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NXR-UN.TO$7.87-1.01%
Fair $7.87+0.0%

NXR-UN.TO

Nexus Industrial REIT

Real Estate / REIT - IndustrialToronto

$7.87

-0.08 (-1.01%)

Fairly Valued+0.0%Fair Value $7.87Fund rank 30/100 · Data gapFallback financials|
SA 30/D
F-Score: 3/9

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 45.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

30/100

D

Piotroski

3/9

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 · NXR-UN.TOLocal privado en este navegador · Nexus Industrial 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

$963M

P/E

13.3x

↑

EV/EBITDA

18.5x

↑

ROE

5.5%

↑

Gross Margin

74.0%

↑

Debt/Equity

1.20

↑
52-Week Range$8
$7$8

TradingView lightweight chart

NXR-UN.TO price, volumen y niveles de valoración

Último $7.870Periodo -5.7%
Fair value: $7.870

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

+8.5%

FCF CAGR

-3.9%

FCF margin

15.4%

FCF / Net income

0.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $174.9M · net income $59.5M · FCF $26.9M

2022-FY → 2025-FY

Gross margin

74.0%+4.1% pts

Operating margin

69.0%+3.9% pts

Net margin

34.0%-54.1% pts

FCF margin

15.4%-6.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$174.9M$174.9M$175.7M$157.7M$137.1M
Net Income$59.5M$59.5M$90.9M$160.0M$120.9M
EBITDA$111.8M$111.8M$144.9M$201.7M$150.1M
EPS0.610.610.971.721.38
Gross Margin74.0%74.0%71.6%71.0%69.9%
Operating Margin69.0%69.0%67.2%65.5%65.1%
Net Margin34.0%34.0%51.7%101.5%88.1%
Balance Sheet
Debt/Equity1.201.201.181.190.95
Current Ratio0.310.31———
Cash Flow
Free Cash Flow$26.9M$26.9M$24.7M$32.1M$30.3M
Returns
ROE5.5%5.5%8.6%16.0%13.9%
Valuation
P/E13.3413.348.014.897.09
EV/EBITDA18.4518.4513.579.7411.15
P/B0.700.700.690.780.98
Growth & Yield
Revenue Growth-0.4%-0.4%11.4%15.0%—
EPS Growth-36.4%-36.4%-43.8%24.5%—
Dividend Yield8.1%8.1%———

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

4.4%

fácil

EPS terminal req.

$0.70

Spread vs growth

-40.8%

5Y implied EPS CAGR

6.6%

razonable

EPS terminal req.

$0.84

Spread vs growth

-43.0%

10Y implied EPS CAGR

8.3%

razonable

EPS terminal req.

$1.36

Spread vs growth

-44.7%

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 +15.1%

Total return

+15.1%

Start / end P/E

7.6x → 12.8x

EPS bridge

0.97 → 0.61

Residual

-24.9%

EPS growth-36.4%
Multiple rerating+68.4%
Dividend+8.1%
Residual / FX / buybacks / cross-term-24.9%

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.