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YAI1.MC$14.80+0.00%
Fair $14.80+0.0%

YAI1.MC

All Iron Re I Socimi, S.A.

Real Estate / REIT - DiversifiedMCE

$14.80

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $14.80Fund rank 29/100 · Data gapFallback financials|
SA 48/C
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 22.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

48/100

C

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 · YAI1.MCLocal privado en este navegador · All Iron Re I Socimi, S.A.
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

$230M

P/E

6.1x

↓

EV/EBITDA

19.1x

↑

ROE

5.8%

↑

Gross Margin

99.9%

↑

Debt/Equity

0.48

↓
52-Week Range$15
$12$15

TradingView lightweight chart

YAI1.MC price, volumen y niveles de valoración

Último $14.80Periodo +41.0%
Fair value: $14.80

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+46.0%

FCF CAGR

+24.6%

FCF margin

88.2%

FCF / Net income

0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.6M · net income $12.0M · FCF $6.7M

2021-FY → 2024-FY

Gross margin

99.9%+1.2% pts

Operating margin

63.1%+39.4% pts

Net margin

157.7%-98.5% pts

FCF margin

88.2%-53.8% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$7.6M$7.6M$4.9M$3.9M$2.4M
Net Income$12.0M$12.0M$14.6M$8.7M$6.2M
EBITDA$15.4M$15.4M$17.5M$10.2M$8.0M
EPS——1.100.660.54
Gross Margin99.9%99.9%99.4%99.1%98.7%
Operating Margin63.1%63.1%48.6%38.5%23.7%
Net Margin157.7%157.7%295.0%226.8%256.2%
Balance Sheet
Debt/Equity0.480.480.520.430.35
Current Ratio1.201.20———
Cash Flow
Free Cash Flow$6.7M$6.7M$-24.2M$22.3M$3.5M
Returns
ROE5.8%5.8%8.2%5.4%4.6%
Valuation
P/E6.146.1410.0016.6721.67
EV/EBITDA19.1119.1113.4019.3521.78
P/B1.051.050.820.900.99
Growth & Yield
Revenue Growth53.3%53.3%28.4%58.0%—
EPS Growth——66.7%22.2%—
Dividend Yield1.0%1.0%———

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 +17.5%

Total return

+17.5%

Start / end P/E

n/dx → n/dx

EPS bridge

1.10 → n/d

Residual

+16.5%

EPS growthn/d
Multiple reratingn/d
Dividend+1.0%
Residual / FX / buybacks / cross-term+16.5%

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.