IRSA Inversiones y Representaciones Sociedad Anónima Valuation

Q: What is the Fair Price of IRS when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

IRS ($11.79) is trading above our estimate of [[fair value]] ($10.22)

Is IRS undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

Below Fair Value
Significantly Below Fair Value
Price-To-Earnings vs Peers
Price-To-Earnings vs Industry
Price-To-Earnings vs Fair Ratio
Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of IRS when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

DiscountedCashFlow

Community Contributor

US$10.22

Fair Value

15.4% overvalued

Number of Analysts

Below Fair Value: IRS ($11.79) is trading above our estimate of fair value ($10.22)

Significantly Below Fair Value: IRS is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for IRS?

Key metric: As IRS is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for IRS. This is calculated by dividing IRS's market cap by their current earnings.
What is IRS's PE Ratio?
PE Ratio	7.2x
Earnings	AR$195.18b
Market Cap	AR$1.40t

IRS key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue	4x
Enterprise Value/EBITDA	8.7x
PEG Ratio	-0.7x

Price to Earnings Ratio vs Peers

How does IRS's PE Ratio compare to its peers?

The above table shows the PE ratio for IRS vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
Company	Forward PE	Estimated Growth	Market Cap
Peer Average	35.6x
CPPT.L Copper Property CTL Pass Through Trust	12x	n/a	US$913.5m
FRPH FRP Holdings	89.6x	n/a	US$477.4m
NEN New England Realty Associates Limited Partnership	15.5x	n/a	US$248.4m
MNPP Merchants' National Properties	25.3x	n/a	US$184.0m
IRS IRSA Inversiones y Representaciones Sociedad Anónima	7.2x	-10.74%	US$1.4t

Price-To-Earnings vs Peers: IRS is good value based on its Price-To-Earnings Ratio (7.2x) compared to the peer average (35.6x).

Price to Earnings Ratio vs Industry

How does IRS's PE Ratio compare vs other companies in the US Real Estate Industry?

4 Companies	Price / Earnings	Estimated Growth	Market Cap
BRST Broad Street Realty	0.1x	n/a	US$1.49m
AAMC.F Altisource Asset Management	0.009x	n/a	US$945.17k
KDCE Kid Castle Educational	0.002x	n/a	US$2.23k
PGAI PGI	0.00001x	n/a	US$1.06k

No more companies available in this PE range

4 Companies		Estimated Growth	Market Cap

No more companies

Price-To-Earnings vs Industry: IRS is good value based on its Price-To-Earnings Ratio (7.2x) compared to the US Real Estate industry average (25.3x).

Price to Earnings Ratio vs Fair Ratio

What is IRS's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

IRS PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio	7.2x
Fair PE Ratio	10.2x

Price-To-Earnings vs Fair Ratio: IRS is good value based on its Price-To-Earnings Ratio (7.2x) compared to the estimated Fair Price-To-Earnings Ratio (10.2x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

Analyst Forecast: Insufficient data to show price forecast.

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Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/10/26 01:59
End of Day Share Price	2025/10/24 00:00
Earnings	2025/06/30
Annual Earnings	2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

IRSA Inversiones y Representaciones Sociedad Anónima is covered by 5 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Carlos Peyrelongue	BofA Global Research
Gordon Lee	BTG Pactual
Stephen Trent	Citigroup Inc