View ValuationSynel M.L.L Payway 将来の成長Future 基準チェック /06現在、 Synel M.L.L Payway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Software 収益成長39.4%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 updatesValuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₪20.11, the stock trades at a trailing P/E ratio of 23.1x. Average trailing P/E is 27x in the Software industry in Israel. Total returns to shareholders of 165% over the past three years.お知らせ • Mar 30Synel M.L.L Payway Ltd to Report Q4, 2025 Results on Mar 31, 2026Synel M.L.L Payway Ltd announced that they will report Q4, 2025 results on Mar 31, 2026New Risk • Dec 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.2% Last year net profit margin: 10% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 285% Cash payout ratio: 182% Earnings have declined by 17% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (6.2% net profit margin). Market cap is less than US$100m (₪96.5m market cap, or US$29.9m).Valuation Update With 7 Day Price Move • Nov 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₪16.88, the stock trades at a trailing P/E ratio of 9.1x. Average trailing P/E is 17x in the Software industry in Israel. Total returns to shareholders of 39% over the past three years.Reported Earnings • Sep 01Second quarter 2025 earnings released: ₪0.054 loss per share (vs ₪0.54 profit in 2Q 2024)Second quarter 2025 results: ₪0.054 loss per share (down from ₪0.54 profit in 2Q 2024). Revenue: ₪13.9m (down 37% from 2Q 2024). Net loss: ₪305.0k (down 110% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.New Risk • Sep 01New 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 6.3% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 136% Cash payout ratio: 293% Earnings have declined by 21% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (₪130.6m market cap, or US$39.0m).お知らせ • Aug 18Accel Solutions Group Ltd (TASE:ACCL) signed an agreement to acquire 69% stake in Synel M.L.L Payway Ltd (TASE:SNEL) from Gavriel and Erez Boganem for ILS 93 million.Accel Solutions Group Ltd (TASE:ACCL) signed an agreement to acquire 69% stake in Synel M.L.L Payway Ltd (TASE:SNEL) from Gavriel and Erez Boganem for ILS 93 million on August 18, 2025. A cash consideration of ILS 93 million valued at ILS 23.75 per share will be paid by Accel Solutions Group Ltd. As part of consideration, ILS 93 million is paid towards common equity of Synel M.L.L Payway Ltd. On completion of the deal, Gavriel Boganem will leave Synel M.L.L Payway. The acquisition gives Synel M.L.L Payway a valuation of ILS 134 million.Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪22.73, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 21x in the Software industry in Israel. Total returns to shareholders of 297% over the past three years.Reported Earnings • May 29First quarter 2025 earnings released: EPS: ₪0.32 (vs ₪0.04 loss in 1Q 2024)First quarter 2025 results: EPS: ₪0.32 (up from ₪0.04 loss in 1Q 2024). Revenue: ₪23.2m (up 8.1% from 1Q 2024). Net income: ₪1.79m (up ₪2.01m from 1Q 2024). Profit margin: 7.7% (up from net loss in 1Q 2024). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.お知らせ • May 29Synel M.L.L Payway Ltd, Annual General Meeting, Jul 03, 2025Synel M.L.L Payway Ltd, Annual General Meeting, Jul 03, 2025. Location: co. offices, IsraelReported Earnings • Mar 25Full year 2024 earnings released: EPS: ₪2.11 (vs ₪2.47 in FY 2023)Full year 2024 results: EPS: ₪2.11 (down from ₪2.47 in FY 2023). Revenue: ₪92.9m (down 5.7% from FY 2023). Net income: ₪11.9m (down 14% from FY 2023). Profit margin: 13% (down from 14% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.分析記事 • Jan 31Returns Are Gaining Momentum At Synel M.L.L Payway (TLV:SNEL)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Reported Earnings • Nov 28Third quarter 2024 earnings released: EPS: ₪0.57 (vs ₪0.99 in 3Q 2023)Third quarter 2024 results: EPS: ₪0.57 (down from ₪0.99 in 3Q 2023). Revenue: ₪23.0m (down 13% from 3Q 2023). Net income: ₪3.26m (down 42% from 3Q 2023). Profit margin: 14% (down from 21% in 3Q 2023). 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 fallen by 32% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: ₪0.54 (vs ₪0.45 in 2Q 2023)Second quarter 2024 results: EPS: ₪0.54 (up from ₪0.45 in 2Q 2023). Revenue: ₪22.0m (down 3.5% from 2Q 2023). Net income: ₪3.08m (up 20% from 2Q 2023). Profit margin: 14% (up from 11% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.分析記事 • Aug 13Under The Bonnet, Synel M.L.L Payway's (TLV:SNEL) Returns Look ImpressiveWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...New Risk • Jun 15New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 42% per year over the past 5 years. High level of non-cash earnings (26% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). 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 (7.8% average weekly change). Market cap is less than US$100m (₪90.1m market cap, or US$24.2m).分析記事 • May 29Synel M.L.L Payway Ltd's (TLV:SNEL) Shares May Have Run Too Fast Too SoonWith a median price-to-earnings (or "P/E") ratio of close to 12x in Israel, you could be forgiven for feeling...New Risk • May 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 7.4% 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 Earnings have declined by 42% per year over the past 5 years. High level of non-cash earnings (26% accrual ratio). 