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POLY.TA$5068.00-4.67%
Fair $5068.00+0.0%

POLY.TA

Polygon Real Estate Ltd

Real Estate / Real Estate ServicesTel Aviv

$5068.00

-248.00 (-4.67%)

Fairly Valued+0.0%Fair Value $5068.00Fund rank 35/100 · Data gapFallback financials|
SA 47/C
F-Score: 3/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 42.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 90/100Data 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

47/100

C

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 · POLY.TALocal privado en este navegador · Polygon Real Estate 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

$261M

P/E

13.1x

↑

EV/EBITDA

843.4x

↑

ROE

9.9%

↑

Gross Margin

71.8%

↑

Debt/Equity

N/A

•
52-Week Range$5068
$41$5500

TradingView lightweight chart

POLY.TA price, volumen y niveles de valoración

Último $5,068Periodo +23786.1%
Fair value: $5,068

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

+7.3%

FCF CAGR

+14.7%

FCF margin

74.7%

FCF / Net income

1.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.0M · net income $19.9M · FCF $24.6M

2022-FY → 2025-FY

Gross margin

71.8%+9.2% pts

Operating margin

67.5%+10.4% pts

Net margin

60.4%-20.4% pts

FCF margin

74.7%+13.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$33.0M$33.0M$30.0M$28.6M$26.7M
Net Income$19.9M$19.9M$19.3M$16.8M$21.6M
EBITDA$30.8M$30.8M$29.9M$26.8M$33.1M
EPS——3.753.274.19
Gross Margin71.8%71.8%78.0%60.4%62.6%
Operating Margin67.5%67.5%71.7%55.0%57.1%
Net Margin60.4%60.4%64.3%58.8%80.8%
Balance Sheet
Current Ratio23.7223.72———
Cash Flow
Free Cash Flow$24.6M$24.6M$23.0M$15.9M$16.3M
Returns
ROE9.9%9.9%10.6%10.4%14.8%
Valuation
P/E13.1013.1012.4510.177.25
EV/EBITDA843.37843.375.144.023.46
P/B129.34129.341.321.051.07
Growth & Yield
Revenue Growth9.9%9.9%4.7%7.2%—
EPS Growth——14.7%-22.0%—

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 +9985.6%

Total return

+9985.6%

Start / end P/E

n/dx → n/dx

EPS bridge

3.75 → n/d

Residual

+9985.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+9985.6%

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.