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0QGG.IL$1.11+2.78%
Fair $1.11+0.0%

0QGG.IL

Branicks Group AG

Real Estate / Real Estate ServicesIOB

$1.11

+0.03 (+2.78%)

Fairly Valued+0.0%Fair Value $1.11Fund rank 24/100 · Data gapFallback financials|
SA 11/F
F-Score: 3/9
High DebtDeclining RevenueMargin CompressionLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 0.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

11/100

F

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 4unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Debt-to-Equity ratio is 3.05, above the 2.0 threshold Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · 0QGG.ILLocal privado en este navegador · Branicks Group AG
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$97M

P/E

N/A

•

EV/EBITDA

13.4x

↑

ROE

-37.4%

↓

Gross Margin

78.8%

↑

Debt/Equity

3.05

↑
52-Week Range$1
$1$2

TradingView lightweight chart

0QGG.IL price, volumen y niveles de valoración

Último $1.080Periodo -94.9%
Fair value: $1.110

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+2.6%

FCF CAGR

+28.2%

FCF margin

21.8%

FCF / Net income

-0.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $251.6M · net income $-281.1M · FCF $54.8M

2021-FY → 2024-FY

Gross margin

78.8%-3.8% pts

Operating margin

-118.4%-159.0% pts

Net margin

-111.7%-136.5% pts

FCF margin

21.8%+10.6% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$251.6M$251.6M$272.0M$295.6M$232.8M
Net Income$-281.1M$-281.1M$-66.0M$31.0M$57.8M
EBITDA$165.7M$165.7M$182.4M$205.0M$174.7M
EPS-3.36-3.36-0.790.370.70
Gross Margin78.8%78.8%79.2%81.5%82.7%
Operating Margin-118.4%-118.4%-1.6%30.8%40.6%
Net Margin-111.7%-111.7%-24.2%10.5%24.8%
Balance Sheet
Debt/Equity3.053.052.842.641.93
Current Ratio1.581.58———
Cash Flow
Free Cash Flow$54.8M$54.8M$96.9M$158.1M$26.1M
Returns
ROE-37.4%-37.4%-6.3%2.6%5.1%
Valuation
P/E———21.6721.64
EV/EBITDA13.4213.4216.9217.5816.48
P/B0.120.120.270.581.11
Growth & Yield
Revenue Growth-7.5%-7.5%-8.0%27.0%—
EPS Growth-325.3%-325.3%-311.3%-46.5%—
Dividend Yield20.9%20.9%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -16.9%

Total return

-16.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.79 → -3.36

Residual

-37.8%

EPS growthn/d
Multiple reratingn/d
Dividend+20.9%
Residual / FX / buybacks / cross-term-37.8%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.