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AEDAS.MC$23.70+0.64%
Fair $23.70+0.0%

AEDAS.MC

Aedas Homes, S.A.

Real Estate / Real Estate - DevelopmentMCE

$23.70

+0.15 (+0.64%)

Fairly Valued+0.0%Fair Value $23.70Fund rank 30/100 · Data gapFallback financials|
SA 33/D
F-Score: 4/9
Margin Compression

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 45.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

33/100

D

Piotroski

4/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · AEDAS.MCLocal privado en este navegador · Aedas Homes, S.A.
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

$1.0B

P/E

17.1x

↑

EV/EBITDA

12.9x

↓

ROE

6.8%

↑

Gross Margin

26.9%

↓

Debt/Equity

0.74

↑
52-Week Range$24
$21$29

TradingView lightweight chart

AEDAS.MC price, volumen y niveles de valoración

Último $23.70Periodo -21.0%
Fair value: $23.70

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

-1.9%

FCF CAGR

—

FCF margin

9.2%

FCF / Net income

1.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $868.8M · net income $60.9M · FCF $79.6M

2023-FY → 2026-FY

Gross margin

26.9%+0.6% pts

Operating margin

11.3%-5.1% pts

Net margin

7.0%-4.4% pts

FCF margin

9.2%+12.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$868.8M$868.8M$1.16B$1.14B$919.8M
Net Income$60.9M$60.9M$149.7M$108.9M$105.1M
EBITDA$105.9M$105.9M$206.0M$166.2M$174.2M
EPS1.391.393.432.492.24
Gross Margin26.9%26.9%22.6%22.4%26.2%
Operating Margin11.3%11.3%13.4%14.7%16.4%
Net Margin7.0%7.0%13.0%9.5%11.4%
Balance Sheet
Debt/Equity0.740.740.630.600.52
Current Ratio2.402.40———
Cash Flow
Free Cash Flow$79.6M$79.6M$174.4M$340.6M$-29.1M
Returns
ROE6.8%6.8%15.2%11.7%10.8%
Valuation
P/E17.0517.057.337.176.04
EV/EBITDA12.8812.886.936.645.41
P/B1.161.161.120.840.65
Growth & Yield
Revenue Growth-24.8%-24.8%1.0%24.4%—
EPS Growth-59.5%-59.5%37.8%11.2%—
Dividend Yield22.9%22.9%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

14.8%

razonable

EPS terminal req.

$2.10

Spread vs growth

-74.3%

5Y implied EPS CAGR

12.9%

razonable

EPS terminal req.

$2.54

Spread vs growth

-72.3%

10Y implied EPS CAGR

11.4%

razonable

EPS terminal req.

$4.10

Spread vs growth

-70.9%

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 +5.5%

Total return

+5.5%

Start / end P/E

8.4x → 17.1x

EPS bridge

3.43 → 1.39

Residual

-61.7%

EPS growth-59.5%
Multiple rerating+103.8%
Dividend+22.9%
Residual / FX / buybacks / cross-term-61.7%

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.