View Future GrowthMalam - Team 過去の業績過去 基準チェック /16Malam - Teamは、平均年間4.4%の収益成長を遂げていますが、 IT業界の収益は、年間 成長しています。収益は、平均年間6.2% 14%収益成長率で 成長しています。 Malam - Teamの自己資本利益率は10.2%であり、純利益率は1.8%です。主要情報4.38%収益成長率4.38%EPS成長率IT 業界の成長17.24%収益成長率14.00%株主資本利益率10.19%ネット・マージン1.79%前回の決算情報31 Dec 2025最近の業績更新Reported Earnings • Mar 15Full year 2025 earnings released: EPS: ₪3.38 (vs ₪4.04 in FY 2024)Full year 2025 results: EPS: ₪3.38 (down from ₪4.04 in FY 2024). Revenue: ₪4.14b (up 9.4% from FY 2024). Net income: ₪74.0m (down 16% from FY 2024). Profit margin: 1.8% (down from 2.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 22Third quarter 2025 earnings released: EPS: ₪1.52 (vs ₪1.42 in 3Q 2024)Third quarter 2025 results: EPS: ₪1.52 (up from ₪1.42 in 3Q 2024). Revenue: ₪1.12b (up 23% from 3Q 2024). Net income: ₪33.2m (up 6.9% from 3Q 2024). Profit margin: 3.0% (down from 3.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 22% per year.Reported Earnings • Aug 23Second quarter 2025 earnings released: EPS: ₪0.76 (vs ₪0.67 in 2Q 2024)Second quarter 2025 results: EPS: ₪0.76 (up from ₪0.67 in 2Q 2024). Revenue: ₪910.6m (up 8.4% from 2Q 2024). Net income: ₪16.6m (up 14% from 2Q 2024). Profit margin: 1.8% (in line with 2Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 22First quarter 2025 earnings released: EPS: ₪1.37 (vs ₪0.97 in 1Q 2024)First quarter 2025 results: EPS: ₪1.37 (up from ₪0.97 in 1Q 2024). Revenue: ₪1.00b (up 2.4% from 1Q 2024). Net income: ₪30.0m (up 41% from 1Q 2024). Profit margin: 3.0% (up from 2.2% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 20Full year 2024 earnings released: EPS: ₪4.04 (vs ₪2.92 in FY 2023)Full year 2024 results: EPS: ₪4.04 (up from ₪2.92 in FY 2023). Revenue: ₪3.78b (up 25% from FY 2023). Net income: ₪88.5m (up 39% from FY 2023). Profit margin: 2.3% (up from 2.1% 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 12% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Feb 17Malam - Team Ltd to Report Q4, 2024 Results on Mar 18, 2025Malam - Team Ltd announced that they will report Q4, 2024 results on Mar 18, 2025すべての更新を表示Recent updatesお知らせ • May 09Malam - Team Ltd(TASE:MLTM) dropped from TA-125 IndexMalam - Team Ltd has been added to TA-125 Index.New Risk • Mar 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Israeli stocks, typically moving 8.7% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.7% average weekly change). Minor Risk Large one-off items impacting financial results.New Risk • Mar 18New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results.Reported Earnings • Mar 15Full year 2025 earnings released: EPS: ₪3.38 (vs ₪4.04 in FY 2024)Full year 2025 results: EPS: ₪3.38 (down from ₪4.04 in FY 2024). Revenue: ₪4.14b (up 9.4% from FY 2024). Net income: ₪74.0m (down 16% from FY 2024). Profit margin: 1.8% (down from 2.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₪107, the stock trades at a trailing P/E ratio of 23.1x. Average trailing P/E is 21x in the IT industry in Israel. Total returns to shareholders of 62% over the past three years.分析記事 • Feb 05Malam - Team Ltd's (TLV:MLTM) Price In Tune With EarningsMalam - Team Ltd's ( TLV:MLTM ) price-to-earnings (or "P/E") ratio of 23.6x might make it look like a sell right now...New Risk • Feb 04New 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 4.7% 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 High level of debt (43% net debt to equity). Share price has been volatile over the past 3 months (4.7% average weekly change).Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₪109, the stock trades at a trailing P/E ratio of 23.6x. Average trailing P/E is 26x in the IT industry in Israel. Total returns to shareholders of 51% over the past three years.分析記事 • Dec 31Malam - Team Ltd's (TLV:MLTM) CEO Compensation Is Looking A Bit Stretched At The MomentKey Insights Malam - Team to hold its Annual General Meeting on 6th of January CEO Ilan Toker's total compensation...Reported Earnings • Nov 22Third quarter 2025 earnings released: EPS: ₪1.52 (vs ₪1.42 in 3Q 2024)Third quarter 2025 results: EPS: ₪1.52 (up from ₪1.42 in 3Q 2024). Revenue: ₪1.12b (up 23% from 3Q 2024). Net income: ₪33.2m (up 6.9% from 3Q 2024). Profit margin: 3.0% (down from 3.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 22% per year.分析記事 • Nov 21Does Malam - Team (TLV:MLTM) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • Nov 20Malam - Team Ltd, Annual General Meeting, Jan 06, 2026Malam - Team Ltd, Annual General Meeting, Jan 06, 2026. Location: co. offices, IsraelValuation Update With 7 Day Price Move • Oct 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪144, the stock trades at a trailing P/E ratio of 31.7x. Average forward P/E is 21x in the IT industry in Israel. Total returns to shareholders of 84% over the past three years.Buy Or Sell Opportunity • Oct 05Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to ₪123. The fair value is estimated to be ₪101, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 22%.