palram Industries (1990) Ltd to Report Q4, 2025 Results on Mar 26, 2026Palram Industries (1990) Ltd announced that they will report Q4, 2025 results on Mar 26, 2026分析記事 • Dec 10Investors Give Palram Industries (1990) Ltd (TLV:PLRM) Shares A 25% HidingPalram Industries (1990) Ltd ( TLV:PLRM ) shareholders that were waiting for something to happen have been dealt a blow...Valuation Update With 7 Day Price Move • Dec 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₪58.03, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 15x in the Chemicals industry in Israel. Total returns to shareholders of 182% over the past three years.Reported Earnings • Nov 30Third quarter 2025 earnings released: EPS: ₪1.63 (vs ₪2.42 in 3Q 2024)Third quarter 2025 results: EPS: ₪1.63 (down from ₪2.42 in 3Q 2024). Revenue: ₪433.8m (down 12% from 3Q 2024). Net income: ₪41.9m (down 33% from 3Q 2024). Profit margin: 9.6% (down from 13% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 03Palram Industries (1990) Ltd to Report Q3, 2025 Results on Nov 27, 2025Palram Industries (1990) Ltd announced that they will report Q3, 2025 results on Nov 27, 2025Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: ₪2.07 (vs ₪2.56 in 2Q 2024)Second quarter 2025 results: EPS: ₪2.07 (down from ₪2.56 in 2Q 2024). Revenue: ₪473.5m (down 4.2% from 2Q 2024). Net income: ₪53.3m (down 19% from 2Q 2024). Profit margin: 11% (down from 13% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 18% per year.お知らせ • Aug 29Palram Industries (1990) Ltd, Annual General Meeting, Oct 05, 2025Palram Industries (1990) Ltd, Annual General Meeting, Oct 05, 2025. Location: co. offices, Israelお知らせ • Jul 28Palram Industries (1990) Ltd to Report Q2, 2025 Results on Aug 28, 2025Palram Industries (1990) Ltd announced that they will report Q2, 2025 results on Aug 28, 2025New Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.5% average weekly change).Reported Earnings • May 31First quarter 2025 earnings released: EPS: ₪2.02 (vs ₪2.21 in 1Q 2024)First quarter 2025 results: EPS: ₪2.02 (down from ₪2.21 in 1Q 2024). Revenue: ₪438.7m (flat on 1Q 2024). Net income: ₪51.9m (down 8.6% from 1Q 2024). Profit margin: 12% (down from 13% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 22% per year.お知らせ • May 06Palram Industries (1990) Ltd to Report Q1, 2025 Results on May 29, 2025Palram Industries (1990) Ltd announced that they will report Q1, 2025 results on May 29, 2025Upcoming Dividend • Apr 08Upcoming dividend of ₪3.89 per shareEligible shareholders must have bought the stock before 15 April 2025. Payment date: 28 April 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Israeli dividend payers (6.6%). Higher than average of industry peers (2.3%).分析記事 • Apr 08Why Investors Shouldn't Be Surprised By Palram Industries (1990) Ltd's (TLV:PLRM) 26% Share Price PlungePalram Industries (1990) Ltd ( TLV:PLRM ) shareholders won't be pleased to see that the share price has had a very...Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₪77.91, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 10x in the Chemicals industry in Israel. Total returns to shareholders of 100% over the past three years.Reported Earnings • Mar 29Full year 2024 earnings released: EPS: ₪9.01 (vs ₪6.39 in FY 2023)Full year 2024 results: EPS: ₪9.01 (up from ₪6.39 in FY 2023). Revenue: ₪1.87b (up 8.8% from FY 2023). Net income: ₪231.7m (up 41% from FY 2023). Profit margin: 12% (up from 9.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Mar 27Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ₪92.75. The fair value is estimated to be ₪76.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.7%.お知らせ • Mar 11Palram Industries (1990) Ltd to Report Q4, 2024 Results on Mar 27, 2025Palram Industries (1990) Ltd announced that they will report Q4, 2024 results on Mar 27, 2025Reported Earnings • Nov 28Third quarter 2024 earnings released: EPS: ₪2.42 (vs ₪1.86 in 3Q 2023)Third quarter 2024 results: EPS: ₪2.42 (up from ₪1.86 in 3Q 2023). Revenue: ₪490.3m (up 12% from 3Q 2023). Net income: ₪62.4m (up 30% from 3Q 2023). Profit margin: 13% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 10Palram Industries (1990) Ltd to Report Q3, 2024 Results on Nov 28, 2024Palram Industries (1990) Ltd announced that they will report Q3, 2024 results on Nov 28, 2024Upcoming Dividend • Sep 15Upcoming dividend of ₪1.17 per shareEligible shareholders must have bought the stock before 22 September 2024. Payment date: 29 September 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Israeli dividend payers (6.8%). Lower than average of industry peers (5.2%).Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: ₪2.56 (vs ₪1.61 in 2Q 2023)Second quarter 2024 results: EPS: ₪2.56 (up from ₪1.61 in 2Q 2023). Revenue: ₪494.4m (up 11% from 2Q 2023). Net income: ₪65.8m (up 59% from 2Q 2023). Profit margin: 13% (up from 9.3% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Jul 29Palram Industries (1990) Ltd to Report Q2, 2024 Results on Sep 01, 2024Palram Industries (1990) Ltd announced that they will report Q2, 2024 results on Sep 01, 2024分析記事 • Jul 12Returns At Palram Industries (1990) (TLV:PLRM) Are On The Way UpThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...New Risk • Jun 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.7% average weekly change).お知らせ • Jun 01Palram Industries (1990) Ltd, Annual General Meeting, Jul 04, 2024Palram Industries (1990) Ltd, Annual General Meeting, Jul 04, 2024. Location: co. offices, Israelお知らせ • May 14Palram Industries (1990) Ltd to Report Q1, 2024 Results on Jun 02, 2024Palram Industries (1990) Ltd announced that they will report Q1, 2024 results on Jun 02, 2024分析記事 • Apr 06Palram Industries (1990) Ltd (TLV:PLRM) Stock Catapults 26% Though Its Price And Business Still Lag The MarketDespite an already strong run, Palram Industries (1990) Ltd ( TLV:PLRM ) shares have been powering on, with a gain of...分析記事 • Apr 05Why Palram Industries (1990)'s (TLV:PLRM) Earnings Are Better Than They SeemPalram Industries (1990) Ltd ( TLV:PLRM ) announced a healthy earnings result recently, and the market rewarded it with...Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪51.46, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 10x in the Chemicals industry in Israel. Total returns to shareholders of 96% over the past three years.Upcoming Dividend • Apr 04Upcoming dividend of ₪2.33 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 18 April 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Israeli dividend payers (7.0%). Lower than average of industry peers (4.7%).Reported Earnings • Mar 31Full year 2023 earnings released: EPS: ₪6.39 (vs ₪6.00 in FY 2022)Full year 2023 results: EPS: ₪6.39 (up from ₪6.00 in FY 2022). Revenue: ₪1.72b (down 5.2% from FY 2022). Net income: ₪164.3m (up 6.4% from FY 2022). Profit margin: 9.6% (up from 8.5% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Mar 13Palram Industries (1990) Ltd to Report Fiscal Year 2023 Results on Mar 28, 2024Palram Industries (1990) Ltd announced that they will report fiscal year 2023 results on Mar 28, 2024New Risk • Feb 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results.分析記事 • Jan 02Improved Earnings Required Before Palram Industries (1990) Ltd (TLV:PLRM) Stock's 29% Jump Looks JustifiedPalram Industries (1990) Ltd ( TLV:PLRM ) shares have had a really impressive month, gaining 29% after a shaky period...Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₪37.98, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 7x in the Chemicals industry in Israel. Total returns to shareholders of 57% over the past three years.Reported Earnings • Dec 02Third quarter 2023 earnings released: EPS: ₪1.86 (vs ₪0.43 in 3Q 2022)Third quarter 2023 results: EPS: ₪1.86 (up from ₪0.43 in 3Q 2022). Revenue: ₪439.1m (up 5.6% from 3Q 2022). Net income: ₪47.9m (up 332% from 3Q 2022). Profit margin: 11% (up from 2.7% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Nov 14Palram Industries (1990) Ltd to Report Q3, 2023 Results on Dec 03, 2023Palram Industries (1990) Ltd announced that they will report Q3, 2023 results on Dec 03, 2023Buying Opportunity • Oct 11Now 20% undervaluedOver the last 90 days, the stock is up 7.2%. The fair value is estimated to be ₪37.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 13%.分析記事 • Sep 04Is Palram Industries (1990) (TLV:PLRM) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Sep 02Second quarter 2023 earnings released: EPS: ₪1.61 (vs ₪1.33 in 2Q 2022)Second quarter 2023 results: EPS: ₪1.61 (up from ₪1.33 in 2Q 2022). Revenue: ₪446.8m (down 14% from 2Q 2022). Net income: ₪41.3m (up 21% from 2Q 2022). Profit margin: 9.3% (up from 6.6% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • Jun 01First quarter 2023 earnings released: EPS: ₪0.82 (vs ₪2.00 in 1Q 2022)First quarter 2023 results: EPS: ₪0.82 (down from ₪2.00 in 1Q 2022). Revenue: ₪408.4m (down 18% from 1Q 2022). Net income: ₪21.0m (down 59% from 1Q 2022). Profit margin: 5.2% (down from 10% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.