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 (7.4% average weekly change). Market cap is less than US$100m (₪91.6m market cap, or US$24.8m).Valuation Update With 7 Day Price Move • May 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₪16.18, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 13x in the Software industry in Israel. Total returns to shareholders of 237% over the past three years.Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪20.44, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 13x in the Software industry in Israel. Total returns to shareholders of 352% over the past three years.分析記事 • Mar 21Synel M.L.L Payway (TLV:SNEL) Is Achieving High Returns On Its CapitalTo 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 28Synel M.L.L Payway Ltd, Annual General Meeting, Mar 31, 2024Synel M.L.L Payway Ltd, Annual General Meeting, Mar 31, 2024, at 11:00 Israel Standard Time.Reported Earnings • Nov 30Third quarter 2023 earnings released: EPS: ₪0.99 (vs ₪0.63 in 3Q 2022)Third quarter 2023 results: EPS: ₪0.99 (up from ₪0.63 in 3Q 2022). Revenue: ₪26.5m (up 20% from 3Q 2022). Net income: ₪5.62m (up 58% from 3Q 2022). Profit margin: 21% (up from 16% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.New Risk • Nov 28New 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 11% 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 Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 38% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (155% cash payout ratio). Market cap is less than US$100m (₪79.2m market cap, or US$21.5m).Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 34%After last week's 34% share price gain to ₪14.00, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 11x in the Software industry in Israel. Total returns to shareholders of 249% over the past three years.Reported Earnings • Jun 03First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: ₪23.8m (down 39% from 1Q 2022). Net income: ₪2.38m (down 73% from 1Q 2022). Profit margin: 10.0% (down from 23% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.分析記事 • Jun 01Does Synel M.L.L Payway (TLV:SNEL) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • Apr 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₪9.00, the stock trades at a trailing P/E ratio of 8.2x. Average trailing P/E is 20x in the Software industry in Israel. Total returns to shareholders of 134% over the past three years.Board Change • Nov 16Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. No experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). Chairman of the Board Yaeli Shefi is the most experienced director on the board, commencing their role in 2021. Independent Outside Director Leah Schwartz-Ruth was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.分析記事 • Nov 07Returns At Synel M.L.L Payway (TLV:SNEL) Appear To Be Weighed DownFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Buying Opportunity • Nov 06Now 76% undervalued after recent price dropOver the last 90 days, the stock is down 78%. The fair value is estimated to be ₪48.79, 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 grown by 14%.Reported Earnings • Sep 03Second quarter 2022 earnings released: EPS: ₪2.48 (vs ₪1.41 in 2Q 2021)Second quarter 2022 results: EPS: ₪2.48 (up from ₪1.41 in 2Q 2021). Revenue: ₪39.9m (up 3.9% from 2Q 2021). Net income: ₪14.0m (up 77% from 2Q 2021). Profit margin: 35% (up from 21% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 14% per year and the company’s share price has also increased by 14% per year.Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₪51.87, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 28x in the Software industry in Asia. Total returns to shareholders of 73% over the past three years.分析記事 • Jul 05Is Synel M.L.L Payway (TLV:SNEL) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Board Change • Jun 18Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. No experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Chairman of the Board Yaeli Shefi is the most experienced director on the board, commencing their role in 2021. Independent Outside Director Leah Schwartz-Ruth was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.Reported Earnings • Apr 03Full year 2021 earnings released: EPS: ₪8.42 (vs ₪4.72 in FY 2020)Full year 2021 results: EPS: ₪8.42 (up from ₪4.72 in FY 2020). Revenue: ₪155.8m (up 4.6% from FY 2020). Net income: ₪47.6m (up 78% from FY 2020). Profit margin: 31% (up from 18% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Reported Earnings • Dec 03Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₪3.26 (up from ₪1.10 in 3Q 2020). Revenue: ₪40.7m (up 9.6% from 3Q 2020). Net income: ₪18.4m (up 180% from 3Q 2020). Profit margin: 45% (up from 18% in 3Q 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₪28.00, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 27x in the Software industry in Israel. Total returns to shareholders of 15% over the past three years.