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BIG.TA$73000.00+0.50%
Fair $73000.00+0.0%

BIG.TA

BIG Shopping Centers Ltd

Real Estate / Real Estate ServicesTel Aviv

$73000.00

+380.00 (+0.50%)

Fairly Valued+0.0%Fair Value $73000.00Fund rank 32/100 · Data gapFallback financials|
SA 44/C
F-Score: 6/9

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 50.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

44/100

C

Piotroski

6/9

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 · BIG.TALocal privado en este navegador · BIG Shopping Centers 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

$18.6B

P/E

10.5x

↓

EV/EBITDA

524.0x

↑

ROE

13.2%

↑

Gross Margin

70.5%

↑

Debt/Equity

1.90

↑
52-Week Range$73000
$49110$84000

TradingView lightweight chart

BIG.TA price, volumen y niveles de valoración

Último $76,770Periodo +1049.9%
Fair value: $73,000

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

+13.7%

FCF CAGR

+15.6%

FCF margin

25.8%

FCF / Net income

0.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.87B · net income $1.76B · FCF $740.5M

2022-FY → 2025-FY

Gross margin

70.5%+9.9% pts

Operating margin

57.7%+10.7% pts

Net margin

61.5%-0.3% pts

FCF margin

25.8%+1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.87B$2.87B$2.51B$2.34B$1.95B
Net Income$1.76B$1.76B$1.46B$861.0M$1.20B
EBITDA$3.52B$3.52B$3.02B$1.91B$2.50B
EPS——58.6135.2753.04
Gross Margin70.5%70.5%69.3%60.8%60.5%
Operating Margin57.7%57.7%57.1%49.8%47.1%
Net Margin61.5%61.5%58.2%36.8%61.8%
Balance Sheet
Debt/Equity1.901.902.021.931.97
Current Ratio0.530.53———
Cash Flow
Free Cash Flow$740.5M$740.5M$601.8M$447.4M$478.8M
Returns
ROE13.2%13.2%12.1%7.9%12.8%
Valuation
P/E10.4810.48933.291101.50696.08
EV/EBITDA524.03524.03452.77505.95342.71
P/B136.10136.10111.9886.6089.13
Growth & Yield
Revenue Growth14.3%14.3%7.3%19.9%—
EPS Growth——66.2%-33.5%—
Dividend Yield1.1%1.1%———

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 +53.8%

Total return

+53.8%

Start / end P/E

n/dx → n/dx

EPS bridge

58.61 → n/d

Residual

+52.8%

EPS growthn/d
Multiple reratingn/d
Dividend+1.1%
Residual / FX / buybacks / cross-term+52.8%

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.