分析記事 • Jun 01Estimating The Fair Value Of Palram Industries (1990) Ltd (TLV:PLRM)Key Insights The projected fair value for Palram Industries (1990) is ₪20.47 based on Dividend Discount Model Palram...Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₪26.02, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 4x in the Chemicals industry in Israel. Total returns to shareholders of 112% over the past three years.分析記事 • Apr 03Palram Industries (1990) (TLV:PLRM) Might Have The Makings Of A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Reported Earnings • Apr 02Full year 2022 earnings released: EPS: ₪6.00 (vs ₪7.32 in FY 2021)Full year 2022 results: EPS: ₪6.00 (down from ₪7.32 in FY 2021). Revenue: ₪1.81b (flat on FY 2021). Net income: ₪154.4m (down 18% from FY 2021). Profit margin: 8.5% (down from 10% in FY 2021). Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 17% per year.Valuation Update With 7 Day Price Move • Dec 06Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to ₪23.88, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 7x in the Chemicals industry in Israel. Total returns to shareholders of 59% over the past three years.Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: ₪0.43 (vs ₪1.76 in 3Q 2021)Third quarter 2022 results: EPS: ₪0.43 (down from ₪1.76 in 3Q 2021). Revenue: ₪415.8m (down 3.9% from 3Q 2021). Net income: ₪11.1m (down 75% from 3Q 2021). Profit margin: 2.7% (down from 10% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.分析記事 • Dec 01Here's Why Palram Industries (1990) (TLV:PLRM) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent Director Oded Gil T. was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Nov 04The Trend Of High Returns At Palram Industries (1990) (TLV:PLRM) Has Us Very InterestedWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Buying Opportunity • Nov 02Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be ₪43.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable.Buying Opportunity • Sep 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.9%. The fair value is estimated to be ₪51.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Sep 01Second quarter 2022 earnings released: EPS: ₪1.33 (vs ₪1.19 in 2Q 2021)Second quarter 2022 results: EPS: ₪1.33 (up from ₪1.19 in 2Q 2021). Revenue: ₪517.7m (up 9.7% from 2Q 2021). Net income: ₪34.1m (up 11% from 2Q 2021). Profit margin: 6.6% (up from 6.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 01First quarter 2022 earnings released: EPS: ₪2.00 (vs ₪2.83 in 1Q 2021)First quarter 2022 results: EPS: ₪2.00 (down from ₪2.83 in 1Q 2021). Revenue: ₪498.6m (up 6.0% from 1Q 2021). Net income: ₪51.5m (down 29% from 1Q 2021). Profit margin: 10% (down from 16% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.Buying Opportunity • May 25Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be ₪52.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 83%.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent Director Oded Gil T. was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 19Upcoming dividend of ₪2.72 per shareEligible shareholders must have bought the stock before 26 April 2022. Payment date: 17 May 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of Israeli dividend payers (5.3%). Higher than average of industry peers (2.6%).Reported Earnings • Apr 01Full year 2021 earnings released: EPS: ₪7.32 (vs ₪8.84 in FY 2020)Full year 2021 results: EPS: ₪7.32 (down from ₪8.84 in FY 2020). Revenue: ₪1.82b (up 4.6% from FY 2020). Net income: ₪188.4m (down 17% from FY 2020). Profit margin: 10% (down from 13% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.分析記事 • Dec 02Is Palram Industries (1990) (TLV:PLRM) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Dec 01Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₪1.76 (down from ₪2.71 in 3Q 2020). Revenue: ₪432.9m (down 4.8% from 3Q 2020). Net income: ₪45.2m (down 35% from 3Q 2020). Profit margin: 10% (down from 15% in 3Q 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 03Second quarter 2021 earnings released: EPS ₪1.19 (vs ₪2.85 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₪472.1m (down 2.8% from 2Q 2020). Net income: ₪30.7m (down 58% from 2Q 2020). Profit margin: 6.5% (down from 15% in 2Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₪47.54, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 13x in the Chemicals industry in Israel. Total returns to shareholders of 146% over the past three years.