View Future GrowthPeax Solutions 과거 순이익 실적과거 기준 점검 2/6Peax Solutions은 연평균 5.8%의 비율로 수입이 증가해 온 반면, IT 산업은 수입이 5.2% 증가했습니다. 매출은 연평균 8.9%의 비율로 증가했습니다. Peax Solutions의 자기자본이익률은 11.7%이고 순이익률은 1.1%입니다.핵심 정보5.82%순이익 성장률5.82%주당순이익(EPS) 성장률IT 산업 성장률17.24%매출 성장률8.90%자기자본이익률11.71%순이익률1.08%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 28First quarter 2026 earnings released: EPS: ₪0.079 (vs ₪0.17 in 1Q 2025)First quarter 2026 results: EPS: ₪0.079 (down from ₪0.17 in 1Q 2025). Revenue: ₪357.0m (down 6.4% from 1Q 2025). Net income: ₪3.48m (down 52% from 1Q 2025). Profit margin: 1.0% (down from 1.9% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.Reported Earnings • Mar 30Full year 2025 earnings released: EPS: ₪0.44 (vs ₪0.57 in FY 2024)Full year 2025 results: EPS: ₪0.44 (down from ₪0.57 in FY 2024). Revenue: ₪1.50b (up 3.0% from FY 2024). Net income: ₪19.7m (down 23% from FY 2024). Profit margin: 1.3% (down from 1.8% 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 5% per year whereas the company’s share price has increased by 1% per year.분석 기사 • Dec 03There May Be Some Bright Spots In E & M Computing's (TLV:EMCO) EarningsThe market for E & M Computing Ltd.'s ( TLV:EMCO ) shares didn't move much after it posted weak earnings recently. Our...Reported Earnings • Nov 27Third quarter 2025 earnings released: EPS: ₪0.018 (vs ₪0.092 in 3Q 2024)Third quarter 2025 results: EPS: ₪0.018 (down from ₪0.092 in 3Q 2024). Revenue: ₪329.8m (down 4.6% from 3Q 2024). Net income: ₪788.0k (down 81% from 3Q 2024). Profit margin: 0.2% (down from 1.2% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • May 28First quarter 2025 earnings released: EPS: ₪0.17 (vs ₪0.17 in 1Q 2024)First quarter 2025 results: EPS: ₪0.17 (down from ₪0.17 in 1Q 2024). Revenue: ₪381.4m (down 4.2% from 1Q 2024). Net income: ₪7.30m (down 3.3% from 1Q 2024). Profit margin: 1.9% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 25Full year 2024 earnings released: EPS: ₪0.57 (vs ₪0.50 in FY 2023)Full year 2024 results: EPS: ₪0.57 (up from ₪0.50 in FY 2023). Revenue: ₪1.45b (up 2.0% from FY 2023). Net income: ₪25.5m (up 14% from FY 2023). Profit margin: 1.8% (up from 1.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.모든 업데이트 보기Recent updatesNew Risk • Jun 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₪285.9m (US$98.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (1.1% net profit margin). Market cap is less than US$100m (₪285.9m market cap, or US$98.6m).Reported Earnings • May 28First quarter 2026 earnings released: EPS: ₪0.079 (vs ₪0.17 in 1Q 2025)First quarter 2026 results: EPS: ₪0.079 (down from ₪0.17 in 1Q 2025). Revenue: ₪357.0m (down 6.4% from 1Q 2025). Net income: ₪3.48m (down 52% from 1Q 2025). Profit margin: 1.0% (down from 1.9% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Apr 17Now 22% overvaluedOver the last 90 days, the stock has fallen 11% to ₪7.97. The fair value is estimated to be ₪6.53, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 5.1%.Upcoming Dividend • Apr 06Upcoming dividend of ₪0.14 per shareEligible shareholders must have bought the stock before 13 April 2026. Payment date: 20 April 2026. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Israeli dividend payers (5.5%). Higher than average of industry peers (3.3%).New Risk • Mar 30New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₪314.3m market cap, or US$99.8m).Reported Earnings • Mar 30Full year 2025 earnings released: EPS: ₪0.44 (vs ₪0.57 in FY 2024)Full year 2025 results: EPS: ₪0.44 (down from ₪0.57 in FY 2024). Revenue: ₪1.50b (up 3.0% from FY 2024). Net income: ₪19.7m (down 23% from FY 2024). Profit margin: 1.3% (down from 1.8% 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 5% per year whereas the company’s share price has increased by 1% per year.New Risk • Mar 19New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₪310.6m (US$100.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks High level of debt (95% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₪310.6m market cap, or US$100.0m).분석 기사 • Dec 03There May Be Some Bright Spots In E & M Computing's (TLV:EMCO) EarningsThe market for E & M Computing Ltd.'s ( TLV:EMCO ) shares didn't move much after it posted weak earnings recently. Our...Reported Earnings • Nov 27Third quarter 2025 earnings released: EPS: ₪0.018 (vs ₪0.092 in 3Q 2024)Third quarter 2025 results: EPS: ₪0.018 (down from ₪0.092 in 3Q 2024). Revenue: ₪329.8m (down 4.6% from 3Q 2024). Net income: ₪788.0k (down 81% from 3Q 2024). Profit margin: 0.2% (down from 1.2% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.