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ISUR.MC$16.50-1.20%
Fair $16.50+0.0%

ISUR.MC

Inmobiliaria del Sur, S.A.

Real Estate / Real Estate ServicesMCE

$16.50

-0.20 (-1.20%)

Fairly Valued+0.0%Fair Value $16.50Fund rank 31/100 · Data gapFallback financials|
SA 70/B
F-Score: 7/9

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 42.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

70/100

B

Piotroski

7/9

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 · ISUR.MCLocal privado en este navegador · Inmobiliaria del Sur, S.A.
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

$301M

P/E

7.7x

↓

EV/EBITDA

7.4x

↓

ROE

14.3%

↑

Gross Margin

29.0%

↓

Debt/Equity

0.85

↑
52-Week Range$17
$11$20

TradingView lightweight chart

ISUR.MC price, volumen y niveles de valoración

Último $16.50Periodo -66.4%
Fair value: $16.50

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

+21.4%

FCF CAGR

—

FCF margin

19.7%

FCF / Net income

1.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $208.3M · net income $39.3M · FCF $41.1M

2022-FY → 2025-FY

Gross margin

29.0%+1.6% pts

Operating margin

16.2%+9.3% pts

Net margin

18.9%+6.0% pts

FCF margin

19.7%+19.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$208.3M$208.3M$164.5M$138.2M$116.5M
Net Income$39.3M$39.3M$24.8M$11.3M$15.0M
EBITDA$60.9M$60.9M$45.2M$30.0M$29.1M
EPS2.152.151.340.610.81
Gross Margin29.0%29.0%31.6%30.1%27.4%
Operating Margin16.2%16.2%16.4%10.5%6.9%
Net Margin18.9%18.9%15.1%8.2%12.9%
Balance Sheet
Debt/Equity0.850.851.031.112.04
Current Ratio5.515.51———
Cash Flow
Free Cash Flow$41.1M$41.1M$20.4M$16.3M$-161000.00
Returns
ROE14.3%14.3%10.0%4.9%10.9%
Valuation
P/E7.677.677.0911.489.38
EV/EBITDA7.447.448.3211.9313.38
P/B1.101.100.710.561.03
Growth & Yield
Revenue Growth26.6%26.6%19.0%18.6%—
EPS Growth60.4%60.4%119.7%-24.7%—
Dividend Yield4.7%4.7%———

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

-12.0%

fácil

EPS terminal req.

$1.46

Spread vs growth

72.5%

5Y implied EPS CAGR

-3.8%

fácil

EPS terminal req.

$1.77

Spread vs growth

64.2%

10Y implied EPS CAGR

2.9%

fácil

EPS terminal req.

$2.85

Spread vs growth

57.6%

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 +44.5%

Total return

+44.5%

Start / end P/E

8.8x → 7.7x

EPS bridge

1.34 → 2.15

Residual

-7.8%

EPS growth+60.4%
Multiple rerating-12.8%
Dividend+4.7%
Residual / FX / buybacks / cross-term-7.8%

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.