分析記事 • Aug 31Palram Industries (1990) (TLV:PLRM) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jun 09Palram Industries (1990) (TLV:PLRM) Could Become A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Upcoming Dividend • Mar 29Upcoming dividend of ₪2.33 per shareEligible shareholders must have bought the stock before 05 April 2021. Payment date: 12 April 2021. Trailing yield: 7.5%. Within top quartile of Israeli dividend payers (5.2%). Higher than average of industry peers (2.1%).Reported Earnings • Mar 27Full year 2020 earnings released: EPS ₪8.84 (vs ₪0.33 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₪1.74b (up 21% from FY 2019). Net income: ₪227.3m (up ₪218.9m from FY 2019). Profit margin: 13% (up from 0.6% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 24Is Palram Industries (1990) (TLV:PLRM) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Mar 03We Like Palram Industries (1990)'s (TLV:PLRM) Returns And Here's How They're TrendingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Feb 09If You Had Bought Palram Industries (1990) (TLV:PLRM) Stock A Year Ago, You Could Pocket A 98% Gain TodayPassive investing in index funds can generate returns that roughly match the overall market. But if you pick the right...Is New 90 Day High Low • Jan 26New 90-day high: ₪31.40The company is up 10.0% from its price of ₪28.60 on 28 October 2020. The Israeli market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 44% over the same period.分析記事 • Jan 22We Think Palram Industries (1990)'s (TLV:PLRM) Statutory Profit Might Understate Its Earnings PotentialBroadly speaking, profitable businesses are less risky than unprofitable ones. Having said that, sometimes statutory...分析記事 • Jan 04Could The Market Be Wrong About Palram Industries (1990) Ltd (TLV:PLRM) Given Its Attractive Financial Prospects?With its stock down 3.9% over the past month, it is easy to disregard Palram Industries (1990) (TLV:PLRM). However, a...分析記事 • Dec 17Is Palram Industries (1990) (TLV:PLRM) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Dec 02Third quarter 2020 earnings released: EPS ₪2.71The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₪454.6m (up 32% from 3Q 2019). Net income: ₪69.7m (up ₪64.8m from 3Q 2019). Profit margin: 15% (up from 1.4% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 26Under The Bonnet, Palram Industries (1990)'s (TLV:PLRM) Returns Look ImpressiveIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep...お知らせ • Sep 13Palram Industries (1990) Ltd to Report Q2, 2020 Results on Aug 30, 2020Palram Industries (1990) Ltd announced that they will report Q2, 2020 results on Aug 30, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Palram Industries (1990) は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TASE:PLRM - アナリストの将来予測と過去の財務データ ( )ILS Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20251,726176228273N/A9/30/20251,795194281245N/A6/30/20251,852214310269N/A3/31/20251,873227243275N/A12/31/20241,868232188220N/A9/30/20241,843239152257N/A6/30/20241,791225161265N/A3/31/20241,744200259286N/A12/31/20231,718164286313N/A9/30/20231,675168269302N/A6/30/20231,651131168200N/A3/31/20231,72212461102N/A12/31/20221,812154-1032N/A9/30/20221,874137-85-41N/A6/30/20221,891171-73-21N/A3/31/20221,84516747101N/A12/31/20211,817188115169N/A9/30/20211,792205212267N/A6/30/20211,814230316362N/A3/31/20211,828272346381N/A12/31/20201,737227323355N/A9/30/20201,648175314331N/A6/30/20201,537110268285N/A3/31/20201,43732169186N/A12/31/20191,4428121142N/A9/30/20191,461-4N/A93N/A6/30/20191,467-15N/A41N/A3/31/20191,4726N/A33N/A12/31/20181,45621N/A-1N/A9/30/20181,40525N/A-2N/A6/30/20181,38132N/A-28N/A3/31/20181,35233N/A-18N/A12/31/20171,32130N/A0N/A9/30/20171,31036N/A17N/A6/30/20171,28545N/A49N/A3/31/20171,27253N/A88N/A12/31/20161,26958N/A56N/A9/30/20161,27059N/A67N/A6/30/20161,27855N/A75N/A3/31/20161,25539N/A39N/A12/31/20151,25639N/A75N/A9/30/20151,23946N/A66N/A6/30/20151,21549N/A46N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: PLRMの予測収益成長が 貯蓄率 ( 3.5% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: PLRMの収益がIL市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: PLRMの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: PLRMの収益がIL市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: PLRMの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: PLRMの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/23 09:44終値2026/05/20 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Palram Industries (1990) Ltd 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
お知らせ • May 09Palram Industries (1990) Ltd(TASE:PLRM) dropped from TA-125 IndexPalram Industries (1990) Ltd has been dropped from the TA-125 Index.
