Enlight Renewable Energy Ltd operates a renewable energy platform in Israel, the Middle East, North Africa, Europe, the United States, and internationally.
FAIL · Does not pass the screen
74.77 USD
At the last full screen 2026-09-17
Screened 2026-09-17 · the tape above runs as of 23:00 UTC · 20 Sep · two dates, stated on purpose · verdict and workings shown in full · never trimmed
PRICE · FAIR-VALUE RANGE1M3M6MYTD1Y3Y5Y
What this means: price 74.77 against the desk's fair-value range, base estimate 48.85, over the last year.
Positioning no disclosures inside 60 days, left as found
Options no verdict drawn today, left as found
Ethical does not pass the values gate
Price74.77 USD
Fair value48.85
Ethical score70.0/100
Our investment reviews on this name
2026-08-28Read Distribution86.00-13.1% to today ✓
2026-07-02Read Markup95.73-21.9% to today
Our analytic regime reads on this name, dated and marked against today's price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Enlight Renewable Energy Ltd holds its Distribution at $74.77. The statistical read favours the sellers, held for 10 days.
As held on the ledger · 2026-09-17
Phase
Distribution · caution
Quantitative state
The statistical read favours the sellers, held for 10 days
Price at the screen
$74.77
Valuation
122.57 trailing · 95.86 forward price to earnings
Values screen
FAIL· score 70.0
Beta
0.93
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
59.34%
Below 33%
Interest-bearing debt is 59.3% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
7.23%
Below 49%
Money owed to the company is 7.2% of assets, under the 49% limit.
Pass
Revenue purity
3.33%
Below 5%
Only 3.3% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Conscience Overlay
Conscience flag · AFSC Investigate, Who Profits Corporate Database
The quantitative screen above is arithmetic. Separately, community boycott lists cite this company: Documented on AFSC Investigate / Who Profits Corporate Database — category: Economic Exploitation | Exploitation of Occupied Production and Resources | Settlement Enterprise | Services to the Settlements | Settlement Production. The desk records that flag here without folding it into the verdict: the screen measures the balance sheet, the overlay informs the conscience, and they are different judgements that belong to different owners. The second one is yours.
Fair value range in USD, drawn from the 2026-09-17 screen. The gold marker is the market price at the same screen. The price runs 34.7% above the base estimate.
Third-party analyst targets: 8 covering, consensus None. The average target sits +15% from the screen price.
Reading the gap · Our more conservative model reads it as fully-to-richly valued here, while the Street is more bullish: a quality-at-a-fair-price name rather than a deep-value one.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-17 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Renewables Grow Fast but Valuation Does Not
Picture a desert wind farm spinning at full speed yet still costing twice the cash it can ever return. Enlight Renewable Energy builds and runs utility scale solar and wind projects across Israel, Europe and the US, posting 43 percent revenue growth and a 12 percent profit margin. The numbers look energetic until the price tag appears.
We pass. Forward earnings sit at 106.8 times while our fair value sits 45 percent below the current 90.81 share price. Return on equity is only 5 percent, the moat is narrow, and eight analysts clustered around an 88 target still leave the stock expensive on any reasonable cash flow measure.
Policy support can fade, interest rates stay high and narrow competitive edges leave little room for error when projects miss deadlines or currencies swing. The ethical screen is clear yet the numbers are not.
The risks · The things to watch: its business and earnings are exposed to Israel and to currency swings; it carries a real debt load, which raises the stakes if revenue slips.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
ENLT trades on NASDAQ (the company is based in Israel). As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The framework has shifted from markup to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 5.3% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 72% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 361%. Our forward projection puts the odds of a 10% gain over the next month near 49%. The street (7 analysts) rates it buy, with a mean price target of $82.
2026-07-27Markup$90.81-5.1%Entry 4
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 5.1% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 72% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 361%. Our forward projection puts the odds of a 10% gain over the next month near 49%. The street (7 analysts) rates it buy, with a mean price target of $82.
2026-07-18Markup$95.73+0.0%Entry 3
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 72% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 361%. Our forward projection puts the odds of a 10% gain over the next month near 49%. The street (7 analysts) rates it buy, with a mean price target of $82.
2026-07-03Markup$95.73+0.0%Entry 2
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
2026-07-02Markup$95.73Entry 1
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
