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Kamada Ltd
How the company evolved, year by year. Revenue and debt come from the annual reports — for most companies, the 10-K filings with the SEC since 2009; dividends from the payments themselves.
The bars are a balance on the closing date; the lines are what happened during the year. Revenue above equity is ordinary, not an anomaly — it means the company turns its capital over more than once a year.
Major managers that reported this stock in their latest 13F.
▲ +52.7% over 5Y.
today you would have $1,779.82▲ +78.0%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 4 closed years. Each multiple uses that year’s closing price and that year’s reported numbers — not today’s. The range is set by the annual reports on record.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Year-end price | $7.06 | $6.09 | $6.12 | $4.01 | |
| P/E | 24.4x | 20.2x | 24.4x | 40.8x | — |
| P/S | 2.2x | 2.3x | 2.2x | 2.5x | 1.4x |
| P/B | 1.4x | 1.5x | 1.3x | 1.4x | 1.0x |
| EPS | $0.35 |
Seven formulas applied to what the company reported. None of them predicts a price — each answers what the stock would be worth if its assumption held. The assumption is printed next to every number, because it is the assumption that produces the result.
Square root of 22.5 × earnings × book value — the two ceilings Graham proposed. Blind to intangibles, so it undervalues software and brands.
Earnings growing 25.0% a year plus a 4.7% dividend — Lynch adds the yield to the growth rate, so a payer is not priced like a company that returns nothing. Growth capped at 25%.
Median P/E of 22.4 among peers in the sector.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Cash flow growing 15.0% a year for 10 years, discounted at 10%, then 2.5% forever.
Sector median of 13.3x operating profit, less net debt. Sees the business before its financing, so debt does not distort the comparison. Banks have no EBITDA — interest is their revenue, not a cost.
Companies of similar size in Healthcare, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| ARVNArvinas Inc | $7.83 | 30.1x | 0.9x | — | 1.59% | $511.97M |
| TCMDTactile Systems Technology Inc | $22.43 | 21.0x | 2.3x | — | 11.88% | $508.09M |
| KYTXKyverna Therapeutics, Inc. | $8.37 | — | 2.6x | — | -87.24% | $517.63M |
| ASMBAssembly Biosciences Inc | $25.45 |
Kamada Ltd. manufactures and sells plasma-derived protein therapeutics. Its products include KAMRAB/KEDRAB indicated as prophylaxis of rabies; CYTOGAM for prophylaxis of Cytomegalovirus disease in kidney, lung, liver, pancreas, heart, and heart/lung transplants; VARIZIG for post exposure prophylaxis of varicella; WINRHO SDF for immune thrombocytopenic purpura and suppression of rhesus isoimmunization; HEPAGAM B for prevention of hepatitis B recurrence liver transplants and post-exposure prophylaxis; GLASSIA for intravenous AATD; KAMRHO (D) IM for prophylaxis of hemolytic disease of newborns; and Echis coloratus and Vipera palaestinae Antiserum to treat snake bite. The company also distributes biopharmaceutical products in Israel, including BRAMITOB to manage chronic pulmonary infection; FOSTER to treat asthma; TRIMBOW for chronic obstructive pulmonary disease; PROVOCHOLINE for the diagnosis of bronchial airway hyperactivity; AEROBIKA, an OPEP device; RUPAFIN and RUPAFIN ORAL SOLUTION for allergic rhinitis and Urticaria; SINTREDIUS for rheumatoid arthritis, systemic lupus erythematosus, and mild-moderate juvenile dermatomyositis; IVIG for various immunodeficiency-related conditions; VARITECT for chicken pox and zoster herpes; ZUTECTRA and HEPATECT CP for prevention of hepatitis B; MEGALOTECT CP for CMV virus; RUCONEST for angioedema attack; HEPARIN SODIUM INJECTION for thrombo-embolic disorders and prophylaxis of deep vein thrombosis and thromboembolic events; ALBUMIN and ALBUMIN for blood plasma; Factor VIII for hemophilia type A; and Factor IX for hemophilia type B. In addition, it distributes COAGADEX to treat hereditary factor X deficiency; IXIARO for Japanese encephalitis; VIVOTIF for salmonella typhi; PROCYSBI for nephropathic cystinosis; LAMZEDE for alpha-mannosidosis; RYPLAZIM for hypoplasminogenemia; ELIGARD for prostate cancer; and BEVACIZUMAB KAMADA for various cancers. The company was incorporated in 1990 and is headquartered in Rehovot, Israel.
Company description provided by Yahoo Finance.
| $0.25 |
| $0.15 |
| -$0.05 |
| Dividend yield | — | 2.83% | — | — | — |
| Payout | — | 57.14% | — | — | — |
| Profit margin | 7.40% | 11.19% | 8.99% | 5.81% | -1.79% |
| ROE | 4.48% | 7.51% | 5.57% | 3.39% | -1.32% |
Median, not average: a single year of near-zero profit produces a P/E of 400 and would drag an average on its own. P/E years above 200x are left out, the same cut the fair price uses — so this median matches the “its own history” method below. Price and EPS have no median: they are series that grow.
Dividend growing 0.0% a year against a 7.0% required return, taken from the stock’s beta. The only method anchored on what the company pays rather than what it reports.
Not the average of the seven numbers above. Four of the seven start from the same earnings per share — Graham, Lynch, sector multiples and its own history — so averaging all seven would let one input count four times and drown out the others. Instead each family produces one number, and the fair price is the average of the families that answered. A family with two working formulas contributes their average, not two votes.
6 methods answered, across 4 families.
Every formula reads the same reported statements and they can be wrong together. The margin is room for that.
-9.5% from the average.
These are models, not forecasts, and not investment advice. Change one assumption and the number changes with it — that is a property of valuation, not a defect of this page.
| 20.5x |
| 1.7x |
| — |
| -0.03% |
| $518.18M |
| VOGXVogenx, Inc. | $33.96 | — | — | — | — | $504.48M |
| ENTXEntera Bio Ltd. | $3.03 | — | 20.6x | — | -138.92% | $524.62M |