New Risk • Mar 30New major risk - Revenue and earnings growthEarnings have declined by 0.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.3% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Declared Dividend • Mar 30Dividend of ₪3.50 announcedShareholders will receive a dividend of ₪3.50. Ex-date: 14th April 2026 Payment date: 27th April 2026 Dividend yield will be 6.6%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 43% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.0% EPS decline seen over the last 5 years.
お知らせ • Mar 28Palram Industries (1990) Ltd announces Annual dividend, payable on April 27, 2026Palram Industries (1990) Ltd. announced Annual dividend of ILS 3.4985 per share payable on April 27, 2026, ex-date on April 14, 2026 and record date on April 14, 2026.
お知らせ • Mar 23Palram Industries (1990) Ltd to Report Q4, 2025 Results on Mar 26, 2026Palram Industries (1990) Ltd announced that they will report Q4, 2025 results on Mar 26, 2026
分析記事 • Dec 10Investors Give Palram Industries (1990) Ltd (TLV:PLRM) Shares A 25% HidingPalram Industries (1990) Ltd ( TLV:PLRM ) shareholders that were waiting for something to happen have been dealt a blow...
Valuation Update With 7 Day Price Move • Dec 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₪58.03, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 15x in the Chemicals industry in Israel. Total returns to shareholders of 182% over the past three years.
Reported Earnings • Nov 30Third quarter 2025 earnings released: EPS: ₪1.63 (vs ₪2.42 in 3Q 2024)Third quarter 2025 results: EPS: ₪1.63 (down from ₪2.42 in 3Q 2024). Revenue: ₪433.8m (down 12% from 3Q 2024). Net income: ₪41.9m (down 33% from 3Q 2024). Profit margin: 9.6% (down from 13% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 03Palram Industries (1990) Ltd to Report Q3, 2025 Results on Nov 27, 2025Palram Industries (1990) Ltd announced that they will report Q3, 2025 results on Nov 27, 2025
Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: ₪2.07 (vs ₪2.56 in 2Q 2024)Second quarter 2025 results: EPS: ₪2.07 (down from ₪2.56 in 2Q 2024). Revenue: ₪473.5m (down 4.2% from 2Q 2024). Net income: ₪53.3m (down 19% from 2Q 2024). Profit margin: 11% (down from 13% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 18% per year.
お知らせ • Aug 29Palram Industries (1990) Ltd, Annual General Meeting, Oct 05, 2025Palram Industries (1990) Ltd, Annual General Meeting, Oct 05, 2025. Location: co. offices, Israel
お知らせ • Jul 28Palram Industries (1990) Ltd to Report Q2, 2025 Results on Aug 28, 2025Palram Industries (1990) Ltd announced that they will report Q2, 2025 results on Aug 28, 2025
New Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.5% average weekly change).
Reported Earnings • May 31First quarter 2025 earnings released: EPS: ₪2.02 (vs ₪2.21 in 1Q 2024)First quarter 2025 results: EPS: ₪2.02 (down from ₪2.21 in 1Q 2024). Revenue: ₪438.7m (flat on 1Q 2024). Net income: ₪51.9m (down 8.6% from 1Q 2024). Profit margin: 12% (down from 13% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 22% per year.
お知らせ • May 06Palram Industries (1990) Ltd to Report Q1, 2025 Results on May 29, 2025Palram Industries (1990) Ltd announced that they will report Q1, 2025 results on May 29, 2025
Upcoming Dividend • Apr 08Upcoming dividend of ₪3.89 per shareEligible shareholders must have bought the stock before 15 April 2025. Payment date: 28 April 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Israeli dividend payers (6.6%). Higher than average of industry peers (2.3%).