분석 기사 • Aug 15E & M Computing (TLV:EMCO) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Buy Or Sell Opportunity • Aug 11Now 24% overvaluedOver the last 90 days, the stock has fallen 7.1% to ₪9.00. The fair value is estimated to be ₪7.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 15%.분석 기사 • Jul 20Returns On Capital At E & M Computing (TLV:EMCO) Have Hit The BrakesWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Buy Or Sell Opportunity • Jul 15Now 23% overvaluedOver the last 90 days, the stock has fallen 2.6% to ₪9.27. The fair value is estimated to be ₪7.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 15%.Reported Earnings • May 28First quarter 2025 earnings released: EPS: ₪0.17 (vs ₪0.17 in 1Q 2024)First quarter 2025 results: EPS: ₪0.17 (down from ₪0.17 in 1Q 2024). Revenue: ₪381.4m (down 4.2% from 1Q 2024). Net income: ₪7.30m (down 3.3% from 1Q 2024). Profit margin: 1.9% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공시 • May 28E & M Computing Ltd., Annual General Meeting, Aug 07, 2025E & M Computing Ltd., Annual General Meeting, Aug 07, 2025. Location: naschitz law offices, IsraelReported Earnings • Mar 25Full year 2024 earnings released: EPS: ₪0.57 (vs ₪0.50 in FY 2023)Full year 2024 results: EPS: ₪0.57 (up from ₪0.50 in FY 2023). Revenue: ₪1.45b (up 2.0% from FY 2023). Net income: ₪25.5m (up 14% from FY 2023). Profit margin: 1.8% (up from 1.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.New Risk • Mar 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₪367.3m (US$99.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 15% per year over the past 5 years. Minor Risks High level of debt (92% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₪367.3m market cap, or US$99.2m).분석 기사 • Mar 03Subdued Growth No Barrier To E & M Computing Ltd.'s (TLV:EMCO) PriceWith a price-to-earnings (or "P/E") ratio of 17.9x E & M Computing Ltd. ( TLV:EMCO ) may be sending bearish signals at...분석 기사 • Dec 06Statutory Profit Doesn't Reflect How Good E & M Computing's (TLV:EMCO) Earnings AreEven though E & M Computing Ltd.'s ( TLV:EMCO ) recent earnings release was robust, the market didn't seem to notice...Reported Earnings • Nov 29Third quarter 2024 earnings released: EPS: ₪0.092 (vs ₪0.001 loss in 3Q 2023)Third quarter 2024 results: EPS: ₪0.092 (up from ₪0.001 loss in 3Q 2023). Revenue: ₪345.7m (up 14% from 3Q 2023). Net income: ₪4.08m (up ₪4.11m from 3Q 2023). Profit margin: 1.2% (up from 0% 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 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 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₪371.4m (US$98.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 18% per year over the past 5 years. Minor Risks High level of debt (86% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₪371.4m market cap, or US$98.8m).Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: ₪0.037 (vs ₪0.058 in 2Q 2023)Second quarter 2024 results: EPS: ₪0.037 (down from ₪0.058 in 2Q 2023). Revenue: ₪325.8m (up 8.2% from 2Q 2023). Net income: ₪1.63m (down 36% from 2Q 2023). Profit margin: 0.5% (down from 0.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.Reported Earnings • May 29First quarter 2024 earnings released: EPS: ₪0.17 (vs ₪0.22 in 1Q 2023)First quarter 2024 results: EPS: ₪0.17 (down from ₪0.22 in 1Q 2023). Revenue: ₪398.2m (up 2.0% from 1Q 2023). Net income: ₪7.55m (down 22% from 1Q 2023). Profit margin: 1.9% (down from 2.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.공시 • Apr 09E & M Computing Ltd., Annual General Meeting, May 12, 2024E & M Computing Ltd., Annual General Meeting, May 12, 2024, at 17:00 Israel Standard Time.분석 기사 • Apr 03E & M Computing's (TLV:EMCO) Strong Earnings Are Of Good QualityE & M Computing Ltd. ( TLV:EMCO ) just reported healthy earnings but the stock price didn't move much. We think that...Reported Earnings • Mar 29Full year 2023 earnings released: EPS: ₪0.50 (vs ₪0.40 in FY 2022)Full year 2023 results: EPS: ₪0.50 (up from ₪0.40 in FY 2022). Revenue: ₪1.42b (up 15% from FY 2022). Net income: ₪22.3m (up 26% from FY 2022). Profit margin: 1.6% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.분석 기사 • Jan 29E & M Computing Ltd. (TLV:EMCO) Stock Rockets 27% As Investors Are Less Pessimistic Than ExpectedDespite an already strong run, E & M Computing Ltd. ( TLV:EMCO ) shares have been powering on, with a gain of 27% in...Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₪7.05, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 16x in the IT industry in Israel. Total loss to shareholders of 2.0% over the past three years.분석 기사 • Dec 19Returns On Capital At E & M Computing (TLV:EMCO) Have StalledWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...분석 기사 • Oct 03Does E & M Computing (TLV:EMCO) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...New Risk • Oct 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 Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings have declined by 21% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (₪349.7m market cap, or US$91.7m).New Risk • Sep 04New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 16% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. 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 21% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₪342.7m market cap, or US$90.5m).Upcoming Dividend • Aug 31Upcoming dividend of ₪0.056 per share at 3.3% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 21 September 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Israeli dividend payers (7.2%). Higher than average of industry peers (2.7%).Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: ₪0.058 (vs ₪0.063 in 2Q 2022)Second quarter 2023 results: EPS: ₪0.058 (down from ₪0.063 in 2Q 2022). Revenue: ₪301.1m (up 15% from 2Q 2022). Net income: ₪2.55m (down 8.5% from 2Q 2022). Profit margin: 0.8% (down from 1.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.New Risk • Aug 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₪378.5m (US$99.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 21% per year over the past 5 years. Minor Risks High level of debt (85% net debt to equity). 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 (7.0% average weekly change). Market cap is less than US$100m (₪378.5m market cap, or US$99.7m).New Risk • Jul 03New 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 Risk Earnings have declined by 21% per year over the past 5 years. Minor Risks High level of debt (85% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change).분석 기사 • Jul 03E & M Computing (TLV:EMCO) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • May 26First quarter 2023 earnings released: EPS: ₪0.22 (vs ₪0.11 in 1Q 2022)First quarter 2023 results: EPS: ₪0.22 (up from ₪0.11 in 1Q 2022). Revenue: ₪390.5m (up 45% from 1Q 2022). Net income: ₪9.66m (up 90% from 1Q 2022). Profit margin: 2.5% (up from 1.9% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 9% per year.분석 기사 • May 23E & M Computing (TLV:EMCO) Hasn't Managed To Accelerate Its ReturnsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪9.39, the stock trades at a trailing P/E ratio of 23.5x. Average trailing P/E is 13x in the IT industry in Israel. Total returns to shareholders of 44% over the past three years.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₪7.97, the stock trades at a trailing P/E ratio of 20x. Average trailing P/E is 12x in the IT industry in Israel. Total returns to shareholders of 38% over the past three years.Reported Earnings • Mar 29Full year 2022 earnings released: EPS: ₪0.40 (vs ₪0.84 in FY 2021)Full year 2022 results: EPS: ₪0.40 (down from ₪0.84 in FY 2021). Revenue: ₪1.23b (down 20% from FY 2021). Net income: ₪17.7m (down 53% from FY 2021). Profit margin: 1.4% (down from 2.4% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₪8.92, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 18x in the IT industry in Israel. Total returns to shareholders of 27% over the past three years.Upcoming Dividend • Dec 01Upcoming dividend of ₪0.043 per shareEligible shareholders must have bought the stock before 08 December 2022. Payment date: 19 December 2022. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 6.7%. Within top quartile of Israeli dividend payers (6.7%). Higher than average of industry peers (4.2%).Reported Earnings • Nov 26Third quarter 2022 earnings released: EPS: ₪0.05 (vs ₪0.15 in 3Q 2021)Third quarter 2022 results: EPS: ₪0.05 (down from ₪0.15 in 3Q 2021). Revenue: ₪281.0m (down 19% from 3Q 2021). Net income: ₪2.19m (down 67% from 3Q 2021). Profit margin: 0.8% (down from 1.9% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Chaim Oman was the last independent director to join the board, commencing their role in 2013. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Non-Executive Director Shai Baileys was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 17Upcoming dividend of ₪0.24 per shareEligible shareholders must have bought the stock before 24 April 2022. Payment date: 10 May 2022. