Ituran Location and Control Ltd. (ITRN)
NASDAQ (NGS) NASDAQ (NGS) Primary 
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Ituran: Still Undervalued While Compounding With A 5% Dividend Yield
Ituran is a (somewhat boring) compounder with a SaaS-like business model that benefits from network effects and elevated switching cost. Geographic concentration in Israel and Brazil brings currency risk and drives volatility, but fundamental growth trends are strong. Network effects fuel margin expansion in the service segment, with a ROIC to top 30% in 2025 (vs. a WACC of 7.5%).
Ituran: 6G, AI And Big Data Are Its Growth Engine
As cities move into 6G networks and AI, there is a growing surge in demand for telematic services. ITRN boasts 2.4 million subscribers, with a 12% CAGR since 2004, and 70% of these are recurring, indicating strong customer retention. The telematics market is projected to grow from $9 billion in 2024 to $16.1 billion by 2030, positioning ITRN for significant growth.
Ituran Location and Control Ltd. (ITRN) Q4 2024 Earnings Call Transcript
Ituran Location and Control Ltd. (NASDAQ:ITRN ) Q4 2024 Earnings Conference Call February 26, 2025 10:00 AM ET Company Participants Kenny Green - IR, EK Global Investor Relations Eyal Sheratzky - CEO Eli Kamer - CFO Conference Call Participants Sergey Glinyanov - Freedom Capital Chris Reimer - Barclays Boris Schneider - More Investments Operator Ladies and gentlemen, thank you for standing by.
Ituran Q4 Earnings Preview: More Room To Grow
Initiating coverage on Ituran Location and Control Ltd. ahead of Q4 and full-year 2024 earnings release on February 26th. Earnings are likely to be positive, as guidance and consensus have been conservative for the last several quarters. Despite the recent run-up in share price, I believe that ITRN has more room to grow as market tailwinds accelerate.
Ituran Location And Control: Finally Fairly Valued, Q4 Numbers May Change It
I initially rated Ituran Location and Control Ltd. (ITRN) as undervalued by about 1/3, predicting growth from new strategic partnerships and market expansions. After a stagnant period, ITRN surged over 50% in 3 months, validating my "Buy" call and outperforming the S&P 500 index. Right now, the stock is finally trading "fairly" based on the EV/EBITDA ratio.
Ituran Location and Control Ltd. (ITRN) Q3 2024 Earnings Call Transcript
Ituran Location and Control Ltd. (NASDAQ:ITRN ) Q3 2024 Earnings Conference Call November 21, 2024 10:00 AM ET Company Participants Kenny Green - Investor Relations, EK Global Investor Relations Eyal Sheratzky - Chief Executive Officer Eli Kamer - Chief Financial Officer Conference Call Participants Sergey Glinyanov - Freedom Capital Allen Klee - Maxim Group Josh Strauss - Pekin Hardy Operator Ladies and gentlemen, thank you for standing by.
Ituran Has The Makings Of A Fine Portfolio Stock
The stock of Ituran, a specialist in the telematics landscape has spent much of this year consolidating. We feel it is a good opportunity to pick up this stock and highlight some of its attractive facets. The stock looks cheap, given the forward EBITDA growth on offer, whilst it also looks appealing from an FCF and dividend yield angle.
Why Ituran's Q2 Shows Strong Value Potential
Ituran had solid Q2 2024 results with $0.66 GAAP EPS and $84.9 million in revenue. Despite strong profits and a positive industry outlook, ITRN stock is undervalued, possibly due to currency swings and geopolitical risks. Ituran operates globally, offers telematics services, and is expanding strategically, making it a good pick for value investors.
