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DRE2.F$12.30+0.00%
Fair $12.30+0.0%

DRE2.F

Deutsche Real Estate AG

Real Estate / Real Estate ServicesFrankfurt

$12.30

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $12.30Fund rank 33/100 · Data gapFallback financials|
SA 55/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 0.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

55/100

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 · DRE2.FLocal privado en este navegador · Deutsche Real Estate AG
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

$253M

P/E

9.5x

↓

EV/EBITDA

18.9x

↑

ROE

6.3%

↑

Gross Margin

65.3%

↑

Debt/Equity

0.10

↓
52-Week Range$12
$6$14

TradingView lightweight chart

DRE2.F price, volumen y niveles de valoración

Último $12.30Periodo -28.1%
Fair value: $12.30

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

+4.8%

FCF CAGR

+70.9%

FCF margin

57.9%

FCF / Net income

0.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $29.8M · net income $26.5M · FCF $17.3M

2022-FY → 2025-FY

Gross margin

65.3%+1.5% pts

Operating margin

54.6%+5.0% pts

Net margin

88.9%+145.8% pts

FCF margin

57.9%+44.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$29.8M$29.8M$33.7M$30.8M$26.0M
Net Income$26.5M$26.5M$3.2M$-43.3M$-14.8M
EBITDA$13.2M$13.2M$5.8M$-50.2M$-17.1M
EPS1.291.290.16-2.11-0.72
Gross Margin65.3%65.3%61.3%57.9%63.8%
Operating Margin54.6%54.6%49.2%44.9%49.6%
Net Margin88.9%88.9%9.6%-140.9%-56.9%
Balance Sheet
Debt/Equity0.100.100.110.110.03
Current Ratio5.425.42———
Cash Flow
Free Cash Flow$17.3M$17.3M$19.5M$4.6M$3.5M
Returns
ROE6.3%6.3%0.8%-11.0%-3.4%
Valuation
P/E9.539.5342.19——
EV/EBITDA18.8818.8817.55——
P/B0.600.600.350.440.50
Growth & Yield
Revenue Growth-11.5%-11.5%9.7%18.5%—
EPS Growth706.3%706.3%107.6%-193.1%—
Dividend Yield0.3%0.3%———

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

-5.4%

fácil

EPS terminal req.

$1.09

Spread vs growth

711.7%

5Y implied EPS CAGR

0.5%

fácil

EPS terminal req.

$1.32

Spread vs growth

705.8%

10Y implied EPS CAGR

5.1%

razonable

EPS terminal req.

$2.13

Spread vs growth

701.1%

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 +102.0%

Total return

+102.0%

Start / end P/E

38.1x → 9.5x

EPS bridge

0.16 → 1.29

Residual

-529.6%

EPS growth+706.3%
Multiple rerating-75.0%
Dividend+0.3%
Residual / FX / buybacks / cross-term-529.6%

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.