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Shapir Engineering Industry (SPEN) Fair Value & Analysis

Industrials · Il · Market cap 16.1B ILA · ISIN IL0011338758

What is Shapir Engineering Industry really worth?

SE Shapir Engineering Industry SPEN · TA
Price43.73 ILA
Fair Value11.13 ILA
Upside−74.6%
Quality41/100

Below-average quality, and trading another 293% above our fair value of 11.13 ILA.

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Risks

!Expensive Growth (revenue 5y +11.8 %/yr)
!Thin margins · 4.4% net margin
!High debt · negative free cash flow
!Trails peers (4/13)
!Narrow moat 36/100
!Evidence only medium, so the estimate is less certain
!Weak on dividend: 10 out of 100
Evidence: Medium Range 8.35 ILA – 11.13 ILA

Fair value as of: Aug 21, 2026

From 14 valuation models · updated 15 days ago

Share price −1.1% 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 (11.13 ILA). The favourable scenario is already priced in.
  • Weak quality (41/100) and above fair value at the same time, the margin of safety is missing on both counts.

Price vs Fair Value (5 years)

48.70 ILA 17.49 ILA Fair Value 11.13 ILA Apr 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 21, 2026.

How to read this chart

60‑month range 17.49 ILA – 48.70 ILA · fair‑value band 8.35 ILA – 11.13 ILA · the 43.73 ILA price screens above the 11.13 ILA fair value. Dashed = 300-day average. As of Aug 21, 2026.

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Analysis

Shapir Engineering Industry (SPEN) currently trades at 43.73 ILA, while our model-based Fair Value estimate is 11.13 ILA, implying the stock looks roughly 292.9% overvalued today. The Quality Score stands at 41/100 (below-average quality), in the Industrials sector. Bull case: the Growth Earnings group reads highest at a median of 12.41 ILA per share, and 0 of the 13 models we run sit above the 43.73 ILA price. Bear case: the Dividend Discount group reads lowest at 3.59 ILA, and 13 of the 13 models stay below the price. Evidence for this calculation is medium.

Over the trailing twelve months, Shapir Engineering Industry generated revenue of 6.3B ILA at a net margin of 4.4%. Revenue grew 13.7% year over year. It earns a return on equity of 8.0%. Net debt stands at 9.8B ILA. Fundamentals as of Aug 21, 2026

Our scenario range runs from 8.35 ILA (bear case) to 11.13 ILA (bull case); at 43.73 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 Industrials peers we cover trades at −46% fair-value upside, at −75%, SPEN 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 0.5075 ILS per share, which is 4.6 % 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.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income best evidence 7.36 ILA 7.79 ILA 8.46 ILA 76
Growth-Adj P/E 8.69 ILA 12.41 ILA 16.14 ILA 67
Gordon GGM 2.05 ILA 4.26 ILA 6.75 ILA 66
All 14 models by family
Earnings-Based
Graham-Dodd 4.45 ILA 20.67 ILA 28.39 ILA 64
Lynch FV 5.45 ILA 7.79 ILA 10.12 ILA 61
PEG = 1.0 5.45 ILA 7.79 ILA 10.12 ILA 57
Dividend Discount
Gordon GGM 2.05 ILA 4.26 ILA 6.75 ILA 66
DDM Multi-Stage 2.05 ILA 3.59 ILA 4.47 ILA 66
Multiples
P/E Multiple 10.31 ILA 13.75 ILA 17.19 ILA 63
P/S Multiple 8.35 ILA 11.13 ILA 13.91 ILA 58
P/B Multiple 8.35 ILA 11.13 ILA 13.91 ILA 55
EV/EBIT 3.45 ILA 9.55 ILA 61
EV/EBITDA 5.14 ILA 11.66 ILA 62
EV/Revenue 3.31 ILA 50
Asset-Based
NCAV (Graham) 4.50 ILA 6.03 ILA 9.00 ILA 54
Economic Profit
Residual Income best evidence 7.36 ILA 7.79 ILA 8.46 ILA 76
Growth Earnings
Growth-Adj P/E 8.69 ILA 12.41 ILA 16.14 ILA 67

Widest divergence: Growth Earnings (12.41 ILA) versus Dividend Discount (3.59 ILA). Highest evidence: Residual Income (76).

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Key figures & financial health

P/E ratio 58.3
P/S ratio 2.26 P/E × margin
EPS (TTM) 0.7500 ILA price ÷ EPS = P/E 58.3
Dividend yield 0.5% payout 30.4%
Net margin 3.9% FY2025
Return on equity 8.0% TTM
More key figures
Profitability
Return on assets (EBIT) 4.5% avg 5y
Operating margin 7.6% TTM
Growth
Revenue (TTM) 6.3B ILA TTM
Revenue growth (YoY) +13.7% 3y avg +10.1%
EPS growth (YoY) +200%
Balance sheet & cash flow
Free cash flow −198M ILA FY2025
Net debt 9.8B ILA FY2025

Figures from reported company fundamentals · as of Aug 21, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 41/100

Of which business quality 36 · Market factors (momentum, volatility) 80

Profitability 23
Margins and returns on capital today
Quality Growth 50
Are margins and returns improving?
Cashflow 6
Earnings quality: real cash, not paper profit
Fin. Strength 11
Balance sheet, leverage, solvency risk
Investment 78
Disciplined investing over empire-building
Low Volatility 78
Calm price path (market factor)
Momentum 74
Price trend over the last 3–12 months (market factor)
52W Momentum 92
Distance to the 52-week high (market factor)
Net Issuance 91
Buybacks instead of dilution

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

Shapir Engineering and Industry Ltd engages in the construction, engineering, and infrastructure businesses in Israel. The company offers concrete, cement, quarry materials, asphalt, and prefabricated elements, as well as piping products and steel for construction industries; and geotechnical and subterranean engineering and transport systems.

