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RLRE.TA$3674.00+0.05%
Fair $3674.00+0.0%

RLRE.TA

Rami Levy Hashikma Real Estate Ltd

Real Estate / Real Estate - DevelopmentTel Aviv

$3674.00

+2.00 (+0.05%)

Fairly Valued+0.0%Fair Value $3674.00Fund rank 28/100 · Data gapFallback financials|
SA 43/C
F-Score: 4/9

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 27.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

43/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · RLRE.TALocal privado en este navegador · Rami Levy Hashikma 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

$3.0B

P/E

17.0x

↑

EV/EBITDA

1470.7x

↑

ROE

7.6%

↑

Gross Margin

73.8%

↑

Debt/Equity

0.23

↓
52-Week Range$3674
$36$4351

TradingView lightweight chart

RLRE.TA price, volumen y niveles de valoración

Último $3,674Periodo +8522.4%
Fair value: $3,674

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2024 · 2 años de histórico normalizado

Revenue CAGR

+3.8%

FCF CAGR

—

FCF margin

-204.9%

FCF / Net income

-0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $69.6M · net income $154.7M · FCF $-142.7M

2022-FY → 2024-FY

Gross margin

73.8%-1.6% pts

Operating margin

170.0%+16.1% pts

Net margin

222.2%+152.7% pts

FCF margin

-204.9%-97.1% pts
MetricTTM
2024
2023
2022
Income Statement
Revenue$69.6M$69.6M$73.7M$64.6M
Net Income$154.7M$154.7M$107.8M$44.9M
EBITDA$202.2M$202.2M$137.9M$27.4M
EPS1.911.911.330.56
Gross Margin73.8%73.8%73.6%75.4%
Operating Margin170.0%170.0%131.8%153.9%
Net Margin222.2%222.2%146.3%69.5%
Balance Sheet
Debt/Equity0.230.230.21—
Current Ratio0.960.96——
Cash Flow
Free Cash Flow$-142.7M$-142.7M$-125.2M$-69.6M
Returns
ROE7.6%7.6%5.7%—
Valuation
P/E17.0117.01——
EV/EBITDA1470.691470.69——
P/B145.24145.24——
Growth & Yield
Revenue Growth-5.6%-5.6%14.1%—
EPS Growth43.5%43.5%140.2%—

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

454.2%

muy exigente

EPS terminal req.

$326.01

Spread vs growth

-410.8%

5Y implied EPS CAGR

190.3%

muy exigente

EPS terminal req.

$394.47

Spread vs growth

-146.8%

10Y implied EPS CAGR

78.7%

muy exigente

EPS terminal req.

$635.29

Spread vs growth

-35.2%

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 · available periodreconcilia total +8522.4%

Total return

+8522.4%

Start / end P/E

31.9x → 1918.8x

EPS bridge

1.33 → 1.91

Residual

+2568.9%

EPS growth+43.5%
Multiple rerating+5910.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term+2568.9%

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.