ISA Holdings (JSE:ISA) EBIT: R36.8 Mil (TTM As of Feb. 2026)


JSE:ISA ISA Holdings Ltd JSE:ISA
88 GF Score
Price R2.10
GF Value R2.23
Valuation Fairly Valued
! 3 Warning Signs
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What is ISA Holdings EBIT?

ISA Holdings JSE:ISA +4.48% 88 EBIT is R36.8 Mil as of Feb. 2026. GuruFocus rates JSE:ISA with a GF Score™ of 88/100 and a GF Value™ of R2.23 (Fairly Valued). The stock has 3 warning signs investors should review.

ISA Holdings's earnings before interest and taxes (EBIT) for the six months ended in Feb. 2026 was R18.2 Mil. Its earnings before interest and taxes (EBIT) for the trailing twelve months (TTM) ended in Feb. 2026 was R36.8 Mil.

EBIT or Operating Income is linked to Return on Capital for both regular definition and Joel Greenblatt's definition. ISA Holdings's annualized ROC % for the quarter that ended in Feb. 2026 was 46.60%. ISA Holdings's annualized ROC (Joel Greenblatt) % for the quarter that ended in Feb. 2026 was 166.69%.

EBIT is also linked to Joel Greenblatt's definition of earnings yield. ISA Holdings's Earnings Yield (Joel Greenblatt) % for the quarter that ended in Feb. 2026 was 11.74%.

ISA Holdings  (JSE:ISA) EBIT Explanation

1. EBIT or Operating Income is linked to Return on Capital for both regular definition and Joel Greenblatt's definition.

ISA Holdings's annualized ROC % for the quarter that ended in Feb. 2026 is calculated as:

ROC % (Q: Feb. 2026 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (Q: Aug. 2025 ) + Invested Capital (Q: Feb. 2026 ))/ count )
=35.178 * ( 1 - 23.45% )/( (52.189 + 63.379)/ 2 )
=26.928759/57.784
=46.60 %

where

Invested Capital(Q: Aug. 2025 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=98.941 - 37.565 - ( 26.279 - max(0, 37.565 - 46.752+26.279))
=52.189

Invested Capital(Q: Feb. 2026 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=86.519 - 9.237 - ( 13.903 - max(0, 25.874 - 66.056+13.903))
=63.379

Note: The Operating Income data used here is two times the semi-annual (Feb. 2026) data.

2. Joel Greenblatt's definition of Return on Capital:

ISA Holdings's annualized ROC (Joel Greenblatt) % for the quarter that ended in Feb. 2026 is calculated as:

ROC (Joel Greenblatt) %(Q: Feb. 2026 )
=EBIT/Average of (Net fixed Assets + Net Working Capital)
=EBIT/Average of (Property, Plant and Equipment+Net Working Capital)
     Q: Aug. 2025  Q: Feb. 2026
=EBIT/( ( (Property, Plant and Equipment + Net Working Capital) + (Property, Plant and Equipment + Net Working Capital) )/ count )
=36.41/( ( (14.212 + max(-17.092, 0)) + (13.905 + max(15.57, 0)) )/ 2 )
=36.41/( ( 14.212 + 29.475 )/ 2 )
=36.41/21.8435
=166.69 %

where Working Capital is:

Working Capital(Q: Aug. 2025 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(18.695 + 0 + 1.778) - (37.565 + 0 + 0)
=-17.092

Working Capital(Q: Feb. 2026 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(7.86 + 0 + 33.584) - (9.237 + 0 + 16.637)
=15.57

When net working capital is negative, 0 is used.

Note: The EBIT data used here is two times the semi-annual (Feb. 2026) EBIT data.

3. It is also linked to Joel Greenblatt's definition of Earnings Yield:

ISA Holdings's Earnings Yield (Joel Greenblatt) % for today is calculated as:

Earnings Yield (Joel Greenblatt) %=EBIT (TTM)/Enterprise Value (Q: Feb. 2026 )
=36.835/313.689
=11.74 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

ISA Holdings EBIT Related Terms

ISA Holdings EBIT Historical Data

* Premium members only.

