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MLSR.TA$43100.00-1.48%
Fair $43100.00+0.0%

MLSR.TA

Melisron Ltd.

Real Estate / Real Estate ServicesTel Aviv

$43100.00

-670.00 (-1.48%)

Fairly Valued+0.0%Fair Value $43100.00Fund rank 33/100 · Data gapFallback financials|
SA 41/C
F-Score: 5/9

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 54.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

41/100

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 · MLSR.TALocal privado en este navegador · Melisron 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

$20.6B

P/E

10.9x

↓

EV/EBITDA

686.0x

↑

ROE

14.1%

↑

Gross Margin

71.2%

↑

Debt/Equity

1.17

↑
52-Week Range$43100
$28490$47900

TradingView lightweight chart

MLSR.TA price, volumen y niveles de valoración

Último $44,450Periodo +3005.0%
Fair value: $43,100

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

+10.7%

FCF CAGR

-32.4%

FCF margin

12.3%

FCF / Net income

0.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.27B · net income $1.86B · FCF $279.0M

2022-FY → 2025-FY

Gross margin

71.2%-2.9% pts

Operating margin

65.8%-2.7% pts

Net margin

81.9%-1.2% pts

FCF margin

12.3%-41.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.27B$2.27B$2.02B$1.80B$1.67B
Net Income$1.86B$1.86B$1.53B$1.04B$1.39B
EBITDA$3.02B$3.02B$2.67B$1.95B$2.46B
EPS——32.2221.8429.30
Gross Margin71.2%71.2%75.2%74.4%74.1%
Operating Margin65.8%65.8%70.5%69.2%68.5%
Net Margin81.9%81.9%75.9%57.5%83.1%
Balance Sheet
Debt/Equity1.171.171.211.131.13
Current Ratio0.750.75———
Cash Flow
Free Cash Flow$279.0M$279.0M$1.09B$956.0M$905.0M
Returns
ROE14.1%14.1%13.1%9.8%14.1%
Valuation
P/E10.8910.89994.721306.32841.64
EV/EBITDA686.03686.03575.65701.14481.45
P/B155.48155.48130.30128.62118.68
Growth & Yield
Revenue Growth12.5%12.5%11.8%7.8%—
EPS Growth——47.5%-25.5%—
Dividend Yield1.7%1.7%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +53.2%

Total return

+53.2%

Start / end P/E

n/dx → n/dx

EPS bridge

32.22 → n/d

Residual

+51.5%

EPS growthn/d
Multiple reratingn/d
Dividend+1.7%
Residual / FX / buybacks / cross-term+51.5%

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.