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CRSR.TA$2813.00+0.46%
Fair $2813.00+0.0%

CRSR.TA

Carasso Real Estate Ltd

Real Estate / Real Estate - DevelopmentTel Aviv

$2813.00

+13.00 (+0.46%)

Fairly Valued+0.0%Fair Value $2813.00Fund rank 20/100 · Data gapFallback financials|
SA 27/D
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 34.0/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

27/100

D

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 · CRSR.TALocal privado en este navegador · Carasso Real Estate 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

$1.6B

P/E

28.4x

↑

EV/EBITDA

660.3x

↑

ROE

8.6%

↑

Gross Margin

48.5%

↑

Debt/Equity

1.53

↑
52-Week Range$2813
$2750$4414

TradingView lightweight chart

CRSR.TA price, volumen y niveles de valoración

Último $2,813Periodo -22.8%
Fair value: $2,813

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

-2.0%

FCF CAGR

—

FCF margin

-32.3%

FCF / Net income

-1.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $663.6M · net income $121.6M · FCF $-214.6M

2021-FY → 2024-FY

Gross margin

48.5%+15.7% pts

Operating margin

36.3%+10.8% pts

Net margin

18.3%+7.2% pts

FCF margin

-32.3%-57.3% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$663.6M$663.6M$456.5M$748.5M$704.8M
Net Income$121.6M$121.6M$17.4M$109.2M$78.6M
EBITDA$238.2M$238.2M$92.0M$200.9M$165.3M
EPS2.202.200.322.251.94
Gross Margin48.5%48.5%31.1%36.7%32.8%
Operating Margin36.3%36.3%17.2%28.4%25.5%
Net Margin18.3%18.3%3.8%14.6%11.2%
Balance Sheet
Debt/Equity1.531.531.361.021.60
Current Ratio1.221.22———
Cash Flow
Free Cash Flow$-214.6M$-214.6M$-357.3M$56.3M$175.8M
Returns
ROE8.6%8.6%1.4%8.6%10.7%
Valuation
P/E28.4128.418831.251632.89—
EV/EBITDA660.27660.271680.25893.57—
P/B110.03110.03119.35139.92—
Growth & Yield
Revenue Growth45.4%45.4%-39.0%6.2%—
EPS Growth587.5%587.5%-85.8%15.7%—
Dividend Yield3.2%3.2%———

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

384.1%

muy exigente

EPS terminal req.

$249.61

Spread vs growth

203.4%

5Y implied EPS CAGR

167.6%

muy exigente

EPS terminal req.

$302.02

Spread vs growth

419.9%

10Y implied EPS CAGR

71.6%

muy exigente

EPS terminal req.

$486.41

Spread vs growth

515.9%

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 -3.8%

Total return

-3.8%

Start / end P/E

9459.4x → 1278.6x

EPS bridge

0.32 → 2.20

Residual

-508.1%

EPS growth+587.5%
Multiple rerating-86.5%
Dividend+3.2%
Residual / FX / buybacks / cross-term-508.1%

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.