The historical data trend for ISA Holdings's EBIT can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

ISA Holdings EBIT Chart

ISA Holdings Annual Data
Trend Feb17 Feb18 Feb19 Feb20 Feb21 Feb22 Feb23 Feb24 Feb25 Feb26
EBIT
Get a 7-Day Free Trial Premium Member Only Premium Member Only 18.75 26.41 35.12 32.42 36.84

ISA Holdings Semi-Annual Data
Aug16 Feb17 Aug17 Feb18 Aug18 Feb19 Aug19 Feb20 Aug20 Feb21 Aug21 Feb22 Aug22 Feb23 Aug23 Feb24 Aug24 Feb25 Aug25 Feb26
EBIT Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 20.45 16.02 16.39 18.63 18.21

JSE:ISA vs MSFT, ORCL, PLTR: EBIT Comparison

For the Software - Infrastructure subindustry, ISA Holdings's EV-to-EBIT, along with its competitors' market caps and EV-to-EBIT data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

ISA Holdings EV-to-EBIT vs Software Industry

For the Software industry and Technology sector, ISA Holdings's EV-to-EBIT distribution charts can be found below:

* The bar in red indicates where ISA Holdings's EV-to-EBIT falls into.


JSE:ISA
88GF Score
ISA Holdings Ltd JSE:ISA
EBIT is just one metric. See GF Score™, valuation, warning signs, and more.
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ISA Holdings EBIT Calculation

EBIT, sometimes also called Earnings Before Interest and Taxes, is a measure of a firm's profit that includes all expenses except interest and income tax expenses. It is the difference between operating revenues and operating expenses. When a firm does not have non-operating income, then Operating Income is sometimes used as a synonym for EBIT and operating profit.

EBIT for the trailing twelve months (TTM) ended in Feb. 2026 adds up the semi-annually data reported by the company within the most recent 12 months, which was R36.8 Mil.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about EBIT →
What does a EBIT of R36.8 Mil mean?
ISA Holdings (JSE:ISA) has a EBIT of R36.8 Mil as of Feb. 2026. Earnings before interest and taxes is the difference between operating revenue and operating expenses. View historical data on ISA Holdings.
Is ISA Holdings' EBIT too high?
ISA Holdings' current EBIT is R36.8 Mil. Overall, ISA Holdings has a GF Score™ of 88/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does ISA Holdings' EBIT compare to MSFT and ORCL?
ISA Holdings' EBIT of R36.8 Mil can be compared against companies in the Software industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good EBIT for a Software company?
A good EBIT depends on the Software industry context. However, EBIT should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high EBIT mean?
A high EBIT can signal that a stock is expensive relative to its fundamentals. Earnings before interest and taxes is the difference between operating revenue and operating expenses. View historical data on ISA Holdings. ISA Holdings's current EBIT is R36.8 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is ISA Holdings stock overvalued right now?
Based on GuruFocus' analysis, ISA Holdings (JSE:ISA) is currently considered Fairly Valued. The stock's GF Value™ is R2.23, compared to a current price of R2.10 — trading 5.8% below its estimated fair value. The current EBIT is R36.8 Mil. ISA Holdings' overall GF Score™ is 88/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is EBIT calculated?
EBIT is calculated from a company's financial statements. For ISA Holdings (JSE:ISA), the current EBIT is R36.8 Mil as of Feb. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is ISA Holdings (JSE:ISA) Overvalued in 2026?

Based on GuruFocus' analysis, ISA Holdings stock appears to be undervalued. The current stock price of R2.10 is trading 5.8% below its estimated GF Value™ of R2.23. GuruFocus considers ISA Holdings to be Fairly Valued.

Key valuation signals for JSE:ISA:

  • EBIT: R36.8 Mil
  • GF Value™: R2.23 vs. price of R2.10 (5.8% below fair value)
  • GF Score™: 88/100 with 3 warning signs

No single metric tells the full story. See the JSE:ISA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

ISA Holdings Business Description

Address 33 Riley Road, Block 9, Pinewood Office Park, Woodmead, Sandton, Johannesburg, GT, ZAF, 2146
ISA Holdings Ltd is an investment holding company. The company, through its subsidiary, provides network, Internet, and information security solutions to the sub-Saharan African market. Its business is to discover, design, deliver, deploy, and manage its bespoke Information and Communication Technology (ICT) security infrastructure. Its technology offerings include firewalls, anti-virus, authentication, remote access, content security, intrusion protection, virtual private networking, vulnerability assessment, messaging and data protection, and identity and access management. The company generates a majority of its revenue from its business in South Africa.
88GF Score

Get the complete analysis for JSE:ISA

EBIT is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R2.10
Price
R2.23
GF Value