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348950.KS$1182.00+0.00%
Fair $1182.00+0.0%

348950.KS

JR Global REIT

Real Estate / REIT - DiversifiedKSE

$1182.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1182.00Fund rank 34/100 · Data gapFallback financials|
SA 24/D
F-Score: 5/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 11.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

24/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

8/100

SEC 0%

Latest source: unknownPeriods: 2Warnings: 1unknown: 2
No SEC-backed annual rows; valuation uses fallback financial data. Limited financial history; valuation confidence should be treated as provisional. 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. ROE is 2.6%, below the 5% threshold
Thesis & Journal · 348950.KSLocal privado en este navegador · JR Global REIT
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

$233.3B

P/E

17.0x

↑

EV/EBITDA

26.6x

↑

ROE

2.6%

↓

Gross Margin

100.0%

↑

Debt/Equity

1.06

↑
52-Week Range$1182
$1098$3085

TradingView lightweight chart

348950.KS price, volumen y niveles de valoración

Último $1,182Periodo -74.5%
Fair value: $1,182

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2024–2025 · 1 años de histórico normalizado

Revenue CAGR

+21.8%

FCF CAGR

-71.8%

FCF margin

21.0%

FCF / Net income

0.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $74.79B · net income $30.74B · FCF $15.71B

2024-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

85.4%+30.8% pts

Net margin

41.1%+1.6% pts

FCF margin

21.0%-69.6% pts
MetricTTM
2025
2024
Income Statement
Revenue$74.79B$74.79B$61.42B
Net Income$30.74B$30.74B$24.23B
EBITDA$64.88B$64.88B$47.72B
EPS156.00156.00123.00
Gross Margin100.0%100.0%100.0%
Operating Margin85.4%85.4%54.7%
Net Margin41.1%41.1%39.5%
Balance Sheet
Debt/Equity1.061.061.42
Cash Flow
Free Cash Flow$15.71B$15.71B$55.67B
Returns
ROE2.6%2.6%2.9%
Valuation
P/E16.9616.9631.06
EV/EBITDA26.5626.5639.20
P/B0.430.430.90
Growth & Yield
Revenue Growth6.2%6.2%—
EPS Growth-25.4%-25.4%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-12.4%

fácil

EPS terminal req.

$104.88

Spread vs growth

-13.0%

5Y implied EPS CAGR

-4.0%

fácil

EPS terminal req.

$126.91

Spread vs growth

-21.3%

10Y implied EPS CAGR

2.7%

fácil

EPS terminal req.

$204.39

Spread vs growth

-28.1%

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 -56.7%

Total return

-56.7%

Start / end P/E

22.2x → 7.6x

EPS bridge

123.00 → 156.00

Residual

-17.7%

EPS growth+26.8%
Multiple rerating-65.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-17.7%

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.