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 5.3%. Lower than top quartile of Israeli dividend payers (5.6%). Higher than average of industry peers (2.6%).Reported Earnings • Apr 03Full year 2021 earnings released: EPS: ₪0.84 (vs ₪0.89 in FY 2020)Full year 2021 results: EPS: ₪0.84 (down from ₪0.89 in FY 2020). Revenue: ₪1.55b (up 10% from FY 2020). Net income: ₪37.4m (down 5.4% from FY 2020). Profit margin: 2.4% (down from 2.8% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year and the company’s share price has also fallen by 6% per year.Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorated over the past weekAfter last week's 40% share price decline to ₪13.13, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 29x in the IT industry in Israel. Total returns to shareholders of 14% over the past three years.Reported Earnings • Nov 27Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₪0.15 (up from ₪0.11 in 3Q 2020). Revenue: ₪344.8m (up 14% from 3Q 2020). Net income: ₪6.67m (up 42% from 3Q 2020). Profit margin: 1.9% (up from 1.6% in 3Q 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS ₪0.17 (vs ₪0.22 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: ₪349.8m (up 16% from 2Q 2020). Net income: ₪7.56m (down 22% from 2Q 2020). Profit margin: 2.2% (down from 3.2% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Upcoming Dividend • Apr 05Upcoming dividend of ₪0.20 per shareEligible shareholders must have bought the stock before 12 April 2021. Payment date: 05 May 2021. Trailing yield: 3.5%. Lower than top quartile of Israeli dividend payers (5.2%). Higher than average of industry peers (2.3%).Reported Earnings • Mar 31Full year 2020 earnings released: EPS ₪0.89 (vs ₪0.82 in FY 2019)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: ₪1.41b (flat on FY 2019). Net income: ₪39.5m (up 9.1% from FY 2019). Profit margin: 2.8% (up from 2.6% in FY 2019). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Feb 04New 90-day high: ₪25.50The company is up 103% from its price of ₪12.55 on 05 November 2020. The Israeli market is up 16% 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.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 47% share price gain to ₪23.80, the stock is trading at a trailing P/E ratio of 25.9x, up from the previous P/E ratio of 17.6x. This compares to an average P/E of 28x in the IT industry in Israel. Total returns to shareholders over the past three years are 150%.Is New 90 Day High Low • Jan 20New 90-day high: ₪15.60The company is up 23% from its price of ₪12.64 on 22 October 2020. The Israeli market is up 25% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is up 13% over the same period.분석 기사 • Jan 19With EPS Growth And More, E & M Computing (TLV:EMCO) Is InterestingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Jan 06Should You Rely On E & M Computing's (TLV:EMCO) Earnings Growth?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. That said, the...분석 기사 • Dec 26Did You Participate In Any Of E & M Computing's (TLV:EMCO) Respectable 82% Return?If you buy and hold a stock for many years, you'd hope to be making a profit. But more than that, you probably want to...분석 기사 • Dec 14Do Insiders Own Lots Of Shares In E & M Computing Ltd. (TLV:EMCO)?The big shareholder groups in E & M Computing Ltd. ( TLV:EMCO ) have power over the company. Institutions will often...분석 기사 • Dec 01E & M Computing Ltd. (TLV:EMCO) Is About To Go Ex-Dividend, And It Pays A 9.4% YieldRegular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see E & M...Upcoming Dividend • Nov 29Upcoming Dividend of ₪0.072 Per ShareWill be paid on the 22nd of December to those who are registered shareholders by the 6th of December. The trailing yield of 9.4% is in the top quartile of Israeli dividend payers (5.3%), and it is higher than industry peers (2.5%).분석 기사 • Nov 23E & M Computing (TLV:EMCO) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Is New 90 Day High Low • Nov 16New 90-day high: ₪14.80The company is up 10.0% from its price of ₪13.41 on 18 August 2020. The Israeli market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 8.0% over the same period.Is New 90 Day High Low • Oct 26New 90-day low: ₪12.44The company is down 3.0% from its price of ₪12.79 on 28 July 2020. The Israeli market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is flat over the same period.