Shortlist

EV/EBIT of 7.6 against a Healthcare median of 23.5 — 68% below peers. Free cash flow yield 13.1%. Trading 71% below its all-time high set 2000-08-25.

At the Healthcare median EV/EBIT of 23.5 instead of its current 7.6, and with earnings unchanged, the equity would be worth about 223% more. That is the size of the gap, not a forecast that it closes.

• ROIC 760% — still earning above a plausible cost of capital
• free cash flow positive
• Piotroski F-Score 7/9 — accounts improving year on year
• revenue compounding at 48% over three years
• net debt 0.5x EBITDA — balance sheet not forcing anything

Consensus strong buy from 11 analysts, mean target 20.82 USD, 116% above the current price. No revision activity in the last quarter.

Targets spread 96% of the mean — analysts disagree sharply, and consensus loses its information content when they do.

Implied upside of 116% is unusually high. The evidence runs the other way here: stocks with the most optimistic targets tend to underperform, because the optimism bias is real and priced-in slowly. Read this as a caution, not an opportunity.

Price target levels are shown as context only and never feed the score. Targets are reached roughly half the time and the most optimistic ones tend to underperform. Revision direction is the part that carries information.

EV/EBIT of 6.8 against a Consumer Defensive median of 15.5 — 56% below peers. Free cash flow yield 14.2%. Trading 51% below its all-time high set 2004-04-21.

At the Consumer Defensive median EV/EBIT of 15.5 instead of its current 6.8, and with earnings unchanged, the equity would be worth about 95% more. That is the size of the gap, not a forecast that it closes.

• ROIC 35% — still earning above a plausible cost of capital
• free cash flow positive
• Piotroski F-Score 7/9 — accounts improving year on year
• revenue compounding at 7% over three years
• net debt -1.9x EBITDA — balance sheet not forcing anything

Consensus buy from 1 analysts, mean target 44.00 USD, 35% above the current price. No revision activity in the last quarter.

Only 1 analyst estimate(s) — too few for a consensus to mean much.

Price target levels are shown as context only and never feed the score. Targets are reached roughly half the time and the most optimistic ones tend to underperform. Revision direction is the part that carries information.

Read off the statements over three years, not from any view about the company's prospects. What the numbers cannot tell you is whether management already has an answer.

EV/EBIT of 12.0 against a Technology median of 26.7 — 55% below peers. Free cash flow yield 9.1%. Trading 60% below its all-time high set 2021-11-19.

At the Technology median EV/EBIT of 26.7 instead of its current 12.0, and with earnings unchanged, the equity would be worth about 122% more. That is the size of the gap, not a forecast that it closes.

• ROIC 63% — still earning above a plausible cost of capital
• free cash flow positive
• Piotroski F-Score 7/9 — accounts improving year on year
• revenue compounding at 11% over three years
• net debt 0.0x EBITDA — balance sheet not forcing anything

Consensus hold from 34 analysts, mean target 270.61 USD, 1% below the current price. Revisions over the last quarter have been net negative — the sell side is marking this down.

Targets spread 70% of the mean — analysts disagree sharply, and consensus loses its information content when they do.

Trading 1% above the consensus target — the sell side thinks it is expensive.

Price target levels are shown as context only and never feed the score. Targets are reached roughly half the time and the most optimistic ones tend to underperform. Revision direction is the part that carries information.

EV/EBIT of 7.9 against a Financial Services median of 8.5 — 8% below peers. Free cash flow yield 10.5%. Trading 80% below its all-time high set 2021-07-23.

At the Financial Services median EV/EBIT of 8.5 instead of its current 7.9, and with earnings unchanged, the equity would be worth about 9% more. That is the size of the gap, not a forecast that it closes.

• ROIC 28% — still earning above a plausible cost of capital
• free cash flow positive
• Piotroski F-Score 9/9 — accounts improving year on year
• revenue compounding at 6% over three years
• net debt -0.1x EBITDA — balance sheet not forcing anything

Consensus hold from 33 analysts, mean target 59.77 USD, 4% below the current price. Revisions over the last quarter have been net positive, which is the part of analyst output the evidence actually supports.

Targets spread 186% of the mean — analysts disagree sharply, and consensus loses its information content when they do.

Trading 4% above the consensus target — the sell side thinks it is expensive.

Price target levels are shown as context only and never feed the score. Targets are reached roughly half the time and the most optimistic ones tend to underperform. Revision direction is the part that carries information.

EV/EBIT of 12.4 against a Consumer Cyclical median of 17.4 — 29% below peers. Free cash flow yield 5.5%.

At the Consumer Cyclical median EV/EBIT of 17.4 instead of its current 12.4, and with earnings unchanged, the equity would be worth about 52% more. That is the size of the gap, not a forecast that it closes.

• ROIC 81% — still earning above a plausible cost of capital
• free cash flow positive
• Piotroski F-Score 8/9 — accounts improving year on year

Consensus buy from 6 analysts, mean target 37.17 USD, 41% above the current price. Revisions over the last quarter have been net positive, which is the part of analyst output the evidence actually supports.

Price target levels are shown as context only and never feed the score. Targets are reached roughly half the time and the most optimistic ones tend to underperform. Revision direction is the part that carries information.

EV/EBIT of 7.9 against a Technology median of 26.7 — 70% below peers. Free cash flow yield 11.2%. Trading 68% below its all-time high set 2021-11-15.

At the Technology median EV/EBIT of 26.7 instead of its current 7.9, and with earnings unchanged, the equity would be worth about 225% more. That is the size of the gap, not a forecast that it closes.

