Valuation Ally Freehold And Leasehold Real Estate Investment Trust

Equities

End-of-day quote Thailand S.E. Other stock markets 2025-07-09			5-day change	1st Jan Change
4.380 ^THB	0.00%		+0.46%	-16.57%

05-15	Ally Leasehold REIT Posts Qtrly Net Investment Income 140.3 Million Baht	RE
05-15	Ally Freehold And Leasehold Real Estate Investment Trust Reports Earnings Results for the First Quarter Ended March 31, 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	3,829	-
Change	-	16.67%	3.57%	-11.03%	-18.6%	-16.57%	-
Enterprise Value (EV) ¹	7,430	9,007	9,305	8,580	8,118	6,767	6,515
Change	-	21.22%	3.31%	-7.79%	-5.38%	-16.65%	-3.72%
P/E ratio	107x	17.3x	10.7x	8.47x	12.5x	6.31x	6.13x
PBR	0.63x	0.73x	-	-	0.55x	0.45x	0.44x
PEG	-	0x	0.2x	0.7x	-0.3x	0.1x	2.03x
Capitalization / Revenue	4.74x	5.42x	3.98x	3.31x	2.84x	2.36x	2.3x
EV / Revenue	6.72x	7.99x	5.84x	5.04x	5.02x	4.17x	3.92x
EV / EBITDA	-	-	-	-	9.95x	8.29x	7.9x
EV / EBIT	11.7x	17x	-	-	9x	8.29x	7.9x
EV / FCF	37,600,249x	-	-	-	-	-	-
FCF Yield	0%	-	-	-	-	-	-
Dividend per Share ²	0.435	0.372	0.65	0.66	0.525	0.512	0.497
Rate of return	7.25%	5.31%	8.97%	10.2%	10%	11.7%	11.3%
EPS ²	0.0561	0.4051	0.678	0.7618	0.4202	0.694	0.715
Distribution rate	775%	91.8%	95.9%	86.6%	125%	73.8%	69.5%
Net sales ¹	1,106	1,128	1,592	1,703	1,617	1,621	1,663
EBITDA ¹	-	-	-	-	815.9	816	825
EBIT ¹	633.3	529.8	-	-	901.6	816	825
Net income ¹	48.76	354.1	593	665.9	367.4	606	625
Net Debt ¹	2,186	2,888	2,967	2,942	3,529	2,938	2,686
Reference price ²	6.000	7.000	7.250	6.450	5.250	4.380	4.380
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 (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
ALLY FREEHOLD AND LEASEHOLD REAL ESTATE INVESTMENT TRUST	6.31x	4.17x	8.29x	11.69%	117M
SIMON PROPERTY GROUP, INC.	26.67x	13.52x	17.27x	5.19%	53.35B
KIMCO REALTY CORPORATION	31.26x	10.54x	15.44x	4.71%	14.46B
LINK REAL ESTATE INVESTMENT TRUST	15.69x	11.23x	16.27x	6.32%	13.95B
REGENCY CENTERS CORPORATION	30.88x	11.56x	16.96x	4.09%	12.54B
NNN REIT, INC.	21.48x	14.02x	15.24x	5.43%	8.11B
BRIXMOR PROPERTY GROUP INC.	29.09x	9.47x	14.25x	4.51%	7.84B
AGREE REALTY CORPORATION	40.12x	15.78x	18.83x	4.33%	7.79B
VICINITY CENTRES	17.64x	16.9x	18.37x	4.66%	7.61B
KITE REALTY GROUP TRUST	65.14x	8.98x	13.06x	4.83%	4.94B
Average	28.43x	11.62x	15.40x	5.58%	13.07B
Weighted average by Cap.	27.94x	12.70x	16.61x	5.04%