View Future GrowthNextcom 과거 순이익 실적과거 기준 점검 0/6Nextcom 의 수입은 연평균 -32.1%의 비율로 감소해 온 반면, Telecom 산업은 연평균 6.2%의 비율로 증가했습니다. 매출은 연평균 0.2%의 비율로 증가해 왔습니다.핵심 정보-32.15%순이익 성장률-32.25%주당순이익(EPS) 성장률Telecom 산업 성장률11.47%매출 성장률0.22%자기자본이익률-4.63%순이익률-1.36%최근 순이익 업데이트31 Dec 2025최근 과거 실적 업데이트Reported Earnings • Mar 26Full year 2025 earnings released: ₪0.41 loss per share (vs ₪0.61 profit in FY 2024)Full year 2025 results: ₪0.41 loss per share (down from ₪0.61 profit in FY 2024). Revenue: ₪437.3m (down 2.2% from FY 2024). Net loss: ₪5.93m (down 168% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Reported Earnings • Nov 29Third quarter 2025 earnings released: EPS: ₪0.035 (vs ₪0.37 in 3Q 2024)Third quarter 2025 results: EPS: ₪0.035 (down from ₪0.37 in 3Q 2024). Revenue: ₪113.2m (down 10% from 3Q 2024). Net income: ₪503.0k (down 90% from 3Q 2024). Profit margin: 0.4% (down from 4.2% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Reported Earnings • Apr 02Full year 2024 earnings released: EPS: ₪0.61 (vs ₪1.20 in FY 2023)Full year 2024 results: EPS: ₪0.61 (down from ₪1.20 in FY 2023). Revenue: ₪447.2m (down 5.3% from FY 2023). Net income: ₪8.68m (down 49% from FY 2023). Profit margin: 1.9% (down from 3.6% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.분석 기사 • Dec 05Some May Be Optimistic About Nextcom's (TLV:NXTM) EarningsThe market was pleased with the recent earnings report from Nextcom Ltd. ( TLV:NXTM ), despite the profit numbers being...분석 기사 • Mar 27Solid Earnings Reflect Nextcom's (TLV:NXTM) Strength As A BusinessThe subdued stock price reaction suggests that Nextcom Ltd.'s ( TLV:NXTM ) strong earnings didn't offer any surprises...Reported Earnings • Mar 20Full year 2023 earnings released: EPS: ₪1.20 (vs ₪0.51 in FY 2022)Full year 2023 results: EPS: ₪1.20 (up from ₪0.51 in FY 2022). Revenue: ₪472.1m (up 7.2% from FY 2022). Net income: ₪17.2m (up 136% from FY 2022). Profit margin: 3.6% (up from 1.6% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.모든 업데이트 보기Recent updates공시 • Mar 30Nextcom Ltd., Annual General Meeting, May 04, 2026Nextcom Ltd., Annual General Meeting, May 04, 2026. Location: amit, polak law offices, IsraelReported Earnings • Mar 26Full year 2025 earnings released: ₪0.41 loss per share (vs ₪0.61 profit in FY 2024)Full year 2025 results: ₪0.41 loss per share (down from ₪0.61 profit in FY 2024). Revenue: ₪437.3m (down 2.2% from FY 2024). Net loss: ₪5.93m (down 168% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.분석 기사 • Jan 07Nextcom (TLV:NXTM) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Nov 29Third quarter 2025 earnings released: EPS: ₪0.035 (vs ₪0.37 in 3Q 2024)Third quarter 2025 results: EPS: ₪0.035 (down from ₪0.37 in 3Q 2024). Revenue: ₪113.2m (down 10% from 3Q 2024). Net income: ₪503.0k (down 90% from 3Q 2024). Profit margin: 0.4% (down from 4.2% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Nov 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to ₪7.82. The fair value is estimated to be ₪9.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 18%.Valuation Update With 7 Day Price Move • Sep 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₪7.81, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 17x in the Telecom industry in Asia. Total returns to shareholders of 53% over the past three years.Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Chairman Yuval Harari was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.분석 기사 • Sep 01Nextcom Ltd.'s (TLV:NXTM) Business Is Yet to Catch Up With Its Share PriceIt's not a stretch to say that Nextcom Ltd.'s ( TLV:NXTM ) price-to-earnings (or "P/E") ratio of 15.8x right now seems...Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₪9.62, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 18x in the Telecom industry in Asia. Total returns to shareholders of 21% over the past three years.New Risk • May 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 10% 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. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.7% net profit margin). Market cap is less than US$100m (₪119.8m market cap, or US$34.3m).