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KPG.NZ$0.94+0.53%
Fair $0.94+0.0%

KPG.NZ

Kiwi Property Group Limited

Real Estate / REIT - DiversifiedNZSE

$0.94

+0.00 (+0.53%)

Fairly Valued+0.0%Fair Value $0.94Fund rank 34/100 · Data gapFallback financials|
SA 31/D
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 6.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

31/100

D

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 3.1%, below the 5% threshold
Thesis & Journal · KPG.NZLocal privado en este navegador · Kiwi Property Group Limited
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

$1.6B

P/E

94.5x

↑

EV/EBITDA

18.2x

↑

ROE

3.1%

↓

Gross Margin

74.8%

↑

Debt/Equity

0.69

↓
52-Week Range$1
$1$1

TradingView lightweight chart

KPG.NZ price, volumen y niveles de valoración

Último $0.945Periodo -14.7%
Fair value: $0.945

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

+1.9%

FCF CAGR

-11.4%

FCF margin

30.9%

FCF / Net income

1.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $259.5M · net income $57.0M · FCF $80.3M

2022-FY → 2025-FY

Gross margin

74.8%-1.5% pts

Operating margin

64.9%-0.5% pts

Net margin

22.0%-69.6% pts

FCF margin

30.9%-16.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$259.5M$259.5M$240.5M$256.5M$245.1M
Net Income$57.0M$57.0M$-2.1M$-227.7M$224.3M
EBITDA$152.7M$152.7M$74.2M$-169.8M$300.0M
EPS0.040.04-0.00-0.140.14
Gross Margin74.8%74.8%76.9%79.4%76.4%
Operating Margin64.9%64.9%63.0%68.6%65.3%
Net Margin22.0%22.0%-0.9%-88.8%91.5%
Balance Sheet
Debt/Equity0.690.690.640.590.50
Current Ratio6.526.52———
Cash Flow
Free Cash Flow$80.3M$80.3M$99.0M$112.9M$115.2M
Returns
ROE3.1%3.1%-0.1%-11.8%9.9%
Valuation
P/E94.5094.50——7.63
EV/EBITDA18.2218.2234.12—9.47
P/B0.810.810.730.730.75
Growth & Yield
Revenue Growth7.9%7.9%-6.2%4.7%—
EPS Growth2838.5%2838.5%99.1%-201.4%—
Dividend Yield6.0%6.0%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

33.1%

muy exigente

EPS terminal req.

$0.08

Spread vs growth

2805.4%

5Y implied EPS CAGR

23.3%

exigente

EPS terminal req.

$0.10

Spread vs growth

2815.2%

10Y implied EPS CAGR

16.5%

exigente

EPS terminal req.

$0.16

Spread vs growth

2822.0%

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 +12.7%

Total return

+12.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.00 → 0.04

Residual

+6.8%

EPS growthn/d
Multiple reratingn/d
Dividend+6.0%
Residual / FX / buybacks / cross-term+6.8%

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.