IBI Inv House (IBI) Fair Value & Analysis
Financial Services · Il · Market cap 6.5B ILA · ISIN IL0001750186
What is IBI Inv House really worth?
A solid business, but trading 189% above our fair value of 160.67 ILA.
Strengths
Risks
Fair value as of: Aug 19, 2026
From 13 valuation models · updated 16 days ago
Share price +2.6% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case (200.84 ILA). The favourable scenario is already priced in.
- Solid but not exceptional quality (66/100) and above fair value, neither a clear bargain nor a standout compounder.
- For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 19, 2026.
How to read this chart
60‑month range 49.49 ILA – 559.77 ILA · fair‑value band 120.51 ILA – 200.84 ILA · the 465.00 ILA price screens above the 160.67 ILA fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 19, 2026.
Analysis
IBI Inv House (IBI) currently trades at 465.00 ILA, while our model-based Fair Value estimate is 160.67 ILA, implying the stock looks roughly 189.4% overvalued today. The Quality Score stands at 66/100 (solid quality), in the Financial Services sector. Bull case: the DCF Models group reads highest at a median of 377.94 ILA per share, and 3 of the 13 models we run sit above the 465.00 ILA price. Bear case: the Asset-Based group reads lowest at 43.56 ILA, and 10 of the 13 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, IBI Inv House generated revenue of 1.7B ILA at a net margin of 14.4%. Revenue grew 46.5% year over year. It earns a return on equity of 30.3%. Net debt stands at 72.2M ILA. Fundamentals as of Aug 19, 2026
Our scenario range runs from 120.51 ILA (bear case) to 200.84 ILA (bull case); at 465.00 ILA, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. For context, the median of 10 Financial Services peers we cover trades at −28% fair-value upside, at −65%, IBI screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly 11.18 ILS per share, which is 7.0 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 13 models by family
Widest divergence: DCF Models (377.94 ILA) versus Asset-Based (43.56 ILA). Highest evidence: Growth DCF (75).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 19, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 64 · Market factors (momentum, volatility) 70
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
I.B.I Investment House Ltd. is a publicly owned holding investment firm with approximately NIS 54 billion ($19.13 billion) in assets under management as of March 31, 2026. The firm provides its services to individuals and institutional clients.
Full company description
I.B.I Investment House Ltd. is a publicly owned holding investment firm with approximately NIS 54 billion ($19.13 billion) in assets under management as of March 31, 2026. The firm provides its services to individuals and institutional clients. Through its subsidiaries, it provides securities trading and brokerage, financial consultancy, and investment management services. The firm manages investment portfolios, mutual fund, underwriting services, provident funds, and investments. It was formerly known as Gachelet Investment Co. I.B.I Investment House Ltd. was founded in 1971 and is based in Tel Aviv, Israel.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
IBI Inv House reported revenue of 1.5B ILS in FY2025 versus 549M ILS in FY2021, a compound +27.9%/yr. Reported net income was 175M ILS in FY2025, compounding +5.8%/yr from FY2021.
of which total revenue +17.8 % · buybacks/dilution −0.8 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
IBI screens 189% overvalued. Compare with Blackstone Inc →
Peer Group
Asset Management · 697 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Asset Management median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Asset Management stocks, each showing price versus our Fair Value estimate (as of Aug 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Blackstone Inc BX | $142.39 | $52.88 | −63% |
| Investor AB INVEB | kr 417.20 | kr 824.66 | +98% |
| Brookfield Corporation BN | C$55.74 | C$10.67 | −81% |
| KKR & Co KKR | $108.68 | $19.97 | −82% |
| Apollo Global Management, Inc APO | $135.04 | $101.04 | −25% |
| State Street Corporation STT | $193.33 | $138.33 | −28% |
| Ameriprise Financial, Inc AMP | $559.32 | $515.24 | −8% |
| Ares Management Corporation ARES | $143.10 | $30.88 | −78% |
| Northern Trust Corporation NTRS | $186.79 | $122.02 | −35% |
| Raymond James Financial, Inc RJF | $181.10 | $142.42 | −21% |
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