• ROIC 17% — still earning above a plausible cost of capital
• free cash flow positive
• revenue compounding at 11% over three years
• net debt -0.4x EBITDA — balance sheet not forcing anything
• Altman Z 4.9 — outside the distress zone

Consensus buy from 13 analysts, mean target 125.85 USD, 25% above the current price. Revisions over the last quarter are balanced.

Targets spread 56% of the mean — analysts disagree sharply, and consensus loses its information content when they do.

Price target levels are shown as context only and never feed the score. Targets are reached roughly half the time and the most optimistic ones tend to underperform. Revision direction is the part that carries information.

EV/EBIT of 4.9 against a Financial Services median of 8.5 — 43% below peers. Free cash flow yield 24.4%.

At the Financial Services median EV/EBIT of 8.5 instead of its current 4.9, and with earnings unchanged, the equity would be worth about 55% more. That is the size of the gap, not a forecast that it closes.

• ROIC 28% — still earning above a plausible cost of capital
• free cash flow positive
• revenue compounding at 26% over three years
• operating margin 27%

Consensus buy from 19 analysts, mean target 111.87 USD, 13% above the current price. No revision activity in the last quarter.

Price target levels are shown as context only and never feed the score. Targets are reached roughly half the time and the most optimistic ones tend to underperform. Revision direction is the part that carries information.

Read off the statements over three years, not from any view about the company's prospects. What the numbers cannot tell you is whether management already has an answer.

EV/EBIT of 5.8 against a Financial Services median of 8.5 — 32% below peers. Free cash flow yield 15.9%.

At the Financial Services median EV/EBIT of 8.5 instead of its current 5.8, and with earnings unchanged, the equity would be worth about 41% more. That is the size of the gap, not a forecast that it closes.

• ROIC 54% — still earning above a plausible cost of capital
• free cash flow positive
• revenue compounding at 31% over three years
• operating margin 19%

mean target 150.00 ILS, 16% below the current price. Revisions over the last quarter are balanced.

Only 1 analyst estimate(s) — too few for a consensus to mean much.

Trading 16% above the consensus target — the sell side thinks it is expensive.

Price target levels are shown as context only and never feed the score. Targets are reached roughly half the time and the most optimistic ones tend to underperform. Revision direction is the part that carries information.

Read off the statements over three years, not from any view about the company's prospects. What the numbers cannot tell you is whether management already has an answer.

EV/EBIT of 18.4 against a Technology median of 26.7 — 31% below peers. Free cash flow yield 9.5%. Trading 54% below its all-time high set 2021-02-12.

At the Technology median EV/EBIT of 26.7 instead of its current 18.4, and with earnings unchanged, the equity would be worth about 42% more. That is the size of the gap, not a forecast that it closes.

• ROIC 51% — still earning above a plausible cost of capital
• free cash flow positive
• Piotroski F-Score 8/9 — accounts improving year on year
• revenue compounding at 10% over three years
• net debt -1.1x EBITDA — balance sheet not forcing anything

Consensus buy from 9 analysts, mean target 43.00 USD, 28% above the current price. Revisions over the last quarter have been net negative — the sell side is marking this down.

Targets spread 81% of the mean — analysts disagree sharply, and consensus loses its information content when they do.

Price target levels are shown as context only and never feed the score. Targets are reached roughly half the time and the most optimistic ones tend to underperform. Revision direction is the part that carries information.

Read off the statements over three years, not from any view about the company's prospects. What the numbers cannot tell you is whether management already has an answer.

Trading 41% below its all-time high set 2025-06-04.

At the Industrials median EV/EBIT of 20.2 instead of its current 20.2, and with earnings unchanged, the equity would be worth about 0% more. That is the size of the gap, not a forecast that it closes.

• ROIC 34% — still earning above a plausible cost of capital
• free cash flow positive
• Piotroski F-Score 7/9 — accounts improving year on year
• revenue compounding at 7% over three years
• net debt 1.6x EBITDA — balance sheet not forcing anything

Consensus buy from 17 analysts, mean target 237.71 USD, 27% above the current price. Revisions over the last quarter have been net positive, which is the part of analyst output the evidence actually supports.

Price target levels are shown as context only and never feed the score. Targets are reached roughly half the time and the most optimistic ones tend to underperform. Revision direction is the part that carries information.

P/E of 2.3 against a Communication Services median of 18.1 — 87% below peers.

No usable re-rating gap: the multiple is at or above its sector median, or the inputs were missing.

• ROIC 692% — still earning above a plausible cost of capital
• free cash flow positive
• Piotroski F-Score 7/9 — accounts improving year on year
• revenue compounding at 5% over three years
• net debt -4.1x EBITDA — balance sheet not forcing anything

Consensus strong buy from 32 analysts, mean target 162.16 CNY, 35% above the current price. No revision activity in the last quarter.

Targets spread 42% of the mean — analysts disagree sharply, and consensus loses its information content when they do.

Price target levels are shown as context only and never feed the score. Targets are reached roughly half the time and the most optimistic ones tend to underperform. Revision direction is the part that carries information.

EV/EBIT of 15.7 against a Consumer Cyclical median of 17.4 — 10% below peers.

At the Consumer Cyclical median EV/EBIT of 17.4 instead of its current 15.7, and with earnings unchanged, the equity would be worth about 12% more. That is the size of the gap, not a forecast that it closes.

• ROIC 16% — still earning above a plausible cost of capital
• free cash flow positive
• Piotroski F-Score 8/9 — accounts improving year on year
• net debt 1.0x EBITDA — balance sheet not forcing anything
• Altman Z 4.9 — outside the distress zone

Consensus strong buy from 4 analysts, mean target 45.25 USD, 16% above the current price. No revision activity in the last quarter.

Price target levels are shown as context only and never feed the score. Targets are reached roughly half the time and the most optimistic ones tend to underperform. Revision direction is the part that carries information.