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RIT1.TA$2104.00-1.13%
Fair $2104.00+0.0%

RIT1.TA

Reit 1 Ltd

Real Estate / REIT - DiversifiedTel Aviv

$2104.00

-24.00 (-1.13%)

Fairly Valued+0.0%Fair Value $2104.00Fund rank 34/100 · Data gapFallback financials|
SA 31/D
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 39.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data 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

31/100

D

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 · RIT1.TALocal privado en este navegador · Reit 1 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

$4.3B

P/E

8.4x

↓

EV/EBITDA

601.2x

↑

ROE

10.8%

↑

Gross Margin

88.5%

↑

Debt/Equity

1.10

↑
52-Week Range$2104
$1705$2905

TradingView lightweight chart

RIT1.TA price, volumen y niveles de valoración

Último $2,104Periodo +126.2%
Fair value: $2,104

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

+9.6%

FCF CAGR

+9.4%

FCF margin

52.5%

FCF / Net income

0.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $509.9M · net income $497.2M · FCF $267.4M

2022-FY → 2025-FY

Gross margin

88.5%+1.8% pts

Operating margin

83.9%+1.4% pts

Net margin

97.5%-48.4% pts

FCF margin

52.5%-0.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$509.9M$509.9M$440.0M$380.0M$386.9M
Net Income$497.2M$497.2M$292.6M$351.1M$564.7M
EBITDA$711.5M$711.5M$505.2M$537.3M$773.6M
EPS——1.501.812.99
Gross Margin88.5%88.5%86.9%85.4%86.7%
Operating Margin83.9%83.9%81.1%77.8%82.5%
Net Margin97.5%97.5%66.5%92.4%145.9%
Balance Sheet
Debt/Equity1.101.101.050.990.99
Current Ratio0.260.26———
Cash Flow
Free Cash Flow$267.4M$267.4M$289.6M$207.1M$204.5M
Returns
ROE10.8%10.8%7.1%8.8%15.0%
Valuation
P/E8.428.421288.56959.62580.46
EV/EBITDA601.18601.18754.56634.20428.09
P/B91.9891.9891.1584.4686.83
Growth & Yield
Revenue Growth15.9%15.9%15.8%-1.8%—
EPS Growth——-16.8%-39.5%—
Dividend Yield4.1%4.1%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +21.7%

Total return

+21.7%

Start / end P/E

n/dx → n/dx

EPS bridge

1.50 → n/d

Residual

+17.5%

EPS growthn/d
Multiple reratingn/d
Dividend+4.1%
Residual / FX / buybacks / cross-term+17.5%

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.