分析記事 • Apr 08Why Investors Shouldn't Be Surprised By Palram Industries (1990) Ltd's (TLV:PLRM) 26% Share Price PlungePalram Industries (1990) Ltd ( TLV:PLRM ) shareholders won't be pleased to see that the share price has had a very...
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₪77.91, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 10x in the Chemicals industry in Israel. Total returns to shareholders of 100% over the past three years.
Reported Earnings • Mar 29Full year 2024 earnings released: EPS: ₪9.01 (vs ₪6.39 in FY 2023)Full year 2024 results: EPS: ₪9.01 (up from ₪6.39 in FY 2023). Revenue: ₪1.87b (up 8.8% from FY 2023). Net income: ₪231.7m (up 41% from FY 2023). Profit margin: 12% (up from 9.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Mar 27Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to ₪92.75. The fair value is estimated to be ₪76.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.7%.
お知らせ • Mar 11Palram Industries (1990) Ltd to Report Q4, 2024 Results on Mar 27, 2025Palram Industries (1990) Ltd announced that they will report Q4, 2024 results on Mar 27, 2025
Reported Earnings • Nov 28Third quarter 2024 earnings released: EPS: ₪2.42 (vs ₪1.86 in 3Q 2023)Third quarter 2024 results: EPS: ₪2.42 (up from ₪1.86 in 3Q 2023). Revenue: ₪490.3m (up 12% from 3Q 2023). Net income: ₪62.4m (up 30% from 3Q 2023). Profit margin: 13% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 10Palram Industries (1990) Ltd to Report Q3, 2024 Results on Nov 28, 2024Palram Industries (1990) Ltd announced that they will report Q3, 2024 results on Nov 28, 2024
Upcoming Dividend • Sep 15Upcoming dividend of ₪1.17 per shareEligible shareholders must have bought the stock before 22 September 2024. Payment date: 29 September 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Israeli dividend payers (6.8%). Lower than average of industry peers (5.2%).
Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: ₪2.56 (vs ₪1.61 in 2Q 2023)Second quarter 2024 results: EPS: ₪2.56 (up from ₪1.61 in 2Q 2023). Revenue: ₪494.4m (up 11% from 2Q 2023). Net income: ₪65.8m (up 59% from 2Q 2023). Profit margin: 13% (up from 9.3% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Jul 29Palram Industries (1990) Ltd to Report Q2, 2024 Results on Sep 01, 2024Palram Industries (1990) Ltd announced that they will report Q2, 2024 results on Sep 01, 2024
分析記事 • Jul 12Returns At Palram Industries (1990) (TLV:PLRM) Are On The Way UpThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
New Risk • Jun 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.7% average weekly change).
お知らせ • Jun 01Palram Industries (1990) Ltd, Annual General Meeting, Jul 04, 2024Palram Industries (1990) Ltd, Annual General Meeting, Jul 04, 2024. Location: co. offices, Israel
お知らせ • May 14Palram Industries (1990) Ltd to Report Q1, 2024 Results on Jun 02, 2024Palram Industries (1990) Ltd announced that they will report Q1, 2024 results on Jun 02, 2024
分析記事 • Apr 06Palram Industries (1990) Ltd (TLV:PLRM) Stock Catapults 26% Though Its Price And Business Still Lag The MarketDespite an already strong run, Palram Industries (1990) Ltd ( TLV:PLRM ) shares have been powering on, with a gain of...
分析記事 • Apr 05Why Palram Industries (1990)'s (TLV:PLRM) Earnings Are Better Than They SeemPalram Industries (1990) Ltd ( TLV:PLRM ) announced a healthy earnings result recently, and the market rewarded it with...
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪51.46, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 10x in the Chemicals industry in Israel. Total returns to shareholders of 96% over the past three years.
Upcoming Dividend • Apr 04Upcoming dividend of ₪2.33 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 18 April 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Israeli dividend payers (7.0%). Lower than average of industry peers (4.7%).
Reported Earnings • Mar 31Full year 2023 earnings released: EPS: ₪6.39 (vs ₪6.00 in FY 2022)Full year 2023 results: EPS: ₪6.39 (up from ₪6.00 in FY 2022). Revenue: ₪1.72b (down 5.2% from FY 2022). Net income: ₪164.3m (up 6.4% from FY 2022). Profit margin: 9.6% (up from 8.5% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Mar 13Palram Industries (1990) Ltd to Report Fiscal Year 2023 Results on Mar 28, 2024Palram Industries (1990) Ltd announced that they will report fiscal year 2023 results on Mar 28, 2024
New Risk • Feb 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results.