분석 기사 • May 21Nextcom Ltd.'s (TLV:NXTM) 30% Share Price Surge Not Quite Adding UpNextcom Ltd. ( TLV:NXTM ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...New Risk • May 18New 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 6.5% 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). Profit margins are more than 30% lower than last year (1.9% net profit margin). Market cap is less than US$100m (₪134.8m market cap, or US$37.9m).분석 기사 • May 16These 4 Measures Indicate That Nextcom (TLV:NXTM) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Upcoming Dividend • Apr 03Upcoming dividend of ₪0.24 per shareEligible shareholders must have bought the stock before 10 April 2025. Payment date: 05 May 2025. The company last paid an ordinary dividend in March 2015. The average dividend yield among industry peers is 5.1%.Reported Earnings • Apr 02Full year 2024 earnings released: EPS: ₪0.61 (vs ₪1.20 in FY 2023)Full year 2024 results: EPS: ₪0.61 (down from ₪1.20 in FY 2023). Revenue: ₪447.2m (down 5.3% from FY 2023). Net income: ₪8.68m (down 49% from FY 2023). Profit margin: 1.9% (down from 3.6% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Apr 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₪8.14, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 18x in the Telecom industry in Asia. Total loss to shareholders of 31% over the past three years.공시 • Apr 01Nextcom Ltd. announces Annual dividend, payable on May 05, 2025Nextcom Ltd. announced Annual dividend of ILS 0.2449 per share payable on May 05, 2025, ex-date on April 10, 2025 and record date on April 10, 2025.공시 • Mar 31Nextcom Ltd., Annual General Meeting, May 05, 2025Nextcom Ltd., Annual General Meeting, May 05, 2025. Location: amit, polak law offices., Israel분석 기사 • Feb 04There's Reason For Concern Over Nextcom Ltd.'s (TLV:NXTM) Massive 26% Price JumpNextcom Ltd. ( TLV:NXTM ) shares have continued their recent momentum with a 26% gain in the last month alone. Looking...분석 기사 • Dec 05Some May Be Optimistic About Nextcom's (TLV:NXTM) EarningsThe market was pleased with the recent earnings report from Nextcom Ltd. ( TLV:NXTM ), despite the profit numbers being...New Risk • Nov 28New major risk - Revenue and earnings growthEarnings have declined by 3.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.4% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (₪86.1m market cap, or US$23.6m).New Risk • Sep 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₪85.0m market cap, or US$22.4m).New Risk • Jun 13New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Market cap is less than US$100m (₪101.3m market cap, or US$27.3m).분석 기사 • May 29Investors Don't See Light At End Of Nextcom Ltd.'s (TLV:NXTM) TunnelWhen close to half the companies in Israel have price-to-earnings ratios (or "P/E's") above 12x, you may consider...분석 기사 • Mar 27Solid Earnings Reflect Nextcom's (TLV:NXTM) Strength As A BusinessThe subdued stock price reaction suggests that Nextcom Ltd.'s ( TLV:NXTM ) strong earnings didn't offer any surprises...공시 • Mar 22Nextcom Ltd., Annual General Meeting, Apr 30, 2024Nextcom Ltd., Annual General Meeting, Apr 30, 2024, at 11:00 Israel Standard Time.New Risk • Mar 20New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 51% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (51% net debt to equity). Market cap is less than US$100m (₪114.4m market cap, or US$31.4m).Reported Earnings • Mar 20Full year 2023 earnings released: EPS: ₪1.20 (vs ₪0.51 in FY 2022)Full year 2023 results: EPS: ₪1.20 (up from ₪0.51 in FY 2022). Revenue: ₪472.1m (up 7.2% from FY 2022). Net income: ₪17.2m (up 136% from FY 2022). Profit margin: 3.6% (up from 1.6% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 30Third quarter 2023 earnings released: EPS: ₪0.48 (vs ₪0.18 in 3Q 2022)Third quarter 2023 results: EPS: ₪0.48 (up from ₪0.18 in 3Q 2022). Revenue: ₪142.8m (up 31% from 3Q 2022). Net income: ₪6.81m (up 168% from 3Q 2022). Profit margin: 4.8% (up from 2.3% 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 17% per year whereas the company’s share price has fallen by 15% per year.Reported Earnings • Nov 30Third quarter 2023 earnings released: EPS: ₪0.48 (vs ₪0.18 in 3Q 2022)Third quarter 2023 results: EPS: ₪0.48 (up from ₪0.18 in 3Q 2022). Revenue: ₪142.8m (up 31% from 3Q 2022). Net income: ₪6.81m (up 168% from 3Q 2022). Profit margin: 4.8% (up from 2.3% 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 17% per year whereas the company’s share price has fallen by 15% per year.