Narrative Update • Sep 08
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- 7D-1.0%
- 3M-20.0%
- 1Y27.6%
- YTD2.2%
The Electronic Equipment and Components industry has been flat over the last week, but Nayax has lost 8.8%. The past year has been better, since the industry has gained 28% in that time. As for the next few years, earnings are expected to grow by 37% 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 |
|---|---|---|---|---|---|---|
| Sat, 12 Sep 2026 | ₪43.0b | ₪9.7b | ₪1.0b | 26.8x | 41.6x | 4.5x |
| Mon, 10 Aug 2026 | ₪46.4b | ₪9.6b | ₪959.3m | 27.1x | 48.4x | 4.8x |
| Wed, 08 Jul 2026 | ₪48.3b | ₪9.6b | ₪979.9m | 25.8x | 49.3x | 5x |
| Fri, 05 Jun 2026 | ₪50.0b | ₪9.3b | ₪900.3m | 28.5x | 55.6x | 5.4x |
| Sun, 03 May 2026 | ₪56.0b | ₪9.1b | ₪879.0m | 29.5x | 63.7x | 6.1x |
| Tue, 31 Mar 2026 | ₪49.7b | ₪9.5b | ₪897.0m | 26.9x | 55.5x | 5.2x |
| Thu, 26 Feb 2026 | ₪50.5b | ₪9.1b | ₪802.7m | 21.8x | 63x | 5.5x |
| Sat, 24 Jan 2026 | ₪45.8b | ₪9.2b | ₪812.8m | 21.7x | 56.3x | 5x |
| Mon, 22 Dec 2025 | ₪36.1b | ₪9.3b | ₪826.5m | 17x | 43.7x | 3.9x |
| Wed, 19 Nov 2025 | ₪29.2b | ₪9.2b | ₪788.4m | 16.6x | 37x | 3.2x |
| Fri, 17 Oct 2025 | ₪30.6b | ₪9.2b | ₪756.5m | 15.9x | 40.5x | 3.3x |
| Sun, 14 Sep 2025 | ₪29.8b | ₪9.2b | ₪757.7m | 15.8x | 39.3x | 3.2x |
| Tue, 12 Aug 2025 | ₪26.4b | ₪9.1b | ₪662.2m | 15.7x | 39.9x | 2.9x |
| Thu, 10 Jul 2025 | ₪26.7b | ₪9.0b | ₪647.9m | 17.7x | 41.3x | 3x |
| Sat, 07 Jun 2025 | ₪24.3b | ₪9.1b | ₪594.1m | 15.5x | 40.9x | 2.7x |
| Mon, 05 May 2025 | ₪21.5b | ₪9.2b | ₪576.1m | 13x | 37.3x | 2.3x |
| Wed, 02 Apr 2025 | ₪19.9b | ₪9.5b | ₪591.8m | 13.1x | 33.7x | 2.1x |
| Fri, 28 Feb 2025 | ₪19.4b | ₪8.9b | ₪496.9m | 14.5x | 39x | 2.2x |
| Sun, 26 Jan 2025 | ₪18.9b | ₪8.9b | ₪498.0m | 14.8x | 38x | 2.1x |
| Tue, 24 Dec 2024 | ₪15.8b | ₪9.0b | ₪506.8m | 13.7x | 31.1x | 1.7x |
| Thu, 21 Nov 2024 | ₪16.1b | ₪9.1b | ₪540.4m | 13.6x | 29.7x | 1.8x |
| Sat, 19 Oct 2024 | ₪14.8b | ₪8.9b | ₪474.4m | 12.5x | 31.2x | 1.7x |
| Mon, 16 Sep 2024 | ₪14.5b | ₪8.9b | ₪506.8m | 12.2x | 28.5x | 1.6x |
| Wed, 14 Aug 2024 | ₪14.5b | ₪8.9b | ₪502.4m | 12.7x | 28.8x | 1.6x |
| Fri, 12 Jul 2024 | ₪16.0b | ₪8.6b | ₪442.7m | 13.5x | 36.1x | 1.9x |
| Sun, 09 Jun 2024 | ₪15.8b | ₪7.6b | ₪377.4m | 12.5x | 41.8x | 2.1x |
| Tue, 07 May 2024 | ₪16.4b | ₪7.4b | ₪339.3m | 12.3x | 48.4x | 2.2x |
| Thu, 04 Apr 2024 | ₪15.2b | ₪7.5b | ₪340.2m | 11.7x | 44.7x | 2x |
| Sat, 02 Mar 2024 | ₪15.0b | ₪7.1b | ₪328.4m | 10x | 45.5x | 2.1x |
| Mon, 29 Jan 2024 | ₪13.6b | ₪7.2b | ₪332.3m | 9.1x | 40.9x | 1.9x |
| Wed, 27 Dec 2023 | ₪11.9b | ₪7.2b | ₪330.3m | 8x | 36x | 1.7x |
| Fri, 24 Nov 2023 | ₪11.8b | ₪7.3b | ₪307.1m | 9.2x | 38.4x | 1.6x |
| Sun, 22 Oct 2023 | ₪11.5b | ₪7.4b | ₪267.0m | 9.7x | 43x | 1.5x |
| Tue, 19 Sep 2023 | ₪11.1b | ₪7.2b | ₪248.7m | 11.9x | 44.7x | 1.5x |
Price to Earnings Ratio
44.7x
Current Industry PE
- Investors are relatively neutral on the Israeli Electronic industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 42.0x.
- The 3-year average PS ratio of 2.9x is lower than the industry's current PS ratio of 4.5x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have grown 61% per year over the last three years.
- Revenues for these companies have grown 10% 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 | -2.63% | |
| Tech | -2.96% | |
| Electronic Equipment and Components | -0.95% | |
| Technology Distributors | 1.73% | |
| Electronic Manufacturing Services | 1.12% | |
| Electronic Equipment and Instruments | -1.32% | |
| Electronic Components | -2.51% | |
Industry PE
- Investors are most optimistic about the Electronic Equipment and Instruments industry even though it's trading below its 3-year average PE ratio of 78.7x.
- Analysts are expecting annual earnings growth of 36.9%, which is higher than its past year's earnings growth of 4.9% 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 14.0x.
Forecasted Growth
- Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 37% over the next 5 years.
- This is better than its past earnings growth rate of 4.9% per year.
- In contrast, the Electronic Equipment and Instruments industry is expected to see its earnings grow by 37% 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 | ₪218.40 | 2.0% +₪396.8m | 38.5% | PE43.8x | |
| TLSY Telsys | ₪381.00 | 3.4% +₪114.1m | 95.2% | PE24.3x | |
| PCBT P.C.B. Technologies | ₪13.32 | 2.5% +₪23.3m | 22.8% | PE29.4x | |
| ININ Inter Industries Plus | ₪4.44 | 6.5% +₪12.7m | 91.4% | PB1.8x | |
| HIPR Hiper Global | ₪32.81 | 0.4% +₪6.2m | 97.5% | PE27x |
