IRS
IRSA Inversiones y RepresentacionesDNYSE / Real Estate Management & Development
Last Price
At close
2026-07-22
Current thesis
Primary-source company materials still support a cautious constructive operating view: rental-segment EBITDA grew year over year, premium offices stayed fully occupied, hotels kept recovering, and development projects continued [#PR-2026-05-06].
Posture
Defensive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta +0.0.
What can break
Argentina consumer and pricing weakness may eventually flow through to tenant affordability and leasing spreads even if occupancy is currently strong.
Momentum
39
Value
50
Sentiment
44
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $16.00 · Bull $20.50 · Bear $12.50
Data freshness
Prices
As of 2026-07-22
Fundamentals
As of 2026-07-22 • Vendor: Data Vendor v1
Scores
As of 2026-07-22 • Model: HYBRID_IC_RP
AI Memo
As of 2026-06-18 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-22
Investment thesis
As of 2026-07-22
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $22.30
Why
Momentum39 · Δ7d -30.8
Value50 · Δ7d +0.0
Sentiment44 · Δ7d -0.8
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Value · See fundamentals
Momentum
39
26% active weight
Current posture
7d trendSoftening
Δ7d
-30.8
Δ21d
-43.0
Value
50
39% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
+0.4
Sentiment
44
34% active weight
Current posture
7d trendFlat
Δ7d
-0.8
Δ21d
-1.2
Why this grade
Composite grade D. Momentum 39.0 / Value 49.9 / Sentiment 44.4
Fundamentals (TTM)As of 2026-07-22
Fundamentals (TTM)
As of 2026-07-22
Market Cap
$1.41B
Beta
0.75
Shares Out
84.61M
P/E (TTM)
4.4
P/S (TTM)
3.48
P/FCF (TTM)
9.63
Rev YoY
-2.6%
EPS YoY
-128.2%
Gross Margin
+62.1%
Op Margin
+129.7%
Net Debt
$218.36M
Current Ratio
1.97
As of 2026-07-22 • Updated nightlySource: Internal modelMethodology