分析記事 • Jan 02Improved Earnings Required Before Palram Industries (1990) Ltd (TLV:PLRM) Stock's 29% Jump Looks JustifiedPalram Industries (1990) Ltd ( TLV:PLRM ) shares have had a really impressive month, gaining 29% after a shaky period...
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₪37.98, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 7x in the Chemicals industry in Israel. Total returns to shareholders of 57% over the past three years.
Reported Earnings • Dec 02Third quarter 2023 earnings released: EPS: ₪1.86 (vs ₪0.43 in 3Q 2022)Third quarter 2023 results: EPS: ₪1.86 (up from ₪0.43 in 3Q 2022). Revenue: ₪439.1m (up 5.6% from 3Q 2022). Net income: ₪47.9m (up 332% from 3Q 2022). Profit margin: 11% (up from 2.7% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Nov 14Palram Industries (1990) Ltd to Report Q3, 2023 Results on Dec 03, 2023Palram Industries (1990) Ltd announced that they will report Q3, 2023 results on Dec 03, 2023
Buying Opportunity • Oct 11Now 20% undervaluedOver the last 90 days, the stock is up 7.2%. The fair value is estimated to be ₪37.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 13%.
分析記事 • Sep 04Is Palram Industries (1990) (TLV:PLRM) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Sep 02Second quarter 2023 earnings released: EPS: ₪1.61 (vs ₪1.33 in 2Q 2022)Second quarter 2023 results: EPS: ₪1.61 (up from ₪1.33 in 2Q 2022). Revenue: ₪446.8m (down 14% from 2Q 2022). Net income: ₪41.3m (up 21% from 2Q 2022). Profit margin: 9.3% (up from 6.6% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • Jun 01First quarter 2023 earnings released: EPS: ₪0.82 (vs ₪2.00 in 1Q 2022)First quarter 2023 results: EPS: ₪0.82 (down from ₪2.00 in 1Q 2022). Revenue: ₪408.4m (down 18% from 1Q 2022). Net income: ₪21.0m (down 59% from 1Q 2022). Profit margin: 5.2% (down from 10% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.
分析記事 • Jun 01Estimating The Fair Value Of Palram Industries (1990) Ltd (TLV:PLRM)Key Insights The projected fair value for Palram Industries (1990) is ₪20.47 based on Dividend Discount Model Palram...
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₪26.02, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 4x in the Chemicals industry in Israel. Total returns to shareholders of 112% over the past three years.
分析記事 • Apr 03Palram Industries (1990) (TLV:PLRM) Might Have The Makings Of A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Reported Earnings • Apr 02Full year 2022 earnings released: EPS: ₪6.00 (vs ₪7.32 in FY 2021)Full year 2022 results: EPS: ₪6.00 (down from ₪7.32 in FY 2021). Revenue: ₪1.81b (flat on FY 2021). Net income: ₪154.4m (down 18% from FY 2021). Profit margin: 8.5% (down from 10% in FY 2021). Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 17% per year.
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to ₪23.88, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 7x in the Chemicals industry in Israel. Total returns to shareholders of 59% over the past three years.
Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: ₪0.43 (vs ₪1.76 in 3Q 2021)Third quarter 2022 results: EPS: ₪0.43 (down from ₪1.76 in 3Q 2021). Revenue: ₪415.8m (down 3.9% from 3Q 2021). Net income: ₪11.1m (down 75% from 3Q 2021). Profit margin: 2.7% (down from 10% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
分析記事 • Dec 01Here's Why Palram Industries (1990) (TLV:PLRM) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent Director Oded Gil T. was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Nov 04The Trend Of High Returns At Palram Industries (1990) (TLV:PLRM) Has Us Very InterestedWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Buying Opportunity • Nov 02Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be ₪43.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable.