매출 및 비용 세부 내역Peax Solutions가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TASE:PEAX 매출, 비용 및 순이익 (ILS Millions)날짜매출순이익일반관리비연구개발비31 Mar 261,47316172031 Dec 251,49720170030 Sep 251,48622169030 Jun 251,48326170031 Mar 251,45425169031 Dec 241,45325169030 Sep 241,37523168030 Jun 241,35319165031 Mar 241,34720164031 Dec 231,35722165030 Sep 231,41720165030 Jun 231,39422163031 Mar 231,35522161031 Dec 221,16818153030 Sep 221,09519140030 Jun 2299417129031 Mar 2291513118031 Dec 218479109030 Sep 2197712120030 Jun 211,09818131031 Mar 211,21729142031 Dec 207721997030 Sep 201,37041157030 Jun 201,39643158031 Mar 201,42338157031 Dec 191,39936152030 Sep 191,40336154030 Jun 191,33538147031 Mar 191,32343147031 Dec 181,26442142030 Sep 181,20138135030 Jun 181,18538133031 Mar 181,13434127031 Dec 171,07133123030 Sep 171,04337119030 Jun 171,02837116031 Mar 1797341111031 Dec 1697242108030 Sep 1695046107030 Jun 1691546105031 Mar 1690944103031 Dec 1586948101030 Sep 158354798030 Jun 1581351950양질의 수익: PEAX는 고품질 수익을 보유하고 있습니다.이익 마진 증가: PEAX의 현재 순 이익률 (1.1%)은 지난해 (1.7%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: PEAX의 수익은 지난 5년 동안 연평균 5.8% 증가했습니다.성장 가속화: PEAX은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: PEAX은 지난 1년 동안 수익이 감소(-37.3%)하여 IT 업계 평균(13.5%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: PEAX의 자본 수익률(11.7%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSoftware 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/11 20:14종가2026/06/11 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Peax Solutions Ltd는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Reported Earnings • May 28First quarter 2026 earnings released: EPS: ₪0.079 (vs ₪0.17 in 1Q 2025)First quarter 2026 results: EPS: ₪0.079 (down from ₪0.17 in 1Q 2025). Revenue: ₪357.0m (down 6.4% from 1Q 2025). Net income: ₪3.48m (down 52% from 1Q 2025). Profit margin: 1.0% (down from 1.9% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Mar 30Full year 2025 earnings released: EPS: ₪0.44 (vs ₪0.57 in FY 2024)Full year 2025 results: EPS: ₪0.44 (down from ₪0.57 in FY 2024). Revenue: ₪1.50b (up 3.0% from FY 2024). Net income: ₪19.7m (down 23% from FY 2024). Profit margin: 1.3% (down from 1.8% 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 5% per year whereas the company’s share price has increased by 1% per year.
분석 기사 • Dec 03There May Be Some Bright Spots In E & M Computing's (TLV:EMCO) EarningsThe market for E & M Computing Ltd.'s ( TLV:EMCO ) shares didn't move much after it posted weak earnings recently. Our...
Reported Earnings • Nov 27Third quarter 2025 earnings released: EPS: ₪0.018 (vs ₪0.092 in 3Q 2024)Third quarter 2025 results: EPS: ₪0.018 (down from ₪0.092 in 3Q 2024). Revenue: ₪329.8m (down 4.6% from 3Q 2024). Net income: ₪788.0k (down 81% from 3Q 2024). Profit margin: 0.2% (down from 1.2% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • May 28First quarter 2025 earnings released: EPS: ₪0.17 (vs ₪0.17 in 1Q 2024)First quarter 2025 results: EPS: ₪0.17 (down from ₪0.17 in 1Q 2024). Revenue: ₪381.4m (down 4.2% from 1Q 2024). Net income: ₪7.30m (down 3.3% from 1Q 2024). Profit margin: 1.9% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 25Full year 2024 earnings released: EPS: ₪0.57 (vs ₪0.50 in FY 2023)Full year 2024 results: EPS: ₪0.57 (up from ₪0.50 in FY 2023). Revenue: ₪1.45b (up 2.0% from FY 2023). Net income: ₪25.5m (up 14% from FY 2023). Profit margin: 1.8% (up from 1.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
New Risk • Jun 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₪285.9m (US$98.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (1.1% net profit margin). Market cap is less than US$100m (₪285.9m market cap, or US$98.6m).
Reported Earnings • May 28First quarter 2026 earnings released: EPS: ₪0.079 (vs ₪0.17 in 1Q 2025)First quarter 2026 results: EPS: ₪0.079 (down from ₪0.17 in 1Q 2025). Revenue: ₪357.0m (down 6.4% from 1Q 2025). Net income: ₪3.48m (down 52% from 1Q 2025). Profit margin: 1.0% (down from 1.9% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Apr 17Now 22% overvaluedOver the last 90 days, the stock has fallen 11% to ₪7.97. The fair value is estimated to be ₪6.53, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 5.1%.
Upcoming Dividend • Apr 06Upcoming dividend of ₪0.14 per shareEligible shareholders must have bought the stock before 13 April 2026. Payment date: 20 April 2026. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Israeli dividend payers (5.5%). Higher than average of industry peers (3.3%).
New Risk • Mar 30New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₪314.3m market cap, or US$99.8m).