분석 기사 • Nov 29We Think Nextcom (TLV:NXTM) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...New Risk • Nov 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 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (₪101.4m market cap, or US$27.5m).Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: ₪0.19 (vs ₪0.051 loss in 2Q 2022)Second quarter 2023 results: EPS: ₪0.19 (up from ₪0.051 loss in 2Q 2022). Revenue: ₪119.9m (up 24% from 2Q 2022). Net income: ₪5.36m (up ₪6.08m from 2Q 2022). Profit margin: 4.5% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has remained flat, which means it is well ahead of earnings.분석 기사 • Jul 27Does Nextcom (TLV:NXTM) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Reported Earnings • Mar 25Full year 2022 earnings released: EPS: ₪0.51 (vs ₪1.75 in FY 2021)Full year 2022 results: EPS: ₪0.51 (down from ₪1.75 in FY 2021). Revenue: ₪440.4m (down 15% from FY 2021). Net income: ₪7.26m (down 71% from FY 2021). Profit margin: 1.6% (down from 4.8% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 6% per year.분석 기사 • Jan 19Nextcom (TLV:NXTM) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₪5.32, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 17x in the Telecom industry in Asia. Total returns to shareholders of 8.0% over the past three years.Reported Earnings • Nov 30Third quarter 2022 earnings released: EPS: ₪0.18 (vs ₪0.42 in 3Q 2021)Third quarter 2022 results: EPS: ₪0.18 (down from ₪0.42 in 3Q 2021). Revenue: ₪108.8m (down 13% from 3Q 2021). Net income: ₪2.54m (down 58% from 3Q 2021). Profit margin: 2.3% (down from 4.8% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Director Israel Tchechik was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Sep 03Second quarter 2022 earnings released: ₪0.051 loss per share (vs ₪0.37 profit in 2Q 2021)Second quarter 2022 results: ₪0.051 loss per share (down from ₪0.37 profit in 2Q 2021). Revenue: ₪97.1m (down 26% from 2Q 2021). Net loss: ₪722.0k (down 114% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 31Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₪5.77, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 17x in the Telecom industry in Asia. Total returns to shareholders of 33% over the past three years.분석 기사 • Aug 01Nextcom (TLV:NXTM) Has A Pretty Healthy Balance SheetDavid 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 • Jun 02Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₪7.89, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 18x in the Telecom industry in Asia. Total returns to shareholders of 47% over the past three years.분석 기사 • May 31Nextcom (TLV:NXTM) Is Looking To Continue Growing Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Reported Earnings • May 28First quarter 2022 earnings released: EPS: ₪0.22 (vs ₪0.48 in 1Q 2021)First quarter 2022 results: EPS: ₪0.22 (down from ₪0.48 in 1Q 2021). Revenue: ₪128.1m (up 7.9% from 1Q 2021). Net income: ₪3.06m (down 55% from 1Q 2021). Profit margin: 2.4% (down from 5.7% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 02Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₪10.38, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 19x in the Telecom industry in Asia. Total returns to shareholders of 95% over the past three years.분석 기사 • Apr 28Nextcom (TLV:NXTM) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...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. 3 experienced directors. 2 highly experienced directors. Director Israel Tchechik was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.분석 기사 • Jan 27Is Nextcom (TLV:NXTM) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Nov 27Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₪0.42 (up from ₪0.39 in 3Q 2020). Revenue: ₪125.1m (up 37% from 3Q 2020). Net income: ₪6.00m (up 9.5% from 3Q 2020). Profit margin: 4.8% (down from 6.0% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 29% per year.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₪10.44, the stock trades at a trailing P/E ratio of 7x. Average trailing P/E is 23x in the Telecom industry in Asia. Total returns to shareholders of 78% over the past three years.