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FREY.PA$34.80+0.00%
Fair $34.80+0.0%

FREY.PA

Frey SA

Real Estate / REIT - RetailParis

$34.80

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $34.80Fund rank 35/100 · Data gapFallback financials|
SA 58/C
F-Score: 5/9

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 22.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 92/100Data 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

58/100

C

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 · FREY.PALocal privado en este navegador · Frey SA
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

$1.1B

P/E

14.3x

↑

EV/EBITDA

13.4x

↑

ROE

7.3%

↑

Gross Margin

63.4%

↑

Debt/Equity

1.37

↑
52-Week Range$35
$27$35

TradingView lightweight chart

FREY.PA price, volumen y niveles de valoración

Último $34.80Periodo +121.1%
Fair value: $34.80

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

+23.1%

FCF CAGR

+23.3%

FCF margin

43.4%

FCF / Net income

1.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $231.4M · net income $77.4M · FCF $100.5M

2022-FY → 2025-FY

Gross margin

63.4%+0.0% pts

Operating margin

52.7%+6.8% pts

Net margin

33.5%-70.8% pts

FCF margin

43.4%+0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$231.4M$231.4M$191.3M$148.5M$124.1M
Net Income$77.4M$77.4M$40.0M$18.9M$129.4M
EBITDA$172.0M$172.0M$124.8M$80.4M$161.4M
EPS2.432.431.250.604.47
Gross Margin63.4%63.4%65.0%66.8%63.4%
Operating Margin52.7%52.7%56.7%57.7%46.0%
Net Margin33.5%33.5%20.9%12.7%104.3%
Balance Sheet
Debt/Equity1.371.371.180.980.83
Current Ratio1.541.54———
Cash Flow
Free Cash Flow$100.5M$100.5M$60.7M$57.5M$53.6M
Returns
ROE7.3%7.3%3.8%1.8%13.1%
Valuation
P/E14.3214.3223.1243.567.57
EV/EBITDA13.4313.4314.7522.1310.75
P/B1.051.050.880.790.99
Growth & Yield
Revenue Growth20.9%20.9%28.8%19.7%—
EPS Growth93.7%93.7%110.1%-86.6%—
Dividend Yield5.8%5.8%———

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

8.3%

razonable

EPS terminal req.

$3.09

Spread vs growth

85.4%

5Y implied EPS CAGR

9.0%

razonable

EPS terminal req.

$3.74

Spread vs growth

84.7%

10Y implied EPS CAGR

9.5%

razonable

EPS terminal req.

$6.02

Spread vs growth

84.2%

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 +26.6%

Total return

+26.6%

Start / end P/E

23.0x → 14.3x

EPS bridge

1.25 → 2.43

Residual

-35.3%

EPS growth+93.7%
Multiple rerating-37.6%
Dividend+5.8%
Residual / FX / buybacks / cross-term-35.3%

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.