分析記事 • May 17Is Synel M.L.L Payway (TLV:SNEL) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Upcoming Dividend • Mar 28Upcoming dividend of ₪1.41 per shareEligible shareholders must have bought the stock before 04 April 2021. Payment date: 19 April 2021. Trailing yield: 4.5%. Lower than top quartile of Israeli dividend payers (5.2%). Higher than average of industry peers (0.7%).Reported Earnings • Mar 27Full year 2020 earnings released: EPS ₪4.72 (vs ₪4.80 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: ₪149.0m (down 3.8% from FY 2019). Net income: ₪26.7m (down 1.6% from FY 2019). Profit margin: 18% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.分析記事 • Mar 18The Returns At Synel M.L.L Payway (TLV:SNEL) Provide Us With Signs Of What's To ComeWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Feb 17Here's Why We Don't Think Synel M.L.L Payway's (TLV:SNEL) Statutory Earnings Reflect Its Underlying Earnings PotentialIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. However...Is New 90 Day High Low • Feb 03New 90-day high: ₪35.70The company is up 25% from its price of ₪28.61 on 04 November 2020. The Israeli market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 10.0% over the same period.分析記事 • Jan 28Should Synel M.L.L Payway Ltd (TLV:SNEL) Be Part Of Your Dividend Portfolio?Could Synel M.L.L Payway Ltd ( TLV:SNEL ) be an attractive dividend share to own for the long haul? Investors are often...Is New 90 Day High Low • Jan 12New 90-day high: ₪33.70The company is up 17% from its price of ₪28.72 on 14 October 2020. The Israeli market is up 24% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is up 7.0% over the same period.分析記事 • Jan 11Synel M.L.L Payway (TLV:SNEL) Takes On Some Risk With Its Use Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Dec 23Shareholders Of Synel M.L.L Payway (TLV:SNEL) Must Be Happy With Their 143% Total ReturnWhen we invest, we're generally looking for stocks that outperform the market average. Buying under-rated businesses is...Is New 90 Day High Low • Dec 07New 90-day high: ₪33.41The company is up 10.0% from its price of ₪30.44 on 08 September 2020. The Israeli market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is up 4.0% over the same period.分析記事 • Nov 27What Do The Returns On Capital At Synel M.L.L Payway (TLV:SNEL) Tell Us?What are the early trends we should look for to identify a stock that could multiply in value over the long term...Is New 90 Day High Low • Nov 19New 90-day high: ₪32.46The company is up 1.0% from its price of ₪32.13 on 20 August 2020. The Israeli market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 3.0% over the same period.Reported Earnings • Nov 16Third quarter 2020 earnings released: EPS ₪1.10The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: ₪37.1m (down 3.6% from 3Q 2019). Net income: ₪6.59m (up 58% from 3Q 2019). Profit margin: 18% (up from 11% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year.Is New 90 Day High Low • Oct 01New 90-day low: ₪27.51The company is down 4.0% from its price of ₪28.67 on 02 July 2020. The Israeli market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 18% over the same period. 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、Synel M.L.L Payway 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:SNEL - 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9/30/20258051115N/A6/30/202585121318N/A3/31/20259514711N/A12/31/20249312913N/A9/30/2024886913N/A6/30/20249310914N/A3/31/202496111117N/A12/31/20239914513N/A9/30/2023979-43N/A6/30/2023937711N/A3/31/2023927912N/A12/31/20228962728N/A9/30/20228893839N/A6/30/20229073538N/A3/31/20227834750N/A12/31/20219384347N/A9/30/2021109185052N/A6/30/2021122234950N/A3/31/2021147294748N/A12/31/20209274142N/A9/30/2020147294040N/A6/30/2020149263940N/A3/31/2020154273838N/A12/31/2019155273838N/A9/30/2019159383535N/A6/30/201916451N/A35N/A3/31/201916352N/A32N/A12/31/201816052N/A30N/A9/30/201815742N/A31N/A6/30/201815229N/A31N/A3/31/201815122N/A29N/A12/31/201715224N/A32N/A9/30/201715024N/A37N/A6/30/201714826N/A41N/A3/31/201714533N/A37N/A12/31/201614334N/A35N/A9/30/201614238N/A29N/A6/30/201614335N/A22N/A3/31/201614328N/A19N/A12/31/201514527N/A18N/A9/30/201514329N/A17N/A6/30/201513727N/A15N/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: SNEL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: SNEL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: SNEL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: SNEL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: SNEL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: SNEL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7D1Y7D1Y7D1YSoftware 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2026/05/29 23:19終値2026/05/29 00:00収益2025/09/30年間収益2024/12/31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Synel M.L.L Payway 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
Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₪20.11, the stock trades at a trailing P/E ratio of 23.1x. Average trailing P/E is 27x in the Software industry in Israel. Total returns to shareholders of 165% over the past three years.