분석 기사 • Sep 01A Look At The Fair Value Of Nextcom Ltd. (TLV:NXTM)How far off is Nextcom Ltd. ( TLV:NXTM ) from its intrinsic value? Using the most recent financial data, we'll take a...Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₪14.23, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 21x in the Telecom industry in Asia. Total returns to shareholders of 170% over the past three years.분석 기사 • May 26Nextcom (TLV:NXTM) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • May 08Should You Be Adding Nextcom (TLV:NXTM) To Your Watchlist Today?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Reported Earnings • Mar 24Full year 2020 earnings released: EPS ₪1.09 (vs ₪0.90 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₪355.0m (up 2.5% from FY 2019). Net income: ₪15.5m (up 22% from FY 2019). Profit margin: 4.4% (up from 3.7% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Mar 24Returns On Capital At Nextcom (TLV:NXTM) Have StalledThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₪11.40, the stock is trading at a trailing P/E ratio of 12.6x, up from the previous P/E ratio of 10.9x. This compares to an average P/E of 21x in the Telecom industry in Asia. Total returns to shareholders over the past three years are 184%.분석 기사 • Mar 05Declining Stock and Solid Fundamentals: Is The Market Wrong About Nextcom Ltd. (TLV:NXTM)?With its stock down 14% over the past month, it is easy to disregard Nextcom (TLV:NXTM). However, stock prices are...Is New 90 Day High Low • Mar 04New 90-day low: ₪9.75The company is down 11% from its price of ₪10.94 on 03 December 2020. The Israeli market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 7.0% over the same period.분석 기사 • Feb 11Is Nextcom (TLV:NXTM) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...분석 기사 • Jan 04Nextcom (TLV:NXTM) Has Rewarded Shareholders With An Exceptional 402% Total Return On Their InvestmentWe think all investors should try to buy and hold high quality multi-year winners. While not every stock performs well...Is New 90 Day High Low • Dec 28New 90-day high: ₪12.27The company is up 75% from its price of ₪7.01 on 29 September 2020. The Israeli market is up 26% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 6.0% over the same period.분석 기사 • Dec 16Has Nextcom (TLV:NXTM) Got What It Takes To Become A Multi-Bagger?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...분석 기사 • Dec 01There's A Lot To Like About Nextcom's (TLV:NXTM) Upcoming ₪0.21 DividendReaders hoping to buy Nextcom Ltd. ( TLV:NXTM ) for its dividend will need to make their move shortly, as the stock is...Upcoming Dividend • Nov 29Upcoming Dividend of ₪0.21 Per ShareWill be paid on the 4th of January to those who are registered shareholders by the 6th of December. The trailing yield of 1.4% is below the top quartile of Israeli dividend payers (5.3%), and is lower than industry peers (3.9%).Reported Earnings • Nov 27Third quarter 2020 earnings released: EPS ₪0.39The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: ₪91.0m (down 3.9% from 3Q 2019). Net income: ₪5.48m (up 23% from 3Q 2019). Profit margin: 6.0% (up from 4.7% 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 20% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Nov 26Nextcom Ltd.'s (TLV:NXTM) Stock Is Going Strong: Is the Market Following Fundamentals?Nextcom (TLV:NXTM) has had a great run on the share market with its stock up by a significant 63% over the last three...Valuation Update With 7 Day Price Move • Nov 16Market bids up stock over the past weekAfter last week's 16% share price gain to ₪9.34, the stock is trading at a trailing P/E ratio of 11.3x, up from the previous P/E ratio of 9.7x. This compares to an average P/E of 19x in the Telecom industry in Asia. Total returns to shareholders over the past three years are 172%.Is New 90 Day High Low • Nov 11New 90-day high: ₪8.58The company is up 43% from its price of ₪6.02 on 12 August 2020. The Israeli market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 1.0% over the same period.Is New 90 Day High Low • Oct 01New 90-day high: ₪7.50The company is up 50% from its price of ₪5.02 on 01 July 2020. The Israeli market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 4.0% over the same period.