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1. Company Snapshot

1.a. Company Description

B.O.S. Better Online Solutions Ltd.provides intelligent robotics, radio frequency identification (RFID), and supply chain solutions for enterprises worldwide.The Intelligent Robotics Division provides custom-made machines for industrial automation and assembly of products and packing that offer technological solutions.


The RFID Division provides hardware products, such as thermal and barcode printers; RFID and barcode scanners and readers; wireless, mobile, and forklift terminals; wireless infrastructure; active and passive RFID tags; ribbons, labels, and tags; and RFID systems for libraries.It also develops Warehouse Management System, a data collection solution for logistics management in logistic centers and warehouses; RFID-based systems for tracking inventory in a produce packing house; automatic systems for industrial packing lines; automatic systems to track the production line; and automatic systems to identify and track vehicles for transportation-related settings.In addition, this segment provides maintenance and repair services for data collection equipment, as well as warehouse and on-site service plans; on-site inventory count services in various fields; and asset tagging and counting services for corporate and governmental entities.


The Supply Chain Division offers electro-mechanical components, electronics components, communications products, and components consolidation services to aerospace, defense, and other industries.This segment also provides inventory and quality control management of components entering production lines; and inventory management services for ongoing projects.The company markets its products through direct sales and sales agents, as well as through distributors.


B.O.S. Better Online Solutions Ltd.was incorporated in 1990 and is headquartered in Rishon LeZion, Israel.

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1.b. Last Insights on BOSC

B.O.S. Better Online Solutions Ltd.'s recent performance was driven by several positive factors. The company recently secured a new $2.3 million order from a primary customer in the defense sector, marking the start of its 2025 growth plans. Additionally, the company has engaged Darrow Associates as its investor relations advisor to enhance its capital markets presence and increase awareness of its business performance. Furthermore, the company is expected to release its financial results for the fourth quarter and full-year 2024 before the market opens on March 31, 2025, which may provide further catalysts for the stock.

1.c. Company Highlights

2. B.O.S. Better Online Solutions: Strong Growth and Increasing International Presence

B.O.S. Better Online Solutions Ltd. reported strong financial performance for the first nine months of the year, with revenue growing 28% year-over-year to $38 million. The company's international revenues grew by 24% year-over-year, demonstrating the growth potential in international markets. The company's net income has achieved a compound annual growth rate of 51% from 2021 through 2025, showcasing consistent profitability.

Publication Date: Nov -26

📋 Highlights
  • Strong Revenue Growth: 28% YoY revenue increase to $38M in 9M 2025, with international sales up 24%.
  • Profitability Momentum: Net income CAGR of 51% from 2021–2025, and raised 2025 guidance to $45–48M revenue ($2.6M–$3.1M net income).
  • Financial Resilience: Cash reserves rose to $7.3M (vs. $3.6M at year-end), with P/E 11 and P/B 1.7 vs. Russell 2000 multiples.
  • M&A Strategy: Targeting Israeli defense sector acquisitions up to $10M, with 50% bank financing; $1–2M credit line for organic growth.
  • International Expansion: $3.6M of $38M revenue from international defense sales; focusing on India to reduce regional dependency.

Revenue Growth and Guidance

Given the strong execution and stable backlog exceeding $24 million, the company is raising its full-year 2025 financial guidance. The company now expects to meet the high end of its previous guidance range of $45 to $48 million in revenue and $2.6 million to $3.1 million in net income. As Eyal Cohen stated, "We delivered strong growth in the first nine months of this year, with revenue growing year-over-year by 28% to $38 million."

Valuation and Growth Prospects

The company's valuation metrics indicate a relatively attractive upside. The Price-to-Earnings Ratio stands at 8.98, and the Price-to-Book Ratio is 1.18. Analysts estimate next year's revenue growth at 5.0%. With a Return on Equity (ROE) of 14.21%, the company demonstrates a strong ability to generate profits from shareholder equity.

Cash Position and M&A Plans

The company's cash and equivalents grew to $7.3 million, up from $3.6 million at year-end, providing a strong foundation for potential Mergers and Acquisitions (M&A). Eyal Cohen mentioned that the company is targeting profitable Israeli defense sector companies with complementary products, and bank financing is typically available for approximately 50% of the acquisition cost.

International Expansion and Cyclical Nature

The company is actively increasing its international presence, with sales overseas related to defense growing to $3.6 million. Eyal Cohen stated that they are "taking measures and allocating resources to increase this number by being active and with an active approach, especially in India." The company aims to reduce its cyclical nature by growing through acquisition and increasing its portfolio of offerings.

