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ARGO.TA$13130.00+1.23%
Fair $13130.00+0.0%

ARGO.TA

ARGO Properties N.V.

Real Estate / Real Estate ServicesTel Aviv

$13130.00

+160.00 (+1.23%)

Fairly Valued+0.0%Fair Value $13130.00Fund rank 32/100 · Data gapFallback financials|
SA 48/C
F-Score: 4/9

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 31.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

48/100

C

Piotroski

4/9

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 · ARGO.TALocal privado en este navegador · ARGO Properties N.V.
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

$2.9B

P/E

13.2x

↑

EV/EBITDA

3642.2x

↑

ROE

13.5%

↑

Gross Margin

51.6%

↑

Debt/Equity

0.99

↑
52-Week Range$13130
$9652$14650

TradingView lightweight chart

ARGO.TA price, volumen y niveles de valoración

Último $13,130Periodo +60.2%
Fair value: $13,130

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

+30.3%

FCF CAGR

+51.8%

FCF margin

35.8%

FCF / Net income

0.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $50.2M · net income $67.3M · FCF $17.9M

2022-FY → 2025-FY

Gross margin

51.6%-7.2% pts

Operating margin

40.5%+6.6% pts

Net margin

134.2%+14.0% pts

FCF margin

35.8%+13.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$50.2M$50.2M$37.7M$29.4M$22.7M
Net Income$67.3M$67.3M$35.2M$-43.5M$27.3M
EBITDA$78.6M$78.6M$52.7M$-43.2M$37.2M
EPS——1.75-2.401.47
Gross Margin51.6%51.6%58.6%59.9%58.8%
Operating Margin40.5%40.5%35.5%38.0%33.9%
Net Margin134.2%134.2%93.2%-148.0%120.2%
Balance Sheet
Debt/Equity0.990.990.911.060.83
Current Ratio1.051.05———
Cash Flow
Free Cash Flow$17.9M$17.9M$11.2M$7.5M$5.1M
Returns
ROE13.5%13.5%8.4%-13.2%7.3%
Valuation
P/E13.2513.255914.29—5238.10
EV/EBITDA3642.193642.193963.23—3854.61
P/B573.23573.23496.91380.44385.79
Growth & Yield
Revenue Growth32.9%32.9%28.5%29.5%—
EPS Growth——172.9%-263.3%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +33.3%

Total return

+33.3%

Start / end P/E

n/dx → n/dx

EPS bridge

1.75 → n/d

Residual

+33.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+33.3%

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.