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SMT.TA$4940.00+1.75%
Fair $4940.00+0.0%

SMT.TA

Summit Real Estate Holdings Ltd

Real Estate / Real Estate ServicesTel Aviv

$4940.00

+85.00 (+1.75%)

Fairly Valued+0.0%Fair Value $4940.00Fund rank 35/100 · Data gapFallback financials|
SA 29/D
F-Score: 4/9
Declining RevenueMargin Compression

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 24.0/100

Data gap 35/100
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

29/100

D

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: 2unknown: 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. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · SMT.TALocal privado en este navegador · Summit Real Estate Holdings 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

$3.4B

P/E

6.1x

↓

EV/EBITDA

455.2x

↑

ROE

12.5%

↑

Gross Margin

55.8%

↑

Debt/Equity

0.84

↑
52-Week Range$4940
$4810$7278

TradingView lightweight chart

SMT.TA price, volumen y niveles de valoración

Último $4,940Periodo +254.9%
Fair value: $4,940

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

+4.3%

FCF CAGR

-2.9%

FCF margin

38.2%

FCF / Net income

0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $884.1M · net income $601.4M · FCF $337.7M

2022-FY → 2025-FY

Gross margin

55.8%-7.9% pts

Operating margin

46.3%-8.1% pts

Net margin

68.0%+25.0% pts

FCF margin

38.2%-9.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$884.1M$884.1M$925.2M$945.2M$779.5M
Net Income$601.4M$601.4M$199.8M$-197.2M$335.4M
EBITDA$759.6M$759.6M$406.0M$-46.8M$882.3M
EPS——2.88-2.854.84
Gross Margin55.8%55.8%57.0%58.4%63.7%
Operating Margin46.3%46.3%49.8%51.8%54.4%
Net Margin68.0%68.0%21.6%-20.9%43.0%
Balance Sheet
Debt/Equity0.840.840.971.061.03
Current Ratio1.161.16———
Cash Flow
Free Cash Flow$337.7M$337.7M$419.0M$347.5M$369.5M
Returns
ROE12.5%12.5%4.3%-4.5%7.6%
Valuation
P/E6.116.111944.44—968.39
EV/EBITDA455.18455.18964.90—372.28
P/B70.8970.8983.3186.0673.26
Growth & Yield
Revenue Growth-4.4%-4.4%-2.1%21.3%—
EPS Growth——201.1%-158.9%—
Dividend Yield8.3%8.3%———

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 +1.7%

Total return

+1.7%

Start / end P/E

n/dx → n/dx

EPS bridge

2.88 → n/d

Residual

-6.6%

EPS growthn/d
Multiple reratingn/d
Dividend+8.3%
Residual / FX / buybacks / cross-term-6.6%

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.