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OLP$23.28-1.15%
Fair $23.28+0.0%

OLP

One Liberty Properties, Inc.

Real Estate / REIT - DiversifiedNYSE

$23.28

-0.27 (-1.15%)

Fairly Valued+0.0%Fair Value $23.28Fund rank 34/100 · Data gapFallback financials|
SA 27/D
F-Score: 3/9
Margin Compression

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 40.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 89/100Data 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

27/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 1unknown: 17
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. Operating margin has declined for 4 consecutive years
Thesis & Journal · OLPLocal privado en este navegador · One Liberty Properties, Inc.
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

$508M

P/E

18.6x

↑

EV/EBITDA

12.8x

↓

ROE

8.5%

↑

Gross Margin

79.6%

↑

Debt/Equity

1.73

↑
52-Week Range$23
$20$26

TradingView lightweight chart

OLP price, volumen y niveles de valoración

Último $23.28Periodo +103.3%
Fair value: $23.28

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+5.8%

FCF CAGR

—

FCF margin

38.6%

FCF / Net income

1.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $97.2M · net income $25.5M · FCF $37.5M

2009-FY → 2025-FY

Gross margin

79.6%— pts

Operating margin

34.8%-25.1% pts

Net margin

26.2%-23.7% pts

FCF margin

38.6%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$97.2M$97.2M$90.6M$90.6M$92.2M$82.7M$81.9M$84.7M$79.1M$75.9M$70.6M——$51.0M$43.8M$41.8M$41.0M$39.4M
Net Income$25.5M$25.5M$30.4M$29.6M$42.2M$38.9M$27.4M$18.0M$20.7M$24.1M$24.4M$20.5M$22.1M$17.9M$32.3M$13.7M$9.3M$19.6M
EBITDA$77.1M$77.1M$74.6M$73.5M$83.6M$79.8M$71.1M$62.2M$60.5M$62.8M$59.9M$49.0M$44.9M$38.6M$32.7M$31.7M$28.8M$32.6M
EPS1.151.151.401.381.991.851.330.881.051.281.391.221.371.142.160.960.811.82
Gross Margin79.6%79.6%80.2%81.9%83.2%—————————————
Operating Margin34.8%34.8%36.4%36.7%40.5%68.9%58.8%47.4%45.9%55.1%59.2%——52.1%51.8%53.1%49.0%59.9%
Net Margin26.2%26.2%33.6%32.7%45.7%47.0%33.5%21.3%26.1%31.8%34.6%——35.1%73.8%32.8%22.7%49.9%
Balance Sheet
Debt/Equity1.731.731.371.361.35—————————————
Current Ratio0.490.49————————————————
Cash Flow
Free Cash Flow$37.5M$37.5M$39.1M$46.1M$44.2M—————————————
Returns
ROE8.5%8.5%9.9%9.7%13.3%12.7%9.4%6.2%7.0%8.1%8.4%7.9%8.7%7.2%13.6%6.3%5.2%—
Valuation
P/E18.6218.6219.4415.7711.54—————————————
EV/EBITDA12.8412.8412.6411.4210.63—————————————
P/B1.621.621.831.461.49—————————————
Growth & Yield
Revenue Growth7.4%7.4%-0.1%-1.7%—1.0%-3.3%7.1%4.2%7.5%———16.4%4.8%2.0%4.2%—
EPS Growth-17.9%-17.9%1.4%-30.7%—39.1%51.1%-16.2%-18.0%-7.9%13.9%-10.9%20.2%-47.2%125.0%18.5%-55.5%—
Dividend Yield7.6%7.6%————————————————

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

21.6%

exigente

EPS terminal req.

$2.07

Spread vs growth

-39.4%

5Y implied EPS CAGR

16.8%

exigente

EPS terminal req.

$2.50

Spread vs growth

-34.7%

10Y implied EPS CAGR

13.3%

razonable

EPS terminal req.

$4.03

Spread vs growth

-31.2%

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 +2.7%

Total return

+2.7%

Start / end P/E

17.5x → 20.2x

EPS bridge

1.40 → 1.15

Residual

-2.8%

EPS growth-17.9%
Multiple rerating+15.8%
Dividend+7.6%
Residual / FX / buybacks / cross-term-2.8%

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.