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ADGR.TA$420.70+1.42%
Fair $420.70+0.0%

ADGR.TA

Adgar Investments and Development Ltd

Real Estate / Real Estate ServicesTel Aviv

$420.70

+5.90 (+1.42%)

Fairly Valued+0.0%Fair Value $420.70Fund rank 26/100 · Data gapFallback financials|
SA 28/D
F-Score: 8/9
High Debt

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 12.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

28/100

D

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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 2.28, above the 2.0 threshold
Thesis & Journal · ADGR.TALocal privado en este navegador · Adgar Investments and Development 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

$795M

P/E

4.5x

↓

EV/EBITDA

209.0x

↑

ROE

8.0%

↑

Gross Margin

87.3%

↑

Debt/Equity

2.28

↑
52-Week Range$421
$402$575

TradingView lightweight chart

ADGR.TA price, volumen y niveles de valoración

Último $420.70Periodo -0.5%
Fair value: $420.70

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

+10.2%

FCF CAGR

+45.3%

FCF margin

76.9%

FCF / Net income

2.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $405.1M · net income $128.1M · FCF $311.7M

2022-FY → 2025-FY

Gross margin

87.3%-1.1% pts

Operating margin

73.5%+1.0% pts

Net margin

31.6%+33.4% pts

FCF margin

76.9%+43.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$405.1M$405.1M$338.0M$350.6M$302.9M
Net Income$128.1M$128.1M$-7.1M$95.5M$-5.4M
EBITDA$362.3M$362.3M$213.8M$329.5M$221.5M
EPS0.740.74-0.040.58-0.03
Gross Margin87.3%87.3%85.4%86.9%88.4%
Operating Margin73.5%73.5%69.5%71.3%72.6%
Net Margin31.6%31.6%-2.1%27.2%-1.8%
Balance Sheet
Debt/Equity2.282.282.652.512.66
Current Ratio0.750.75———
Cash Flow
Free Cash Flow$311.7M$311.7M$248.6M$234.5M$101.6M
Returns
ROE8.0%8.0%-0.5%6.5%-0.4%
Valuation
P/E4.484.48—881.55—
EV/EBITDA208.98208.98474.47266.36402.36
P/B45.0945.0970.1656.9662.61
Growth & Yield
Revenue Growth19.8%19.8%-3.6%15.7%—
EPS Growth1950.0%1950.0%-106.9%2033.3%—
Dividend Yield4.2%4.2%———

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

269.5%

muy exigente

EPS terminal req.

$37.33

Spread vs growth

1680.5%

5Y implied EPS CAGR

127.6%

muy exigente

EPS terminal req.

$45.17

Spread vs growth

1822.4%

10Y implied EPS CAGR

58.2%

muy exigente

EPS terminal req.

$72.75

Spread vs growth

1891.8%

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 -4.9%

Total return

-4.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.04 → 0.74

Residual

-9.1%

EPS growthn/d
Multiple reratingn/d
Dividend+4.2%
Residual / FX / buybacks / cross-term-9.1%

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.