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ARG.NZ$1.06-0.70%
Fair $1.06+0.0%

ARG.NZ

Argosy Property Limited

Real Estate / REIT - DiversifiedNZSE

$1.06

-0.01 (-0.70%)

Fairly Valued+0.0%Fair Value $1.06Fund rank 32/100 · Data gapFallback financials|
SA 30/D
F-Score: 2/9

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 9.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data 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

30/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · ARG.NZLocal privado en este navegador · Argosy Property Limited
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

$924M

P/E

7.0x

↓

EV/EBITDA

9.5x

↓

ROE

9.1%

↑

Gross Margin

75.6%

↑

Debt/Equity

0.64

↓
52-Week Range$1
$1$1

TradingView lightweight chart

ARG.NZ price, volumen y niveles de valoración

Último $1.058Periodo -7.8%
Fair value: $1.058

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+3.4%

FCF CAGR

-40.6%

FCF margin

8.8%

FCF / Net income

0.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $159.8M · net income $127.7M · FCF $14.0M

2023-FY → 2026-FY

Gross margin

75.6%-2.5% pts

Operating margin

63.3%-0.6% pts

Net margin

79.9%+135.9% pts

FCF margin

8.8%-37.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$159.8M$159.8M$155.7M$153.2M$144.5M
Net Income$127.7M$127.7M$125.9M$-55.3M$-80.8M
EBITDA$189.1M$189.1M$184.2M$517000.00$-26.9M
EPS0.150.150.15-0.07-0.10
Gross Margin75.6%75.6%75.1%76.0%78.0%
Operating Margin63.3%63.3%63.6%62.4%63.9%
Net Margin79.9%79.9%80.8%-36.1%-55.9%
Balance Sheet
Debt/Equity0.640.640.610.640.60
Current Ratio0.470.47———
Cash Flow
Free Cash Flow$14.0M$14.0M$56.0M$60.2M$67.0M
Returns
ROE9.1%9.1%9.6%-4.5%-6.1%
Valuation
P/E7.057.056.84——
EV/EBITDA9.549.548.993401.99—
P/B0.650.650.660.800.71
Growth & Yield
Revenue Growth2.6%2.6%1.7%6.0%—
EPS Growth-0.2%-0.2%327.1%31.6%—
Dividend Yield6.2%6.2%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-14.1%

fácil

EPS terminal req.

$0.09

Spread vs growth

13.9%

5Y implied EPS CAGR

-5.2%

fácil

EPS terminal req.

$0.11

Spread vs growth

5.0%

10Y implied EPS CAGR

2.1%

fácil

EPS terminal req.

$0.18

Spread vs growth

-2.3%

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 +7.0%

Total return

+7.0%

Start / end P/E

7.1x → 7.1x

EPS bridge

0.15 → 0.15

Residual

-0.0%

EPS growth-0.2%
Multiple rerating+0.9%
Dividend+6.2%
Residual / FX / buybacks / cross-term-0.0%

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.