Solitron Devices Inc. (SODI) intrinsic value & 10-year financials

Solitron Devices Inc. (SODI) has a Graham intrinsic value of $7.60 per share. At $36.00 on Oct 17, 2026, the stock trades 374% above that value. Over the last 10 fiscal years revenue grew 8.1% a year to $17.0M, with an average return on invested capital of 5.3%.

Graham intrinsic value
$7.60
Share price (Oct 17, 2026)
$36.00
Price vs Graham value
374% above
Market cap
$80.8M
Revenue (FY2026)
$17.0M
Revenue growth (10-yr CAGR)
8.1%
ROIC (10-yr avg)
5.3%
Free cash flow (FY2026)
$1.0M

SODI 10-year financial history

Fiscal year Revenue Net income EPS (diluted) Free cash flow Operating margin ROIC
FY2026 $17.0M $807.0K — $1.0M 9.5% 6.4%
FY2025 $14.0M $815.0K — $560.0K 7.1% 4.7%
FY2024 $12.8M $5.8M — $1.6M 7.3% 4.5%
FY2023 $6.4M $826.0K — -$1.2M -10.2% -8.0%
FY2022 $12.3M $3.5M — -$1.6M 18.7% 48.2%
FY2021 $10.5M $1.4M — $1.6M 11.1% 30.4%
FY2020 $9.2M -$606.0K — $1.0M -6.8% -12.5%
FY2019 $9.4M -$1.4M — -$2.0M -14.4% -24.5%
FY2018 — — — — — —
FY2016 $8.4M -$165.0K -$0.07 $424.0K -2.3% -1.7%

Source: annual 10-K filings on SEC EDGAR. Figures in USD.

Executive summary

SOLITRON DEVICES INC is a consistent compounder, expanding top-line revenue at 8.1% annually over the past decade.

SOLITRON DEVICES INC has historically struggled to out-earn its cost of capital, averaging just 5.3% ROIC.

SOLITRON DEVICES INC capital allocation metrics are N/A for the decade; share count and net debt history are incomplete.

Benjamin Graham lens

Under Benjamin Graham's formula using SEC EDGAR fundamentals, SOLITRON DEVICES INC is modeled at 8.0% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $7.60 per share.

SODI stock: frequently asked questions

What is the intrinsic value of Solitron Devices Inc. (SODI) stock?

Using Benjamin Graham's revised formula, V = EPS × (8.5 + 2g) × 4.4 / Y, with reported diluted earnings per share, a 8.0% normalized growth rate (capped at 15%) and a 5.1% AAA corporate bond yield, SODI's intrinsic value is about $7.60 per share.

Is SODI stock undervalued?

At $36.00 (close on Oct 17, 2026), SODI trades 374% above its Graham value of $7.60. On Graham's terms the shares look fully priced. A formula is a starting point for research, not a recommendation.

How fast has Solitron Devices Inc. grown?

Revenue went from $8.4M in fiscal 2016 to $17.0M in fiscal 2026, a compound annual growth rate of 8.1%. Net income was $807.0K in fiscal 2026.

Does Solitron Devices Inc. generate free cash flow?

Solitron Devices Inc. generated $1.0M of free cash flow (operating cash flow minus capital expenditures) in fiscal 2026. Free cash flow was positive in 6 of the last 9 reported years.

What is SODI's return on invested capital?

Average ROIC over the last 10 fiscal years was 5.3%, and average return on equity was 9.3%. Sustained ROIC above about 15% usually points to a durable competitive advantage.

Where does this SODI data come from?

From Solitron Devices Inc.'s annual 10-K filings on SEC EDGAR, most recently filed Jul 13, 2026. Prices are end-of-day snapshots; valuations are formula outputs, not investment advice.

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