Full company description

Shapir Engineering and Industry Ltd engages in the construction, engineering, and infrastructure businesses in Israel. The company offers concrete, cement, quarry materials, asphalt, and prefabricated elements, as well as piping products and steel for construction industries; and geotechnical and subterranean engineering and transport systems. It also undertakes infrastructure projects, including construction of roads, cutting through complex and tunnels for developing light rail systems, marine works, construction of deep-water ports, docks, and power plants, as well as construction of bridges, interchanges, public, and commercial projects. In addition, it is involved in sale or rental of residential apartments and office and commercial spaces; logistics; warehousing services; inventory management, and distribution; urban renewable projects; operation of parking lots and a toll road; construction, maintenance and operation of a natural gas distribution network; casting, coating and wrapping metal pipes, and fittings; and supply chain management solutions. Further, the company offers retaining walls, structure foundations and bracing, slope stabilization, ground anchors, and grout and jet grouting services. It serves concrete, cement products, quarry materials, asphalt, piping for industry, steel for construction, prefabricated elements, geotechnical and subterranean engineering, and transport system industries. The company was formerly known as Shapir Bareket Holdings Ltd. and changed its name to Shapir Engineering and Industry Ltd in September 2014. Shapir Engineering and Industry Ltd was founded in 1968 and is based in Petah Tikva, Israel.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Shapir Engineering Industry reported revenue of 6.1B ILS in FY2025 versus 3.9B ILS in FY2021, a compound +11.8%/yr. Reported net income was 235M ILS in FY2025, compounding −14.3%/yr from FY2021.

Growth Quality 53/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
6.1B ILS
Latest YoY
+19.4%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+10.1%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+11.8%
Avg. revenue growth/yr (14Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+14.6%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years, EBIT basis) plus dividend yield: value created per share and year.
+0.2% (−0.3 + 0.5)
Revenue +11.8%/yr
FY21 3.9B ILS
FY22 4.5B ILS
FY23 5.2B ILS
FY24 5.1B ILS
FY25 6.1B ILS
Net income −14.3%/yr
FY21 436M ILS
FY22 383M ILS
FY23 158M ILS
FY24 178M ILS
FY25 235M ILS
Character of growth · EPS growth decomposed (2014-2025) −1.9 % p.a.
Revenue per share +6.8 %

of which total revenue +8.4 % · buybacks/dilution −1.4 %

EBIT margin −3.1 %
Tax rate −0.2 %
Residual (interest, one-offs) −5.1 %

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).

SPEN screens 293% overvalued. Compare with Quanta Services, Inc →

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Cite: Fair Value Calculator (2026). "Shapir Engineering Industry Fair Value". https://www.fairvalue-calculator.com/stock/SPEN

Peer Group

Engineering & Construction · 816 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.

Quality Score 41 · Below median
Fair Value upside −75% · Bottom 25%
Return on equity (TTM) 8% · Above median
Return on assets 2% · Below median
Net margin (TTM) 4% · Above median
Operating margin (TTM) 8% · Above median
Revenue growth 14% · Above median
Dividend yield (TTM) 0.5% · Bottom 25%
Debt / equity 2.55× · Higher than 75% of peers

Valuation Multiples vs Engineering & Construction median · lower = cheaper

P/E (TTM) 58.3× · Pricier than 75% of peers
P/B 1.65× · Pricier than median
P/S (TTM) 0.85× · Pricier than median
EV/EBITDA 16.9× · Pricier than 75% of peers

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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 16
FUTURE69 · sector 11
PAST32 · sector 26
HEALTH0 · sector 94
DIVIDEND10 · sector 39

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.

None of the checked exposures detected

Similar stocks

10 more Engineering & Construction stocks, each showing price versus our Fair Value estimate (as of Aug 21, 2026).

Stock Price Fair Value vs Fair Value
Quanta Services, Inc PWR $620.06 $143.92 −77%
Vinci SA DG €114.35 €185.62 +62%
Comfort Systems USA, Inc FIX $1,615 $519.97 −68%
Larsen & Toubro Limited LT ₹4,072 ₹2,196 −46%
Ferrovial N.V FER €57.28 €19.17 −67%
HOCHTIEF Aktiengesellschaft HOT €426.40 €203.87 −52%
Samsung C&T Corporation 028260 373,000 KRW 261,411 KRW −30%
EMCOR Group EME $775.04 $549.47 −29%
MasTec, Inc MTZ $241.00 $100.00 −59%
Bouygues SA EN €46.65 €65.67 +41%

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Frequently asked questions

Is Shapir Engineering Industry (SPEN) overvalued or undervalued?
As of Aug 21, 2026, our model estimates a fair value of 11.13 ILA versus a price of 43.73 ILA, about −75% upside (overvalued).
What is the fair value of SPEN?
Our model-based fair value for Shapir Engineering Industry is 11.13 ILA (as of Aug 21, 2026), built from audited fundamentals. The current price: 43.73 ILA.
What is the quality score of SPEN?
Shapir Engineering Industry has a Quality Score of 41/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Shapir Engineering Industry (SPEN)?
Shapir Engineering Industry reported trailing-twelve-month revenue of about 6.3B ILS (latest available figure, as of Aug 21, 2026).
What is the net profit margin of SPEN?
The net profit margin of Shapir Engineering Industry is about 4.4%, meaning it keeps roughly 4.4% of revenue as net income. Based on the latest reported figures.
Does Shapir Engineering Industry pay a dividend?
Shapir Engineering Industry currently shows a dividend yield of about 0.52% relative to its recent price (as of Aug 21, 2026).
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