分析記事 • Oct 01These 4 Measures Indicate That Malam - Team (TLV:MLTM) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Buy Or Sell Opportunity • Sep 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 41% to ₪122. The fair value is estimated to be ₪101, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 22%.Reported Earnings • Aug 23Second quarter 2025 earnings released: EPS: ₪0.76 (vs ₪0.67 in 2Q 2024)Second quarter 2025 results: EPS: ₪0.76 (up from ₪0.67 in 2Q 2024). Revenue: ₪910.6m (up 8.4% from 2Q 2024). Net income: ₪16.6m (up 14% from 2Q 2024). Profit margin: 1.8% (in line with 2Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 03The Price Is Right For Malam - Team Ltd (TLV:MLTM)When close to half the companies in Israel have price-to-earnings ratios (or "P/E's") below 15x, you may consider Malam...Reported Earnings • May 22First quarter 2025 earnings released: EPS: ₪1.37 (vs ₪0.97 in 1Q 2024)First quarter 2025 results: EPS: ₪1.37 (up from ₪0.97 in 1Q 2024). Revenue: ₪1.00b (up 2.4% from 1Q 2024). Net income: ₪30.0m (up 41% from 1Q 2024). Profit margin: 3.0% (up from 2.2% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Apr 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to ₪71.23. The fair value is estimated to be ₪89.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 12%.Buy Or Sell Opportunity • Mar 23Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to ₪70.07. The fair value is estimated to be ₪89.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 12%.分析記事 • Mar 21Some Malam - Team Ltd (TLV:MLTM) Shareholders Look For Exit As Shares Take 26% PoundingMalam - Team Ltd ( TLV:MLTM ) shareholders won't be pleased to see that the share price has had a very rough month...Reported Earnings • Mar 20Full year 2024 earnings released: EPS: ₪4.04 (vs ₪2.92 in FY 2023)Full year 2024 results: EPS: ₪4.04 (up from ₪2.92 in FY 2023). Revenue: ₪3.78b (up 25% from FY 2023). Net income: ₪88.5m (up 39% from FY 2023). Profit margin: 2.3% (up from 2.1% 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 12% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₪73.50, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 19x in the IT industry in Israel. Total loss to shareholders of 20% over the past three years.分析記事 • Mar 07Slowing Rates Of Return At Malam - Team (TLV:MLTM) Leave Little Room For ExcitementTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...お知らせ • Feb 17Malam - Team Ltd to Report Q4, 2024 Results on Mar 18, 2025Malam - Team Ltd announced that they will report Q4, 2024 results on Mar 18, 2025分析記事 • Nov 28Malam - Team's (TLV:MLTM) Solid Earnings Are Supported By Other Strong FactorsMalam - Team Ltd ( TLV:MLTM ) recently posted some strong earnings, and the market responded positively. We have done...分析記事 • Nov 26Malam - Team Ltd's (TLV:MLTM) Shares Climb 25% But Its Business Is Yet to Catch UpDespite an already strong run, Malam - Team Ltd ( TLV:MLTM ) shares have been powering on, with a gain of 25% in the...Reported Earnings • Nov 21Third quarter 2024 earnings released: EPS: ₪1.42 (vs ₪0.47 in 3Q 2023)Third quarter 2024 results: EPS: ₪1.42 (up from ₪0.47 in 3Q 2023). Revenue: ₪909.5m (up 29% from 3Q 2023). Net income: ₪31.0m (up 205% from 3Q 2023). Profit margin: 3.4% (up from 1.4% 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 3% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Nov 21Malam - Team Ltd, Annual General Meeting, Jan 07, 2025Malam - Team Ltd, Annual General Meeting, Jan 07, 2025. Location: co. offices, IsraelValuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₪75.00, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 20x in the IT industry in Israel. Total loss to shareholders of 23% over the past three years.分析記事 • Nov 19Returns On Capital Signal Tricky Times Ahead For Malam - Team (TLV:MLTM)There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: ₪0.67 (vs ₪0.52 in 2Q 2023)Second quarter 2024 results: EPS: ₪0.67 (up from ₪0.52 in 2Q 2023). Revenue: ₪839.9m (up 20% from 2Q 2023). Net income: ₪14.6m (up 27% from 2Q 2023). Profit margin: 1.7% (up from 1.6% 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 9% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 29First quarter 2024 earnings released: EPS: ₪0.97 (vs ₪0.91 in 1Q 2023)First quarter 2024 results: EPS: ₪0.97 (up from ₪0.91 in 1Q 2023). Revenue: ₪978.7m (up 40% from 1Q 2023). Net income: ₪21.3m (up 7.4% from 1Q 2023). Profit margin: 2.2% (down from 2.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year and the company’s share price has also fallen by 15% per year.分析記事 • Apr 02Earnings Not Telling The Story For Malam - Team Ltd (TLV:MLTM) After Shares Rise 26%Malam - Team Ltd ( TLV:MLTM ) shareholders have had their patience rewarded with a 26% share price jump in the last...分析記事 • Mar 27We Think Malam - Team's (TLV:MLTM) Solid Earnings Are UnderstatedInvestors signalled that they were pleased with Malam - Team Ltd's ( TLV:MLTM ) most recent earnings report. According...Reported Earnings • Mar 20Full year 2023 earnings released: EPS: ₪2.92 (vs ₪2.56 in FY 2022)Full year 2023 results: EPS: ₪2.92 (up from ₪2.56 in FY 2022). Revenue: ₪3.03b (up 12% from FY 2022). Net income: ₪63.9m (up 14% from FY 2022). Profit margin: 2.1% (in line with FY 2022). Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 14% per year.New Risk • Feb 04New 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: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings have declined by 8.4% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (112% cash payout ratio). Share price has been volatile over the past 3 months (6.5% average weekly change). Large one-off items impacting financial results.分析記事 • Jan 03Malam - Team (TLV:MLTM) Will Want To Turn Around Its Return TrendsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₪49.39, the stock trades at a trailing P/E ratio of 22.3x. Average trailing P/E is 16x in the IT industry in Israel. Total loss to shareholders of 24% over the past three years.分析記事 • Dec 13We Think Malam - Team (TLV:MLTM) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Reported Earnings • Nov 21Third quarter 2023 earnings released: EPS: ₪0.47 (vs ₪0.82 in 3Q 2022)Third quarter 2023 results: EPS: ₪0.47 (down from ₪0.82 in 3Q 2022). Revenue: ₪706.0m (down 1.3% from 3Q 2022). Net income: ₪10.2m (down 43% from 3Q 2022). Profit margin: 1.4% (down from 2.5% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: ₪0.52 (vs ₪0.64 in 2Q 2022)Second quarter 2023 results: EPS: ₪0.52 (down from ₪0.64 in 2Q 2022). Revenue: ₪702.5m (up 2.6% from 2Q 2022). Net income: ₪11.4m (down 18% from 2Q 2022). Profit margin: 1.6% (down from 2.0% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Upcoming Dividend • May 29Upcoming dividend of ₪1.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 05 June 2023. Payment date: 14 June 2023. Payout ratio is on the higher end at 93% but the company is not cash flow positive. Trailing yield: 4.0%. Lower than top quartile of Israeli dividend payers (7.2%). Higher than average of industry peers (3.2%).Reported Earnings • May 26First quarter 2023 earnings released: EPS: ₪0.91 (vs ₪0.77 in 1Q 2022)First quarter 2023 results: EPS: ₪0.91 (up from ₪0.77 in 1Q 2022). Revenue: ₪701.0m (up 16% from 1Q 2022). Net income: ₪19.8m (up 17% from 1Q 2022). Profit margin: 2.8% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 22Full year 2022 earnings released: EPS: ₪2.56 (vs ₪3.10 in FY 2021)Full year 2022 results: EPS: ₪2.56 (down from ₪3.10 in FY 2021). Revenue: ₪2.70b (up 19% from FY 2021). Net income: ₪56.0m (down 17% from FY 2021). Profit margin: 2.1% (down from 3.0% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Upcoming Dividend • Nov 27Upcoming dividend of ₪1.00 per shareEligible shareholders must have bought the stock before 04 December 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Israeli dividend payers (7.4%). Lower than average of industry peers (4.2%).Reported Earnings • Nov 26Third quarter 2022 earnings released: EPS: ₪0.82 (vs ₪0.47 in 3Q 2021)Third quarter 2022 results: EPS: ₪0.82 (up from ₪0.47 in 3Q 2021). Revenue: ₪715.0m (up 49% from 3Q 2021). Net income: ₪18.0m (up 73% from 3Q 2021). Profit margin: 2.5% (up from 2.2% in 3Q 2021). The increase in margin was driven by higher revenue. 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 5% per year, which means it is well ahead of earnings.Reported Earnings • Aug 20Second quarter 2022 earnings released: EPS: ₪0.64 (vs ₪0.86 in 2Q 2021)Second quarter 2022 results: EPS: ₪0.64 (down from ₪0.86 in 2Q 2021). Revenue: ₪684.9m (up 21% from 2Q 2021). Net income: ₪14.0m (down 26% from 2Q 2021). Profit margin: 2.0% (down from 3.3% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.分析記事 • Jul 08We Think Malam - Team (TLV:MLTM) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Upcoming Dividend • May 31Upcoming dividend of ₪1.00 per shareEligible shareholders must have bought the stock before 07 June 2022. Payment date: 16 June 2022. Payout ratio is on the higher end at 97%, however this is supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Israeli dividend payers (5.9%). In line with average of industry peers (3.2%).Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₪82.50, the stock trades at a trailing P/E ratio of 22.8x. Average trailing P/E is 23x in the IT industry in Israel. Total returns to shareholders of 94% over the past three years.Reported Earnings • Nov 21Third quarter 2021 earnings released: EPS ₪0.47 (vs ₪1.06 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₪480.5m (down 5.6% from 3Q 2020). Net income: ₪10.4m (down 55% from 3Q 2020). Profit margin: 2.2% (down from 4.6% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 21Second quarter 2021 earnings released: EPS ₪0.86 (vs ₪0.71 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₪565.0m (up 7.2% from 2Q 2020). Net income: ₪18.8m (up 21% from 2Q 2020). Profit margin: 3.3% (up from 3.0% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jun 14Return Trends At Malam - Team (TLV:MLTM) Aren't AppealingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Upcoming Dividend • May 24Upcoming dividend of ₪1.00 per shareEligible shareholders must have bought the stock before 31 May 2021. Payment date: 08 June 2021. Trailing yield: 2.6%. Lower than top quartile of Israeli dividend payers (4.8%). Higher than average of industry peers (2.2%).