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Israeli (TA) Tech Sector Analysis
UpdatedJan 14, 2025
DataAggregated Company Financials
Companies56
- 7D-2.4%
- 3M6.0%
- 1Y-3.2%
- YTD-0.7%
Over the last 7 days, the Tech industry has dropped 1.4%, driven by NICE declining 3.8%. In contrast, NextVision Stabilized Systems has gained 8.5%. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 26% annually.
Sector Valuation and Performance
Has the Israeli Tech Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 14 Jan 2025 | ₪79.4b | ₪52.5b | ₪2.9b | 16.6x | 27.4x | 1.5x |
| Thu, 12 Dec 2024 | ₪80.7b | ₪52.0b | ₪2.9b | 15.7x | 28.3x | 1.6x |
| Sat, 09 Nov 2024 | ₪77.0b | ₪51.8b | ₪2.7b | 15.1x | 28.8x | 1.5x |
| Mon, 07 Oct 2024 | ₪73.3b | ₪52.5b | ₪2.7b | 14.4x | 27.4x | 1.4x |
| Wed, 04 Sep 2024 | ₪73.4b | ₪51.9b | ₪2.6b | 13.8x | 28.2x | 1.4x |
| Fri, 02 Aug 2024 | ₪77.2b | ₪51.5b | ₪2.4b | 14.1x | 32.1x | 1.5x |
| Sun, 30 Jun 2024 | ₪73.2b | ₪50.2b | ₪2.3b | 13x | 31.2x | 1.5x |
| Tue, 28 May 2024 | ₪80.8b | ₪48.6b | ₪2.2b | 12.9x | 36.3x | 1.7x |
| Thu, 25 Apr 2024 | ₪90.2b | ₪48.5b | ₪2.1b | 13.2x | 42.9x | 1.9x |
| Sat, 23 Mar 2024 | ₪93.8b | ₪48.0b | ₪2.5b | 12.9x | 38.3x | 2x |
| Mon, 19 Feb 2024 | ₪83.5b | ₪47.2b | ₪2.3b | 11.3x | 36.4x | 1.8x |
| Wed, 17 Jan 2024 | ₪79.5b | ₪45.6b | ₪2.0b | 11.6x | 40.3x | 1.7x |
| Fri, 15 Dec 2023 | ₪75.6b | ₪44.8b | ₪1.9b | 11.2x | 39x | 1.7x |
| Sun, 12 Nov 2023 | ₪69.1b | ₪45.3b | ₪1.9b | 11.8x | 37.2x | 1.5x |
| Tue, 10 Oct 2023 | ₪70.6b | ₪45.8b | ₪1.9b | 12.8x | 37.9x | 1.5x |
| Thu, 07 Sep 2023 | ₪77.4b | ₪45.1b | ₪1.8b | 13.6x | 43.3x | 1.7x |
| Sat, 05 Aug 2023 | ₪78.2b | ₪43.2b | ₪1.7b | 13.5x | 45.1x | 1.8x |
| Mon, 03 Jul 2023 | ₪76.5b | ₪43.5b | ₪1.7b | 14.1x | 44.5x | 1.8x |
| Wed, 31 May 2023 | ₪72.4b | ₪41.8b | ₪1.6b | 14.9x | 44.1x | 1.7x |
| Fri, 28 Apr 2023 | ₪76.0b | ₪42.8b | ₪1.7b | 14.4x | 45.2x | 1.8x |
| Sun, 26 Mar 2023 | ₪77.1b | ₪43.9b | ₪1.8b | 13.4x | 43.2x | 1.8x |
| Tue, 21 Feb 2023 | ₪80.0b | ₪43.3b | ₪1.7b | 14.2x | 47.5x | 1.8x |
| Thu, 19 Jan 2023 | ₪77.9b | ₪42.1b | ₪1.7b | 15.1x | 47.1x | 1.8x |
| Sat, 17 Dec 2022 | ₪75.7b | ₪42.3b | ₪1.7b | 15.2x | 45.7x | 1.8x |
| Mon, 14 Nov 2022 | ₪76.9b | ₪40.9b | ₪1.7b | 17.9x | 46.4x | 1.9x |
| Wed, 12 Oct 2022 | ₪76.5b | ₪39.9b | ₪1.6b | 19.1x | 47.6x | 1.9x |
| Fri, 09 Sep 2022 | ₪83.2b | ₪38.8b | ₪1.6b | 19x | 50.7x | 2.1x |
| Sun, 07 Aug 2022 | ₪84.4b | ₪37.4b | ₪1.2b | 21x | 68.3x | 2.3x |
| Tue, 05 Jul 2022 | ₪79.5b | ₪38.1b | ₪1.3b | 20.5x | 63.5x | 2.1x |
| Thu, 02 Jun 2022 | ₪78.5b | ₪36.8b | ₪1.3b | 20.7x | 62.3x | 2.1x |
| Sat, 30 Apr 2022 | ₪81.9b | ₪35.9b | ₪1.2b | 20.7x | 66x | 2.3x |
| Mon, 28 Mar 2022 | ₪83.2b | ₪35.1b | ₪1.3b | 20.5x | 66.5x | 2.4x |
| Wed, 23 Feb 2022 | ₪86.8b | ₪34.5b | ₪1.3b | 26.3x | 69x | 2.5x |
| Fri, 21 Jan 2022 | ₪93.6b | ₪33.5b | ₪1.2b | 26.8x | 77.3x | 2.8x |
Price to Earnings Ratio
77.3x
Current Industry PE
- Investors are pessimistic on the Israeli Information Technology industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 27.4x which is lower than its 3-year average PE of 45.3x.
- The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
- The earnings for companies in the Information Technology industry have grown 34% per year over the last three years.
- Revenues for these companies have grown 16% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Israeli Tech sector?
| IL Market | -0.21% | |
| Tech | -2.40% | |
| Electronic Equipment and Components | 2.14% | |
| Semiconductors | 1.58% | |
| Communications | -0.47% | |
| Tech Hardware | -2.24% | |
| IT | -2.72% | |
| Software | -4.40% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 25.9x.
- 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 Electronic Equipment and Components industry, expecting annual earnings growth of 122% over the next 5 years.
- This is better than its past earnings decline of 4.5% per year.
- In contrast, the Software industry is expected to see its earnings grow by 15% 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 | |
|---|---|---|---|---|---|
| NXSN NextVision Stabilized Systems | ₪69.20 | 6.1% +₪317.1m | 88.0% | PE25.5x | |
| MTRX Matrix IT | ₪88.74 | 2.4% +₪132.8m | 26.7% | PE21.8x | |
| NYAX Nayax | ₪120.80 | 1.1% +₪47.1m | 53.6% | PS4.1x | |
| STG STG International | ₪56.80 | 9.2% +₪22.3m | 47.7% | PE13.9x | |
| TSG TSG IT Advanced Systems | ₪173.50 | 2.7% +₪10.9m | n/a | n/a |