매출 및 비용 세부 내역Nextcom가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TASE:NXTM 매출, 비용 및 순이익 (ILS Millions)날짜매출순이익일반관리비연구개발비31 Dec 25437-627030 Sep 25455-228030 Jun 25468327031 Mar 25452826031 Dec 24447926030 Sep 24431925030 Jun 244481025031 Mar 244701725031 Dec 234721725030 Sep 234681723030 Jun 234341322031 Mar 23411721031 Dec 22440720030 Sep 224761221030 Jun 224921521031 Mar 225262120031 Dec 215172520030 Sep 214902319030 Jun 214562318031 Mar 213982118031 Dec 203551518030 Sep 203311318030 Jun 203351219031 Mar 203441120031 Dec 193461321030 Sep 193601320030 Jun 193561220031 Mar 193541219031 Dec 183451118030 Sep 183111117030 Jun 182801016031 Mar 18257916031 Dec 17239616030 Sep 17228416030 Jun 17222216031 Mar 17212016031 Dec 16209017030 Sep 16214017030 Jun 16216-117031 Mar 16232116031 Dec 15241316030 Sep 15238316030 Jun 152487150양질의 수익: NXTM 은(는) 현재 수익성이 없습니다.이익 마진 증가: NXTM는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: NXTM은 수익성이 없으며 지난 5년 동안 손실이 연평균 32.1% 증가했습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 NXTM의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: NXTM은 수익성이 없어 지난 해 수익 성장률을 Telecom 업계(9.3%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: NXTM는 현재 수익성이 없으므로 자본 수익률이 음수(-4.63%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTelecom 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/13 07:00종가2026/05/13 00:00수익2025/12/31연간 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 소스Nextcom Ltd.는 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 • Mar 26Full year 2025 earnings released: ₪0.41 loss per share (vs ₪0.61 profit in FY 2024)Full year 2025 results: ₪0.41 loss per share (down from ₪0.61 profit in FY 2024). Revenue: ₪437.3m (down 2.2% from FY 2024). Net loss: ₪5.93m (down 168% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 29Third quarter 2025 earnings released: EPS: ₪0.035 (vs ₪0.37 in 3Q 2024)Third quarter 2025 results: EPS: ₪0.035 (down from ₪0.37 in 3Q 2024). Revenue: ₪113.2m (down 10% from 3Q 2024). Net income: ₪503.0k (down 90% from 3Q 2024). Profit margin: 0.4% (down from 4.2% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 02Full year 2024 earnings released: EPS: ₪0.61 (vs ₪1.20 in FY 2023)Full year 2024 results: EPS: ₪0.61 (down from ₪1.20 in FY 2023). Revenue: ₪447.2m (down 5.3% from FY 2023). Net income: ₪8.68m (down 49% from FY 2023). Profit margin: 1.9% (down from 3.6% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
분석 기사 • Dec 05Some May Be Optimistic About Nextcom's (TLV:NXTM) EarningsThe market was pleased with the recent earnings report from Nextcom Ltd. ( TLV:NXTM ), despite the profit numbers being...
분석 기사 • Mar 27Solid Earnings Reflect Nextcom's (TLV:NXTM) Strength As A BusinessThe subdued stock price reaction suggests that Nextcom Ltd.'s ( TLV:NXTM ) strong earnings didn't offer any surprises...
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: ₪1.20 (vs ₪0.51 in FY 2022)Full year 2023 results: EPS: ₪1.20 (up from ₪0.51 in FY 2022). Revenue: ₪472.1m (up 7.2% from FY 2022). Net income: ₪17.2m (up 136% from FY 2022). Profit margin: 3.6% (up from 1.6% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
공시 • Mar 30Nextcom Ltd., Annual General Meeting, May 04, 2026Nextcom Ltd., Annual General Meeting, May 04, 2026. Location: amit, polak law offices, Israel
Reported Earnings • Mar 26Full year 2025 earnings released: ₪0.41 loss per share (vs ₪0.61 profit in FY 2024)Full year 2025 results: ₪0.41 loss per share (down from ₪0.61 profit in FY 2024). Revenue: ₪437.3m (down 2.2% from FY 2024). Net loss: ₪5.93m (down 168% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
분석 기사 • Jan 07Nextcom (TLV:NXTM) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Nov 29Third quarter 2025 earnings released: EPS: ₪0.035 (vs ₪0.37 in 3Q 2024)Third quarter 2025 results: EPS: ₪0.035 (down from ₪0.37 in 3Q 2024). Revenue: ₪113.2m (down 10% from 3Q 2024). Net income: ₪503.0k (down 90% from 3Q 2024). Profit margin: 0.4% (down from 4.2% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Nov 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to ₪7.82. The fair value is estimated to be ₪9.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 18%.
