Accede al análisis completo con tu suscripción
Últimos 20 reportes · 10-K · 10-K/A · 10-Q · 8-K · Fuente: SEC EDGAR
Accede al análisis completo con tu suscripción
SEC CIK: 0001705696
Consenso de Analistas
Precio Objetivo — 12 meses
$29.00
Mínimo
+9.8%
$34.00
Mediana
+28.8%
$33.46
Promedio
+26.7%
$39.00
Máximo
+47.7%
Precio actual · USD
$26.40
P/E LTM
9.04
Precio / EPS LTM diluido
Operating Margin
91.0%
Op. income / Ingresos
FFO Margin (proxy)
76.9%
FFO / Ingresos
FCF Margin
32.5%
FCF / Ingresos
Margen Neto
76.8%
Benef. neto / Ingresos
Payout sobre FFO
62.2%
ROE (avg equity)
11.1%
Benef. neto / Patrimonio
Deuda / Total Activos
35.6%
Deuda total / Activos
| Métrica | LTM mar 26 | 2025 | 2024 | 2023 | 🔒Premium | 🔒Premium | 🔒Premium | 🔒Premium | 🔒Premium | 🔒Premium | 🔒Premium |
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| INGRESOS Y MÁRGENES | |||||||||||
| Ingresos Totales | 4.040B | 4.006B | 3.849B | 3.612B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Lease Income | 2.133B | 2.125B | 2.068B | 1.980B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Costs & Expenses | 358.544M | 358.544M | 308.838M | 275.157M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Depreciación & Amort. | 3.608M | 3.637M | 4.125M | 4.298M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Operating Income | 3.678B | 3.644B | 3.536B | 3.333B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Operating Margin | 91.0% | 91.0% | 91.9% | 92.3% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| RESULTADO NETO | |||||||||||
| Pretax Income | 3.161B | 2.821B | 2.731B | 2.548B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Tax Expense | 8.865M | 2.435M | 9.704M | -6.141M | 🔒 | 🔒 | |||||
| FFO PROXY (NAREIT aprox.) | |||||||||||
| FFO Aproximado | 3.108B | 2.779B | 2.683B | 2.518B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| FFO por Acción | 2.91 | 2.60 | 2.54 | 2.41 | 🔒 | 🔒 | |||||
| CARTERA REAL ESTATE | |||||||||||
| Real Estate Investments | 45.562B | 45.077B | 43.814B | 42.522B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Land | 148.002M | — | — | — | 🔒 | 🔒 | |||||
| BALANCE | |||||||||||
| Cash & Equivalentes | 480.206M | 563.479M | 524.615M | 522.574M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Activo Total | 47.090B | 46.724B | 45.369B | 44.060B | 🔒 | 🔒 | |||||
| CAPITAL Y DEUDA | |||||||||||
| Long-Term Debt | 16.787B | 16.773B | 16.733B | 16.724B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Deuda Total | 16.787B | 16.773B | 16.733B | 16.724B | 🔒 | 🔒 | |||||
| COBERTURA DE DEUDA | |||||||||||
| Interest Expense | 843.725M | 843.614M | 826.097M | 818.056M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Interest Coverage (x) | 4.36x | 4.32x | 4.28x | 4.07x | 🔒 | 🔒 | |||||
| FLUJO DE CAJA Y CAPEX | |||||||||||
| Cash Flow Operativo (CFO) | 2.550B | 2.510B | 2.381B | 2.181B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Capex / Adquisiciones | 1.236B | 887.246M | 579.057M | 959.135M | 🔒 | 🔒 | |||||
| RATIOS | |||||||||||
| Operating Margin | 91.0% | 91.0% | 91.9% | 92.3% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| FFO Margin (proxy) | 76.9% | 69.4% | 69.7% | 69.7% | 🔒 | 🔒 | |||||
Cifras en miles de millones (B) · Fuente: SEC/EDGAR
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| Beneficio Neto | 3.104B | 2.775B | 2.679B | 2.514B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| EPS Diluido | 2.92 | 2.61 | 2.56 | 2.47 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| EPS Básico | 2.92 | 2.61 | 2.56 | 2.48 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Margen Neto | 76.8% | 69.3% | 69.6% | 69.6% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Effective Tax Rate | 0.3% | 0.1% | 0.4% | -0.2% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
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| FFO Margin | 76.9% | 69.4% | 69.7% | 69.7% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Payout sobre FFO | 62.2% | 68.7% | 67.4% | 66.3% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
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| Pasivo Total | 18.471B | 18.502B | 18.417B | 18.402B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
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| Net Debt | 16.307B | 16.210B | 16.208B | 16.202B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Finance Lease Liability | 862.706M | — | — | — | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Operating Lease Liability | 21.130M | — | — | — | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Patrimonio (común) | 28.189B | 27.798B | 26.538B | 25.256B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Patrimonio (incl. NCI) | 28.619B | 28.223B | 26.952B | 25.658B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| NCI / OP Units | 430.209M | 424.947M | 413.846M | 401.843M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Acciones en Circulación | 1.069B | 1.069B | 1.056B | 1.043B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
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| Free Cash Flow (FCF) | 1.314B | 1.623B | 1.802B | 1.222B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| FCF Margin | 32.5% | 40.5% | 46.8% | 33.8% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Proceeds de Ventas RE | 5.502M | 5.502M | 963.000K | 6.235M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Dividendos pagados | 1.933B | 1.908B | 1.809B | 1.670B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Dividendo por Acción | 1.78 | 1.76 | 1.70 | 1.61 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
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| FCF Margin | 32.5% | 40.5% | 46.8% | 33.8% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Margen Neto | 76.8% | 69.3% | 69.6% | 69.6% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Payout sobre FFO | 62.2% | 68.7% | 67.4% | 66.3% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| ROE (avg equity) | 11.1% | 10.2% | 10.3% | 10.7% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Deuda / Total Activos | 35.6% | 35.9% | 36.9% | 38.0% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Debt / Equity Ratio | 0.60x | 0.60x | 0.63x | 0.66x | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |