Poalim Ibi (PIU) - Net Assets
Based on the latest financial reports, Poalim Ibi (PIU) has net assets worth ILA137.30 Million ILA (≈ $368.10K USD) as of December 2019. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (ILA171.11 Million ≈ $458.75K USD) and total liabilities (ILA33.81 Million ≈ $90.65K USD). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off. Read PIU total liabilities for a breakdown of total debt and financial obligations.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | ILA137.30 Million |
| % of Total Assets | 80.24% |
| Annual Growth Rate | 0.65% |
| 5-Year Change | 4.19% |
| 10-Year Change | 6.46% |
| Growth Volatility | 4.13 |
Poalim Ibi - Net Assets Trend (2009–2019)
This chart illustrates how Poalim Ibi's net assets have evolved over time, based on quarterly financial data. Also explore Poalim Ibi assets under control for the complete picture of this company's asset base.
Annual Net Assets for Poalim Ibi (2009–2019)
The table below shows the annual net assets of Poalim Ibi from 2009 to 2019. For live valuation and market cap data, see PIU market cap.
| Year | Net Assets | Change |
|---|---|---|
| 2019-12-31 | ILA137.30 Million ≈ $368.10K |
+8.41% |
| 2018-12-31 | ILA126.65 Million ≈ $339.54K |
-6.85% |
| 2017-12-31 | ILA135.95 Million ≈ $364.49K |
+3.20% |
| 2016-12-31 | ILA131.74 Million ≈ $353.19K |
-0.03% |
| 2015-12-31 | ILA131.77 Million ≈ $353.28K |
-3.53% |
| 2014-12-31 | ILA136.60 Million ≈ $366.21K |
-1.00% |
| 2013-12-31 | ILA137.98 Million ≈ $369.91K |
-0.25% |
| 2012-12-31 | ILA138.32 Million ≈ $370.83K |
+5.69% |
| 2011-12-31 | ILA130.87 Million ≈ $350.86K |
+1.48% |
| 2010-12-31 | ILA128.97 Million ≈ $345.75K |
+0.22% |
| 2009-12-31 | ILA128.68 Million ≈ $344.99K |
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Equity Component Analysis
This analysis shows how different components contribute to Poalim Ibi's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.
Equity Composition Insights
- Retained earnings have decreased by 46.5% over the analyzed period, potentially due to dividend distributions or operating losses.
Current Equity Component Breakdown (December 2019)
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | ILA7.29 Million | 5.31% |
| Common Stock | ILA200.00K | 0.15% |
| Other Components | ILA129.81 Million | 94.55% |
| Total Equity | ILA137.30 Million | 100.00% |
Poalim Ibi Competitors by Market Cap
The table below lists competitors of Poalim Ibi ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
Daihan Pharmaceutical Co.Ltd
KQ:023910
|
$111.37 Million |
|
Sunrise Realty Trust, Inc.
NASDAQ:SUNS
|
$111.39 Million |
|
Frontier Energy Ltd
AU:FHE
|
$111.46 Million |
|
MDxHealth SA ADR
NASDAQ:MDXH
|
$111.46 Million |
|
Aztek Teknoloji Urunleri Ticaret A.S.
IS:AZTEK
|
$111.32 Million |
|
Suzhou Goldengreen Technologies Ltd
SHE:002808
|
$111.31 Million |
|
Voss Veksel og Landmandsbank ASA
OL:VVL
|
$111.31 Million |
|
SHANGHAI FUDAN H YC-,10
F:FDY
|
$111.30 Million |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in Poalim Ibi's equity between the two most recent reporting periods.
Equity Growth Insights
- From 2018 to 2019, total equity changed from 126,647,000 to 137,300,000, a change of 10,653,000 (8.4%).
- Net income of 27,082,000 contributed positively to equity growth.
- Dividend payments of 18,200,000 reduced retained earnings.
- Other factors increased equity by 1,771,000.
Equity Change Factors (2018 to 2019)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | ILA27.08 Million | +19.72% |
| Dividends Paid | ILA18.20 Million | -13.26% |
| Other Changes | ILA1.77 Million | +1.29% |
| Total Change | ILA- | 8.41% |
Book Value vs Market Value Analysis
This analysis compares Poalim Ibi's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.
Insufficient data available to analyze book value vs market value.
Capital Efficiency Dashboard
This dashboard shows how efficiently Poalim Ibi utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.
Capital Efficiency Insights
- Current Return on Equity (ROE): 19.72%
- The company demonstrates strong efficiency in generating profits from shareholder equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: 38.16%
- • Asset Turnover: 0.41x
- • Equity Multiplier: 1.25x
- Recent ROE (19.72%) is above the historical average (16.40%), indicating improving capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 2009 | 14.51% | 49.41% | 0.27x | 1.07x | ILA5.80 Million |
| 2010 | 11.66% | 41.05% | 0.27x | 1.07x | ILA2.14 Million |
| 2011 | 7.79% | 34.16% | 0.22x | 1.05x | ILA-2.89 Million |
| 2012 | 8.06% | 37.15% | 0.21x | 1.03x | ILA-2.68 Million |
| 2013 | 16.45% | 50.87% | 0.30x | 1.08x | ILA8.90 Million |
| 2014 | 19.38% | 47.46% | 0.37x | 1.10x | ILA12.81 Million |
| 2015 | 13.79% | 46.85% | 0.27x | 1.09x | ILA5.00 Million |
| 2016 | 20.85% | 46.00% | 0.39x | 1.17x | ILA14.29 Million |
| 2017 | 37.18% | 57.50% | 0.57x | 1.14x | ILA36.95 Million |
| 2018 | 11.00% | 30.58% | 0.32x | 1.12x | ILA1.27 Million |
| 2019 | 19.72% | 38.16% | 0.41x | 1.25x | ILA13.35 Million |
Industry Comparison
This section compares Poalim Ibi's net assets metrics with peer companies in the Investment Banking & Investment Services industry.
Industry Context
- Industry: Investment Banking & Investment Services
- Average net assets among peers: $148,013,667
- Average return on equity (ROE) among peers: -884.42%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| Poalim Ibi (PIU) | ILA137.30 Million | 14.51% | 0.25x | $111.35 Million |
| Israel China Biotechnology (ICB) Ltd (ICB) | $470.00K | -2538.72% | 16.75x | $19.47 Million |
| Inbar Group Finance Ltd (INBR) | $13.25 Million | -129.81% | 4.17x | $19.95 Million |
| Meitav Dash Investments Ltd (MTDS) | $430.32 Million | 15.28% | 1.01x | $1.09 Billion |
About Poalim Ibi
Poalim I.B.I.-Managing & Underwriting Ltd operates as an investment banking company. The company engages in the issuance of issues for corporations seeking to raise capital and debt in the capital market; management of issues, including distribution and management of consortium underwriters for issues of companies offering securities to the public; deals in brokerage of securities; and management… Read more