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CEV.MC$9.20+0.00%
Fair $9.20+0.0%

CEV.MC

Compañía Española de Viviendas en Alquiler S.A.

Real Estate / Real Estate - DevelopmentMCE

$9.20

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $9.20Fund rank 31/100 · Data gapFallback financials|
SA 61/B
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 25.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 44/100Data 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

61/100

B

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 · CEV.MCLocal privado en este navegador · Compañía Española de Viviendas en Alquiler S.A.
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

$213M

P/E

7.2x

↓

EV/EBITDA

8.8x

↓

ROE

6.9%

↑

Gross Margin

79.2%

↑

Debt/Equity

0.19

↓
52-Week Range$9
$7$10

TradingView lightweight chart

CEV.MC price, volumen y niveles de valoración

Último $9.200Periodo -7.5%
Fair value: $9.200

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

-1.1%

FCF CAGR

-38.6%

FCF margin

11.6%

FCF / Net income

0.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $31.3M · net income $29.6M · FCF $3.6M

2022-FY → 2025-FY

Gross margin

79.2%+12.1% pts

Operating margin

103.7%+35.2% pts

Net margin

94.6%+5.8% pts

FCF margin

11.6%-37.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$31.3M$31.3M$37.6M$19.4M$32.3M
Net Income$29.6M$29.6M$23.6M$10.9M$28.7M
EBITDA$32.8M$32.8M$34.6M$15.8M$39.2M
EPS1.281.281.020.471.24
Gross Margin79.2%79.2%63.3%96.0%67.1%
Operating Margin103.7%103.7%90.3%76.6%68.5%
Net Margin94.6%94.6%62.8%56.2%88.8%
Balance Sheet
Debt/Equity0.190.190.210.150.18
Cash Flow
Free Cash Flow$3.6M$3.6M$1.5M$5.0M$15.7M
Returns
ROE6.9%6.9%5.8%2.8%7.5%
Valuation
P/E7.197.196.9614.895.65
EV/EBITDA8.848.846.9013.545.63
P/B0.490.490.400.420.42
Growth & Yield
Revenue Growth-16.8%-16.8%93.9%-40.0%—
EPS Growth25.5%25.5%117.0%-62.1%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-13.9%

fácil

EPS terminal req.

$0.82

Spread vs growth

39.4%

5Y implied EPS CAGR

-5.1%

fácil

EPS terminal req.

$0.99

Spread vs growth

30.5%

10Y implied EPS CAGR

2.2%

fácil

EPS terminal req.

$1.59

Spread vs growth

23.3%

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 +30.5%

Total return

+30.5%

Start / end P/E

6.9x → 7.2x

EPS bridge

1.02 → 1.28

Residual

+1.0%

EPS growth+25.5%
Multiple rerating+4.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term+1.0%

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.