分析記事 • May 06Malam - Team (TLV:MLTM) Seems To Use Debt Rather SparinglyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Upcoming Dividend • Mar 22Upcoming Dividend of ₪1.50 Per ShareWill be paid on the 6th of April to those who are registered shareholders by the 29th of March. The trailing yield of 3.2% is below the top quartile of Israeli dividend payers (5.0%), but it is higher than industry peers (2.4%).Reported Earnings • Mar 17Full year 2020 earnings released: EPS ₪3.47 (vs ₪4.76 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₪2.24b (up 4.1% from FY 2019). Net income: ₪75.9m (down 27% from FY 2019). Profit margin: 3.4% (down from 4.8% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Mar 09A Look At The Intrinsic Value Of Malam - Team Ltd (TLV:MLTM)Today we will run through one way of estimating the intrinsic value of Malam - Team Ltd ( TLV:MLTM ) by taking the...分析記事 • Feb 22Should You Use Malam - Team's (TLV:MLTM) Statutory Earnings To Analyse It?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...Is New 90 Day High Low • Feb 10New 90-day high: ₪954The company is up 48% from its price of ₪646 on 12 November 2020. The Israeli market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 13% over the same period.分析記事 • Feb 08Did You Participate In Any Of Malam - Team's (TLV:MLTM) Incredible 482% Return?Buying shares in the best businesses can build meaningful wealth for you and your family. And highest quality companies...分析記事 • Jan 28How Does Malam - Team Ltd (TLV:MLTM) Fare As A Dividend Stock?Is Malam - Team Ltd ( TLV:MLTM ) a good dividend stock? How can we tell? Dividend paying companies with growing...分析記事 • Jan 16Do Insiders Own Lots Of Shares In Malam - Team Ltd (TLV:MLTM)?The big shareholder groups in Malam - Team Ltd ( TLV:MLTM ) have power over the company. Institutions will often hold...分析記事 • Jan 04Malam - Team Ltd's (TLV:MLTM) Stock Is Going Strong: Is the Market Following Fundamentals?Malam - Team's (TLV:MLTM) stock is up by a considerable 42% over the past three months. Given that the market rewards...Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₪840, the stock is trading at a trailing P/E ratio of 28.4x, up from the previous P/E ratio of 24.1x. This compares to an average P/E of 27x in the IT industry in Israel. Total returns to shareholders over the past three years are 135%.Is New 90 Day High Low • Dec 23New 90-day high: ₪712The company is up 24% from its price of ₪574 on 23 September 2020. The Israeli market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 8.0% over the same period.分析記事 • Dec 22Should You Be Impressed By Malam - Team's (TLV:MLTM) Returns on Capital?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...分析記事 • Dec 08A Look At The Intrinsic Value Of Malam - Team Ltd (TLV:MLTM)How far off is Malam - Team Ltd ( TLV:MLTM ) from its intrinsic value? Using the most recent financial data, we'll take...Is New 90 Day High Low • Dec 07New 90-day high: ₪689The company is up 17% from its price of ₪590 on 08 September 2020. The Israeli market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 4.0% over the same period.分析記事 • Nov 24Here's Why I Think Malam - Team (TLV:MLTM) Is An Interesting StockFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Is New 90 Day High Low • Nov 18New 90-day high: ₪660The company is up 1.0% from its price of ₪652 on 20 August 2020. The Israeli market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 9.0% over the same period.Is New 90 Day High Low • Sep 25New 90-day low: ₪570The company is down 21% from its price of ₪721 on 25 June 2020. The Israeli market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 3.0% over the same period.収支内訳Malam - Team の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TASE:MLTM 収益、費用、利益 ( )ILS Millions日付収益収益G+A経費研究開発費31 Dec 254,138741892530 Sep 254,0821011912430 Jun 253,875991891931 Mar 253,804971871531 Dec 243,781891861330 Sep 243,64889185930 Jun 243,444681841031 Mar 243,307651851031 Dec 233,029641841030 Sep 232,809491881130 Jun 232,818561891131 Mar 232,801591881131 Dec 222,704561851230 Sep 222,657621801030 Jun 222,42355175831 Mar 222,30359171731 Dec 212,26968170630 Sep 212,28779167530 Jun 212,31592165531 Mar 212,27789160631 Dec 202,23576158430 Sep 202,08465158330 Jun 202,09793161231 Mar 202,11695164031 Dec 192,148104167430 Sep 192,210116165030 Jun 192,12574164031 Mar 192,06672164031 Dec 182,00167165030 Sep 181,95860168030 Jun 181,98065170031 Mar 181,93666169031 Dec 171,90964165030 Sep 171,86562162030 Jun 171,86963162031 Mar 171,90478164031 Dec 161,90381165030 Sep 161,91582170030 Jun 161,84277168031 Mar 161,79354167031 Dec 151,74550166030 Sep 151,70250167030 Jun 151,736471690質の高い収益: MLTMには₪29.4M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st December, 2025に影響を及ぼしています。利益率の向上: MLTMの現在の純利益率 (1.8%)は、昨年(2.3%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: MLTMの収益は過去 5 年間で年間4.4%増加しました。成長の加速: MLTMは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: MLTMは過去 1 年間で収益成長率がマイナス ( -16.4% ) となったため、 IT業界平均 ( 12.4% ) と比較することが困難です。株主資本利益率高いROE: MLTMの 自己資本利益率 ( 10.2% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health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2026/05/20 15:48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Malam - Team 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。1 アナリスト機関Lior ShiloIsrael Brokerage & Investments I.B.I. Ltd.
