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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 68 (OpenAI - Gpt-5.6Sol)
Rating:68Neutral
Price Target:
35,272.00
▼(-9.44% Downside)
Action:Reiterated
Date:08/18/26
The score is driven primarily by improving financial positioning (notably lower leverage and positive free cash flow) and a very attractive headline valuation (low P/E with a dividend). These positives are tempered by weak technicals (price below key moving averages and negative MACD) and questions about the durability and cash conversion of the 2025 earnings surge.
Positive Factors
Lower Leverage
The substantial reduction in debt relative to equity strengthens Formula’s capital structure and improves financial flexibility. Lower leverage can reduce balance-sheet risk, support investment capacity, and make the business more resilient through changing operating conditions.
Negative Factors
Recent Revenue Contraction
The 2025 revenue decline interrupts the prior multi-year expansion trend and raises questions about demand, customer retention, or competitive pressure. Persistent contraction would limit operating leverage and make reported profit growth harder to sustain over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Lower Leverage
The substantial reduction in debt relative to equity strengthens Formula’s capital structure and improves financial flexibility. Lower leverage can reduce balance-sheet risk, support investment capacity, and make the business more resilient through changing operating conditions.
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 broadly improving, led by materially lower leverage and consistently positive free cash flow. However, 2025 shows a mismatch between a sharp net margin/ROE surge and declining revenue plus weaker cash conversion, raising concerns that part of the profit strength may be non-recurring or not fully cash-backed.
Income Statement
72
Positive
Balance Sheet
70
Positive
Cash Flow
63
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue2.93B2.84B2.76B2.62B2.57B2.41B
Gross Profit581.06M561.98M684.68M643.71M622.47M563.86M
EBITDA269.18M332.99M391.80M362.53M390.45M324.26M
Net Income642.15M656.50M79.67M64.01M201.47M141.40M
Balance Sheet
Total Assets3.48B3.58B3.01B2.81B2.79B2.75B
Cash, Cash Equivalents and Short-Term Investments858.75M1.28B563.20M528.17M569.06M512.46M
Total Debt670.60M592.38M644.21M669.99M772.67M712.91M
Total Liabilities1.84B1.81B1.63B1.50B1.62B1.57B
Stockholders Equity1.21B1.35B679.34M625.76M551.87M540.96M
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
Positive
Last Price38950.00
Price Trends
50DMA
34211.20
Positive
100DMA
35107.65
Positive
200DMA
38585.30
Negative
Market Momentum
MACD
1150.51
Positive
RSI
57.03
Neutral
STOCH
24.85
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IL:FORTY, the sentiment is Positive. The current price of 38950 is above the 20-day moving average (MA) of 36304.50, above the 50-day MA of 34211.20, and above the 200-day MA of 38585.30, indicating a neutral trend. The MACD of 1150.51 indicates Positive momentum. The RSI at 57.03 is Neutral, neither overbought nor oversold. The STOCH value of 24.85 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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
68
Neutral
₪5.64B2.892.06%-12.16%615.00%
56
Neutral
₪5.42B215.5312.76%-62.42%
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
36,800.00
-4,757.63
-11.45%
IL:CMDR
Computer Direct
33,620.00
-9,745.65
-22.47%
IL:MLTH
Malam-Team Hold
17,400.00
-3,090.00
-15.08%
IL:NYAX
Nayax
14,500.00
-1,900.00
-11.59%
IL:SPDV
Speedvalue
211.50
-128.50
-37.79%
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: Aug 18, 2026