IRSA Inversiones y Representaciones Sociedad Anima is dedicated to diversified real estate activity in Argentina.
| Revenue (TTM) | $521.85B |
| Gross Profit (TTM) | $337.35B |
| EBITDA | $247.67B |
| Operating Margin | 44.40% |
| Return on Equity | 22.50% |
| Return on Assets | 4.07% |
| Revenue/Share (TTM) | $6815.22 |
| Book Value | $16.81 |
| Price-to-Book | 1.03 |
| Price-to-Sales (TTM) | 0.00 |
| EV/Revenue | 5.15 |
| EV/EBITDA | 4.34 |
| Quarterly Earnings Growth (YoY) | -27.60% |
| Quarterly Revenue Growth (YoY) | 29.30% |
| Shares Outstanding | $84.61M |
| Float | $24.81M |
| % Insiders | 0.00% |
| % Institutions | 18.33% |
Volatility is currently contracting
At the 24% federal bracket, a $500,000 position in the JPMorgan Equity Premium Income ETF (NYSEARCA: JEPI) yielding 8.45% generates roughly $42,250 in annual distributions and hands $10,140 of that to the IRS every year it sits in a taxable brokerage account.
At the 37% top federal bracket, a portfolio throwing off $60,000 in non-qualified dividend income hands the IRS $22,200 every April, before state taxes and before the 3.8% net investment income tax (NIIT) surtax that also applies at this income level.
The June GVAS portfolio highlights 13 'safer,' fair-priced large-cap value stocks with strong dividend yields and positive free cash flow margins. Top ten GVAS stocks are forecasted to deliver average net gains of 39.68% by June 2027, with yields ranging from 7.9% to 16.46%. Energy and financial sectors dominate the highest-yielding, lowest-priced GVAS, with Okeanis Eco Tankers and IRSA Inversiones offering standout upside potential.
IRSA Inversiones y Representaciones SA remains a Strong Buy, trading at a ~46% discount to NAV (~0.54x P/NAV) despite robust fundamentals with ~10%+ dividend yield. IRS is executing a zero-CapEx residential swap strategy, building a $300M+ pipeline, and is positioned to benefit from Argentina's mortgage credit revival. 86.6% of IRS mall revenues are fixed, decoupling EBITDA from weak tenant sales and shifting the portfolio toward bond-like, fixed-income assets.
If you keep cash in a money market fund and pay California's top marginal rate, you hand roughly half of your yield to two governments before you spend a dollar of it.
IRSA Inversiones Y Representaciones NYSE: IRS reported a sharply higher net result for the first nine months of fiscal 2026, supported by stronger performance across its rental businesses and positive accounting impacts tied to inflation and currency movements in Argentina, executives said on the company's third-quarter results call.
