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JYEU.SI$0.56+0.00%
Fair $0.56+0.0%

JYEU.SI

Lendlease Global Commercial REIT

Real Estate / REIT - DiversifiedSES

$0.56

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.56Fund rank 36/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9
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 18.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 88/100Data 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

45/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 3.3%, below the 5% threshold
Thesis & Journal · JYEU.SILocal privado en este navegador · Lendlease Global Commercial REIT
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

$1.9B

P/E

18.7x

↑

EV/EBITDA

23.3x

↑

ROE

3.3%

↓

Gross Margin

61.7%

↑

Debt/Equity

0.77

↑
52-Week Range$1
$0$1

TradingView lightweight chart

JYEU.SI price, volumen y niveles de valoración

Último $0.560Periodo -37.3%
Fair value: $0.560

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

+26.7%

FCF CAGR

+17.5%

FCF margin

71.4%

FCF / Net income

2.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $206.5M · net income $70.9M · FCF $147.4M

2022-FY → 2025-FY

Gross margin

61.7%+3.1% pts

Operating margin

61.7%+3.1% pts

Net margin

34.3%-105.3% pts

FCF margin

71.4%-17.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$206.5M$206.5M$220.9M$204.9M$101.7M
Net Income$70.9M$70.9M$77.2M$118.8M$141.9M
EBITDA$127.2M$127.2M$134.3M$157.0M$161.4M
EPS2.162.160.020.040.10
Gross Margin61.7%61.7%65.0%63.9%58.7%
Operating Margin61.7%61.7%65.0%63.9%58.7%
Net Margin34.3%34.3%34.9%58.0%139.6%
Balance Sheet
Debt/Equity0.770.770.700.680.67
Current Ratio0.200.20———
Cash Flow
Free Cash Flow$147.4M$147.4M$121.2M$168.6M$90.7M
Returns
ROE3.3%3.3%3.5%5.3%6.5%
Valuation
P/E18.6718.6722.8515.078.01
EV/EBITDA23.2523.2521.1218.8915.66
P/B0.630.630.600.680.52
Growth & Yield
Revenue Growth-6.5%-6.5%7.8%101.5%—
EPS Growth8650.0%8650.0%-43.1%-55.6%—
Dividend Yield6.5%6.5%———

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

-71.6%

fácil

EPS terminal req.

$0.05

Spread vs growth

8721.6%

5Y implied EPS CAGR

-51.2%

fácil

EPS terminal req.

$0.06

Spread vs growth

8701.2%

10Y implied EPS CAGR

-26.7%

fácil

EPS terminal req.

$0.10

Spread vs growth

8676.7%

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 +24.4%

Total return

+24.4%

Start / end P/E

19.2x → 0.3x

EPS bridge

0.02 → 2.16

Residual

-8533.5%

EPS growth+8650.0%
Multiple rerating-98.7%
Dividend+6.5%
Residual / FX / buybacks / cross-term-8533.5%

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.