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CTO$20.32-1.12%
Fair $20.32+0.0%

CTO

CTO Realty Growth, Inc.

Real Estate / REIT - DiversifiedNYSE

$20.32

-0.23 (-1.12%)

Fairly Valued+0.0%Fair Value $20.32Fund rank 37/100 · Data gapFallback financials|
SA 43/C
F-Score: 7/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 5.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 91/100Data 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

43/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 1unknown: 17
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. ROE is 1.8%, below the 5% threshold
Thesis & Journal · CTOLocal privado en este navegador · CTO Realty Growth, Inc.
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

$686M

P/E

101.6x

↑

EV/EBITDA

13.2x

↑

ROE

1.8%

↓

Gross Margin

74.6%

↑

Debt/Equity

1.09

↑
52-Week Range$20
$15$21

TradingView lightweight chart

CTO price, volumen y niveles de valoración

Último $20.32Periodo +498.9%
Fair value: $20.32

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+22.4%

FCF CAGR

—

FCF margin

43.2%

FCF / Net income

6.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $149.5M · net income $10.1M · FCF $64.6M

2009-FY → 2025-FY

Gross margin

74.6%— pts

Operating margin

22.1%-81.8% pts

Net margin

6.7%-6.8% pts

FCF margin

43.2%+106.1% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$149.5M$149.5M$124.5M$109.1M$82.3M$70.3M$56.4M$44.9M$43.7M$38.7M$65.9M$43.0M$36.1M$26.1M$16.2M$13.0M$12.3M$5.9M
Net Income$10.1M$10.1M$-2.0M$5.5M$3.2M$29.9M$78.5M$115.0M$37.2M$41.7M$16.3M$8.3M$6.4M$3.7M$599202.00$-4.7M$-602954.00$800570.00
EBITDA$96.2M$96.2M$84.2M$71.7M$39.5M$43.9M$31.3M$50.0M$47.1M$20.1M$45.9M$25.5M$16.1M$9.2M$2.9M$-6.8M$1.1M$8.9M
EPS0.080.08-0.350.03-0.091.565.567.672.242.030.770.390.300.170.03-0.22-0.03—
Gross Margin74.6%74.6%73.3%72.3%72.2%—————————————
Operating Margin22.1%22.1%8.0%18.8%21.5%33.2%21.8%76.1%71.9%20.0%57.6%47.1%34.9%24.1%5.3%-69.2%-9.3%103.9%
Net Margin6.7%6.7%-1.6%5.1%3.8%42.6%139.2%255.8%85.1%107.9%24.7%19.4%17.7%14.1%3.7%-36.3%-4.9%13.6%
Balance Sheet
Debt/Equity1.091.090.851.080.880.650.781.011.171.061.121.190.810.530.260.13——
Current Ratio4.694.69————————————————
Cash Flow
Free Cash Flow$64.6M$64.6M$59.9M$46.3M$56.1M———————$-30.9M$-27.0M$-21.4M$-5.4M$-1.8M$-3.7M
Returns
ROE1.8%1.8%-0.3%1.2%0.6%7.0%22.4%40.3%17.6%22.7%11.0%5.9%5.0%3.1%0.5%-4.2%-0.5%0.7%
Valuation
P/E101.60101.60—570.00——————————————
EV/EBITDA13.1613.1611.9912.1519.24—————————————
P/B1.161.160.820.840.66—————————————
Growth & Yield
Revenue Growth20.1%20.1%14.1%32.6%—24.6%25.5%2.9%13.0%-41.3%53.2%19.3%38.3%60.6%25.2%5.6%107.9%—
EPS Growth122.9%122.9%-1266.7%133.3%—-71.9%-27.5%242.3%10.3%162.5%99.3%30.0%71.9%540.0%112.2%-645.5%——
Dividend Yield7.5%7.5%————————————————

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

182.5%

muy exigente

EPS terminal req.

$1.80

Spread vs growth

-59.6%

5Y implied EPS CAGR

93.7%

muy exigente

EPS terminal req.

$2.18

Spread vs growth

29.2%

10Y implied EPS CAGR

46.0%

muy exigente

EPS terminal req.

$3.51

Spread vs growth

76.9%

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 +17.8%

Total return

+17.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.35 → 0.08

Residual

+10.3%

EPS growthn/d
Multiple reratingn/d
Dividend+7.5%
Residual / FX / buybacks / cross-term+10.3%

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.