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AZRG.TA$44470.00-0.78%
Fair $44470.00+0.0%

AZRG.TA

Azrieli Group Ltd.

Real Estate / Real Estate ServicesTel Aviv

$44470.00

-350.00 (-0.78%)

Fairly Valued+0.0%Fair Value $44470.00Fund rank 36/100 · Data gapFallback financials|
SA 40/C
F-Score: 5/9

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 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 88/100Data 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

40/100

C

Piotroski

5/9

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 · AZRG.TALocal privado en este navegador · Azrieli Group 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

$55.3B

P/E

27.4x

↑

EV/EBITDA

1503.3x

↑

ROE

7.5%

↑

Gross Margin

64.8%

↑

Debt/Equity

1.14

↑
52-Week Range$44470
$24420$51310

TradingView lightweight chart

AZRG.TA price, volumen y niveles de valoración

Último $44,470Periodo -95.2%
Fair value: $44,470

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

+13.2%

FCF CAGR

+2.3%

FCF margin

46.3%

FCF / Net income

0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.90B · net income $1.89B · FCF $1.81B

2022-FY → 2025-FY

Gross margin

64.8%-5.5% pts

Operating margin

53.4%-5.7% pts

Net margin

48.4%-18.4% pts

FCF margin

46.3%-16.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.90B$3.90B$3.28B$2.94B$2.69B
Net Income$1.89B$1.89B$1.48B$2.23B$1.80B
EBITDA$3.60B$3.60B$2.93B$3.79B$3.16B
EPS——12.1718.3514.82
Gross Margin64.8%64.8%70.2%69.0%70.3%
Operating Margin53.4%53.4%59.9%58.3%59.1%
Net Margin48.4%48.4%45.0%75.6%66.8%
Balance Sheet
Debt/Equity1.141.141.090.970.88
Current Ratio0.930.93———
Cash Flow
Free Cash Flow$1.81B$1.81B$1.58B$1.17B$1.69B
Returns
ROE7.5%7.5%6.2%9.5%8.1%
Valuation
P/E27.4227.422549.711315.531545.88
EV/EBITDA1503.331503.331297.01777.14883.43
P/B213.20213.20158.73124.35125.87
Growth & Yield
Revenue Growth19.0%19.0%11.5%9.4%—
EPS Growth——-33.7%23.8%—
Dividend Yield1.5%1.5%———

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 +77.2%

Total return

+77.2%

Start / end P/E

n/dx → n/dx

EPS bridge

12.17 → n/d

Residual

+75.7%

EPS growthn/d
Multiple reratingn/d
Dividend+1.5%
Residual / FX / buybacks / cross-term+75.7%

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.