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v0.1
NRR.L$77.00-1.41%
Fair $77.00+0.0%

NRR.L

NewRiver REIT plc

Real Estate / REIT - RetailLSE

$77.00

-1.10 (-1.41%)

Fairly Valued+0.0%Fair Value $77.00Fund rank 30/100 · Data gapFallback financials|
SA 42/C
F-Score: 6/9
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 0.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 65/100Data 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

42/100

C

Piotroski

6/9

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 4.8%, below the 5% threshold
Thesis & Journal · NRR.LLocal privado en este navegador · NewRiver REIT plc
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

$332M

P/E

11.0x

↓

EV/EBITDA

660.7x

↑

ROE

4.8%

↑

Gross Margin

62.1%

↑

Debt/Equity

1.04

↑
52-Week Range$77
$66$82

TradingView lightweight chart

NRR.L price, volumen y niveles de valoración

Último $77.00Periodo -72.0%
Fair value: $77.00

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

+7.1%

FCF CAGR

-18.5%

FCF margin

20.7%

FCF / Net income

0.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $90.5M · net income $23.7M · FCF $18.7M

2022-FY → 2025-FY

Gross margin

62.1%-3.3% pts

Operating margin

43.9%-4.6% pts

Net margin

26.2%+62.3% pts

FCF margin

20.7%-26.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$90.5M$90.5M$65.0M$72.2M$73.7M
Net Income$23.7M$23.7M$3.0M$-16.8M$-26.6M
EBITDA$44.8M$44.8M$18.6M$-600000.00$28.0M
EPS0.060.060.01-0.05-0.09
Gross Margin62.1%62.1%67.8%65.2%65.4%
Operating Margin43.9%43.9%48.8%48.5%48.4%
Net Margin26.2%26.2%4.6%-23.3%-36.1%
Balance Sheet
Debt/Equity1.041.041.030.990.90
Current Ratio1.941.94———
Cash Flow
Free Cash Flow$18.7M$18.7M$16.6M$24.0M$34.5M
Returns
ROE4.8%4.8%0.8%-4.4%-6.4%
Valuation
P/E11.0011.007580.00——
EV/EBITDA660.75660.751292.10—1004.63
P/B59.4859.4865.8970.4767.23
Growth & Yield
Revenue Growth39.2%39.2%-10.0%-2.0%—
EPS Growth530.0%530.0%118.5%37.2%—
Dividend Yield8.5%8.5%———

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

376.9%

muy exigente

EPS terminal req.

$6.83

Spread vs growth

153.1%

5Y implied EPS CAGR

165.2%

muy exigente

EPS terminal req.

$8.27

Spread vs growth

364.8%

10Y implied EPS CAGR

70.8%

muy exigente

EPS terminal req.

$13.31

Spread vs growth

459.2%

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 +4.2%

Total return

+4.2%

Start / end P/E

8040.0x → 1222.2x

EPS bridge

0.01 → 0.06

Residual

-449.4%

EPS growth+530.0%
Multiple rerating-84.8%
Dividend+8.5%
Residual / FX / buybacks / cross-term-449.4%

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.