Analysis Article • Mar 30
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- 7D0.6%
- 3M-7.3%
- 1Y95.9%
- YTD20.3%
The Electronic Equipment and Components is pretty flat in the last 7 days, but RP Optical Lab has stood out, gaining 12%. As for the the longer term, the industry is up 97% over the past 12 months. As for the next few years, earnings are expected to grow by 33% per annum.
Industry Valuation and Performance
Has the Israeli Electronic Equipment and Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 25 May 2026 | ₪48.4b | ₪9.4b | ₪910.0m | 27.4x | 53.1x | 5.2x |
| Wed, 22 Apr 2026 | ₪49.4b | ₪9.2b | ₪898.9m | 28.4x | 55x | 5.3x |
| Fri, 20 Mar 2026 | ₪58.1b | ₪9.4b | ₪893.2m | 24.2x | 65x | 6.2x |
| Sun, 15 Feb 2026 | ₪45.9b | ₪9.1b | ₪802.7m | 20.8x | 57.1x | 5x |
| Tue, 13 Jan 2026 | ₪43.1b | ₪9.2b | ₪813.5m | 20.6x | 52.9x | 4.7x |
| Thu, 11 Dec 2025 | ₪29.5b | ₪9.4b | ₪833.5m | 16.5x | 35.4x | 3.2x |
| Sat, 08 Nov 2025 | ₪29.3b | ₪9.1b | ₪745.1m | 17.2x | 39.4x | 3.2x |
| Mon, 06 Oct 2025 | ₪30.0b | ₪9.1b | ₪752.4m | 15.4x | 39.8x | 3.3x |
| Wed, 03 Sep 2025 | ₪27.4b | ₪9.3b | ₪710.3m | 16.2x | 38.6x | 2.9x |
| Fri, 01 Aug 2025 | ₪27.6b | ₪9.1b | ₪660.2m | 16.8x | 41.9x | 3x |
| Sun, 29 Jun 2025 | ₪26.2b | ₪9.1b | ₪658.6m | 16.6x | 39.8x | 2.9x |
| Tue, 27 May 2025 | ₪21.4b | ₪9.1b | ₪573.5m | 14.8x | 37.4x | 2.3x |
| Thu, 24 Apr 2025 | ₪21.1b | ₪9.4b | ₪581.5m | 13.4x | 36.3x | 2.2x |
| Sat, 22 Mar 2025 | ₪20.1b | ₪9.3b | ₪567.5m | 13.6x | 35.3x | 2.1x |
| Mon, 17 Feb 2025 | ₪19.8b | ₪8.9b | ₪494.5m | 14.6x | 40x | 2.2x |
| Wed, 15 Jan 2025 | ₪19.0b | ₪9.0b | ₪503.0m | 14.8x | 37.7x | 2.1x |
| Fri, 13 Dec 2024 | ₪15.8b | ₪8.9b | ₪496.4m | 13.8x | 31.8x | 1.8x |
| Sun, 10 Nov 2024 | ₪15.3b | ₪9.0b | ₪476.4m | 13.3x | 32.1x | 1.7x |
| Tue, 08 Oct 2024 | ₪14.4b | ₪9.0b | ₪480.5m | 12.1x | 30x | 1.6x |
| Thu, 05 Sep 2024 | ₪14.6b | ₪8.9b | ₪471.0m | 12.3x | 30.9x | 1.6x |
| Sat, 03 Aug 2024 | ₪14.8b | ₪8.8b | ₪454.7m | 13.5x | 32.5x | 1.7x |
| Mon, 01 Jul 2024 | ₪15.7b | ₪7.7b | ₪392.6m | 12.2x | 40.1x | 2.1x |
| Wed, 29 May 2024 | ₪16.4b | ₪7.5b | ₪374.7m | 13x | 43.8x | 2.2x |
| Fri, 26 Apr 2024 | ₪15.8b | ₪7.5b | ₪342.9m | 12.7x | 46.1x | 2.1x |
| Sun, 24 Mar 2024 | ₪15.5b | ₪7.3b | ₪348.2m | 10.7x | 44.5x | 2.1x |
| Tue, 20 Feb 2024 | ₪14.9b | ₪7.2b | ₪330.6m | 9.4x | 45x | 2.1x |
| Thu, 18 Jan 2024 | ₪12.9b | ₪7.3b | ₪335.1m | 9.4x | 38.6x | 1.8x |
| Sat, 16 Dec 2023 | ₪11.6b | ₪7.2b | ₪331.9m | 8.1x | 34.9x | 1.6x |
| Mon, 13 Nov 2023 | ₪11.6b | ₪7.3b | ₪291.0m | 9.2x | 39.8x | 1.6x |
| Wed, 11 Oct 2023 | ₪11.7b | ₪7.3b | ₪265.9m | 10x | 43.9x | 1.6x |
| Fri, 08 Sep 2023 | ₪11.4b | ₪7.3b | ₪248.9m | 11x | 45.6x | 1.6x |
| Sun, 06 Aug 2023 | ₪10.4b | ₪6.9b | ₪274.5m | 10.3x | 38.1x | 1.5x |
| Tue, 04 Jul 2023 | ₪9.9b | ₪7.0b | ₪260.2m | 10.2x | 38.2x | 1.4x |
| Thu, 01 Jun 2023 | ₪9.2b | ₪5.4b | ₪201.9m | 14.8x | 45.8x | 1.7x |
Price to Earnings Ratio
45.8x
Current Industry PE
- Investors are optimistic on the Israeli Electronic industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 53.7x which is higher than its 3-year average PE of 42.1x.
- The 3-year average PS ratio of 2.6x is lower than the industry's current PS ratio of 5.2x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have grown 65% per year over the last three years.
- Revenues for these companies have grown 20% 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 industry?
| IL Market | 0.61% | |
| Tech | 3.13% | |
| Electronic Equipment and Components | 0.56% | |
| Technology Distributors | 4.00% | |
| Electronic Manufacturing Services | 2.29% | |
| Electronic Equipment and Instruments | 0.40% | |
| Electronic Components | -2.81% | |
Industry PE
- Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 64.3x.
- Analysts are expecting annual earnings growth of 32.6%, which is lower than the prior year's growth of 43.9% per year.
- Investors are most pessimistic about the Technology Distributors industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 13.0x.
Forecasted Growth
- Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 33% over the next 5 years.
- However this is lower than its past earnings growth rate of 44% per year.
- In contrast, the Electronic Equipment and Instruments industry is expected to see its earnings grow by 33% 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 | |
|---|---|---|---|---|---|
| RPOL RP Optical Lab | ₪40.70 | 11.7% +₪315.2m | n/a | PE168.2x | |
| NYAX Nayax | ₪193.50 | 3.9% +₪268.6m | 32.1% | PE84x | |
| ARD Arad | ₪47.98 | 12.9% +₪135.5m | -8.7% | PE13.1x | |
| TLSY Telsys | ₪317.90 | 4.4% +₪122.2m | 62.6% | PE27.2x | |
| HIPR Hiper Global | ₪27.50 | 9.2% +₪118.4m | 55.9% | PE31.5x |