Narrative Update • Jun 26

Over the last 7 days, the Oil and Gas Exploration and Production industry has risen 4.8%, driven by gains in Delek Group and Navitas Petroleum Limited Partnership of 7.6% and 6.3%, respectively. During this same period, the Givot Olam Oil Exploration-Limited Partnership (1993) underperformed, falling 7.3%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 9.6% per annum.
Has the Israeli Oil and Gas Exploration and Production Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 07 Jul 2026 | ₪71.1b | ₪16.4b | ₪3.1b | 15.8x | 23.1x | 4.3x |
| Thu, 04 Jun 2026 | ₪71.6b | ₪16.1b | ₪3.0b | 16x | 23.9x | 4.4x |
| Sat, 02 May 2026 | ₪82.4b | ₪16.8b | ₪3.7b | 18x | 22x | 4.9x |
| Mon, 30 Mar 2026 | ₪79.9b | ₪24.8b | ₪4.6b | 16.1x | 17.5x | 3.2x |
| Wed, 25 Feb 2026 | ₪81.6b | ₪24.2b | ₪4.1b | 16.2x | 19.9x | 3.4x |
| Fri, 23 Jan 2026 | ₪75.2b | ₪24.2b | ₪4.1b | 16.2x | 18.3x | 3.1x |
| Sun, 21 Dec 2025 | ₪74.7b | ₪24.4b | ₪4.2b | 15.3x | 17.9x | 3.1x |
| Tue, 18 Nov 2025 | ₪79.0b | ₪26.8b | ₪3.9b | 15.3x | 20.2x | 2.9x |
| Thu, 16 Oct 2025 | ₪73.8b | ₪26.9b | ₪4.0b | 14.7x | 18.4x | 2.7x |
| Sat, 13 Sep 2025 | ₪70.2b | ₪27.0b | ₪4.0b | 14.1x | 17.3x | 2.6x |
| Mon, 11 Aug 2025 | ₪65.3b | ₪26.3b | ₪4.5b | 13.2x | 14.6x | 2.5x |
| Wed, 09 Jul 2025 | ₪69.7b | ₪26.4b | ₪4.6b | 14.3x | 15.2x | 2.6x |
| Fri, 06 Jun 2025 | ₪62.8b | ₪26.7b | ₪4.7b | 12.6x | 13.3x | 2.4x |
| Sun, 04 May 2025 | ₪58.4b | ₪25.0b | ₪5.0b | 11x | 11.6x | 2.3x |
| Tue, 01 Apr 2025 | ₪55.5b | ₪25.8b | ₪5.3b | 11.4x | 10.4x | 2.2x |
| Thu, 27 Feb 2025 | ₪60.9b | ₪24.3b | ₪4.6b | 12.8x | 13.3x | 2.5x |
| Sat, 25 Jan 2025 | ₪54.4b | ₪24.3b | ₪4.6b | 11.3x | 11.8x | 2.2x |
| Mon, 23 Dec 2024 | ₪50.0b | ₪24.4b | ₪4.7b | 10.4x | 10.7x | 2x |
| Wed, 20 Nov 2024 | ₪49.1b | ₪24.8b | ₪4.8b | 10.5x | 10.3x | 2x |
| Fri, 18 Oct 2024 | ₪42.8b | ₪24.8b | ₪4.8b | 8.9x | 8.9x | 1.7x |
| Sun, 15 Sep 2024 | ₪39.9b | ₪24.7b | ₪4.8b | 8.3x | 8.4x | 1.6x |
| Tue, 13 Aug 2024 | ₪39.2b | ₪25.2b | ₪4.9b | 7.9x | 8x | 1.6x |
| Thu, 11 Jul 2024 | ₪40.8b | ₪24.8b | ₪4.6b | 8.5x | 8.8x | 1.6x |
| Sat, 08 Jun 2024 | ₪37.5b | ₪25.0b | ₪4.6b | 8.9x | 8.1x | 1.5x |
| Mon, 06 May 2024 | ₪39.9b | ₪25.2b | ₪4.8b | 8.2x | 8.3x | 1.6x |
| Wed, 03 Apr 2024 | ₪40.9b | ₪25.2b | ₪4.8b | 8.4x | 8.5x | 1.6x |
| Fri, 01 Mar 2024 | ₪41.0b | ₪24.9b | ₪4.0b | 9.6x | 10.2x | 1.6x |
| Sun, 28 Jan 2024 | ₪38.9b | ₪25.4b | ₪4.2b | 9.3x | 9.4x | 1.5x |
| Tue, 26 Dec 2023 | ₪40.2b | ₪25.2b | ₪4.1b | 9.7x | 9.8x | 1.6x |
| Thu, 23 Nov 2023 | ₪38.1b | ₪25.4b | ₪3.5b | 8.8x | 11x | 1.5x |
| Sat, 21 Oct 2023 | ₪36.7b | ₪26.1b | ₪3.8b | 7.6x | 9.7x | 1.4x |
| Mon, 18 Sep 2023 | ₪43.2b | ₪25.6b | ₪3.6b | 9.2x | 12.1x | 1.7x |
| Wed, 16 Aug 2023 | ₪41.2b | ₪25.5b | ₪6.0b | 10.3x | 6.8x | 1.6x |
| Fri, 14 Jul 2023 | ₪37.1b | ₪25.2b | ₪5.9b | 9.1x | 6.3x | 1.5x |
6.3x
How does Israeli Oil and Gas Exploration and Production compare with similar industries?
| IL Market | 5.36% | |
| Energy | 6.47% | |
| Oil and Gas | 6.53% | |
| Oil and Gas Exploration and Production | 5.68% | |
| Oil and Gas Refining and Marketing | 10.59% | |
| Oil and Gas Storage and Transportation | 4.46% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DLEKG Delek Group | ₪840.60 | 11.0% +₪1.5b | 20.1% | PE62.7x | |
| NVPT Navitas Petroleum Limited Partnership | ₪124.80 | 5.5% +₪770.8m | 18.3% | PE30.9x | |
| NWMD NewMed Energy - Limited Partnership | ₪16.22 | 2.1% +₪387.4m | -4.7% | PE26.3x | |
| EQTL Equital | ₪113.70 | 7.9% +₪301.5m | -30.5% | PE7.4x | |
| ISRA Isramco Negev 2 Limited Partnership | ₪2.01 | 5.2% +₪257.7m | -13.4% | PE15.3x |