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GEFR.TA$78.60-1.75%
Fair $78.60+0.0%

GEFR.TA

Geffen Residence & Renewal Ltd

Real Estate / Real Estate - DevelopmentTel Aviv

$78.60

-1.40 (-1.75%)

Fairly Valued+0.0%Fair Value $78.60Fund rank 31/100 · Data gapFallback financials|
SA 24/D
F-Score: 2/9
Declining RevenueLow Profitability

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 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

24/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is -4.2%, below the 5% threshold
Thesis & Journal · GEFR.TALocal privado en este navegador · Geffen Residence & Renewal 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

$323M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-4.2%

↓

Gross Margin

100.0%

↑

Debt/Equity

0.44

↓
52-Week Range$79
$47$89

TradingView lightweight chart

GEFR.TA price, volumen y niveles de valoración

Último $78.60Periodo -90.9%
Fair value: $78.60

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

+9.1%

FCF CAGR

—

FCF margin

-22180.8%

FCF / Net income

3.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $78000.0 · net income $-5.1M · FCF $-17.3M

2022-FY → 2025-FY

Gross margin

100.0%+9990.0% pts

Operating margin

-9070.5%+8022.8% pts

Net margin

-6566.7%+26903.3% pts

FCF margin

-22180.8%-3465.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$78000.00$78000.00$131000.00$142000.00$60000.00
Net Income$-5.1M$-5.1M$-5.1M$-6.9M$-20.1M
EBITDA$-6.4M$-6.4M$-5.6M$-6.1M$-14.1M
EPS——-0.02-0.04-0.20
Gross Margin100.0%100.0%100.0%100.0%-9890.0%
Operating Margin-9070.5%-9070.5%-5177.1%-4776.8%-17093.3%
Net Margin-6566.7%-6566.7%-3872.5%-4866.2%-33470.0%
Balance Sheet
Debt/Equity0.440.440.990.940.73
Current Ratio1.821.82———
Cash Flow
Free Cash Flow$-17.3M$-17.3M$-16.5M$-61.8M$-11.2M
Returns
ROE-4.2%-4.2%-11.2%-14.3%-456.5%
Valuation
P/B210.71210.71342272.74245814.661344.28
Growth & Yield
Revenue Growth-40.5%-40.5%-7.7%136.7%—
EPS Growth——35.6%82.0%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +32.8%

Total return

+32.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.02 → n/d

Residual

+32.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+32.8%

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.