3. NewsRoom

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Contrasting Cistera Networks (OTCMKTS:CNWT) and B.O.S. Better Online Solutions (NASDAQ:BOSC)

Dec -02

Source: defenseworld.net

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B.O.S. Better Online Solutions Ltd. (BOSC) Q3 2025 Earnings Call Transcript

Nov -25

Source: seekingalpha.com

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BOS Continues Record Year Performance in Q3 2025, Sales Increase 16% Year-Over-Year

Nov -25

Source: globenewswire.com

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BOS Secures a $1.5 Million Order from a Leading Aerospace Customer

Nov -03

Source: globenewswire.com

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BOS to Present at the GeoInvesting Atrium Index Virtual Investor Conference

Oct -22

Source: globenewswire.com

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BOS Secures $590,000 Robotics Follow-On Order from Australian Client

Sep -25

Source: globenewswire.com

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BOS Secures $920,000 Order from Indian Client

Aug -27

Source: globenewswire.com

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B.O.S. Better Online Solutions Ltd. (BOSC) Q2 2025 Earnings Call Transcript

Aug -21

Source: seekingalpha.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (12.77%)

6. Segments

Supply Chain Solutions

Expected Growth: 12.3%

Growing e-commerce demand, increasing need for efficient logistics, and adoption of automation technologies drive the growth of supply chain solutions, with B.O.S. Better Online Solutions Ltd. poised to benefit from its end-to-end logistics management, inventory optimization, and shipping automation capabilities.

Radio Frequency Identification

Expected Growth: 13.5%

The RFID market is driven by increasing adoption in industries such as retail, healthcare, and logistics, as well as growing demand for supply chain visibility and inventory management. Additionally, advancements in IoT and Industry 4.0 technologies are expected to fuel growth.

Intelligent Robotics

Expected Growth: 14.4%

The growth of Intelligent Robotics is driven by increasing demand for industrial automation, need for improved efficiency, and advancements in AI and computer vision technologies.

Intercompany

Expected Growth: 5.2%

The intercompany transactions of B.O.S. Better Online Solutions Ltd. are expected to grow steadily, driven by increasing demand for digital solutions, expansion of e-commerce, and the company's strategic investments in technology and innovation.

7. Detailed Products

Supply Chain Management (SCM) Solutions

BOS's SCM solutions provide a comprehensive platform for managing supply chain operations, including procurement, inventory management, and logistics.

RFID and Mobile Solutions

BOS's RFID and mobile solutions provide real-time tracking and monitoring capabilities, enabling businesses to optimize their operations and improve efficiency.

Inventory Management Solutions

BOS's inventory management solutions provide real-time visibility and control over inventory levels, enabling businesses to optimize their inventory management processes.

Point of Sale (POS) Solutions

BOS's POS solutions provide a comprehensive platform for managing retail operations, including sales, inventory, and customer management.

Barcode and Labeling Solutions

BOS's barcode and labeling solutions provide a comprehensive platform for managing barcode labeling and printing operations.

Consulting and Integration Services

BOS's consulting and integration services provide customized solutions for businesses, integrating BOS's products with existing systems and infrastructure.

8. B.O.S. Better Online Solutions Ltd.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for B.O.S. Better Online Solutions Ltd. is medium due to the presence of alternative solutions in the market.

Bargaining Power Of Customers

The bargaining power of customers for B.O.S. Better Online Solutions Ltd. is high due to the availability of alternative suppliers and the concentration of buyers.

Bargaining Power Of Suppliers

The bargaining power of suppliers for B.O.S. Better Online Solutions Ltd. is low due to the presence of multiple suppliers and the company's ability to negotiate prices.

Threat Of New Entrants

The threat of new entrants for B.O.S. Better Online Solutions Ltd. is medium due to the moderate barriers to entry and the presence of established players in the market.

Intensity Of Rivalry

The intensity of rivalry for B.O.S. Better Online Solutions Ltd. is high due to the presence of several competitors and the high stakes in the market.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 7.62%
Debt Cost 8.18%
Equity Weight 92.38%
Equity Cost 8.18%
WACC 8.18%
Leverage 8.25%

11. Quality Control: B.O.S. Better Online Solutions Ltd. passed 5 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
BOS

A-Score: 5.2/10

Value: 7.4

Growth: 5.7

Quality: 6.6

Yield: 0.0

Momentum: 9.5

Volatility: 2.0

1-Year Total Return ->

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Stock-Card
Hexatronic

A-Score: 3.8/10

Value: 7.1

Growth: 9.1

Quality: 4.6

Yield: 0.6

Momentum: 0.5

Volatility: 0.7

1-Year Total Return ->

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Stock-Card
Ceragon Networks

A-Score: 3.6/10

Value: 6.3

Growth: 6.9

Quality: 4.9

Yield: 0.0

Momentum: 3.0

Volatility: 0.7

1-Year Total Return ->

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Stock-Card
Eutelsat

A-Score: 3.5/10

Value: 8.3

Growth: 0.4

Quality: 1.2

Yield: 5.0

Momentum: 6.0

Volatility: 0.0

1-Year Total Return ->

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Stock-Card
u-blox

A-Score: 3.5/10

Value: 4.4

Growth: 0.6

Quality: 3.3

Yield: 0.6

Momentum: 10.0

Volatility: 2.0

1-Year Total Return ->

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Stock-Card
Napatech

A-Score: 2.3/10

Value: 6.0

Growth: 0.0

Quality: 4.4

Yield: 0.0

Momentum: 2.5

Volatility: 0.7

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

4.63$

Current Price

4.63$

Potential

-0.00%

Expected Cash-Flows