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Altshuler Shaham FinancialXTAE:ALTF -0.34%78 OCF Margin % is 15.23% as of Mar. 2026, which is 9% above its 10-year median of 14.01. GuruFocus rates XTAE:ALTF with a GF Score™ of 78/100 and a GF Value™ of ₪5.23 (Modestly Overvalued). The stock has 3 warning signs investors should review. Among 1,459 Asset Management companies, Altshuler Shaham Financial ranks better than 55.11% on this metric.
* 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.
XTAE:ALTF vs BLK, BX, KKR: OCF Margin % Comparison
For the Asset Management subindustry, Altshuler Shaham Financial's OCF Margin %, along with its competitors' market caps and OCF Margin % 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.
Altshuler Shaham Financial OCF Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Altshuler Shaham Financial's OCF Margin % distribution charts can be found below:
* The bar in red indicates where Altshuler Shaham Financial's OCF Margin % falls into.
* 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.
Altshuler Shaham Financial (XTAE:ALTF) has a OCF Margin % of 15.23% as of Mar. 2026. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Altshuler Shaham Financial and its competitors. This is near median its historical median of 14.01. Over the past decade, Altshuler Shaham Financial's OCF Margin % has ranged from 7.03 to 23.49. According to the industry distribution chart, Altshuler Shaham Financial ranks #655 out of 1459 companies in the Asset Management industry, placing it in the top 44.9%.
Is Altshuler Shaham Financial's OCF Margin % too high?
Altshuler Shaham Financial's current OCF Margin % of 15.23% is near median its 10-year median of 14.01. Over the past 10 years, this metric has ranged from a low of 7.03 to a high of 23.49. The Asset Management industry median OCF Margin % is 14.91. Altshuler Shaham Financial's value of 15.23% is 2.1% above this industry median. Based on the distribution chart, Altshuler Shaham Financial ranks #655 out of 1459 companies in the Asset Management industry, which is above the industry midpoint. Overall, Altshuler Shaham Financial has a GF Score™ of 78/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Altshuler Shaham Financial's OCF Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Altshuler Shaham Financial ranks #655 out of 1459 companies for OCF Margin %. This puts Altshuler Shaham Financial in the upper half of its industry. The industry median OCF Margin % is 14.91. Altshuler Shaham Financial's value of 15.23% is 2.1% above this benchmark. Historically, Altshuler Shaham Financial's own OCF Margin % has ranged from 7.03 to 23.49 over the past decade. While the company's 10-year median is 14.01 vs. the industry median of 14.91, Altshuler Shaham Financial has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good OCF Margin % for an Asset Management company?
The median OCF Margin % among Asset Management companies is 14.91, based on 1,459 companies in the industry. Companies in the top quartile (top 25%) have a OCF Margin % significantly above this median, while those in the bottom quartile fall well below. However, OCF Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Altshuler Shaham Financial's current OCF Margin % of 15.23% is 2.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high OCF Margin % mean?
A high OCF Margin % can signal that a stock is expensive relative to its fundamentals. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Altshuler Shaham Financial and its competitors. For the Asset Management industry, the median OCF Margin % is 14.91 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Altshuler Shaham Financial's current OCF Margin % is 15.23%, which is near median its own 10-year median of 14.01. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Altshuler Shaham Financial stock overvalued right now?
Based on GuruFocus' analysis, Altshuler Shaham Financial (XTAE:ALTF) is currently considered Modestly Overvalued. The stock's GF Value™ is ₪5.23, compared to a current price of ₪6.43 — trading 23% above its estimated fair value. The current OCF Margin % is 15.23%, which is near median its 10-year median of 14.01 and 2.1% above the Asset Management industry median of 14.91. Altshuler Shaham Financial's overall GF Score™ is 78/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is OCF Margin % calculated?
OCF Margin % is calculated from a company's financial statements. For Altshuler Shaham Financial (XTAE:ALTF), the current OCF Margin % is 15.23% as of Mar. 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 Altshuler Shaham Financial (XTAE:ALTF) Overvalued in 2026?
Based on GuruFocus' analysis, Altshuler Shaham Financial stock appears to be overvalued.
The current stock price of ₪6.43 is trading 23% above its estimated GF Value™ of ₪5.23.
GuruFocus considers Altshuler Shaham Financial to be Modestly Overvalued.
Key valuation signals for XTAE:ALTF:
OCF Margin %: 15.23% (near median its 10-year median of 14.01)
GF Value™: ₪5.23 vs. price of ₪6.43 (23% above fair value)
Industry Position: 2.1% above the Asset Management median (#655 of 1459)
No single metric tells the full story. See the XTAE:ALTF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Altshuler Shaham Financial Ltd is a manager of provident funds, study and pension funds. It holds a permit to operate provident funds for savings, provident pay and severance pay, central severance pay funds, study funds, central sick pay provident fund, a central provident fund for budgetary pension participation, investment provident funds, and investment provident funds - long-term savings for children (with multiple tracks). The company has two operating segments: The pension fund segment and the Provident fund segment.
78GF Score
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