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₪7.81, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 17x in the Telecom industry in Asia. Total returns to shareholders of 53% over the past three years.
Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Chairman Yuval Harari was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
분석 기사 • Sep 01Nextcom Ltd.'s (TLV:NXTM) Business Is Yet to Catch Up With Its Share PriceIt's not a stretch to say that Nextcom Ltd.'s ( TLV:NXTM ) price-to-earnings (or "P/E") ratio of 15.8x right now seems...
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₪9.62, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 18x in the Telecom industry in Asia. Total returns to shareholders of 21% over the past three years.
New Risk • May 29New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 10% 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. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.7% net profit margin). Market cap is less than US$100m (₪119.8m market cap, or US$34.3m).
분석 기사 • May 21Nextcom Ltd.'s (TLV:NXTM) 30% Share Price Surge Not Quite Adding UpNextcom Ltd. ( TLV:NXTM ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...
New Risk • May 18New 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 6.5% 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). Profit margins are more than 30% lower than last year (1.9% net profit margin). Market cap is less than US$100m (₪134.8m market cap, or US$37.9m).
분석 기사 • May 16These 4 Measures Indicate That Nextcom (TLV:NXTM) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Upcoming Dividend • Apr 03Upcoming dividend of ₪0.24 per shareEligible shareholders must have bought the stock before 10 April 2025. Payment date: 05 May 2025. The company last paid an ordinary dividend in March 2015. The average dividend yield among industry peers is 5.1%.
Reported Earnings • Apr 02Full year 2024 earnings released: EPS: ₪0.61 (vs ₪1.20 in FY 2023)Full year 2024 results: EPS: ₪0.61 (down from ₪1.20 in FY 2023). Revenue: ₪447.2m (down 5.3% from FY 2023). Net income: ₪8.68m (down 49% from FY 2023). Profit margin: 1.9% (down from 3.6% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₪8.14, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 18x in the Telecom industry in Asia. Total loss to shareholders of 31% over the past three years.
공시 • Apr 01Nextcom Ltd. announces Annual dividend, payable on May 05, 2025Nextcom Ltd. announced Annual dividend of ILS 0.2449 per share payable on May 05, 2025, ex-date on April 10, 2025 and record date on April 10, 2025.
공시 • Mar 31Nextcom Ltd., Annual General Meeting, May 05, 2025Nextcom Ltd., Annual General Meeting, May 05, 2025. Location: amit, polak law offices., Israel
분석 기사 • Feb 04There's Reason For Concern Over Nextcom Ltd.'s (TLV:NXTM) Massive 26% Price JumpNextcom Ltd. ( TLV:NXTM ) shares have continued their recent momentum with a 26% gain in the last month alone. Looking...
분석 기사 • Dec 05Some May Be Optimistic About Nextcom's (TLV:NXTM) EarningsThe market was pleased with the recent earnings report from Nextcom Ltd. ( TLV:NXTM ), despite the profit numbers being...
New Risk • Nov 28New major risk - Revenue and earnings growthEarnings have declined by 3.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.4% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (₪86.1m market cap, or US$23.6m).
New Risk • Sep 24New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₪85.0m market cap, or US$22.4m).
New Risk • Jun 13New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Market cap is less than US$100m (₪101.3m market cap, or US$27.3m).
분석 기사 • May 29Investors Don't See Light At End Of Nextcom Ltd.'s (TLV:NXTM) TunnelWhen close to half the companies in Israel have price-to-earnings ratios (or "P/E's") above 12x, you may consider...
분석 기사 • Mar 27Solid Earnings Reflect Nextcom's (TLV:NXTM) Strength As A BusinessThe subdued stock price reaction suggests that Nextcom Ltd.'s ( TLV:NXTM ) strong earnings didn't offer any surprises...
공시 • Mar 22Nextcom Ltd., Annual General Meeting, Apr 30, 2024Nextcom Ltd., Annual General Meeting, Apr 30, 2024, at 11:00 Israel Standard Time.
New Risk • Mar 20New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 51% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (51% net debt to equity). Market cap is less than US$100m (₪114.4m market cap, or US$31.4m).
