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ALREA.PA$0.71+1.43%
Fair $0.71+0.0%

ALREA.PA

Réalités S.A.

Real Estate / Real Estate - DevelopmentParis

$0.71

+0.01 (+1.43%)

Fairly Valued+0.0%Fair Value $0.71Fund rank 21/100 · Data gapFallback financials|
SA 20/D
F-Score: 4/9
High DebtLow 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 35.0/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 2unknown: 3
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 2.95, above the 2.0 threshold ROE is 2.2%, below the 5% threshold
Thesis & Journal · ALREA.PALocal privado en este navegador · Réalités 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

$3M

P/E

1.2x

↓

EV/EBITDA

38.7x

↑

ROE

2.2%

↓

Gross Margin

26.0%

↓

Debt/Equity

2.95

↑
52-Week Range$1
$0$2

TradingView lightweight chart

ALREA.PA price, volumen y niveles de valoración

Último $0.708Periodo -92.8%
Fair value: $0.708

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2023 · 2 años de histórico normalizado

Revenue CAGR

+18.6%

FCF CAGR

—

FCF margin

-23.7%

FCF / Net income

-34.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $402.0M · net income $2.7M · FCF $-95.2M

2021-FY → 2023-FY

Gross margin

26.0%-3.5% pts

Operating margin

-4.6%-11.7% pts

Net margin

0.7%-2.1% pts

FCF margin

-23.7%-13.1% pts
MetricTTM
2023
2022
2021
Income Statement
Revenue$402.0M$402.0M$349.5M$285.7M
Net Income$2.7M$2.7M$10.7M$8.0M
EBITDA$8.5M$8.5M$45.3M$35.3M
EPS0.600.602.712.05
Gross Margin26.0%26.0%24.5%29.5%
Operating Margin-4.6%-4.6%7.6%7.1%
Net Margin0.7%0.7%3.1%2.8%
Balance Sheet
Debt/Equity2.952.953.323.90
Current Ratio0.680.68——
Cash Flow
Free Cash Flow$-95.2M$-95.2M$-63.5M$-30.3M
Returns
ROE2.2%2.2%8.7%9.2%
Valuation
P/E1.181.189.6613.60
EV/EBITDA38.6838.689.5710.35
P/B0.030.030.841.38
Growth & Yield
Revenue Growth15.0%15.0%22.3%—
EPS Growth-77.9%-77.9%32.5%—

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

-52.9%

fácil

EPS terminal req.

$0.06

Spread vs growth

-25.0%

5Y implied EPS CAGR

-33.8%

fácil

EPS terminal req.

$0.08

Spread vs growth

-44.0%

10Y implied EPS CAGR

-14.7%

fácil

EPS terminal req.

$0.12

Spread vs growth

-63.2%

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 -35.6%

Total return

-35.6%

Start / end P/E

0.4x → 1.2x

EPS bridge

2.71 → 0.60

Residual

-148.5%

EPS growth-77.9%
Multiple rerating+190.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-148.5%

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.