お知らせ • Mar 30Synel M.L.L Payway Ltd to Report Q4, 2025 Results on Mar 31, 2026Synel M.L.L Payway Ltd announced that they will report Q4, 2025 results on Mar 31, 2026
New Risk • Dec 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.2% Last year net profit margin: 10% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 285% Cash payout ratio: 182% Earnings have declined by 17% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (6.2% net profit margin). Market cap is less than US$100m (₪96.5m market cap, or US$29.9m).
Valuation Update With 7 Day Price Move • Nov 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₪16.88, the stock trades at a trailing P/E ratio of 9.1x. Average trailing P/E is 17x in the Software industry in Israel. Total returns to shareholders of 39% over the past three years.
Reported Earnings • Sep 01Second quarter 2025 earnings released: ₪0.054 loss per share (vs ₪0.54 profit in 2Q 2024)Second quarter 2025 results: ₪0.054 loss per share (down from ₪0.54 profit in 2Q 2024). Revenue: ₪13.9m (down 37% from 2Q 2024). Net loss: ₪305.0k (down 110% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
New Risk • Sep 01New 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 6.3% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 136% Cash payout ratio: 293% Earnings have declined by 21% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (₪130.6m market cap, or US$39.0m).
お知らせ • Aug 18Accel Solutions Group Ltd (TASE:ACCL) signed an agreement to acquire 69% stake in Synel M.L.L Payway Ltd (TASE:SNEL) from Gavriel and Erez Boganem for ILS 93 million.Accel Solutions Group Ltd (TASE:ACCL) signed an agreement to acquire 69% stake in Synel M.L.L Payway Ltd (TASE:SNEL) from Gavriel and Erez Boganem for ILS 93 million on August 18, 2025. A cash consideration of ILS 93 million valued at ILS 23.75 per share will be paid by Accel Solutions Group Ltd. As part of consideration, ILS 93 million is paid towards common equity of Synel M.L.L Payway Ltd. On completion of the deal, Gavriel Boganem will leave Synel M.L.L Payway. The acquisition gives Synel M.L.L Payway a valuation of ILS 134 million.
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪22.73, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 21x in the Software industry in Israel. Total returns to shareholders of 297% over the past three years.
