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Electra Consumer Products

ECP.TA
52
Industrial - Machinery · Industrials
Price
6600.00 ILA
+201.00 (+3.14%)
Market Cap
1.51B ILA
Exchange
Tel Aviv Stock Exchange
Winston Score
52
Winston is curious
Mixed quality — meaningful strengths and weaknesses.
Data as of Aug 9, 2026 · filings through Mar 31, 2026

Share count rising — dilution

+5.6% over 4y

The company has issued more shares over this period, which dilutes each existing shareholder’s stake.

Diluted shares outstanding: 22.4M (2021) → 23.6M (2025)

Electra Consumer Products is an Israeli company that makes and sells home appliances and air conditioning systems. Its products include air conditioners, refrigerators, washing machines, and other household electronics sold to everyday consumers and businesses across Israel. The company is one of Israel's leading appliance brands and also holds distribution rights for well-known international brands in the local market.

The company earns money primarily through product sales — selling appliances directly to consumers and through retail chains. It operates mainly in Israel, with some regional activity, and generates roughly $1.5 billion in market value. Its competitive edge comes from strong brand recognition built over decades and established distribution networks that are hard for new competitors to quickly replicate. The main risks the business faces include rising import costs due to currency fluctuations, intense competition from global appliance makers entering the Israeli market, and the ongoing economic uncertainty tied to the regional geopolitical situation.

Winston Score History

Growth Profile

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+6.3% YoY

YoY Growth Rate

Slow revenue growth

EPS Growth

+24.4% YoY

YoY Growth Rate

Steady EPS growth

R&D Spend

$0/ year

Declining (-100% vs prior year)

0.0% of revenue

Below sector average (4%)

R&D spend declining — could signal cost-cutting or efficiency

Insider Activity

48.3%ownership

Insiders own a meaningful stake in the company

Cash Position

Cash flow positive

$825M cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Company generates more cash than it spends — no dilution risk from fundraising

Growth context

Electra Consumer Products is growing revenue at 6% year-over-year. The Winston Score measures business quality today — these growth metrics show what could matter tomorrow.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

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Quality

Gross Margin
29.4%
Modest — 29.4% gross margin
Operating Margin
5.1%
Thin — 5.1% operating margin
ROCE
5.0%
Weak — 5.0% return on capital

ROIC between 5% and 15%. They earn 5 to 15 cents back per year on every dollar invested.

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Growth

Sales YoY
+2.4%
Nearly flat sales (+2.4% YoY)
EPS YoY
+93.6%
Earnings growing fast (+93.6% YoY)

Earnings growing 25%+ a year. The compounder zone.

EPS Consistency
7/8 quarters
Every recent quarter grew earnings vs last year

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Cash Flow

Cash Conversion
451%
Turns 451% of profit into real cash
FCF Margin
3.7%
Thin free cash flow (3.7%)

FCF margin between 0% and 10%. Some cash from sales, but not a lot.

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Stability

Debt / Equity
2.07
Heavy debt load (2.07)
Interest Cover
1.39x
Dangerous — barely covers interest (1.4x)

Interest coverage between 1 and 3. Profits cover interest, but with little room to spare.

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Valuation

P/E Ratio (TTM)
14.6x
Attractive valuation — P/E 14.6

P/E in the normal range. Price is roughly $15 for every $1 of yearly profit.

P/E vs Forward
N/A
not available
Data not available

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Dividends

Dividend Yield
5.21%
Healthy income — 5.21% yield

Generous yield. Worth checking whether the payout is sustainable.

Dividend Growth
+14.7%
Dividend growing fast (14.7% YoY)

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