Reported Earnings • Mar 30Full year 2025 earnings released: EPS: ₪0.44 (vs ₪0.57 in FY 2024)Full year 2025 results: EPS: ₪0.44 (down from ₪0.57 in FY 2024). Revenue: ₪1.50b (up 3.0% from FY 2024). Net income: ₪19.7m (down 23% from FY 2024). Profit margin: 1.3% (down from 1.8% 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 5% per year whereas the company’s share price has increased by 1% per year.
New Risk • Mar 19New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₪310.6m (US$100.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks High level of debt (95% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₪310.6m market cap, or US$100.0m).
분석 기사 • Dec 03There May Be Some Bright Spots In E & M Computing's (TLV:EMCO) EarningsThe market for E & M Computing Ltd.'s ( TLV:EMCO ) shares didn't move much after it posted weak earnings recently. Our...
Reported Earnings • Nov 27Third quarter 2025 earnings released: EPS: ₪0.018 (vs ₪0.092 in 3Q 2024)Third quarter 2025 results: EPS: ₪0.018 (down from ₪0.092 in 3Q 2024). Revenue: ₪329.8m (down 4.6% from 3Q 2024). Net income: ₪788.0k (down 81% from 3Q 2024). Profit margin: 0.2% (down from 1.2% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
분석 기사 • Aug 15E & M Computing (TLV:EMCO) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Buy Or Sell Opportunity • Aug 11Now 24% overvaluedOver the last 90 days, the stock has fallen 7.1% to ₪9.00. The fair value is estimated to be ₪7.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 15%.
분석 기사 • Jul 20Returns On Capital At E & M Computing (TLV:EMCO) Have Hit The BrakesWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Buy Or Sell Opportunity • Jul 15Now 23% overvaluedOver the last 90 days, the stock has fallen 2.6% to ₪9.27. The fair value is estimated to be ₪7.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 15%.
Reported Earnings • May 28First quarter 2025 earnings released: EPS: ₪0.17 (vs ₪0.17 in 1Q 2024)First quarter 2025 results: EPS: ₪0.17 (down from ₪0.17 in 1Q 2024). Revenue: ₪381.4m (down 4.2% from 1Q 2024). Net income: ₪7.30m (down 3.3% from 1Q 2024). Profit margin: 1.9% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공시 • May 28E & M Computing Ltd., Annual General Meeting, Aug 07, 2025E & M Computing Ltd., Annual General Meeting, Aug 07, 2025. Location: naschitz law offices, Israel
Reported Earnings • Mar 25Full year 2024 earnings released: EPS: ₪0.57 (vs ₪0.50 in FY 2023)Full year 2024 results: EPS: ₪0.57 (up from ₪0.50 in FY 2023). Revenue: ₪1.45b (up 2.0% from FY 2023). Net income: ₪25.5m (up 14% from FY 2023). Profit margin: 1.8% (up from 1.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
New Risk • Mar 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₪367.3m (US$99.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 15% per year over the past 5 years. Minor Risks High level of debt (92% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₪367.3m market cap, or US$99.2m).
분석 기사 • Mar 03Subdued Growth No Barrier To E & M Computing Ltd.'s (TLV:EMCO) PriceWith a price-to-earnings (or "P/E") ratio of 17.9x E & M Computing Ltd. ( TLV:EMCO ) may be sending bearish signals at...
분석 기사 • Dec 06Statutory Profit Doesn't Reflect How Good E & M Computing's (TLV:EMCO) Earnings AreEven though E & M Computing Ltd.'s ( TLV:EMCO ) recent earnings release was robust, the market didn't seem to notice...
Reported Earnings • Nov 29Third quarter 2024 earnings released: EPS: ₪0.092 (vs ₪0.001 loss in 3Q 2023)Third quarter 2024 results: EPS: ₪0.092 (up from ₪0.001 loss in 3Q 2023). Revenue: ₪345.7m (up 14% from 3Q 2023). Net income: ₪4.08m (up ₪4.11m from 3Q 2023). Profit margin: 1.2% (up from 0% 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 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 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₪371.4m (US$98.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 18% per year over the past 5 years. Minor Risks High level of debt (86% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₪371.4m market cap, or US$98.8m).
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: ₪0.037 (vs ₪0.058 in 2Q 2023)Second quarter 2024 results: EPS: ₪0.037 (down from ₪0.058 in 2Q 2023). Revenue: ₪325.8m (up 8.2% from 2Q 2023). Net income: ₪1.63m (down 36% from 2Q 2023). Profit margin: 0.5% (down from 0.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
Reported Earnings • May 29First quarter 2024 earnings released: EPS: ₪0.17 (vs ₪0.22 in 1Q 2023)First quarter 2024 results: EPS: ₪0.17 (down from ₪0.22 in 1Q 2023). Revenue: ₪398.2m (up 2.0% from 1Q 2023). Net income: ₪7.55m (down 22% from 1Q 2023). Profit margin: 1.9% (down from 2.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
공시 • Apr 09E & M Computing Ltd., Annual General Meeting, May 12, 2024E & M Computing Ltd., Annual General Meeting, May 12, 2024, at 17:00 Israel Standard Time.
