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ALHE.TA$3390.00-0.12%
Fair $3390.00+0.0%

ALHE.TA

Alony-Hetz Properties & Investments Ltd

Real Estate / Real Estate ServicesTel Aviv

$3390.00

-4.00 (-0.12%)

Fairly Valued+0.0%Fair Value $3390.00Fund rank 25/100 · Data gapFallback financials|
SA 20/D
F-Score: 5/9
High DebtMargin CompressionLow 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 0.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

20/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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 5.09, above the 2.0 threshold Operating margin has declined for 3 consecutive years ROE is 0.1%, below the 5% threshold
Thesis & Journal · ALHE.TALocal privado en este navegador · Alony-Hetz Properties & Investments 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

$7.7B

P/E

565.0x

↑

EV/EBITDA

559.1x

↑

ROE

0.1%

↓

Gross Margin

81.5%

↑

Debt/Equity

5.09

↑
52-Week Range$3390
$2700$4227

TradingView lightweight chart

ALHE.TA price, volumen y niveles de valoración

Último $3,390Periodo +456.7%
Fair value: $3,390

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

+11.6%

FCF CAGR

—

FCF margin

-112.5%

FCF / Net income

-366.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.42B · net income $7.4M · FCF $-2.73B

2022-FY → 2025-FY

Gross margin

81.5%-6.9% pts

Operating margin

56.5%-15.1% pts

Net margin

0.3%+16.4% pts

FCF margin

-112.5%-17.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.42B$2.42B$2.25B$2.00B$1.74B
Net Income$7.4M$7.4M$-346.2M$-2.39B$-281.5M
EBITDA$1.36B$1.36B$1.17B$-1.43B$702.2M
EPS0.030.03-1.81-14.15-1.67
Gross Margin81.5%81.5%86.6%86.0%88.4%
Operating Margin56.5%56.5%64.5%68.0%71.7%
Net Margin0.3%0.3%-15.4%-119.3%-16.1%
Balance Sheet
Debt/Equity5.095.094.214.542.47
Current Ratio0.730.73———
Cash Flow
Free Cash Flow$-2.73B$-2.73B$-1.23B$-1.81B$-1.66B
Returns
ROE0.1%0.1%-6.4%-47.8%-3.7%
Valuation
P/E565.00565.00———
EV/EBITDA559.11559.11532.47—987.42
P/B130.41130.41110.82108.1887.68
Growth & Yield
Revenue Growth8.0%8.0%12.0%14.9%—
EPS Growth101.7%101.7%87.2%-747.3%—
Dividend Yield2.8%2.8%———

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

2056.4%

muy exigente

EPS terminal req.

$300.81

Spread vs growth

-1954.7%

5Y implied EPS CAGR

555.8%

muy exigente

EPS terminal req.

$363.98

Spread vs growth

-454.2%

10Y implied EPS CAGR

168.6%

muy exigente

EPS terminal req.

$586.19

Spread vs growth

-66.9%

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 +20.8%

Total return

+20.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.81 → 0.03

Residual

+17.9%

EPS growthn/d
Multiple reratingn/d
Dividend+2.8%
Residual / FX / buybacks / cross-term+17.9%

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.