Reported Earnings • Mar 15Full year 2025 earnings released: EPS: ₪3.38 (vs ₪4.04 in FY 2024)Full year 2025 results: EPS: ₪3.38 (down from ₪4.04 in FY 2024). Revenue: ₪4.14b (up 9.4% from FY 2024). Net income: ₪74.0m (down 16% from FY 2024). Profit margin: 1.8% (down from 2.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 22Third quarter 2025 earnings released: EPS: ₪1.52 (vs ₪1.42 in 3Q 2024)Third quarter 2025 results: EPS: ₪1.52 (up from ₪1.42 in 3Q 2024). Revenue: ₪1.12b (up 23% from 3Q 2024). Net income: ₪33.2m (up 6.9% from 3Q 2024). Profit margin: 3.0% (down from 3.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 22% per year.
Reported Earnings • Aug 23Second quarter 2025 earnings released: EPS: ₪0.76 (vs ₪0.67 in 2Q 2024)Second quarter 2025 results: EPS: ₪0.76 (up from ₪0.67 in 2Q 2024). Revenue: ₪910.6m (up 8.4% from 2Q 2024). Net income: ₪16.6m (up 14% from 2Q 2024). Profit margin: 1.8% (in line with 2Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 22First quarter 2025 earnings released: EPS: ₪1.37 (vs ₪0.97 in 1Q 2024)First quarter 2025 results: EPS: ₪1.37 (up from ₪0.97 in 1Q 2024). Revenue: ₪1.00b (up 2.4% from 1Q 2024). Net income: ₪30.0m (up 41% from 1Q 2024). Profit margin: 3.0% (up from 2.2% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 20Full year 2024 earnings released: EPS: ₪4.04 (vs ₪2.92 in FY 2023)Full year 2024 results: EPS: ₪4.04 (up from ₪2.92 in FY 2023). Revenue: ₪3.78b (up 25% from FY 2023). Net income: ₪88.5m (up 39% from FY 2023). Profit margin: 2.3% (up from 2.1% 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 12% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Feb 17Malam - Team Ltd to Report Q4, 2024 Results on Mar 18, 2025Malam - Team Ltd announced that they will report Q4, 2024 results on Mar 18, 2025
お知らせ • May 09Malam - Team Ltd(TASE:MLTM) dropped from TA-125 IndexMalam - Team Ltd has been added to TA-125 Index.
New Risk • Mar 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Israeli stocks, typically moving 8.7% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.7% average weekly change). Minor Risk Large one-off items impacting financial results.
New Risk • Mar 18New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Mar 15Full year 2025 earnings released: EPS: ₪3.38 (vs ₪4.04 in FY 2024)Full year 2025 results: EPS: ₪3.38 (down from ₪4.04 in FY 2024). Revenue: ₪4.14b (up 9.4% from FY 2024). Net income: ₪74.0m (down 16% from FY 2024). Profit margin: 1.8% (down from 2.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₪107, the stock trades at a trailing P/E ratio of 23.1x. Average trailing P/E is 21x in the IT industry in Israel. Total returns to shareholders of 62% over the past three years.
分析記事 • Feb 05Malam - Team Ltd's (TLV:MLTM) Price In Tune With EarningsMalam - Team Ltd's ( TLV:MLTM ) price-to-earnings (or "P/E") ratio of 23.6x might make it look like a sell right now...
New Risk • Feb 04New 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 4.7% 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 High level of debt (43% net debt to equity). Share price has been volatile over the past 3 months (4.7% average weekly change).
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₪109, the stock trades at a trailing P/E ratio of 23.6x. Average trailing P/E is 26x in the IT industry in Israel. Total returns to shareholders of 51% over the past three years.