Reported Earnings • May 29First quarter 2025 earnings released: EPS: ₪0.32 (vs ₪0.04 loss in 1Q 2024)First quarter 2025 results: EPS: ₪0.32 (up from ₪0.04 loss in 1Q 2024). Revenue: ₪23.2m (up 8.1% from 1Q 2024). Net income: ₪1.79m (up ₪2.01m from 1Q 2024). Profit margin: 7.7% (up from net loss in 1Q 2024). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
お知らせ • May 29Synel M.L.L Payway Ltd, Annual General Meeting, Jul 03, 2025Synel M.L.L Payway Ltd, Annual General Meeting, Jul 03, 2025. Location: co. offices, Israel
Reported Earnings • Mar 25Full year 2024 earnings released: EPS: ₪2.11 (vs ₪2.47 in FY 2023)Full year 2024 results: EPS: ₪2.11 (down from ₪2.47 in FY 2023). Revenue: ₪92.9m (down 5.7% from FY 2023). Net income: ₪11.9m (down 14% from FY 2023). Profit margin: 13% (down from 14% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
分析記事 • Jan 31Returns Are Gaining Momentum At Synel M.L.L Payway (TLV:SNEL)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Reported Earnings • Nov 28Third quarter 2024 earnings released: EPS: ₪0.57 (vs ₪0.99 in 3Q 2023)Third quarter 2024 results: EPS: ₪0.57 (down from ₪0.99 in 3Q 2023). Revenue: ₪23.0m (down 13% from 3Q 2023). Net income: ₪3.26m (down 42% from 3Q 2023). Profit margin: 14% (down from 21% in 3Q 2023). 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 fallen by 32% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: ₪0.54 (vs ₪0.45 in 2Q 2023)Second quarter 2024 results: EPS: ₪0.54 (up from ₪0.45 in 2Q 2023). Revenue: ₪22.0m (down 3.5% from 2Q 2023). Net income: ₪3.08m (up 20% from 2Q 2023). Profit margin: 14% (up from 11% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
分析記事 • Aug 13Under The Bonnet, Synel M.L.L Payway's (TLV:SNEL) Returns Look ImpressiveWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
New Risk • Jun 15New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 42% per year over the past 5 years. High level of non-cash earnings (26% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). 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 (7.8% average weekly change). Market cap is less than US$100m (₪90.1m market cap, or US$24.2m).
分析記事 • May 29Synel M.L.L Payway Ltd's (TLV:SNEL) Shares May Have Run Too Fast Too SoonWith a median price-to-earnings (or "P/E") ratio of close to 12x in Israel, you could be forgiven for feeling...
New Risk • May 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 7.4% 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 Earnings have declined by 42% per year over the past 5 years. High level of non-cash earnings (26% accrual ratio). 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 (7.4% average weekly change). Market cap is less than US$100m (₪91.6m market cap, or US$24.8m).
Valuation Update With 7 Day Price Move • May 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₪16.18, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 13x in the Software industry in Israel. Total returns to shareholders of 237% over the past three years.
Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪20.44, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 13x in the Software industry in Israel. Total returns to shareholders of 352% over the past three years.
分析記事 • Mar 21Synel M.L.L Payway (TLV:SNEL) Is Achieving High Returns On Its CapitalTo 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 28Synel M.L.L Payway Ltd, Annual General Meeting, Mar 31, 2024Synel M.L.L Payway Ltd, Annual General Meeting, Mar 31, 2024, at 11:00 Israel Standard Time.
Reported Earnings • Nov 30Third quarter 2023 earnings released: EPS: ₪0.99 (vs ₪0.63 in 3Q 2022)Third quarter 2023 results: EPS: ₪0.99 (up from ₪0.63 in 3Q 2022). Revenue: ₪26.5m (up 20% from 3Q 2022). Net income: ₪5.62m (up 58% from 3Q 2022). Profit margin: 21% (up from 16% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
New Risk • Nov 28New 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 11% 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 Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 38% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (155% cash payout ratio). Market cap is less than US$100m (₪79.2m market cap, or US$21.5m).
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 34%After last week's 34% share price gain to ₪14.00, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 11x in the Software industry in Israel. Total returns to shareholders of 249% over the past three years.
Reported Earnings • Jun 03First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: ₪23.8m (down 39% from 1Q 2022). Net income: ₪2.38m (down 73% from 1Q 2022). Profit margin: 10.0% (down from 23% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
分析記事 • Jun 01Does Synel M.L.L Payway (TLV:SNEL) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • Apr 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₪9.00, the stock trades at a trailing P/E ratio of 8.2x. Average trailing P/E is 20x in the Software industry in Israel. Total returns to shareholders of 134% over the past three years.
Board Change • Nov 16Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. No experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). Chairman of the Board Yaeli Shefi is the most experienced director on the board, commencing their role in 2021. Independent Outside Director Leah Schwartz-Ruth was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
分析記事 • Nov 07Returns At Synel M.L.L Payway (TLV:SNEL) Appear To Be Weighed DownFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Buying Opportunity • Nov 06Now 76% undervalued after recent price dropOver the last 90 days, the stock is down 78%. The fair value is estimated to be ₪48.79, 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 grown by 14%.
Reported Earnings • Sep 03Second quarter 2022 earnings released: EPS: ₪2.48 (vs ₪1.41 in 2Q 2021)Second quarter 2022 results: EPS: ₪2.48 (up from ₪1.41 in 2Q 2021). Revenue: ₪39.9m (up 3.9% from 2Q 2021). Net income: ₪14.0m (up 77% from 2Q 2021). Profit margin: 35% (up from 21% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 14% per year and the company’s share price has also increased by 14% per year.
