I B I Investment House Ltd IBI

Morningstar Rating

About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

IBI is trading at a LOCK|bQ$#pt premium.
Price
₪402.70
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
—

Trading Information

Previous Close Price
—
Day Range
—–—
52-Week Range
—–—
Bid/Ask
— / —
Shares Outstanding
14.13M
Market Cap
—
Volume/Avg
— / —

Key Statistics

Price/Earnings (Normalized)
21.34
Price/Sales
3.33
Dividend Yield (Trailing)
3.63%
Dividend Yield (Forward)
3.51%
Dividend Payment Schedule
Apr, Jun, Sep, Dec
Total Yield
3.63%

Company Profile

I B I Investment House Ltd provides services in a variety of areas, including management and operation of capital benefit plans, trust and operations services for mergers and acquisitions, company valuations, financial trusts. Its services include IBI CAPITAL Financial Services and Stock Option; Portfolio Management, IBI ESG, Online Trading, Institutional Brokerage, S CUBE Valuations, IBI TRUST IL Financial Trusts, IBI SPIKES Financing For Technology Companies, Alternative funds, and Mutual Funds.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Small Growth
Total Number of Employees
1,078

Valuation

Metric
IBI
Price/Earnings (Normalized)
21.34
Price/Book Value
5.98
Price/Sales
3.33
Price/Cash Flow
15.92
Price/Earnings
IBI

Financial Strength

Metric
IBI
Quick Ratio
1.55
Current Ratio
1.55
Interest Coverage
14.38
Quick Ratio
IBI

Profitability

Metric
IBI
Return on Assets (Normalized)
16.48%
Return on Equity (Normalized)
38.94%
Return on Invested Capital (Normalized)
26.41%
Return on Assets
IBI

Asset Management Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
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LOCK|WTZ>kb@%LOCK|J<@$167B
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LOCK|&p@>Lm>LOCK|$?!$90B
KKR & Co Inc Ordinary Shares
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LOCK|&#%$$$LOCK|yNmk$81B
Brookfield Asset Management Ltd Ordinary Shares - Class A
BAM
LOCK|JVxTk^LOCK|!dD#@$72B
Apollo Global Management Inc
APO
LOCK|jF&!JvLOCK|@$ylZ$68B
State Street Corp
STT
LOCK|w!<DK#<LOCK|rL$48B
Ameriprise Financial Inc
AMP
LOCK|^FH&J@pLOCK|S@#t?$44B
Northern Trust Corp
NTRS
LOCK|kQ!kmgw?LOCK|H$K$31B
Raymond James Financial Inc
RJF
LOCK|@n$kCjLOCK|Z$B#$31B
Ares Management Corp Ordinary Shares - Class A
ARES
LOCK|lt?G$@LOCK|DX#Z%$27B

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