Buying Opportunity • Sep 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.9%. The fair value is estimated to be ₪51.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Sep 01Second quarter 2022 earnings released: EPS: ₪1.33 (vs ₪1.19 in 2Q 2021)Second quarter 2022 results: EPS: ₪1.33 (up from ₪1.19 in 2Q 2021). Revenue: ₪517.7m (up 9.7% from 2Q 2021). Net income: ₪34.1m (up 11% from 2Q 2021). Profit margin: 6.6% (up from 6.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 01First quarter 2022 earnings released: EPS: ₪2.00 (vs ₪2.83 in 1Q 2021)First quarter 2022 results: EPS: ₪2.00 (down from ₪2.83 in 1Q 2021). Revenue: ₪498.6m (up 6.0% from 1Q 2021). Net income: ₪51.5m (down 29% from 1Q 2021). Profit margin: 10% (down from 16% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • May 25Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be ₪52.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 83%.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent Director Oded Gil T. was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 19Upcoming dividend of ₪2.72 per shareEligible shareholders must have bought the stock before 26 April 2022. Payment date: 17 May 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of Israeli dividend payers (5.3%). Higher than average of industry peers (2.6%).
Reported Earnings • Apr 01Full year 2021 earnings released: EPS: ₪7.32 (vs ₪8.84 in FY 2020)Full year 2021 results: EPS: ₪7.32 (down from ₪8.84 in FY 2020). Revenue: ₪1.82b (up 4.6% from FY 2020). Net income: ₪188.4m (down 17% from FY 2020). Profit margin: 10% (down from 13% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
分析記事 • Dec 02Is Palram Industries (1990) (TLV:PLRM) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Dec 01Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₪1.76 (down from ₪2.71 in 3Q 2020). Revenue: ₪432.9m (down 4.8% from 3Q 2020). Net income: ₪45.2m (down 35% from 3Q 2020). Profit margin: 10% (down from 15% in 3Q 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 03Second quarter 2021 earnings released: EPS ₪1.19 (vs ₪2.85 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₪472.1m (down 2.8% from 2Q 2020). Net income: ₪30.7m (down 58% from 2Q 2020). Profit margin: 6.5% (down from 15% in 2Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₪47.54, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 13x in the Chemicals industry in Israel. Total returns to shareholders of 146% over the past three years.
分析記事 • Aug 31Palram Industries (1990) (TLV:PLRM) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Jun 09Palram Industries (1990) (TLV:PLRM) Could Become A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Upcoming Dividend • Mar 29Upcoming dividend of ₪2.33 per shareEligible shareholders must have bought the stock before 05 April 2021. Payment date: 12 April 2021. Trailing yield: 7.5%. Within top quartile of Israeli dividend payers (5.2%). Higher than average of industry peers (2.1%).
Reported Earnings • Mar 27Full year 2020 earnings released: EPS ₪8.84 (vs ₪0.33 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₪1.74b (up 21% from FY 2019). Net income: ₪227.3m (up ₪218.9m from FY 2019). Profit margin: 13% (up from 0.6% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 24Is Palram Industries (1990) (TLV:PLRM) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Mar 03We Like Palram Industries (1990)'s (TLV:PLRM) Returns And Here's How They're TrendingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Feb 09If You Had Bought Palram Industries (1990) (TLV:PLRM) Stock A Year Ago, You Could Pocket A 98% Gain TodayPassive investing in index funds can generate returns that roughly match the overall market. But if you pick the right...
Is New 90 Day High Low • Jan 26New 90-day high: ₪31.40The company is up 10.0% from its price of ₪28.60 on 28 October 2020. The Israeli market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 44% over the same period.
分析記事 • Jan 22We Think Palram Industries (1990)'s (TLV:PLRM) Statutory Profit Might Understate Its Earnings PotentialBroadly speaking, profitable businesses are less risky than unprofitable ones. Having said that, sometimes statutory...
分析記事 • Jan 04Could The Market Be Wrong About Palram Industries (1990) Ltd (TLV:PLRM) Given Its Attractive Financial Prospects?With its stock down 3.9% over the past month, it is easy to disregard Palram Industries (1990) (TLV:PLRM). However, a...
分析記事 • Dec 17Is Palram Industries (1990) (TLV:PLRM) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Dec 02Third quarter 2020 earnings released: EPS ₪2.71The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₪454.6m (up 32% from 3Q 2019). Net income: ₪69.7m (up ₪64.8m from 3Q 2019). Profit margin: 15% (up from 1.4% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 26Under The Bonnet, Palram Industries (1990)'s (TLV:PLRM) Returns Look ImpressiveIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep...
お知らせ • Sep 13Palram Industries (1990) Ltd to Report Q2, 2020 Results on Aug 30, 2020Palram Industries (1990) Ltd announced that they will report Q2, 2020 results on Aug 30, 2020