Based on the aggregated intelligence of 170,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, stolen vehicle recovery specialist Ituran Location & Control
With that in mind, let's take a closer look at Ituran's business and see what CAPS investors are saying about the stock right now.
Ituran facts
| Headquarters (Founded) | Azour, Israel (1994) |
| Market Cap | $311.4 million |
| Industry | Communications equipment |
| Trailing-12-Month Revenue | $146.7 million |
| Management |
Co-CEO Eyal Sheratzky (since 2003) Co-CEO Nir Sheratzky (since 2003) |
| Return on Equity (Average, Past 3 Years) | 14.7% |
| Cash/Debt | $47.8 million / $6.2 million |
| Dividend Yield | 6.5% |
| Competitors |
LoJack
Pointer Telocation
Trimble Navigation |
Sources: Capital IQ (a division of Standard & Poor's) and Motley Fool CAPS.
On CAPS, 99% of the 290 members who have rated Ituran believe the stock will outperform the S&P 500 going forward. These bulls include guyusj and dumberthanafool.
Earlier this year, guyusj tapped Ituran as an enticing income opportunity: "[T]his is a very promising company with solid growth prospects. I also like their attitude regarding giving money back to shareholders."
Ituran even boasts a robust three-year average operating margin of 20.4%. That's much higher than the 10.7% figures from rivals Pointer and Trimble, let alone LoJack's average negative margin of -1.2%.
CAPS member dumberthanafool elaborates on the Ituran bull case:
Does a lot of business in Argentina and Brazil, in addition to Israel and the U.S. Big dividend (though not a stable, American-style dividend, it fluctuates European-style). Excellent balance sheet. ROA and ROE have been recovering in the last two years. ... While I continue to add to my "safe" large-cap quality stock holdings, my strategy this year, which I have already been implementing, is to make "riskier" bets (for me) in ETFs of interest ... and to look for high quality SMALL-cap companies. By high quality, I mean companies with great balance sheets, decent price to earnings and/or price/FCF ratios, stable or growing and decent ROE, rational business plans, etc. I put ITRN in this category.
What do you think about Ituran, or any other stock for that matter? If you want to retire rich, you need to put together the best portfolio you can. Owning exceptional stocks is a surefire way to secure your financial future, and on Motley Fool CAPS, thousands of investors are working every day to find them. CAPS is 100% free, so get started!
