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PFI.NZ$2.40+0.00%
Fair $2.40+0.0%

PFI.NZ

Property For Industry Limited

Real Estate / REIT - IndustrialNZSE

$2.40

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2.40Fund rank 34/100 · Data gapFallback financials|
SA 49/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 13.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data 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

49/100

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 · PFI.NZLocal privado en este navegador · Property For Industry Limited
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

$1.2B

P/E

9.6x

↓

EV/EBITDA

12.6x

↓

ROE

7.4%

↑

Gross Margin

82.9%

↑

Debt/Equity

0.50

↓
52-Week Range$2
$2$3

TradingView lightweight chart

PFI.NZ price, volumen y niveles de valoración

Último $2.400Periodo +232.5%
Fair value: $2.400

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

+4.2%

FCF CAGR

+2.0%

FCF margin

47.5%

FCF / Net income

0.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $127.5M · net income $106.0M · FCF $60.6M

2021-FY → 2025-FY

Gross margin

82.9%-1.5% pts

Operating margin

74.1%-3.6% pts

Net margin

83.1%-335.0% pts

FCF margin

47.5%-4.3% pts
MetricTTM
2025
2023
2022
2021
Income Statement
Revenue$127.5M$127.5M$115.0M$110.8M$108.3M
Net Income$106.0M$106.0M$-97.8M$-13.9M$452.8M
EBITDA$151.9M$151.9M$-69.0M$18.3M$493.1M
EPS0.210.21-0.19-0.030.90
Gross Margin82.9%82.9%80.3%84.1%84.4%
Operating Margin74.1%74.1%71.3%76.4%77.6%
Net Margin83.1%83.1%-85.1%-12.6%418.2%
Balance Sheet
Debt/Equity0.500.500.480.400.38
Current Ratio0.130.13———
Cash Flow
Free Cash Flow$60.6M$60.6M$46.8M$50.7M$56.1M
Returns
ROE7.4%7.4%-7.2%-0.9%29.0%
Valuation
P/E9.609.60——3.31
EV/EBITDA12.5712.57—95.414.25
P/B0.850.850.820.760.96
Growth & Yield
Revenue Growth10.9%10.9%3.7%2.4%—
EPS Growth208.3%208.3%-605.8%-103.1%—
Dividend Yield3.7%3.7%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

0.3%

fácil

EPS terminal req.

$0.21

Spread vs growth

208.0%

5Y implied EPS CAGR

4.1%

fácil

EPS terminal req.

$0.26

Spread vs growth

204.2%

10Y implied EPS CAGR

7.0%

razonable

EPS terminal req.

$0.41

Spread vs growth

201.3%

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 +16.9%

Total return

+16.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.19 → 0.21

Residual

+13.2%

EPS growthn/d
Multiple reratingn/d
Dividend+3.7%
Residual / FX / buybacks / cross-term+13.2%

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.