分析記事 • Dec 31Malam - Team Ltd's (TLV:MLTM) CEO Compensation Is Looking A Bit Stretched At The MomentKey Insights Malam - Team to hold its Annual General Meeting on 6th of January CEO Ilan Toker's total compensation...
Reported Earnings • Nov 22Third quarter 2025 earnings released: EPS: ₪1.52 (vs ₪1.42 in 3Q 2024)Third quarter 2025 results: EPS: ₪1.52 (up from ₪1.42 in 3Q 2024). Revenue: ₪1.12b (up 23% from 3Q 2024). Net income: ₪33.2m (up 6.9% from 3Q 2024). Profit margin: 3.0% (down from 3.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 22% per year.
分析記事 • Nov 21Does Malam - Team (TLV:MLTM) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • Nov 20Malam - Team Ltd, Annual General Meeting, Jan 06, 2026Malam - Team Ltd, Annual General Meeting, Jan 06, 2026. Location: co. offices, Israel
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪144, the stock trades at a trailing P/E ratio of 31.7x. Average forward P/E is 21x in the IT industry in Israel. Total returns to shareholders of 84% over the past three years.
Buy Or Sell Opportunity • Oct 05Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to ₪123. The fair value is estimated to be ₪101, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 22%.
分析記事 • Oct 01These 4 Measures Indicate That Malam - Team (TLV:MLTM) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Buy Or Sell Opportunity • Sep 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 41% to ₪122. The fair value is estimated to be ₪101, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 22%.
Reported Earnings • Aug 23Second quarter 2025 earnings released: EPS: ₪0.76 (vs ₪0.67 in 2Q 2024)Second quarter 2025 results: EPS: ₪0.76 (up from ₪0.67 in 2Q 2024). Revenue: ₪910.6m (up 8.4% from 2Q 2024). Net income: ₪16.6m (up 14% from 2Q 2024). Profit margin: 1.8% (in line with 2Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the IT industry in Asia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 03The Price Is Right For Malam - Team Ltd (TLV:MLTM)When close to half the companies in Israel have price-to-earnings ratios (or "P/E's") below 15x, you may consider Malam...
Reported Earnings • May 22First quarter 2025 earnings released: EPS: ₪1.37 (vs ₪0.97 in 1Q 2024)First quarter 2025 results: EPS: ₪1.37 (up from ₪0.97 in 1Q 2024). Revenue: ₪1.00b (up 2.4% from 1Q 2024). Net income: ₪30.0m (up 41% from 1Q 2024). Profit margin: 3.0% (up from 2.2% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Apr 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to ₪71.23. The fair value is estimated to be ₪89.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 12%.
Buy Or Sell Opportunity • Mar 23Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to ₪70.07. The fair value is estimated to be ₪89.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 12%.
分析記事 • Mar 21Some Malam - Team Ltd (TLV:MLTM) Shareholders Look For Exit As Shares Take 26% PoundingMalam - Team Ltd ( TLV:MLTM ) shareholders won't be pleased to see that the share price has had a very rough month...
Reported Earnings • Mar 20Full year 2024 earnings released: EPS: ₪4.04 (vs ₪2.92 in FY 2023)Full year 2024 results: EPS: ₪4.04 (up from ₪2.92 in FY 2023). Revenue: ₪3.78b (up 25% from FY 2023). Net income: ₪88.5m (up 39% from FY 2023). Profit margin: 2.3% (up from 2.1% 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 12% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₪73.50, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 19x in the IT industry in Israel. Total loss to shareholders of 20% over the past three years.
分析記事 • Mar 07Slowing Rates Of Return At Malam - Team (TLV:MLTM) Leave Little Room For ExcitementTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
お知らせ • Feb 17Malam - Team Ltd to Report Q4, 2024 Results on Mar 18, 2025Malam - Team Ltd announced that they will report Q4, 2024 results on Mar 18, 2025
分析記事 • Nov 28Malam - Team's (TLV:MLTM) Solid Earnings Are Supported By Other Strong FactorsMalam - Team Ltd ( TLV:MLTM ) recently posted some strong earnings, and the market responded positively. We have done...
分析記事 • Nov 26Malam - Team Ltd's (TLV:MLTM) Shares Climb 25% But Its Business Is Yet to Catch UpDespite an already strong run, Malam - Team Ltd ( TLV:MLTM ) shares have been powering on, with a gain of 25% in the...
Reported Earnings • Nov 21Third quarter 2024 earnings released: EPS: ₪1.42 (vs ₪0.47 in 3Q 2023)Third quarter 2024 results: EPS: ₪1.42 (up from ₪0.47 in 3Q 2023). Revenue: ₪909.5m (up 29% from 3Q 2023). Net income: ₪31.0m (up 205% from 3Q 2023). Profit margin: 3.4% (up from 1.4% 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 3% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Nov 21Malam - Team Ltd, Annual General Meeting, Jan 07, 2025Malam - Team Ltd, Annual General Meeting, Jan 07, 2025. Location: co. offices, Israel
Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₪75.00, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 20x in the IT industry in Israel. Total loss to shareholders of 23% over the past three years.
