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v0.1
MNRT.TA$203.50-1.55%
Fair $203.50+0.0%

MNRT.TA

Menivim - The New Reit Ltd

Real Estate / REIT - DiversifiedTel Aviv

$203.50

-3.20 (-1.55%)

Fairly Valued+0.0%Fair Value $203.50Fund rank 37/100 · Data gapFallback financials|
SA 40/C
F-Score: 5/9

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 38.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 93/100Data 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

40/100

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 · MNRT.TALocal privado en este navegador · Menivim - The New Reit 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

$1.7B

P/E

7.5x

↓

EV/EBITDA

681.2x

↑

ROE

10.6%

↑

Gross Margin

90.6%

↑

Debt/Equity

0.89

↑
52-Week Range$204
$175$255

TradingView lightweight chart

MNRT.TA price, volumen y niveles de valoración

Último $203.50Periodo +11.9%
Fair value: $203.50

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

+16.2%

FCF CAGR

+18.1%

FCF margin

78.1%

FCF / Net income

0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $261.8M · net income $212.3M · FCF $204.5M

2022-FY → 2025-FY

Gross margin

90.6%+0.2% pts

Operating margin

78.9%+4.9% pts

Net margin

81.1%-5.3% pts

FCF margin

78.1%+3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$261.8M$261.8M$237.1M$200.6M$166.7M
Net Income$212.3M$212.3M$123.0M$148.0M$144.0M
EBITDA$253.9M$253.9M$161.2M$175.0M$160.6M
EPS——0.170.220.21
Gross Margin90.6%90.6%92.0%91.2%90.5%
Operating Margin78.9%78.9%80.2%77.7%74.1%
Net Margin81.1%81.1%51.9%73.8%86.4%
Balance Sheet
Debt/Equity0.890.890.990.990.87
Current Ratio0.910.91———
Cash Flow
Free Cash Flow$204.5M$204.5M$187.6M$162.4M$124.3M
Returns
ROE10.6%10.6%7.1%9.3%9.5%
Valuation
P/E7.547.541217.65815.45821.43
EV/EBITDA681.16681.16949.19711.97747.57
P/B85.7885.7887.4877.8378.18
Growth & Yield
Revenue Growth10.4%10.4%18.2%20.3%—
EPS Growth——-22.7%4.8%—
Dividend Yield6.3%6.3%———

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 +15.6%

Total return

+15.6%

Start / end P/E

n/dx → n/dx

EPS bridge

0.17 → n/d

Residual

+9.3%

EPS growthn/d
Multiple reratingn/d
Dividend+6.3%
Residual / FX / buybacks / cross-term+9.3%

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.