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SUPR.L$82.45-1.14%
Fair $82.45+0.0%

SUPR.L

Supermarket Income REIT plc

Real Estate / REIT - RetailLSE

$82.45

-0.95 (-1.14%)

Fairly Valued+0.0%Fair Value $82.45Fund rank 28/100 · Data gapFallback financials|
SA 29/D
F-Score: 7/9

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 7.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

7/9

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 · SUPR.LLocal privado en este navegador · Supermarket Income REIT plc
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

$1.0B

P/E

16.5x

↑

EV/EBITDA

N/A

•

ROE

5.6%

↑

Gross Margin

N/A

•

Debt/Equity

0.55

↓
52-Week Range$82
$76$89

TradingView lightweight chart

SUPR.L price, volumen y niveles de valoración

Último $82.45Periodo -15.9%
Fair value: $82.45

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

-7.9%

FCF CAGR

+1.6%

FCF margin

71.7%

FCF / Net income

1.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $92.2M · net income $61.5M · FCF $66.1M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

66.7%-26.8% pts

FCF margin

71.7%+18.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$92.2M$92.2M$-12.4M$-150.1M$118.0M
Net Income$61.5M$61.5M$-21.2M$-144.9M$110.3M
EPS0.050.05-0.02-0.120.11
Net Margin66.7%66.7%171.4%96.5%93.5%
Balance Sheet
Debt/Equity0.550.550.620.550.24
Current Ratio2.732.73———
Cash Flow
Free Cash Flow$66.1M$66.1M$92.1M$84.3M$63.0M
Returns
ROE5.6%5.6%-1.9%-11.9%7.7%
Valuation
P/E16.4916.49——1088.50
P/B93.1493.1482.4972.0483.74
Growth & Yield
Revenue Growth846.5%846.5%91.8%-227.2%—
EPS Growth388.2%388.2%85.5%-203.5%—
Dividend Yield7.4%7.4%———

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

430.5%

muy exigente

EPS terminal req.

$7.32

Spread vs growth

-42.3%

5Y implied EPS CAGR

182.7%

muy exigente

EPS terminal req.

$8.85

Spread vs growth

205.5%

10Y implied EPS CAGR

76.4%

muy exigente

EPS terminal req.

$14.26

Spread vs growth

311.9%

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 +8.1%

Total return

+8.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.02 → 0.05

Residual

+0.7%

EPS growthn/d
Multiple reratingn/d
Dividend+7.4%
Residual / FX / buybacks / cross-term+0.7%

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.