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Israeli company providing stolen-vehicle recovery, tracking and fleet telematics services, mainly in Israel and Brazil.
Israeli company providing stolen-vehicle recovery, tracking and fleet telematics services, mainly in Israel and Brazil.
Charges a recurring monthly fee for tracking and recovery service, with devices and installation sold up front, and insurers value it because recovered vehicles lower their claims. The ongoing subscription base, not device sales, is the steadier part.
Moat: narrow (installed base, regulatory licence, network effects). A large installed subscriber base and integration with insurers/police create switching costs.
Headquarters: Azor, Israel · Founded: 1995 · Employees: 2,917
Size Ituran Location and Control (ITRN) is a United States Communication Services company (Specialty Telecommunications) with a market value of $987M, the 2257th largest of 3,117 United States companies the cockpit tracks. Shares closed at $49.76 on 6 Nov 2026.
Performance Over six months the shares fell 18.3%, against -12.3% for the median peer and -1.1% for the United States market (cap-weighted) — 4th lowest of 21 in its peer set.
Growth Revenue grew 15.8% over the last twelve months (peer median +4.3%); the operating margin is 21.8% (peer median 6.8%).
Valuation It trades at 12.9× forward earnings against a peer median of 24.9× (4th cheapest of 13).
Price implies For today's price to make sense, revenue must grow about -3% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -11 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 41.9 points above its cost of capital (8.9% WACC).
Backlog Backlog (remaining performance obligations) was $42.1M at 31 Dec 2025 — 0.1 years of trailing revenue. Backlog detail →
Short interest Short interest is 1.6% of the free float (15 Oct 2026).
Next results Next results expected around 24 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $393M | $359M | $336M | $320M | $293M |
| Revenue growth | — | +7% | +5% | +9% | — |
| Gross profit | $196M | $179M | $161M | $153M | $138M |
| EBITDA | $105M | $96.1M | $91.1M | $87.0M | $78.8M |
| Net income | $64.0M | $58.0M | $53.7M | $48.1M | $37.1M |
| Free cash flow | $84.3M | $66.8M | $60.6M | $63.0M | $18.6M |
| Capital expenditure | $23.4M | $21.8M | $13.6M | $14.2M | $26.5M |
| Total debt | $4.16M | $8.88M | $9.06M | $8.66M | $22.1M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Ituran Location and Control ITRN | $987M | -18% | +16% | 22% | 12.9× | -3.4% |
| CAMP4 Therapeutics CAMP | n/a | -9% | n/a | n/a | n/a | n/a |
| Verizon VZ | $189B | -3% | +1% | 24% | 8.8× | -7.2% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | ITRN | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -3.9% | +0.9% | 6th lowest of 21 |
| 6-month return | -18.3% | -12.3% | 4th lowest of 21 |
| Distance from 52-week high | -27.1% | -28.3% | 11th highest of 21 |
| Revenue growth (TTM) | +15.8% | +4.3% | 3rd highest of 21 |
| Operating margin | 21.8% | 6.8% | 6th highest of 20 |
| Forward P/E | 12.9× | 24.9× | 4th cheapest of 13 |
| Growth the price implies (Req g, 7 yrs) | -3.4% | 7.5% | 3rd least demanding of 13 |
| Growth delivered (Del g) | +7.9% | +7.7% | 7th highest of 13 |
| Hurdle (Req g minus delivered) | -11.3 pp | -6.7 pp | 4th least demanding of 13 |
| ROIC minus cost of capital | +41.9 pp | +0.5 pp | highest of 20 |
| EV / EBITDA | 8.5× | 9.7× | 6th cheapest of 13 |
| Net debt / EBITDA | -0.9× | 1.2× | least indebted of 13 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Ituran Location and Control ITRN | United States | $987M | -18% | +16% | 22% | 12.9× | -3.4% | +7.9% |
| Aussie Broadband ABB.AX | Australia | $968M | -13% | +9% | 7% | 14.7× | 13.1% | +29.9% |
| Guangzhou Frontop Digital Creative Technology 301313.SZ | China | $1.02B | +90% | +1% | -31% | 93.0× | n/a | n/a |
| Net263 002467.SZ | China | $939M | -33% | +14% | -29% | n/a | n/a | n/a |
| Guomai Technologies 002093.SZ | China | $1.08B | -14% | +3% | 24% | n/a | 11.7% | +6.5% |
| cyber_Folks CBF.WA | Poland | $899M | +8% | +27% | n/a | 40.2× | n/a | n/a |
| Macquarie Technology MAQ.AX | Australia | $890M | -34% | +6% | 15% | 58.2× | n/a | n/a |
| CITIC Telecom International 1883.HK | Hong Kong | $1.14B | -14% | 0% | 12% | 9.2× | -10.5% | +1.4% |
| Tata Teleservices (Maharashtra) TTML.NS | India | $824M | -11% | -1% | 44% | n/a | 22.7% | +2.1% |
| Chief Telecom 6561.TWO | Taiwan | $796M | +2% | -1% | 39% | 19.7× | -0.7% | +9.0% |
| StarHub CC3.SI | Singapore | $1.41B | +4% | -8% | 5% | 48.0× | 7.2% | +3.0% |
| Telesat TSAT.TO | Canada | $644M | -18% | -24% | -8% | n/a | n/a | n/a |
| KINX 093320.KS | South Korea | $623M | +68% | +7% | 19% | 32.8× | 7.8% | +17.7% |
| Eastone Century Technology 300310.SZ | China | $575M | -24% | +3% | 0% | n/a | n/a | n/a |
| Juneyao Grand Healthy Drinks 605388.SS | China | $524M | -15% | +5% | -19% | n/a | n/a | n/a |
| U-NEXT 9418.T | Japan | $2.04B | +17% | +20% | 6% | 17.6× | 0.4% | +17.7% |
| Beijing Waluer Information Technology 301380.SZ | China | $440M | -14% | +7% | 7% | n/a | 16.4% | +16.4% |
| Shunya International Martech (Beijing) 300612.SZ | China | $341M | -17% | -45% | -24% | n/a | n/a | n/a |
| Helios Towers HTWS.L | United Kingdom | $3.05B | -8% | +6% | 36% | 30.1× | 13.4% | +15.0% |
| freenet FNTN.DE | Germany | $3.06B | -7% | +10% | 14% | 11.4× | -11.3% | -1.1% |
| PLDT, Inc. Sponsored ADR PHI | United States | $3.88B | -11% | -2% | 22% | 8.7× | -2.9% | +0.8% |
Ituran Location and Control reported $42.1M of remaining performance obligations at 31 Dec 2025. That is 0.1 years of trailing revenue already under contract.