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: ₪1.20 (vs ₪0.51 in FY 2022)Full year 2023 results: EPS: ₪1.20 (up from ₪0.51 in FY 2022). Revenue: ₪472.1m (up 7.2% from FY 2022). Net income: ₪17.2m (up 136% from FY 2022). Profit margin: 3.6% (up from 1.6% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 30Third quarter 2023 earnings released: EPS: ₪0.48 (vs ₪0.18 in 3Q 2022)Third quarter 2023 results: EPS: ₪0.48 (up from ₪0.18 in 3Q 2022). Revenue: ₪142.8m (up 31% from 3Q 2022). Net income: ₪6.81m (up 168% from 3Q 2022). Profit margin: 4.8% (up from 2.3% 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 17% per year whereas the company’s share price has fallen by 15% per year.
Reported Earnings • Nov 30Third quarter 2023 earnings released: EPS: ₪0.48 (vs ₪0.18 in 3Q 2022)Third quarter 2023 results: EPS: ₪0.48 (up from ₪0.18 in 3Q 2022). Revenue: ₪142.8m (up 31% from 3Q 2022). Net income: ₪6.81m (up 168% from 3Q 2022). Profit margin: 4.8% (up from 2.3% 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 17% per year whereas the company’s share price has fallen by 15% per year.
분석 기사 • Nov 29We Think Nextcom (TLV:NXTM) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Risk • Nov 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 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (₪101.4m market cap, or US$27.5m).
Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: ₪0.19 (vs ₪0.051 loss in 2Q 2022)Second quarter 2023 results: EPS: ₪0.19 (up from ₪0.051 loss in 2Q 2022). Revenue: ₪119.9m (up 24% from 2Q 2022). Net income: ₪5.36m (up ₪6.08m from 2Q 2022). Profit margin: 4.5% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
분석 기사 • Jul 27Does Nextcom (TLV:NXTM) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Reported Earnings • Mar 25Full year 2022 earnings released: EPS: ₪0.51 (vs ₪1.75 in FY 2021)Full year 2022 results: EPS: ₪0.51 (down from ₪1.75 in FY 2021). Revenue: ₪440.4m (down 15% from FY 2021). Net income: ₪7.26m (down 71% from FY 2021). Profit margin: 1.6% (down from 4.8% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 6% per year.
분석 기사 • Jan 19Nextcom (TLV:NXTM) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₪5.32, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 17x in the Telecom industry in Asia. Total returns to shareholders of 8.0% over the past three years.
Reported Earnings • Nov 30Third quarter 2022 earnings released: EPS: ₪0.18 (vs ₪0.42 in 3Q 2021)Third quarter 2022 results: EPS: ₪0.18 (down from ₪0.42 in 3Q 2021). Revenue: ₪108.8m (down 13% from 3Q 2021). Net income: ₪2.54m (down 58% from 3Q 2021). Profit margin: 2.3% (down from 4.8% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Director Israel Tchechik was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Sep 03Second quarter 2022 earnings released: ₪0.051 loss per share (vs ₪0.37 profit in 2Q 2021)Second quarter 2022 results: ₪0.051 loss per share (down from ₪0.37 profit in 2Q 2021). Revenue: ₪97.1m (down 26% from 2Q 2021). Net loss: ₪722.0k (down 114% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 31Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₪5.77, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 17x in the Telecom industry in Asia. Total returns to shareholders of 33% over the past three years.
분석 기사 • Aug 01Nextcom (TLV:NXTM) Has A Pretty Healthy Balance SheetDavid 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 • Jun 02Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₪7.89, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 18x in the Telecom industry in Asia. Total returns to shareholders of 47% over the past three years.
분석 기사 • May 31Nextcom (TLV:NXTM) Is Looking To Continue Growing Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Reported Earnings • May 28First quarter 2022 earnings released: EPS: ₪0.22 (vs ₪0.48 in 1Q 2021)First quarter 2022 results: EPS: ₪0.22 (down from ₪0.48 in 1Q 2021). Revenue: ₪128.1m (up 7.9% from 1Q 2021). Net income: ₪3.06m (down 55% from 1Q 2021). Profit margin: 2.4% (down from 5.7% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 02Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₪10.38, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 19x in the Telecom industry in Asia. Total returns to shareholders of 95% over the past three years.
분석 기사 • Apr 28Nextcom (TLV:NXTM) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
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. 3 experienced directors. 2 highly experienced directors. Director Israel Tchechik was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
분석 기사 • Jan 27Is Nextcom (TLV:NXTM) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Nov 27Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₪0.42 (up from ₪0.39 in 3Q 2020). Revenue: ₪125.1m (up 37% from 3Q 2020). Net income: ₪6.00m (up 9.5% from 3Q 2020). Profit margin: 4.8% (down from 6.0% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 29% per year.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₪10.44, the stock trades at a trailing P/E ratio of 7x. Average trailing P/E is 23x in the Telecom industry in Asia. Total returns to shareholders of 78% over the past three years.