분석 기사 • Apr 03E & M Computing's (TLV:EMCO) Strong Earnings Are Of Good QualityE & M Computing Ltd. ( TLV:EMCO ) just reported healthy earnings but the stock price didn't move much. We think that...
Reported Earnings • Mar 29Full year 2023 earnings released: EPS: ₪0.50 (vs ₪0.40 in FY 2022)Full year 2023 results: EPS: ₪0.50 (up from ₪0.40 in FY 2022). Revenue: ₪1.42b (up 15% from FY 2022). Net income: ₪22.3m (up 26% from FY 2022). Profit margin: 1.6% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
분석 기사 • Jan 29E & M Computing Ltd. (TLV:EMCO) Stock Rockets 27% As Investors Are Less Pessimistic Than ExpectedDespite an already strong run, E & M Computing Ltd. ( TLV:EMCO ) shares have been powering on, with a gain of 27% in...
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₪7.05, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 16x in the IT industry in Israel. Total loss to shareholders of 2.0% over the past three years.
분석 기사 • Dec 19Returns On Capital At E & M Computing (TLV:EMCO) Have StalledWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
분석 기사 • Oct 03Does E & M Computing (TLV:EMCO) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Risk • Oct 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 Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings have declined by 21% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change). Market cap is less than US$100m (₪349.7m market cap, or US$91.7m).
New Risk • Sep 04New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 16% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. 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 21% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₪342.7m market cap, or US$90.5m).
Upcoming Dividend • Aug 31Upcoming dividend of ₪0.056 per share at 3.3% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 21 September 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Israeli dividend payers (7.2%). Higher than average of industry peers (2.7%).
Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: ₪0.058 (vs ₪0.063 in 2Q 2022)Second quarter 2023 results: EPS: ₪0.058 (down from ₪0.063 in 2Q 2022). Revenue: ₪301.1m (up 15% from 2Q 2022). Net income: ₪2.55m (down 8.5% from 2Q 2022). Profit margin: 0.8% (down from 1.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
New Risk • Aug 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₪378.5m (US$99.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 21% per year over the past 5 years. Minor Risks High level of debt (85% net debt to equity). 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 (7.0% average weekly change). Market cap is less than US$100m (₪378.5m market cap, or US$99.7m).
New Risk • Jul 03New 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 Risk Earnings have declined by 21% per year over the past 5 years. Minor Risks High level of debt (85% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change).
분석 기사 • Jul 03E & M Computing (TLV:EMCO) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • May 26First quarter 2023 earnings released: EPS: ₪0.22 (vs ₪0.11 in 1Q 2022)First quarter 2023 results: EPS: ₪0.22 (up from ₪0.11 in 1Q 2022). Revenue: ₪390.5m (up 45% from 1Q 2022). Net income: ₪9.66m (up 90% from 1Q 2022). Profit margin: 2.5% (up from 1.9% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 9% per year.
분석 기사 • May 23E & M Computing (TLV:EMCO) Hasn't Managed To Accelerate Its ReturnsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪9.39, the stock trades at a trailing P/E ratio of 23.5x. Average trailing P/E is 13x in the IT industry in Israel. Total returns to shareholders of 44% over the past three years.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₪7.97, the stock trades at a trailing P/E ratio of 20x. Average trailing P/E is 12x in the IT industry in Israel. Total returns to shareholders of 38% over the past three years.
Reported Earnings • Mar 29Full year 2022 earnings released: EPS: ₪0.40 (vs ₪0.84 in FY 2021)Full year 2022 results: EPS: ₪0.40 (down from ₪0.84 in FY 2021). Revenue: ₪1.23b (down 20% from FY 2021). Net income: ₪17.7m (down 53% from FY 2021). Profit margin: 1.4% (down from 2.4% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₪8.92, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 18x in the IT industry in Israel. Total returns to shareholders of 27% over the past three years.
Upcoming Dividend • Dec 01Upcoming dividend of ₪0.043 per shareEligible shareholders must have bought the stock before 08 December 2022. Payment date: 19 December 2022. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 6.7%. Within top quartile of Israeli dividend payers (6.7%). Higher than average of industry peers (4.2%).
