Added to YB: 2025-08-25
Pitch date: 2025-08-21
ITRN [bullish]
Ituran Location and Control Ltd.
+22.12%
current return
Author Info
No bio for this author
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
$710.4M
Pitch Price
$36.23
Price Target
N/A
Dividend
5.60%
EV/EBITDA
6.61
P/E
12.79
EV/Sales
1.86
Sector
Communications Equipment
Category
growth
Ituran - Long Auto Theft
ITRN: Israeli telematics provider, 2.5M subscribers. Strong moat in Israel (monopoly) & Brazil. 7% subscriber growth CAGR. $100/yr ARPU w/ 70% GM. High FCF yield (10-11%). Trades at sub-$600M EV w/ $50M hidden asset in BRINGG stake. Risks: competition, EV/AV threat, Israel regulation, high 3% monthly churn. Family-controlled (20% ownership).
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