Added to YB: 2026-02-05
Pitch date: 2026-02-03
ITRN [bullish]
Ituran Location and Control Ltd.
+13.29%
current return
Author Info
Mahad is a contrarian value investor with a focus on DCF analysis and a disciplined margin of safety approach. Sign up for the newsletter.
Company Info
Ituran Location and Control Ltd., together with its subsidiaries, provides location-based telematics services and machine-to-machine telematics products in Israel, Brazil, and internationally.
Market Cap
$1.0B
Pitch Price
$44.10
Price Target
75.48 (+51%)
Dividend
3.95%
EV/EBITDA
8.37
P/E
15.68
EV/Sales
2.33
Sector
Communications Equipment
Category
value
Ituran Location Control (NASDAQ: ITRN)
ITRN: Telematics co in high-theft Israel/Brazil markets, 90% recurring rev, <3% churn, 20%+ op margins. Net cash, 4-5% dividend yield. DCF suggests 66% upside. Catalysts: Stellantis/BMW/Yamaha OEM deals, motorcycle expansion, India JV. Risks: insurer dependency, theft rate changes, geographic concentration, embedded OEM threat.
Read full article (12 min)