Reported Earnings • Nov 26Third quarter 2022 earnings released: EPS: ₪0.05 (vs ₪0.15 in 3Q 2021)Third quarter 2022 results: EPS: ₪0.05 (down from ₪0.15 in 3Q 2021). Revenue: ₪281.0m (down 19% from 3Q 2021). Net income: ₪2.19m (down 67% from 3Q 2021). Profit margin: 0.8% (down from 1.9% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Chaim Oman was the last independent director to join the board, commencing their role in 2013. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Non-Executive Director Shai Baileys was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 17Upcoming dividend of ₪0.24 per shareEligible shareholders must have bought the stock before 24 April 2022. Payment date: 10 May 2022. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 5.3%. Lower than top quartile of Israeli dividend payers (5.6%). Higher than average of industry peers (2.6%).
Reported Earnings • Apr 03Full year 2021 earnings released: EPS: ₪0.84 (vs ₪0.89 in FY 2020)Full year 2021 results: EPS: ₪0.84 (down from ₪0.89 in FY 2020). Revenue: ₪1.55b (up 10% from FY 2020). Net income: ₪37.4m (down 5.4% from FY 2020). Profit margin: 2.4% (down from 2.8% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year and the company’s share price has also fallen by 6% per year.
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorated over the past weekAfter last week's 40% share price decline to ₪13.13, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 29x in the IT industry in Israel. Total returns to shareholders of 14% over the past three years.
Reported Earnings • Nov 27Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₪0.15 (up from ₪0.11 in 3Q 2020). Revenue: ₪344.8m (up 14% from 3Q 2020). Net income: ₪6.67m (up 42% from 3Q 2020). Profit margin: 1.9% (up from 1.6% in 3Q 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS ₪0.17 (vs ₪0.22 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: ₪349.8m (up 16% from 2Q 2020). Net income: ₪7.56m (down 22% from 2Q 2020). Profit margin: 2.2% (down from 3.2% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Upcoming Dividend • Apr 05Upcoming dividend of ₪0.20 per shareEligible shareholders must have bought the stock before 12 April 2021. Payment date: 05 May 2021. Trailing yield: 3.5%. Lower than top quartile of Israeli dividend payers (5.2%). Higher than average of industry peers (2.3%).
Reported Earnings • Mar 31Full year 2020 earnings released: EPS ₪0.89 (vs ₪0.82 in FY 2019)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: ₪1.41b (flat on FY 2019). Net income: ₪39.5m (up 9.1% from FY 2019). Profit margin: 2.8% (up from 2.6% in FY 2019). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Feb 04New 90-day high: ₪25.50The company is up 103% from its price of ₪12.55 on 05 November 2020. The Israeli market is up 16% 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.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 47% share price gain to ₪23.80, the stock is trading at a trailing P/E ratio of 25.9x, up from the previous P/E ratio of 17.6x. This compares to an average P/E of 28x in the IT industry in Israel. Total returns to shareholders over the past three years are 150%.
Is New 90 Day High Low • Jan 20New 90-day high: ₪15.60The company is up 23% from its price of ₪12.64 on 22 October 2020. The Israeli market is up 25% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the IT industry, which is up 13% over the same period.
분석 기사 • Jan 19With EPS Growth And More, E & M Computing (TLV:EMCO) Is InterestingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Jan 06Should You Rely On E & M Computing's (TLV:EMCO) Earnings Growth?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. That said, the...
분석 기사 • Dec 26Did You Participate In Any Of E & M Computing's (TLV:EMCO) Respectable 82% Return?If you buy and hold a stock for many years, you'd hope to be making a profit. But more than that, you probably want to...
분석 기사 • Dec 14Do Insiders Own Lots Of Shares In E & M Computing Ltd. (TLV:EMCO)?The big shareholder groups in E & M Computing Ltd. ( TLV:EMCO ) have power over the company. Institutions will often...
분석 기사 • Dec 01E & M Computing Ltd. (TLV:EMCO) Is About To Go Ex-Dividend, And It Pays A 9.4% YieldRegular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see E & M...
Upcoming Dividend • Nov 29Upcoming Dividend of ₪0.072 Per ShareWill be paid on the 22nd of December to those who are registered shareholders by the 6th of December. The trailing yield of 9.4% is in the top quartile of Israeli dividend payers (5.3%), and it is higher than industry peers (2.5%).
분석 기사 • Nov 23E & M Computing (TLV:EMCO) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Is New 90 Day High Low • Nov 16New 90-day high: ₪14.80The company is up 10.0% from its price of ₪13.41 on 18 August 2020. The Israeli market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 8.0% over the same period.
Is New 90 Day High Low • Oct 26New 90-day low: ₪12.44The company is down 3.0% from its price of ₪12.79 on 28 July 2020. The Israeli market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is flat over the same period.