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ACRO.TA$4607.00-6.51%
Fair $4607.00+0.0%

ACRO.TA

Kvutzat Acro Ltd

Real Estate / Real Estate - DevelopmentTel Aviv

$4607.00

-321.00 (-6.51%)

Fairly Valued+0.0%Fair Value $4607.00Fund rank 19/100 · Data gapFallback financials|
SA 27/D
F-Score: 7/9
Declining RevenueLow 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 11.0/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 3/100Data 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

27/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is 3.0%, below the 5% threshold
Thesis & Journal · ACRO.TALocal privado en este navegador · Kvutzat Acro Ltd
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

$2.9B

P/E

63.1x

↑

EV/EBITDA

794.8x

↑

ROE

3.0%

↓

Gross Margin

34.4%

↓

Debt/Equity

1.97

↑
52-Week Range$4607
$4002$5885

TradingView lightweight chart

ACRO.TA price, volumen y niveles de valoración

Último $4,607Periodo -38.5%
Fair value: $4,607

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

-11.0%

FCF CAGR

—

FCF margin

23.9%

FCF / Net income

2.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $610.7M · net income $59.4M · FCF $146.0M

2022-FY → 2025-FY

Gross margin

34.4%+4.9% pts

Operating margin

18.2%+1.2% pts

Net margin

9.7%-20.6% pts

FCF margin

23.9%+102.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$610.7M$610.7M$749.4M$902.5M$866.3M
Net Income$59.4M$59.4M$25.9M$43.2M$262.9M
EBITDA$369.5M$369.5M$303.9M$278.9M$559.8M
EPS0.930.930.410.734.62
Gross Margin34.4%34.4%27.7%26.1%29.5%
Operating Margin18.2%18.2%13.8%16.1%16.9%
Net Margin9.7%9.7%3.4%4.8%30.3%
Balance Sheet
Debt/Equity1.971.972.161.841.66
Current Ratio1.251.25———
Cash Flow
Free Cash Flow$146.0M$146.0M$-519.9M$63.2M$-683.9M
Returns
ROE3.0%3.0%1.4%2.4%15.1%
Valuation
P/E63.1163.1114231.715616.44903.46
EV/EBITDA794.82794.821193.72872.74428.38
P/B145.08145.08194.67131.57136.66
Growth & Yield
Revenue Growth-18.5%-18.5%-17.0%4.2%—
EPS Growth126.8%126.8%-43.8%-84.2%—
Dividend Yield0.1%0.1%———

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

660.3%

muy exigente

EPS terminal req.

$408.79

Spread vs growth

-533.5%

5Y implied EPS CAGR

250.9%

muy exigente

EPS terminal req.

$494.64

Spread vs growth

-124.1%

10Y implied EPS CAGR

96.5%

muy exigente

EPS terminal req.

$796.62

Spread vs growth

30.4%

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 -7.3%

Total return

-7.3%

Start / end P/E

12136.6x → 4953.8x

EPS bridge

0.41 → 0.93

Residual

-75.1%

EPS growth+126.8%
Multiple rerating-59.2%
Dividend+0.1%
Residual / FX / buybacks / cross-term-75.1%

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.