Kamada Ltd. (KMDA) AI Stock Analysis

Kamada Ltd. specializes in developing and distributing plasma-derived protein therapeutics through two segments: Proprietary Products and Distribution. Its portfolio includes treatments for critical conditions, such as KAMRAB/KEDRAB for rabies prophylaxis, CYTOGAM for post-transplant cytomegalovirus prevention, WINRHO SDF for immune thrombocytopenic purpura, HEPAGAM B for liver transplant patients, VARIZIG for varicella post-exposure prophylaxis, and GLASSIA for alpha-1 antitrypsin deficiency. The company also provides KamRho (D) and snake bite antiserum. Headquartered in Rehovot, Israel, Kamada partners with Takeda Pharmaceuticals, PARI GmbH, and Kedrion Biopharma to expand global distribution.

Kamada increased revenue from $103.6M in FY2021 to $180.5M in FY2025, achieving a 5-year revenue CAGR of 6.3%. Gross margin rose from 29.3% in FY2021 to 42.3% in FY2025, while operating margin shifted from -0.7% to 14.5% over the same timeframe. Net income reached $20.2M in FY2025 compared to a loss of -$2.2M in FY2021. In the trailing twelve months ended June 30, 2026, revenue stood at $191.8M with an operating margin of 17.3% and EPS of $0.38. For the quarter ended June 30, 2026, quarterly revenue grew 22.7% year-over-year and quarterly earnings rose 23.1%.

As of June 30, 2026, Kamada held $70.1M in cash and short-term investments against total debt of $11.8M, resulting in net cash of $58.3M. Total assets were $383.2M compared to shareholders' equity of $269.6M. The company has a current ratio of 4.06 and a debt-to-equity ratio of 0.04. In FY2025, Kamada generated $27.6M in operating cash flow and $16.9M in free cash flow, deploying $10.7M toward capital expenditures and $12.5M for dividends. Over five years, the share count increased 27.1%.

Kamada trades at a trailing P/E of 20.4x and a forward P/E of 16.5x, below the median of its US-listed Healthcare peers of 24.6x trailing and 17.3x forward. Its price-to-sales multiple of 2.3x and EV/EBITDA of 10.5x also sit below the peer medians of 4.1x and 12.0x, respectively. The company carries an enterprise value of $452.4M against a market capitalization of $447.8M, with a PEG ratio of 0.66. Over the trailing 1-year period, Kamada gained 20.9% versus 16.8% for the S&P 500 (SPY), while its 5-year return of 59.3% trailed the index's 83.0%.

Kamada pays an annual dividend with a forward payout of $0.17 per share, offering a dividend yield of 2.20%. The dividend payout ratio stands at 110.5%. The company has paid dividends for 2 consecutive years, and its most recent ex-dividend date was August 27, 2026.

Wall Street coverage consists of 3 Strong Buy ratings and no Buy, Hold, Sell, or Strong Sell ratings. The mean price target is $13.50, representing an upside of 74.0% over the last close of $7.76. For the current fiscal year ending December 31, 2026, analysts expect EPS of $0.48 on revenue of $608.5M. Kamada beat EPS estimates in 1 of the last 4 quarters, and its next earnings date is November 9, 2026.

This page is an AI-written research summary of Kamada Ltd. (KMDA). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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