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v0.1
ROTS.TA$7910.00+4.99%
Fair $7910.00+0.0%

ROTS.TA

Rotshtein Realestate Ltd

Consumer Cyclical / Residential ConstructionTel Aviv

$7910.00

+399.00 (+4.99%)

Fairly Valued+0.0%Fair Value $7910.00Fund rank 20/100 · Data gapFallback financials|
SA 44/C
F-Score: 4/9

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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-164.8M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

44/100

C

Piotroski

4/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · ROTS.TALocal privado en este navegador · Rotshtein Realestate 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

$1.4B

P/E

7.6x

↓

EV/EBITDA

452.8x

↑

ROE

27.2%

↑

Gross Margin

21.8%

↓

Debt/Equity

1.44

↑
52-Week Range$7910
$6031$10500

TradingView lightweight chart

ROTS.TA price, volumen y niveles de valoración

Último $7,995Periodo +4706.4%
Fair value: $7,910

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

-18.3%

FCF CAGR

—

FCF margin

-36.6%

FCF / Net income

-0.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $450.2M · net income $207.9M · FCF $-164.8M

2022-FY → 2025-FY

Gross margin

21.8%-7.4% pts

Operating margin

10.2%-13.4% pts

Net margin

46.2%+24.8% pts

FCF margin

-36.6%-42.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$450.2M$450.2M$779.7M$702.6M$825.1M
Net Income$207.9M$207.9M$100.7M$73.9M$176.0M
EBITDA$306.3M$306.3M$192.6M$151.3M$280.9M
EPS11.7711.776.054.7211.19
Gross Margin21.8%21.8%27.1%23.4%29.1%
Operating Margin10.2%10.2%19.6%16.1%23.6%
Net Margin46.2%46.2%12.9%10.5%21.3%
Balance Sheet
Debt/Equity1.441.442.052.432.01
Current Ratio1.141.14———
Cash Flow
Free Cash Flow$-164.8M$-164.8M$192.0M$-368.3M$45.3M
Returns
ROE27.2%27.2%17.6%15.8%41.3%
Valuation
P/E7.617.611149.92739.19341.55
EV/EBITDA452.81452.81606.61367.66234.14
P/B180.31180.31202.70116.44152.67
Growth & Yield
Revenue Growth-42.3%-42.3%11.0%-14.9%—
EPS Growth94.5%94.5%28.2%-57.8%—
Dividend Yield5.1%5.1%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

290.7%

muy exigente

EPS terminal req.

$701.88

Spread vs growth

-196.1%

5Y implied EPS CAGR

135.3%

muy exigente

EPS terminal req.

$849.28

Spread vs growth

-40.8%

10Y implied EPS CAGR

60.9%

muy exigente

EPS terminal req.

$1367.77

Spread vs growth

33.7%

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 +33.6%

Total return

+33.6%

Start / end P/E

1079.5x → 713.2x

EPS bridge

6.05 → 11.77

Residual

-32.1%

EPS growth+94.5%
Multiple rerating-33.9%
Dividend+5.1%
Residual / FX / buybacks / cross-term-32.1%

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.