Capital Allocation Trends At Bubbles Intergroup (TLV:BBLS) Aren't Ideal
Jan 02
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- 7D17.0%
- 3M17.4%
- 1Y-20.3%
- YTDn/a
Over the last 7 days, the Application Software industry has dropped 2.7%, driven by a pullback from Razor Labs of 2.2%. The industry has fallen 28% in the last year. Earnings are forecast to grow by 1.5% annually.
Industry Valuation and Performance
Has the Israeli Application Software Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 06 Mar 2026 | ₪26.9b | ₪10.5b | ₪1.8b | 25.3x | 14.7x | 2.6x |
| Sun, 01 Feb 2026 | ₪23.1b | ₪10.3b | ₪1.7b | 31.4x | 13.8x | 2.2x |
| Tue, 30 Dec 2025 | ₪25.0b | ₪10.6b | ₪1.7b | 27.7x | 14.5x | 2.4x |
| Thu, 27 Nov 2025 | ₪23.6b | ₪10.8b | ₪1.8b | 26.6x | 13.4x | 2.2x |
| Sat, 25 Oct 2025 | ₪29.6b | ₪10.7b | ₪1.7b | 27.2x | 17.5x | 2.8x |
| Mon, 22 Sep 2025 | ₪32.7b | ₪10.6b | ₪1.7b | 17.5x | 19x | 3.1x |
| Wed, 20 Aug 2025 | ₪31.3b | ₪10.8b | ₪1.7b | 27x | 17.9x | 2.9x |
| Fri, 18 Jul 2025 | ₪34.1b | ₪10.5b | ₪1.5b | 26.5x | 22.8x | 3.3x |
| Sun, 15 Jun 2025 | ₪40.6b | ₪11.2b | ₪1.6b | 23.4x | 25.1x | 3.6x |
| Tue, 13 May 2025 | ₪38.7b | ₪10.9b | ₪1.5b | 25.3x | 25.7x | 3.6x |
| Thu, 10 Apr 2025 | ₪35.7b | ₪11.4b | ₪1.6b | 21x | 22.7x | 3.1x |
| Sat, 08 Mar 2025 | ₪34.5b | ₪11.0b | ₪1.5b | 18.5x | 22.7x | 3.1x |
| Mon, 03 Feb 2025 | ₪39.0b | ₪10.5b | ₪1.5b | 17.7x | 26.9x | 3.7x |
| Wed, 01 Jan 2025 | ₪40.4b | ₪10.7b | ₪1.5b | 17.4x | 27.3x | 3.8x |
| Fri, 29 Nov 2024 | ₪42.3b | ₪10.7b | ₪1.5b | 15.4x | 28.5x | 3.9x |
| Sun, 27 Oct 2024 | ₪44.2b | ₪11.0b | ₪1.4b | 17.2x | 31.6x | 4x |
| Tue, 24 Sep 2024 | ₪40.7b | ₪10.9b | ₪1.4b | 15x | 29.2x | 3.7x |
| Thu, 22 Aug 2024 | ₪43.8b | ₪11.0b | ₪1.4b | 16.3x | 32.3x | 4x |
| Sat, 20 Jul 2024 | ₪43.4b | ₪10.5b | ₪1.2b | 15.1x | 35.5x | 4.1x |
| Mon, 17 Jun 2024 | ₪42.4b | ₪10.7b | ₪1.2b | 14.7x | 34.2x | 4x |
| Wed, 15 May 2024 | ₪55.1b | ₪10.3b | ₪1.1b | 14.5x | 49.4x | 5.3x |
| Fri, 12 Apr 2024 | ₪58.5b | ₪10.3b | ₪1.1b | 15.4x | 52.3x | 5.7x |
| Sun, 10 Mar 2024 | ₪55.5b | ₪10.1b | ₪994.5m | 14.1x | 55.8x | 5.5x |
| Tue, 06 Feb 2024 | ₪51.1b | ₪10.1b | ₪980.0m | 14.3x | 52.2x | 5.1x |
| Thu, 04 Jan 2024 | ₪46.2b | ₪10.1b | ₪976.7m | 14.3x | 47.3x | 4.6x |
| Sat, 02 Dec 2023 | ₪46.8b | ₪10.2b | ₪990.0m | 15.6x | 47.2x | 4.6x |
| Mon, 30 Oct 2023 | ₪40.0b | ₪10.9b | ₪983.3m | 14x | 40.7x | 3.7x |
| Wed, 27 Sep 2023 | ₪42.5b | ₪10.3b | ₪919.0m | 14.5x | 46.3x | 4.1x |
| Fri, 25 Aug 2023 | ₪48.5b | ₪10.2b | ₪867.1m | 24.8x | 56x | 4.8x |
| Sun, 23 Jul 2023 | ₪51.5b | ₪9.7b | ₪626.4m | 43.9x | 82.3x | 5.3x |
| Tue, 20 Jun 2023 | ₪52.9b | ₪9.6b | ₪622.5m | 49.1x | 85x | 5.5x |
| Thu, 18 May 2023 | ₪44.6b | ₪9.7b | ₪632.1m | 41.6x | 70.5x | 4.6x |
| Sat, 15 Apr 2023 | ₪57.9b | ₪11.8b | ₪732.8m | 37.1x | 79.1x | 4.9x |
| Mon, 13 Mar 2023 | ₪51.9b | ₪11.2b | ₪699.2m | 20.4x | 74.2x | 4.6x |
Price to Earnings Ratio
74.2x
Current Industry PE
- Investors are pessimistic on the Israeli Application Software 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 12.6x which is lower than its 3-year average PE of 39.0x.
- The 3-year average PS ratio of 4.0x is higher than the industry's current PS ratio of 2.2x.
Past Earnings Growth
- The earnings for companies in the Application Software industry have grown 38% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Comparison
How does Israeli Application Software compare with similar industries?
| IL Market | 8.55% | |
| Tech | 12.66% | |
| Software | 16.88% | |
| Application Software | 16.97% | |
| Systems Software | 10.33% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NICE NICE | ₪414.20 | 18.0% +₪3.8b | -21.5% | PE13x | |
| MCPL Michpal Technologies | ₪47.08 | 10.1% +₪75.3m | n/a | PE75.9x | |
| ABRA Abra Information Technologies | ₪3.96 | 10.6% +₪44.4m | 28.3% | PE34.2x | |
| PRPD Propdo | ₪24.22 | 7.4% +₪12.0m | 26.1% | PS13.2x | |
| TOPG Top Group Software | ₪13.28 | 2.6% +₪7.2m | 3.8% | PE16.5x |