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AMRM.TA$4001.00-3.80%
Fair $4001.00+0.0%

AMRM.TA

AMRM.TA

Real Estate / Real Estate ServicesTel Aviv

$4001.00

-158.00 (-3.80%)

Fairly Valued+0.0%Fair Value $4001.00Fund rank 20/100 · Data gapFallback financials|
SA 46/C
F-Score: 3/9
High Debt

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 42.0/100

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

46/100

C

Piotroski

3/9

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. Debt-to-Equity ratio is 2.78, above the 2.0 threshold
Thesis & Journal · AMRM.TALocal privado en este navegador · AMRM.TA
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

$3.2B

P/E

20.2x

↑

EV/EBITDA

857.0x

↑

ROE

10.5%

↑

Gross Margin

20.8%

↓

Debt/Equity

2.78

↑
52-Week Range$4001
$29$4428

TradingView lightweight chart

AMRM.TA price, volumen y niveles de valoración

Último $4,001Periodo +16983.7%
Fair value: $4,001

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

+16.0%

FCF CAGR

—

FCF margin

-63.7%

FCF / Net income

-6.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.58B · net income $156.5M · FCF $-1.01B

2022-FY → 2025-FY

Gross margin

20.8%-12.0% pts

Operating margin

15.8%-12.7% pts

Net margin

9.9%-16.2% pts

FCF margin

-63.7%-4.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.58B$1.58B$1.08B$788.8M$1.01B
Net Income$156.5M$156.5M$115.1M$149.6M$264.4M
EBITDA$372.6M$372.6M$270.0M$273.1M$444.7M
EPS——1.661.993.53
Gross Margin20.8%20.8%26.6%38.8%32.9%
Operating Margin15.8%15.8%20.7%32.6%28.5%
Net Margin9.9%9.9%10.7%19.0%26.1%
Balance Sheet
Debt/Equity2.782.782.593.67—
Current Ratio1.111.11———
Cash Flow
Free Cash Flow$-1.01B$-1.01B$-267.6M$-198.0M$-602.3M
Returns
ROE10.5%10.5%9.6%18.8%—
Valuation
P/E20.2120.2122.80——
EV/EBITDA856.98856.9821.06——
P/B212.33212.332.19——
Growth & Yield
Revenue Growth46.4%46.4%37.0%-22.1%—
EPS Growth——-16.7%-43.4%—

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 +13205.6%

Total return

+13205.6%

Start / end P/E

n/dx → n/dx

EPS bridge

1.66 → n/d

Residual

+13205.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+13205.6%

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.