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Israeli (TA) Industrials Sector Analysis
UpdatedJan 31, 2025
DataAggregated Company Financials
Companies86
- 7D-1.0%
- 3M21.1%
- 1Y41.5%
- YTD6.2%
The Industrials industry has been flat over the last week, but Shikun & Binui has lost 11%. The past year has been better, since the industry has gained 42% in that time. As for the next few years, earnings are expected to grow by 22% per annum.
Sector Valuation and Performance
Has the Israeli Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 31 Jan 2025 | ₪147.7b | ₪126.9b | ₪3.7b | 17.2x | 40x | 1.2x |
| Sun, 29 Dec 2024 | ₪134.1b | ₪125.6b | ₪3.2b | 16.6x | 41.9x | 1.1x |
| Tue, 26 Nov 2024 | ₪128.1b | ₪125.2b | ₪4.2b | 19.2x | 30.8x | 1x |
| Thu, 24 Oct 2024 | ₪113.3b | ₪124.5b | ₪3.5b | 16.9x | 32.3x | 0.9x |
| Sat, 21 Sep 2024 | ₪99.4b | ₪124.4b | ₪3.5b | 14.4x | 28.3x | 0.8x |
| Mon, 19 Aug 2024 | ₪101.6b | ₪123.0b | ₪3.6b | 13.4x | 28x | 0.8x |
| Wed, 17 Jul 2024 | ₪97.5b | ₪111.0b | ₪2.6b | 13.2x | 38x | 0.9x |
| Fri, 14 Jun 2024 | ₪93.1b | ₪112.2b | ₪2.6b | 13.5x | 35.4x | 0.8x |
| Sun, 12 May 2024 | ₪103.0b | ₪111.8b | ₪2.8b | 14.7x | 37x | 0.9x |
| Tue, 09 Apr 2024 | ₪104.7b | ₪111.9b | ₪3.0b | 15.9x | 35x | 0.9x |
| Thu, 07 Mar 2024 | ₪104.5b | ₪112.7b | ₪3.5b | 14.4x | 29.7x | 0.9x |
| Sat, 03 Feb 2024 | ₪100.2b | ₪117.7b | ₪3.8b | 13.3x | 26.2x | 0.9x |
| Mon, 01 Jan 2024 | ₪104.9b | ₪117.4b | ₪3.8b | 12.3x | 27.7x | 0.9x |
| Wed, 29 Nov 2023 | ₪102.9b | ₪116.6b | ₪3.7b | 11.3x | 27.7x | 0.9x |
| Fri, 27 Oct 2023 | ₪94.1b | ₪118.7b | ₪3.9b | 10.1x | 23.8x | 0.8x |
| Sun, 24 Sep 2023 | ₪105.8b | ₪117.3b | ₪3.9b | 12.8x | 27.4x | 0.9x |
| Tue, 22 Aug 2023 | ₪106.2b | ₪115.1b | ₪4.7b | 13x | 22.4x | 0.9x |
| Thu, 20 Jul 2023 | ₪111.4b | ₪113.3b | ₪4.8b | 14.1x | 23.4x | 1x |
| Sat, 17 Jun 2023 | ₪106.5b | ₪113.0b | ₪4.8b | 13.1x | 22x | 0.9x |
| Mon, 15 May 2023 | ₪104.2b | ₪111.6b | ₪5.7b | 11.6x | 18.4x | 0.9x |
| Wed, 12 Apr 2023 | ₪92.4b | ₪109.3b | ₪5.5b | 11.2x | 16.7x | 0.8x |
| Fri, 10 Mar 2023 | ₪94.8b | ₪110.5b | ₪6.6b | 11.2x | 14.3x | 0.9x |
| Sun, 05 Feb 2023 | ₪101.0b | ₪108.7b | ₪6.6b | 12.7x | 15.3x | 0.9x |
| Tue, 03 Jan 2023 | ₪100.3b | ₪109.6b | ₪6.6b | 12.5x | 15.1x | 0.9x |
| Thu, 01 Dec 2022 | ₪106.7b | ₪108.0b | ₪6.7b | 13.3x | 15.9x | 1x |
| Sat, 29 Oct 2022 | ₪116.3b | ₪106.3b | ₪6.4b | 14.1x | 18x | 1.1x |
| Mon, 26 Sep 2022 | ₪119.8b | ₪106.3b | ₪6.5b | 12.9x | 18.5x | 1.1x |
| Wed, 24 Aug 2022 | ₪118.6b | ₪101.5b | ₪5.6b | 16.3x | 21.2x | 1.2x |
| Fri, 22 Jul 2022 | ₪119.5b | ₪102.3b | ₪5.7b | 16.4x | 20.9x | 1.2x |
| Sun, 19 Jun 2022 | ₪106.4b | ₪102.2b | ₪5.8b | 14.8x | 18.2x | 1x |
| Tue, 17 May 2022 | ₪115.5b | ₪96.4b | ₪5.5b | 14.8x | 20.8x | 1.2x |
| Thu, 14 Apr 2022 | ₪124.5b | ₪95.2b | ₪5.6b | 16x | 22.4x | 1.3x |
| Sat, 12 Mar 2022 | ₪125.2b | ₪91.5b | ₪4.7b | 17.5x | 26.9x | 1.4x |
| Mon, 07 Feb 2022 | ₪118.7b | ₪91.0b | ₪4.6b | 16.6x | 25.9x | 1.3x |
Price to Earnings Ratio
25.9x
Current Industry PE
- Investors are optimistic on the Israeli Industrials industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 39.8x which is higher than its 3-year average PE of 25.4x.
- The 3-year average PS ratio of 0.99x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have declined 6.8% per year over the last three years.
- Meanwhile revenues for these companies have grown 12% 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 Industrials sector?
| IL Market | -0.58% | |
| Industrials | -0.98% | |
| Aerospace & Defense | 0.45% | |
| Marine and Shipping | 0% | 0 |
| Transportation | 0% | 0 |
| Professional Services | -0.19% | |
| Airlines | -0.43% | |
| Trade Distributors | -0.65% | |
| Commercial Services | -0.70% | |
| Electrical | -1.29% | |
| Construction | -2.44% | |
| Machinery | -2.65% | |
| Logistics | -2.73% | |
| Building | -3.75% | |
| Industrials | -4.43% | |
| Infrastructure | -5.39% | |
Industry PE
- Investors are most optimistic about the Construction industry which is trading above its 3-year average PE ratio of 39.6x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Aerospace & Defense industry, expecting annual earnings growth of 22% over the next 5 years.
- This is better than its past earnings decline of 2.3% per year.
- In contrast, the Aerospace & Defense industry is expected to see its earnings grow by 22% 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 | |
|---|---|---|---|---|---|
| BSEN Bet Shemesh Engines Holdings (1997) | ₪418.00 | 6.9% +₪233.7m | 237.4% | PE33.7x | |
| ESLT Elbit Systems | ₪1.08k | 0.3% +₪141.5m | 44.0% | PE51.5x | |
| ACRO Kvutzat Acro | ₪63.75 | 3.2% +₪122.5m | 57.4% | PE104.4x | |
| ASHG Ashtrom Group | ₪61.77 | 1.8% +₪109.5m | 16.2% | PS1.5x | |
| THES Thirdeye Systems | ₪5.09 | 51.7% +₪43.7m | 46.2% | PS6.8x |
