Ituran Location and Control Ltd. (ITRN) has a MoatMap StockRank of 100/100 based on Quality (84/100), Value (63/100), and Momentum (67/100) factor scores. The current signal is STRONG BUY. Ituran Location and Control exhibits many characteristics of a quality compounder, including an asset-light model, recurring revenue from SVR and fleet management, and potential network effects. Its services are critical for vehicle security and fleet efficiency. However, the direct geopolitical risk for an Israeli company, specifically mentioned in the 'Geopolitical Energy Shock' theme, creates a significant headwind and uncertainty despite the underlying business quality.
Ituran Location and Control Ltd. is a global provider of Stolen Vehicle Recovery (SVR) and fleet management services, offering tracking and telematics solutions primarily for the automotive sector. Its competitive moat lies in its proprietary technology and established operational centers, which provide highly effective SVR services, creating a strong customer value proposition based on security and asset recovery. Ituran is a market leader in the SVR segment in several countries, differentiating itself through robust networks and integrated service offerings.
| Price | $61.39 |
| Market Cap | $1.2B |
| P/E (TTM) | 20.19 |
| P/E (Forward) | 15.86 |
| Price/Book | 5.59 |
| Return on Equity | 28.9% |
| Return on Invested Capital | 27.2% |
| Debt/Equity | 3.96 |
| Gross Margin | 49.7% |
| Operating Margin | 21.8% |
| Revenue Growth | 12.8% |
| Dividend Yield | 9.9% |
| Free Cash Flow | $47M |
Ituran Location and Control Ltd. operates in the Scientific & Technical Instruments industry, part of the Technology sector (Israel).