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Formula Systems (1985) Ltd. (IL:FORTY)
TASE:FORTY
Israel Market
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Formula (FORTY) AI Stock Analysis

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IL:FORTY

Formula

(TASE:FORTY)

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Neutral 69 (OpenAI - 5.2)
Rating:69Neutral
Price Target:
35,379.00
▼(-34.48% Downside)
Action:Downgraded
Date:05/18/26
The score is supported most by extremely cheap valuation (very low P/E) and a constructive balance-sheet/FCF profile, but is held back by weak technical trend signals and concerns about the durability of the 2025 profit surge given revenue decline and weaker cash conversion.
Positive Factors
Improving leverage / stronger balance sheet
A materially lower debt-to-equity ratio and higher equity in 2025 strengthen financial resilience. Durable lower leverage reduces refinancing and solvency risk, expands capacity for strategic investment or buybacks, and supports steadier returns through credit cycles over the next 2–6 months.
Negative Factors
Revenue decline in 2025
A top-line slip after several years of growth weakens the growth runway and scale economics. Persisting or recurring revenue contraction would pressure margins, lower future cash generation, and make recent profit improvements harder to sustain over the next several months.
Read all positive and negative factors
Positive Factors
Negative Factors
Improving leverage / stronger balance sheet
A materially lower debt-to-equity ratio and higher equity in 2025 strengthen financial resilience. Durable lower leverage reduces refinancing and solvency risk, expands capacity for strategic investment or buybacks, and supports steadier returns through credit cycles over the next 2–6 months.
Read all positive factors

Formula (FORTY) vs. iShares MSCI Israel ETF (EIS)

Formula Business Overview & Revenue Model

Company Description
Formula Systems (1985) Ltd. is a global technology enterprise delivering a broad spectrum of IT services and products. The company specializes in developing and distributing both proprietary and third-party software solutions, offering extensive p...

Formula Financial Statement Overview

Summary
Financials are generally improving (notably lower leverage and consistently positive free cash flow), but 2025 results look less durable: revenue declined, net margin spiked unusually, and cash conversion lagged reported profits—raising risk that earnings were boosted by non-recurring or non-cash factors.
Income Statement
72
Positive
Balance Sheet
70
Positive
Cash Flow
63
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue2.90B2.84B2.76B2.62B2.57B2.41B
Gross Profit610.24M561.98M684.68M643.71M622.47M563.86M
EBITDA266.23M332.99M391.80M362.53M390.45M324.26M
Net Income634.24M656.50M79.67M64.01M201.47M141.40M
Balance Sheet
Total Assets3.64B3.58B3.01B2.81B2.79B2.75B
Cash, Cash Equivalents and Short-Term Investments1.18B1.28B563.20M528.17M569.06M512.46M
Total Debt681.48M592.38M644.21M669.99M772.67M712.91M
Total Liabilities1.81B1.81B1.63B1.50B1.62B1.57B
Stockholders Equity1.38B1.35B679.34M625.76M551.87M540.96M
Cash Flow
Free Cash Flow0.00402.54M295.49M262.97M199.82M177.42M
Operating Cash Flow0.00420.06M324.45M294.97M239.14M208.48M
Investing Cash Flow0.00579.13M-78.18M-139.24M-74.30M-110.19M
Financing Cash Flow0.00-217.01M-184.96M-243.18M-70.98M-114.13M

Formula Technical Analysis

Technical Analysis Sentiment
Negative
Last Price54000.00
Price Trends
50DMA
34741.92
Negative
100DMA
35211.28
Negative
200DMA
40153.18
Negative
Market Momentum
MACD
-411.53
Negative
RSI
44.27
Neutral
STOCH
26.09
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IL:FORTY, the sentiment is Negative. The current price of 54000 is above the 20-day moving average (MA) of 32269.00, above the 50-day MA of 34741.92, and above the 200-day MA of 40153.18, indicating a neutral trend. The MACD of -411.53 indicates Negative momentum. The RSI at 44.27 is Neutral, neither overbought nor oversold. The STOCH value of 26.09 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IL:FORTY.

Formula Risk Analysis

Formula disclosed 52 risk factors in its most recent earnings report. Formula reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 3 New Risks
1.
We may encounter difficulties in realizing the potential financial or strategic benefits of recent business acquisitions. We expect to make additional acquisitions in the future that could disrupt our operations and harm our operating results. Q4, 2023
2.
Our business depends on generating and maintaining ongoing, profitable client demand for our services and solutions, including through the adaptation and expansion of our services and solutions in response to ongoing changes in technology and offerings, and a significant reduction in such demand or an inability to respond to the evolving technological environment could materially affect our results of operations. Q4, 2023
3.
Political and economic conditions in Israel, including the ongoing war and hostilities between Israel and Hamas Terror Organization and Israel and the Hezbollah Terror Organization in Lebanon, may limit our ability to sell our products. This could have a material adverse effect on our operations and business condition, harm our results of operations and adversely affect our share price. Q4, 2023

Formula Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
69
Neutral
₪4.95B2.582.68%-7.35%571.45%
61
Neutral
₪7.25B79.5615.81%327.88%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IL:FORTY
Formula
32,480.00
-6,511.89
-16.70%
IL:CMDR
Computer Direct
30,090.00
-13,897.92
-31.59%
IL:MLTH
Malam-Team Hold
14,070.00
-3,800.00
-21.26%
IL:NYAX
Nayax
20,600.00
5,250.00
34.20%
IL:SPDV
Speedvalue
300.00
-41.80
-12.23%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: May 18, 2026