Nayax Ltd.

TASE:NYAX 株式レポート

時価総額:₪7.1b

Nayax 過去の業績

過去 基準チェック /56

Nayaxは、平均年間48.4%の収益成長を遂げていますが、 Electronic業界の収益は、年間 成長しています。収益は、平均年間20.5% 28.8%収益成長率で 成長しています。 Nayaxの自己資本利益率は12.6%であり、純利益率は7%です。

主要情報

48.37%

収益成長率

48.53%

EPS成長率

Electronic 業界の成長31.62%
収益成長率28.81%
株主資本利益率12.59%
ネット・マージン6.95%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 Jun 17

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Analysts have raised their price target on Nayax to $48 from $43. This change reflects updated models following the Q3 earnings report and revised assumptions around discount rates and future P/E multiples.
ナラティブの更新 Dec 20

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

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

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

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

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

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

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

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
新しいナラティブ Sep 07

EV Charging And Contactless Payments Will Expand Future Markets

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

収支内訳

Nayax 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:NYAX 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 264263013031
31 Dec 254003612130
30 Sep 253702411629
30 Jun 253492111227
31 Mar 25331610426
31 Dec 24314-69825
30 Sep 24292-119126
30 Jun 24269-148225
31 Mar 24247-157523
31 Dec 23235-167022
30 Sep 23220-206821
30 Jun 23207-276822
31 Mar 23192-336622
31 Dec 22174-386422
30 Sep 22157-406122
30 Jun 22141-375722
31 Mar 22130-325221
31 Dec 21119-254519
30 Sep 21109-183916
30 Jun 21100-113313
31 Mar 2183-72810
31 Dec 2079-6279
31 Dec 1964-5207
31 Dec 1849-4135

質の高い収益: NYAXは 高品質の収益 を持っています。

利益率の向上: NYAXの現在の純利益率 (7%)は、昨年(2%)よりも高くなっています。


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: NYAX過去 5 年間で収益を上げており、収益は年間48.4%増加しています。

成長の加速: NYAXの過去 1 年間の収益成長率 ( 357.3% ) は、5 年間の平均 ( 年間48.4%を上回っています。

収益対業界: NYAXの過去 1 年間の収益成長率 ( 357.3% ) はElectronic業界14.4%を上回りました。


株主資本利益率

高いROE: NYAXの 自己資本利益率 ( 12.6% ) 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

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2026/06/17 22:32
終値2026/06/17 00:00
収益2026/03/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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

Nayax Ltd. 6 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。11

アナリスト機関
Ramsey El-AssalBarclays
John CoffeyBarclays
Michael NicholsB. Riley Securities, Inc.