Valuation Ally Freehold And Leasehold Real Estate Investment Trust

Equities

End-of-day quote Thailand S.E. Other stock markets 2025-12-04			5-day change	1st Jan Change
4.320 ^THB	0.00%		+0.47%	-17.71%

11-12	Ally Freehold and Leasehold Real Estate Investment Trust Announces Distribution for the Operation Period from July 1, 2025 to September 30, 2025, Payable on December 25, 2025	CI
11-12	Ally Freehold And Leasehold Real Estate Investment Trust Reports Earnings Results for the Third Quarter and Nine Months Ended September 30, 2025	CI

Data adjusted to current consolidation scope

Fiscal Period: December	2020	2021	2022	2023	2024	2025	2026
Capitalization ¹	5,245	6,119	6,337	5,638	4,589	3,776	-
Change	-	16.67%	3.57%	-11.03%	-18.6%	-17.71%	-
Enterprise Value (EV) ¹	7,430	9,007	9,305	8,580	8,118	6,959	6,714
Change	-	21.22%	3.31%	-7.79%	-5.38%	-14.28%	-3.53%
P/E ratio	107x	17.3x	10.7x	8.47x	12.5x	6.32x	6.24x
PBR	0.63x	0.73x	-	-	0.55x	0.44x	0.43x
PEG	-	0x	0.2x	0.7x	-0.3x	0.1x	4.82x
Capitalization / Revenue	4.74x	5.42x	3.98x	3.31x	2.84x	2.38x	2.37x
EV / Revenue	6.72x	7.99x	5.84x	5.04x	5.02x	4.39x	4.21x
EV / EBITDA	-	-	-	-	9.95x	8.57x	8.23x
EV / EBIT	11.7x	17x	-	-	9.95x	8.57x	8.23x
EV / FCF	-	-	-	-	-	-	-
FCF Yield	-	-	-	-	-	-	-
Dividend per Share ²	0.435	0.372	0.65	0.66	0.525	0.4918	0.461
Rate of return	7.25%	5.31%	8.97%	10.2%	10%	11.4%	10.7%
EPS ²	0.0561	0.4051	0.678	0.7618	0.4202	0.6832	0.692
Distribution rate	775%	91.8%	95.9%	86.6%	125%	72%	66.6%
Net sales ¹	1,106	1,128	1,592	1,703	1,617	1,587	1,593
EBITDA ¹	-	-	-	-	815.9	812	815.3
EBIT ¹	633.3	529.8	-	-	815.9	812	815.3
Net income ¹	48.76	354.1	593	665.9	367.4	597.2	604.9
Net Debt ¹	2,186	2,888	2,967	2,942	3,529	3,183	2,937
Reference price ²	6.000	7.000	7.250	6.450	5.250	4.320	4.320
Nbr of stocks (in thousands)	874,100	874,100	874,100	874,100	874,100	874,100	-
Announcement Date	2/23/21	2/23/22	2/13/23	2/12/24	2/18/25	-	-

¹THB in Million²THB

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (N)	EV / Sales (N)	EV / EBITDA (N)	Dividend Yield (N)	Capi.($)
ALLY FREEHOLD AND LEASEHOLD REAL ESTATE INVESTMENT TRUST	6.32x	4.39x	8.57x	11.38%	118M
SIMON PROPERTY GROUP, INC.	28.43x	15.03x	19.17x	4.65%	59.85B
KIMCO REALTY CORPORATION	27.15x	10.14x	14.55x	4.96%	13.79B
REGENCY CENTERS CORPORATION	30.17x	11.47x	17.25x	4.13%	12.6B
LINK REAL ESTATE INVESTMENT TRUST	13.65x	10.12x	15.04x	7.2%	11.73B
AGREE REALTY CORPORATION	42.12x	16.76x	20.06x	4.14%	8.53B
BRIXMOR PROPERTY GROUP INC.	24.35x	9.42x	14.06x	4.64%	7.73B
NNN REIT, INC.	19.49x	13.6x	14.8x	5.8%	7.72B
VICINITY CENTRES	16.35x	16.2x	17.48x	5.08%	7.4B
KITE REALTY GROUP TRUST	35.51x	9.05x	13.27x	5.05%	4.9B
Average	24.35x	11.62x	15.43x	5.7%	13.44B
Weighted average by Cap.	26.87x	13.31x	17.35x	4.93%