분석 기사 • Sep 01A Look At The Fair Value Of Nextcom Ltd. (TLV:NXTM)How far off is Nextcom Ltd. ( TLV:NXTM ) from its intrinsic value? Using the most recent financial data, we'll take a...
Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₪14.23, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 21x in the Telecom industry in Asia. Total returns to shareholders of 170% over the past three years.
분석 기사 • May 26Nextcom (TLV:NXTM) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • May 08Should You Be Adding Nextcom (TLV:NXTM) To Your Watchlist Today?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Reported Earnings • Mar 24Full year 2020 earnings released: EPS ₪1.09 (vs ₪0.90 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₪355.0m (up 2.5% from FY 2019). Net income: ₪15.5m (up 22% from FY 2019). Profit margin: 4.4% (up from 3.7% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Mar 24Returns On Capital At Nextcom (TLV:NXTM) Have StalledThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₪11.40, the stock is trading at a trailing P/E ratio of 12.6x, up from the previous P/E ratio of 10.9x. This compares to an average P/E of 21x in the Telecom industry in Asia. Total returns to shareholders over the past three years are 184%.
분석 기사 • Mar 05Declining Stock and Solid Fundamentals: Is The Market Wrong About Nextcom Ltd. (TLV:NXTM)?With its stock down 14% over the past month, it is easy to disregard Nextcom (TLV:NXTM). However, stock prices are...
Is New 90 Day High Low • Mar 04New 90-day low: ₪9.75The company is down 11% from its price of ₪10.94 on 03 December 2020. The Israeli market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 7.0% over the same period.
분석 기사 • Feb 11Is Nextcom (TLV:NXTM) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
분석 기사 • Jan 04Nextcom (TLV:NXTM) Has Rewarded Shareholders With An Exceptional 402% Total Return On Their InvestmentWe think all investors should try to buy and hold high quality multi-year winners. While not every stock performs well...
Is New 90 Day High Low • Dec 28New 90-day high: ₪12.27The company is up 75% from its price of ₪7.01 on 29 September 2020. The Israeli market is up 26% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 6.0% over the same period.
분석 기사 • Dec 16Has Nextcom (TLV:NXTM) Got What It Takes To Become A Multi-Bagger?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 • Dec 01There's A Lot To Like About Nextcom's (TLV:NXTM) Upcoming ₪0.21 DividendReaders hoping to buy Nextcom Ltd. ( TLV:NXTM ) for its dividend will need to make their move shortly, as the stock is...
Upcoming Dividend • Nov 29Upcoming Dividend of ₪0.21 Per ShareWill be paid on the 4th of January to those who are registered shareholders by the 6th of December. The trailing yield of 1.4% is below the top quartile of Israeli dividend payers (5.3%), and is lower than industry peers (3.9%).
Reported Earnings • Nov 27Third quarter 2020 earnings released: EPS ₪0.39The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: ₪91.0m (down 3.9% from 3Q 2019). Net income: ₪5.48m (up 23% from 3Q 2019). Profit margin: 6.0% (up from 4.7% 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 20% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Nov 26Nextcom Ltd.'s (TLV:NXTM) Stock Is Going Strong: Is the Market Following Fundamentals?Nextcom (TLV:NXTM) has had a great run on the share market with its stock up by a significant 63% over the last three...
Valuation Update With 7 Day Price Move • Nov 16Market bids up stock over the past weekAfter last week's 16% share price gain to ₪9.34, the stock is trading at a trailing P/E ratio of 11.3x, up from the previous P/E ratio of 9.7x. This compares to an average P/E of 19x in the Telecom industry in Asia. Total returns to shareholders over the past three years are 172%.
Is New 90 Day High Low • Nov 11New 90-day high: ₪8.58The company is up 43% from its price of ₪6.02 on 12 August 2020. The Israeli market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 1.0% over the same period.
Is New 90 Day High Low • Oct 01New 90-day high: ₪7.50The company is up 50% from its price of ₪5.02 on 01 July 2020. The Israeli market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 4.0% over the same period.