Is Isrotel (TLV:ISRO) Using Too Much Debt?
Feb 06
Have your own idea? Try our Stock Screener
Israeli (TA) Consumer Discretionary Sector Analysis
UpdatedMar 23, 2026
DataAggregated Company Financials
Companies47
- 7D3.1%
- 3M-4.3%
- 1Y18.2%
- YTD-5.1%
In the last week, the Consumer Discretionary industry is up 3.1%, with Delek Automotive Systems up 21%. This means that the industry has gained 18% over the past year. As for the next few years, earnings are expected to grow by 36% per annum.
Sector Valuation and Performance
Has the Israeli Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 24 Mar 2026 | ₪71.7b | ₪81.4b | ₪3.1b | 13.8x | 23.4x | 0.9x |
| Thu, 19 Feb 2026 | ₪80.8b | ₪87.9b | ₪3.3b | 14.2x | 24.7x | 0.9x |
| Sat, 17 Jan 2026 | ₪84.6b | ₪87.8b | ₪3.2b | 14.5x | 26.6x | 1x |
| Mon, 15 Dec 2025 | ₪78.9b | ₪88.4b | ₪3.2b | 15.5x | 24.8x | 0.9x |
| Wed, 12 Nov 2025 | ₪79.6b | ₪87.3b | ₪3.2b | 20.9x | 24.8x | 0.9x |
| Fri, 10 Oct 2025 | ₪79.4b | ₪87.4b | ₪3.2b | 21.5x | 24.6x | 0.9x |
| Sun, 07 Sep 2025 | ₪70.5b | ₪82.7b | ₪3.0b | 19.7x | 23.8x | 0.9x |
| Tue, 05 Aug 2025 | ₪71.7b | ₪82.6b | ₪3.2b | 17.1x | 22.7x | 0.9x |
| Thu, 03 Jul 2025 | ₪72.7b | ₪82.4b | ₪3.1b | 17.7x | 23.1x | 0.9x |
| Sat, 31 May 2025 | ₪63.4b | ₪82.6b | ₪3.1b | 17.1x | 20.3x | 0.8x |
| Mon, 28 Apr 2025 | ₪61.7b | ₪81.4b | ₪3.2b | 14.7x | 19.2x | 0.8x |
| Wed, 26 Mar 2025 | ₪59.4b | ₪79.7b | ₪3.0b | 14.8x | 19.5x | 0.7x |
| Fri, 21 Feb 2025 | ₪67.4b | ₪78.2b | ₪2.9b | 15.7x | 23.5x | 0.9x |
| Sun, 19 Jan 2025 | ₪64.8b | ₪77.8b | ₪2.9b | 14.7x | 22.1x | 0.8x |
| Tue, 17 Dec 2024 | ₪63.8b | ₪77.7b | ₪2.9b | 15.4x | 21.8x | 0.8x |
| Thu, 14 Nov 2024 | ₪57.0b | ₪76.4b | ₪2.5b | 12.3x | 22.5x | 0.7x |
| Sat, 12 Oct 2024 | ₪50.8b | ₪76.5b | ₪2.5b | 12x | 20x | 0.7x |
| Mon, 09 Sep 2024 | ₪52.7b | ₪76.2b | ₪2.5b | 12.1x | 20.8x | 0.7x |
| Wed, 07 Aug 2024 | ₪48.4b | ₪75.4b | ₪2.6b | 13x | 18.6x | 0.6x |
| Fri, 05 Jul 2024 | ₪49.7b | ₪75.1b | ₪2.6b | 12.9x | 19.1x | 0.7x |
| Sun, 02 Jun 2024 | ₪54.7b | ₪74.6b | ₪2.7b | 13.1x | 20.7x | 0.7x |
| Tue, 30 Apr 2024 | ₪56.2b | ₪74.8b | ₪2.6b | 13.8x | 21.9x | 0.8x |
| Thu, 28 Mar 2024 | ₪59.7b | ₪74.3b | ₪2.5b | 14.4x | 23.7x | 0.8x |
| Sat, 24 Feb 2024 | ₪57.1b | ₪74.6b | ₪2.7b | 13.8x | 21.4x | 0.8x |
| Mon, 22 Jan 2024 | ₪52.3b | ₪75.1b | ₪2.6b | 12.6x | 20.1x | 0.7x |
| Wed, 20 Dec 2023 | ₪52.8b | ₪74.9b | ₪2.6b | 12.4x | 20x | 0.7x |
| Fri, 17 Nov 2023 | ₪47.1b | ₪74.5b | ₪3.0b | 10.8x | 15.9x | 0.6x |
| Sun, 15 Oct 2023 | ₪47.7b | ₪75.0b | ₪3.0b | 11.1x | 16x | 0.6x |
| Tue, 12 Sep 2023 | ₪51.3b | ₪74.1b | ₪2.9b | 12x | 17.6x | 0.7x |
| Thu, 10 Aug 2023 | ₪56.0b | ₪73.2b | ₪3.4b | 13.3x | 16.5x | 0.8x |
| Sat, 08 Jul 2023 | ₪55.4b | ₪72.4b | ₪3.2b | 13.1x | 17.3x | 0.8x |
| Mon, 05 Jun 2023 | ₪51.9b | ₪72.6b | ₪3.3b | 12.2x | 15.7x | 0.7x |
| Wed, 03 May 2023 | ₪52.4b | ₪69.9b | ₪3.4b | 12.8x | 15.2x | 0.8x |
| Fri, 31 Mar 2023 | ₪51.7b | ₪69.0b | ₪3.6b | 12.9x | 14.5x | 0.7x |
Price to Earnings Ratio
14.5x
Current Industry PE
- Investors are optimistic on the Israeli Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 23.4x which is higher than its 3-year average PE of 20.6x.
- The industry is trading close to its 3-year average PS ratio of 0.77x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 6.4% per year over the last three years.
- Meanwhile revenues for these companies have grown 5.8% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Israeli Consumer Discretionary sector?
| IL Market | 2.10% | |
| Consumer Discretionary | 3.12% | |
| Retail Distributors | 6.69% | |
| Specialty Stores | 5.05% | |
| Luxury | 4.28% | |
| Consumer Services | 3.86% | |
| Auto Components | 3.41% | |
| Consumer Durables | 2.53% | |
| Hospitality | 1.46% | |
| General Merchandise and Department Stores | 1.37% | |
| Auto | 0% | 0 |
| Online Retail and Ecommerce | 0% | 0 |
Industry PE
- Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio of 23.1x.
- Analysts are expecting annual earnings growth of 35.8%, which is lower than the prior year's growth of 58.2% per year.
- Investors are most pessimistic about the Consumer Services industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 36% over the next 5 years.
- However this is lower than its past earnings growth rate of 58% per year.
- In contrast, the Auto Components industry is expected to see its earnings grow by 36% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ISRO Isrotel | ₪157.20 | 5.6% +₪469.7m | 103.3% | PE35x | |
| DLEA Delek Automotive Systems | ₪22.27 | 19.6% +₪354.0m | -15.4% | PE10.2x | |
| FOX Fox-Wizel | ₪273.50 | 9.5% +₪330.0m | -3.5% | PE15.7x | |
| FTAL Fattal Holdings (1998) | ₪607.80 | 3.1% +₪296.9m | 33.6% | PE572x | |
| DELG Delta Galil Industries | ₪156.50 | 5.2% +₪201.9m | -12.6% | PE15.5x |