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₪51.87, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 28x in the Software industry in Asia. Total returns to shareholders of 73% over the past three years.
分析記事 • Jul 05Is Synel M.L.L Payway (TLV:SNEL) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Board Change • Jun 18Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. No experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Chairman of the Board Yaeli Shefi is the most experienced director on the board, commencing their role in 2021. Independent Outside Director Leah Schwartz-Ruth was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
Reported Earnings • Apr 03Full year 2021 earnings released: EPS: ₪8.42 (vs ₪4.72 in FY 2020)Full year 2021 results: EPS: ₪8.42 (up from ₪4.72 in FY 2020). Revenue: ₪155.8m (up 4.6% from FY 2020). Net income: ₪47.6m (up 78% from FY 2020). Profit margin: 31% (up from 18% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Reported Earnings • Dec 03Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₪3.26 (up from ₪1.10 in 3Q 2020). Revenue: ₪40.7m (up 9.6% from 3Q 2020). Net income: ₪18.4m (up 180% from 3Q 2020). Profit margin: 45% (up from 18% in 3Q 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₪28.00, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 27x in the Software industry in Israel. Total returns to shareholders of 15% over the past three years.
分析記事 • May 17Is Synel M.L.L Payway (TLV:SNEL) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Upcoming Dividend • Mar 28Upcoming dividend of ₪1.41 per shareEligible shareholders must have bought the stock before 04 April 2021. Payment date: 19 April 2021. Trailing yield: 4.5%. Lower than top quartile of Israeli dividend payers (5.2%). Higher than average of industry peers (0.7%).
Reported Earnings • Mar 27Full year 2020 earnings released: EPS ₪4.72 (vs ₪4.80 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: ₪149.0m (down 3.8% from FY 2019). Net income: ₪26.7m (down 1.6% from FY 2019). Profit margin: 18% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
分析記事 • Mar 18The Returns At Synel M.L.L Payway (TLV:SNEL) Provide Us With Signs Of What's To ComeWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Feb 17Here's Why We Don't Think Synel M.L.L Payway's (TLV:SNEL) Statutory Earnings Reflect Its Underlying Earnings PotentialIt might be old fashioned, but we really like to invest in companies that make a profit, each and every year. However...
Is New 90 Day High Low • Feb 03New 90-day high: ₪35.70The company is up 25% from its price of ₪28.61 on 04 November 2020. The Israeli market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 10.0% over the same period.
分析記事 • Jan 28Should Synel M.L.L Payway Ltd (TLV:SNEL) Be Part Of Your Dividend Portfolio?Could Synel M.L.L Payway Ltd ( TLV:SNEL ) be an attractive dividend share to own for the long haul? Investors are often...
Is New 90 Day High Low • Jan 12New 90-day high: ₪33.70The company is up 17% from its price of ₪28.72 on 14 October 2020. The Israeli market is up 24% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is up 7.0% over the same period.
分析記事 • Jan 11Synel M.L.L Payway (TLV:SNEL) Takes On Some Risk With Its Use Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Dec 23Shareholders Of Synel M.L.L Payway (TLV:SNEL) Must Be Happy With Their 143% Total ReturnWhen we invest, we're generally looking for stocks that outperform the market average. Buying under-rated businesses is...
Is New 90 Day High Low • Dec 07New 90-day high: ₪33.41The company is up 10.0% from its price of ₪30.44 on 08 September 2020. The Israeli market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is up 4.0% over the same period.
分析記事 • Nov 27What Do The Returns On Capital At Synel M.L.L Payway (TLV:SNEL) Tell Us?What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Is New 90 Day High Low • Nov 19New 90-day high: ₪32.46The company is up 1.0% from its price of ₪32.13 on 20 August 2020. The Israeli market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 3.0% over the same period.
Reported Earnings • Nov 16Third quarter 2020 earnings released: EPS ₪1.10The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: ₪37.1m (down 3.6% from 3Q 2019). Net income: ₪6.59m (up 58% from 3Q 2019). Profit margin: 18% (up from 11% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year.
Is New 90 Day High Low • Oct 01New 90-day low: ₪27.51The company is down 4.0% from its price of ₪28.67 on 02 July 2020. The Israeli market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 18% over the same period.