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v0.1
ALX$247.05+0.38%
Fair $247.05+0.0%

ALX

Alexander's, Inc.

Real Estate / REIT - RetailNYSE

$247.05

+0.94 (+0.38%)

Fairly Valued+0.0%Fair Value $247.05Fund rank 31/100 · Data gapSEC 17/17 yrs|
SA 35/D
F-Score: 4/9
High DebtMargin Compression

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 100.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data QA 35/100

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

35/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

90/100

SEC 100%

Latest source: sec-companyfactsPeriods: 17Warnings: 2sec-companyfacts: 17
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 8.64, above the 2.0 threshold Operating margin has declined for 3 consecutive years
Thesis & Journal · ALXLocal privado en este navegador · Alexander's, Inc.
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

$1.3B

P/E

44.8x

↑

EV/EBITDA

17.7x

↑

ROE

25.9%

↑

Gross Margin

N/A

•

Debt/Equity

8.64

↑
52-Week Range$247
$201$261

TradingView lightweight chart

ALX price, volumen y niveles de valoración

Último $247.05Periodo +214.7%
Fair value: $247.05

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

34.5%

FCF / Net income

2.60x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $213.2M · net income $28.2M · FCF $73.4M

2009-FY → 2025-FY

Gross margin

—— pts

Operating margin

30.6%— pts

Net margin

13.2%— pts

FCF margin

34.5%— pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
2013SEC
2012SEC
2011SEC
2010SEC
2009SEC
Income Statement
Revenue$213.2M$213.2M$226.4M$225.0M$205.8M$206.1M$199.1M$226.3M$232.8M$230.6M$226.9M———————
Net Income$28.2M$28.2M$43.4M$102.4M$57.6M$132.9M$41.9M$60.1M$32.8M$80.5M$86.5M$76.9M$67.9M$56.9M$674.4M$79.4M$66.4M$132.2M
EBITDA$118.0M$118.0M$144.2M$195.2M$117.7M———$139.1M$144.0M$141.8M$128.9M$128.6M$128.9M$131.9M$134.8M$125.8M$181.6M
EPS5.505.508.4619.9711.2425.948.1911.741.953.504.234.613.553.09132.0415.5513.0125.89
Operating Margin30.6%30.6%36.1%37.6%38.6%———43.2%45.7%46.5%———————
Net Margin13.2%13.2%19.2%45.5%28.0%64.5%21.1%26.5%14.1%34.9%38.1%———————
Balance Sheet
Debt/Equity8.648.646.244.604.61—————————————
Current Ratio8.368.36————————————————
Cash Flow
Free Cash Flow$73.4M$73.4M$54.1M$109.1M$102.5M—————————————
Returns
ROE25.9%25.9%24.6%43.1%24.4%52.6%20.6%23.7%11.5%23.4%24.5%21.8%19.5%17.1%203.0%22.1%19.5%42.0%
Valuation
P/E44.7744.7729.1012.3321.919.4930.0620.97126.2770.3558.2153.4169.3679.681.8615.8318.939.51
EV/EBITDA17.6617.6612.418.6117.28—————————————
P/B11.5811.587.155.315.344.996.204.97———————3.503.694.00
Growth & Yield
Revenue Growth-5.8%-5.8%0.6%9.3%-0.2%3.5%-12.0%-2.8%1.0%1.6%————————
EPS Growth-35.0%-35.0%-57.6%77.7%-56.7%216.7%-30.2%502.1%-44.3%-17.3%-8.2%29.9%14.9%-97.7%749.1%19.5%-49.7%—
Dividend Yield7.3%7.3%————————————————

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

58.6%

muy exigente

EPS terminal req.

$21.92

Spread vs growth

-93.5%

5Y implied EPS CAGR

37.0%

muy exigente

EPS terminal req.

$26.53

Spread vs growth

-72.0%

10Y implied EPS CAGR

22.8%

exigente

EPS terminal req.

$42.72

Spread vs growth

-57.7%

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 +17.0%

Total return

+17.0%

Start / end P/E

26.6x → 44.9x

EPS bridge

8.46 → 5.50

Residual

-24.1%

EPS growth-35.0%
Multiple rerating+68.7%
Dividend+7.3%
Residual / FX / buybacks / cross-term-24.1%

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.