StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
ARIN.TA$575.80+0.88%
Fair $575.80+0.0%

ARIN.TA

Ari Real Estate (Arena) Investment Ltd

Real Estate / Real Estate ServicesTel Aviv

$575.80

+5.00 (+0.88%)

Fairly Valued+0.0%Fair Value $575.80Fund 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 33.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 86/100Data 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 · ARIN.TALocal privado en este navegador · Ari Real Estate (Arena) Investment Ltd
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

$2.1B

P/E

12.5x

↑

EV/EBITDA

765.4x

↑

ROE

12.4%

↑

Gross Margin

73.4%

↑

Debt/Equity

1.28

↑
52-Week Range$576
$229$691

TradingView lightweight chart

ARIN.TA price, volumen y niveles de valoración

Último $575.80Periodo +470.7%
Fair value: $575.80

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

+9.9%

FCF CAGR

+14.2%

FCF margin

59.1%

FCF / Net income

0.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $113.0M · net income $148.4M · FCF $66.8M

2022-FY → 2025-FY

Gross margin

73.4%+2.4% pts

Operating margin

57.7%-2.1% pts

Net margin

131.4%+144.1% pts

FCF margin

59.1%+6.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$113.0M$113.0M$108.8M$101.3M$85.1M
Net Income$148.4M$148.4M$117.8M$33.9M$-10.8M
EBITDA$247.1M$247.1M$172.0M$94.0M$84.2M
EPS0.460.460.370.11-0.04
Gross Margin73.4%73.4%74.5%73.9%71.0%
Operating Margin57.7%57.7%60.2%61.7%59.8%
Net Margin131.4%131.4%108.3%33.4%-12.7%
Balance Sheet
Debt/Equity1.281.281.320.950.97
Current Ratio0.300.30———
Cash Flow
Free Cash Flow$66.8M$66.8M$49.4M$45.8M$44.8M
Returns
ROE12.4%12.4%12.5%4.1%-1.4%
Valuation
P/E12.5212.52657.612253.27—
EV/EBITDA765.45765.45457.03819.59816.42
P/B156.62156.6282.1993.0786.05
Growth & Yield
Revenue Growth3.8%3.8%7.3%19.0%—
EPS Growth23.6%23.6%243.9%343.2%—
Dividend Yield0.6%0.6%———

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

382.4%

muy exigente

EPS terminal req.

$51.09

Spread vs growth

-358.8%

5Y implied EPS CAGR

167.1%

muy exigente

EPS terminal req.

$61.82

Spread vs growth

-143.4%

10Y implied EPS CAGR

71.4%

muy exigente

EPS terminal req.

$99.57

Spread vs growth

-47.8%

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 +139.4%

Total return

+139.4%

Start / end P/E

655.2x → 1265.5x

EPS bridge

0.37 → 0.46

Residual

+22.0%

EPS growth+23.6%
Multiple rerating+93.2%
Dividend+0.6%
Residual / FX / buybacks / cross-term+22.0%

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.