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AFRE.TA$21510.00-0.23%
Fair $21510.00+0.0%

AFRE.TA

Africa Israel Residences Ltd

Real Estate / Real Estate - DevelopmentTel Aviv

$21510.00

-50.00 (-0.23%)

Fairly Valued+0.0%Fair Value $21510.00Fund rank 22/100 · Data gapFallback financials|
SA 24/D
F-Score: 1/9
Declining Revenue

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 47.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

1/9

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. Revenue has declined for 2 consecutive years
Thesis & Journal · AFRE.TALocal privado en este navegador · Africa Israel Residences 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

$2.7B

P/E

13.9x

↑

EV/EBITDA

855.7x

↑

ROE

9.8%

↑

Gross Margin

22.8%

↓

Debt/Equity

0.98

↑
52-Week Range$21510
$20640$33000

TradingView lightweight chart

AFRE.TA price, volumen y niveles de valoración

Último $21,640Periodo +137.7%
Fair value: $21,510

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

-1.3%

FCF CAGR

—

FCF margin

-23.8%

FCF / Net income

-1.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $925.4M · net income $195.5M · FCF $-220.3M

2022-FY → 2025-FY

Gross margin

22.8%-0.5% pts

Operating margin

15.7%-1.3% pts

Net margin

21.1%+0.2% pts

FCF margin

-23.8%-103.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$925.4M$925.4M$966.5M$1.08B$962.5M
Net Income$195.5M$195.5M$217.9M$171.5M$201.5M
EBITDA$322.4M$322.4M$349.2M$285.4M$304.6M
EPS——17.1613.5615.94
Gross Margin22.8%22.8%24.1%22.3%23.2%
Operating Margin15.7%15.7%17.4%17.0%17.0%
Net Margin21.1%21.1%22.5%15.9%20.9%
Balance Sheet
Debt/Equity0.980.980.850.971.22
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$-220.3M$-220.3M$-103.7M$-57.0M$766.0M
Returns
ROE9.8%9.8%11.7%11.7%14.7%
Valuation
P/E13.9313.931677.161533.921114.81
EV/EBITDA855.70855.701050.51926.11742.74
P/B137.61137.61195.87179.43164.22
Growth & Yield
Revenue Growth-4.3%-4.3%-10.4%12.1%—
EPS Growth——26.5%-14.9%—
Dividend Yield2.2%2.2%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -2.4%

Total return

-2.4%

Start / end P/E

n/dx → n/dx

EPS bridge

17.16 → n/d

Residual

-4.6%

EPS growthn/d
Multiple reratingn/d
Dividend+2.2%
Residual / FX / buybacks / cross-term-4.6%

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.