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Company Analysis Investors Real Estate Trust
1. Summary
Advantages
- Dividends (4.51%) are higher than the sector average (3.28%).
Disadvantages
- Price (64.75 $) is higher than fair price (6.35 $)
- The stock's return over the last year (-13.16%) is lower than the sector average (-7.36%).
- Current debt level 49.92% has increased over 5 years from 46.68%.
- The company's current efficiency (ROE=-1.53%) is lower than the sector average (ROE=1.96%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Investors Real Estate Trust | Real Estate | Index | |
|---|---|---|---|
| 7 days | 1.4% | -23.8% | -0.3% |
| 90 days | 10.8% | -10.4% | 17.4% |
| 1 year | -13.2% | -7.4% | 11.1% |
CSR vs Sector: Investors Real Estate Trust has significantly underperformed the "Real Estate" sector by -5.8% over the past year.
CSR vs Market: Investors Real Estate Trust has significantly underperformed the market by -24.28% over the past year.
Stable price: CSR is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: CSR with weekly volatility of -0.253% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (64.75 $) is higher than the fair price (6.35 $).
Price is higher than fair: The current price (64.75 $) is 90.2% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (23.6) is lower than that of the sector as a whole (72.5).
P/E vs Market: The company's P/E (23.6) is lower than that of the market as a whole (61.84).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.12) is higher than that of the sector as a whole (-8.76).
P/BV vs Market: The company's P/BV (1.12) is lower than that of the market as a whole (20.59).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (3.87) is lower than that of the sector as a whole (8.18).
P/S vs Market: The company's P/S indicator (3.87) is lower than that of the market as a whole (15.97).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (15) is lower than that of the sector as a whole (153.35).
EV/Ebitda vs Market: The company's EV/Ebitda (15) is lower than that of the market as a whole (18.41).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -27.4% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-27.4%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-7.74%).
5.4. ROE
ROE vs Sector: The company's ROE (-1.53%) is lower than that of the sector as a whole (1.96%).
ROE vs Market: The company's ROE (-1.53%) is lower than that of the market as a whole (42.62%).
5.5. ROA
ROA vs Sector: The company's ROA (-0.5567%) is lower than that of the sector as a whole (2.97%).
ROA vs Market: The company's ROA (-0.5567%) is lower than that of the market as a whole (23.26%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (1.51%) is lower than that of the sector as a whole (6.96%).
ROIC vs Market: The company's ROIC (1.51%) is lower than that of the market as a whole (9.15%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 4.51% is higher than the average for the sector '3.28%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 4.51% has been steadily paid over the past 7 years, DSI=1.
Weak dividend growth: The company's dividend yield 4.51% has been growing weakly or stagnant over the past 5 years. Growth over only 1 year.
7.3. Payout percentage
Dividend Coverage: Current payments from income (121.08%) are at an uncomfortable level.
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