分析記事 • Nov 19Returns On Capital Signal Tricky Times Ahead For Malam - Team (TLV:MLTM)There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: ₪0.67 (vs ₪0.52 in 2Q 2023)Second quarter 2024 results: EPS: ₪0.67 (up from ₪0.52 in 2Q 2023). Revenue: ₪839.9m (up 20% from 2Q 2023). Net income: ₪14.6m (up 27% from 2Q 2023). Profit margin: 1.7% (up from 1.6% 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 9% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 29First quarter 2024 earnings released: EPS: ₪0.97 (vs ₪0.91 in 1Q 2023)First quarter 2024 results: EPS: ₪0.97 (up from ₪0.91 in 1Q 2023). Revenue: ₪978.7m (up 40% from 1Q 2023). Net income: ₪21.3m (up 7.4% from 1Q 2023). Profit margin: 2.2% (down from 2.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year and the company’s share price has also fallen by 15% per year.
分析記事 • Apr 02Earnings Not Telling The Story For Malam - Team Ltd (TLV:MLTM) After Shares Rise 26%Malam - Team Ltd ( TLV:MLTM ) shareholders have had their patience rewarded with a 26% share price jump in the last...
分析記事 • Mar 27We Think Malam - Team's (TLV:MLTM) Solid Earnings Are UnderstatedInvestors signalled that they were pleased with Malam - Team Ltd's ( TLV:MLTM ) most recent earnings report. According...
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: ₪2.92 (vs ₪2.56 in FY 2022)Full year 2023 results: EPS: ₪2.92 (up from ₪2.56 in FY 2022). Revenue: ₪3.03b (up 12% from FY 2022). Net income: ₪63.9m (up 14% from FY 2022). Profit margin: 2.1% (in line with FY 2022). Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 14% per year.
New Risk • Feb 04New 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: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings have declined by 8.4% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (112% cash payout ratio). Share price has been volatile over the past 3 months (6.5% average weekly change). Large one-off items impacting financial results.
分析記事 • Jan 03Malam - Team (TLV:MLTM) Will Want To Turn Around Its Return TrendsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₪49.39, the stock trades at a trailing P/E ratio of 22.3x. Average trailing P/E is 16x in the IT industry in Israel. Total loss to shareholders of 24% over the past three years.
分析記事 • Dec 13We Think Malam - Team (TLV:MLTM) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Reported Earnings • Nov 21Third quarter 2023 earnings released: EPS: ₪0.47 (vs ₪0.82 in 3Q 2022)Third quarter 2023 results: EPS: ₪0.47 (down from ₪0.82 in 3Q 2022). Revenue: ₪706.0m (down 1.3% from 3Q 2022). Net income: ₪10.2m (down 43% from 3Q 2022). Profit margin: 1.4% (down from 2.5% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: ₪0.52 (vs ₪0.64 in 2Q 2022)Second quarter 2023 results: EPS: ₪0.52 (down from ₪0.64 in 2Q 2022). Revenue: ₪702.5m (up 2.6% from 2Q 2022). Net income: ₪11.4m (down 18% from 2Q 2022). Profit margin: 1.6% (down from 2.0% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • May 29Upcoming dividend of ₪1.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 05 June 2023. Payment date: 14 June 2023. Payout ratio is on the higher end at 93% but the company is not cash flow positive. Trailing yield: 4.0%. Lower than top quartile of Israeli dividend payers (7.2%). Higher than average of industry peers (3.2%).
Reported Earnings • May 26First quarter 2023 earnings released: EPS: ₪0.91 (vs ₪0.77 in 1Q 2022)First quarter 2023 results: EPS: ₪0.91 (up from ₪0.77 in 1Q 2022). Revenue: ₪701.0m (up 16% from 1Q 2022). Net income: ₪19.8m (up 17% from 1Q 2022). Profit margin: 2.8% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 22Full year 2022 earnings released: EPS: ₪2.56 (vs ₪3.10 in FY 2021)Full year 2022 results: EPS: ₪2.56 (down from ₪3.10 in FY 2021). Revenue: ₪2.70b (up 19% from FY 2021). Net income: ₪56.0m (down 17% from FY 2021). Profit margin: 2.1% (down from 3.0% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Upcoming Dividend • Nov 27Upcoming dividend of ₪1.00 per shareEligible shareholders must have bought the stock before 04 December 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Israeli dividend payers (7.4%). Lower than average of industry peers (4.2%).
Reported Earnings • Nov 26Third quarter 2022 earnings released: EPS: ₪0.82 (vs ₪0.47 in 3Q 2021)Third quarter 2022 results: EPS: ₪0.82 (up from ₪0.47 in 3Q 2021). Revenue: ₪715.0m (up 49% from 3Q 2021). Net income: ₪18.0m (up 73% from 3Q 2021). Profit margin: 2.5% (up from 2.2% in 3Q 2021). The increase in margin was driven by higher revenue. 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 5% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 20Second quarter 2022 earnings released: EPS: ₪0.64 (vs ₪0.86 in 2Q 2021)Second quarter 2022 results: EPS: ₪0.64 (down from ₪0.86 in 2Q 2021). Revenue: ₪684.9m (up 21% from 2Q 2021). Net income: ₪14.0m (down 26% from 2Q 2021). Profit margin: 2.0% (down from 3.3% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
分析記事 • Jul 08We Think Malam - Team (TLV:MLTM) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Upcoming Dividend • May 31Upcoming dividend of ₪1.00 per shareEligible shareholders must have bought the stock before 07 June 2022. Payment date: 16 June 2022. Payout ratio is on the higher end at 97%, however this is supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Israeli dividend payers (5.9%). In line with average of industry peers (3.2%).
Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₪82.50, the stock trades at a trailing P/E ratio of 22.8x. Average trailing P/E is 23x in the IT industry in Israel. Total returns to shareholders of 94% over the past three years.
Reported Earnings • Nov 21Third quarter 2021 earnings released: EPS ₪0.47 (vs ₪1.06 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₪480.5m (down 5.6% from 3Q 2020). Net income: ₪10.4m (down 55% from 3Q 2020). Profit margin: 2.2% (down from 4.6% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 21Second quarter 2021 earnings released: EPS ₪0.86 (vs ₪0.71 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₪565.0m (up 7.2% from 2Q 2020). Net income: ₪18.8m (up 21% from 2Q 2020). Profit margin: 3.3% (up from 3.0% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jun 14Return Trends At Malam - Team (TLV:MLTM) Aren't AppealingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Upcoming Dividend • May 24Upcoming dividend of ₪1.00 per shareEligible shareholders must have bought the stock before 31 May 2021. Payment date: 08 June 2021. Trailing yield: 2.6%. Lower than top quartile of Israeli dividend payers (4.8%). Higher than average of industry peers (2.2%).
分析記事 • May 06Malam - Team (TLV:MLTM) Seems To Use Debt Rather SparinglyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Upcoming Dividend • Mar 22Upcoming Dividend of ₪1.50 Per ShareWill be paid on the 6th of April to those who are registered shareholders by the 29th of March. The trailing yield of 3.2% is below the top quartile of Israeli dividend payers (5.0%), but it is higher than industry peers (2.4%).
Reported Earnings • Mar 17Full year 2020 earnings released: EPS ₪3.47 (vs ₪4.76 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₪2.24b (up 4.1% from FY 2019). Net income: ₪75.9m (down 27% from FY 2019). Profit margin: 3.4% (down from 4.8% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Mar 09A Look At The Intrinsic Value Of Malam - Team Ltd (TLV:MLTM)Today we will run through one way of estimating the intrinsic value of Malam - Team Ltd ( TLV:MLTM ) by taking the...
分析記事 • Feb 22Should You Use Malam - Team's (TLV:MLTM) Statutory Earnings To Analyse It?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
Is New 90 Day High Low • Feb 10New 90-day high: ₪954The company is up 48% from its price of ₪646 on 12 November 2020. The Israeli market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 13% over the same period.
分析記事 • Feb 08Did You Participate In Any Of Malam - Team's (TLV:MLTM) Incredible 482% Return?Buying shares in the best businesses can build meaningful wealth for you and your family. And highest quality companies...
分析記事 • Jan 28How Does Malam - Team Ltd (TLV:MLTM) Fare As A Dividend Stock?Is Malam - Team Ltd ( TLV:MLTM ) a good dividend stock? How can we tell? Dividend paying companies with growing...
分析記事 • Jan 16Do Insiders Own Lots Of Shares In Malam - Team Ltd (TLV:MLTM)?The big shareholder groups in Malam - Team Ltd ( TLV:MLTM ) have power over the company. Institutions will often hold...
分析記事 • Jan 04Malam - Team Ltd's (TLV:MLTM) Stock Is Going Strong: Is the Market Following Fundamentals?Malam - Team's (TLV:MLTM) stock is up by a considerable 42% over the past three months. Given that the market rewards...
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₪840, the stock is trading at a trailing P/E ratio of 28.4x, up from the previous P/E ratio of 24.1x. This compares to an average P/E of 27x in the IT industry in Israel. Total returns to shareholders over the past three years are 135%.
Is New 90 Day High Low • Dec 23New 90-day high: ₪712The company is up 24% from its price of ₪574 on 23 September 2020. The Israeli market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 8.0% over the same period.
分析記事 • Dec 22Should You Be Impressed By Malam - Team's (TLV:MLTM) Returns on Capital?If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
分析記事 • Dec 08A Look At The Intrinsic Value Of Malam - Team Ltd (TLV:MLTM)How far off is Malam - Team Ltd ( TLV:MLTM ) from its intrinsic value? Using the most recent financial data, we'll take...
Is New 90 Day High Low • Dec 07New 90-day high: ₪689The company is up 17% from its price of ₪590 on 08 September 2020. The Israeli market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 4.0% over the same period.
分析記事 • Nov 24Here's Why I Think Malam - Team (TLV:MLTM) Is An Interesting StockFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Is New 90 Day High Low • Nov 18New 90-day high: ₪660The company is up 1.0% from its price of ₪652 on 20 August 2020. The Israeli market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is down 9.0% over the same period.
Is New 90 Day High Low • Sep 25New 90-day low: ₪570The company is down 21% from its price of ₪721 on 25 June 2020. The Israeli market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 3.0% over the same period.