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Arima Real Estate SOCIMI SA (ES:ARM)
BME:ARM
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Arima Real Estate SOCIMI SA (ARM) AI Stock Analysis

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ES:ARM

Arima Real Estate SOCIMI SA

(BME:ARM)

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Rating:53Neutral
Price Target:
€10.50
▲(0.96% Upside)
Action:Reiterated
Date:08/07/26
The score is held up by improved 2025 financial performance, but weaker cash flow consistency, poor technical momentum, and a very high P/E ratio limit the overall rating. Earnings call and corporate events were excluded because no qualifying data was provided.
Positive Factors
SOCIMI structure and recurring rental model
As a SOCIMI focused on owning and leasing income-producing properties, the business model delivers recurring contractual rental income and potential rent indexation. This structural revenue base supports predictable cash inflows and long-term asset management focus, aiding stability across cycles.
Negative Factors
Weak and uneven cash conversion
Operating cash flow has been inconsistent, with recent OCF covering under half of EBITDA and prior years showing negative cash flow. This weak cash conversion means accounting profits may not translate to spendable cash, constraining capex, distributions and reducing margin for error in stress periods.
Read all positive and negative factors
Positive Factors
Negative Factors
SOCIMI structure and recurring rental model
As a SOCIMI focused on owning and leasing income-producing properties, the business model delivers recurring contractual rental income and potential rent indexation. This structural revenue base supports predictable cash inflows and long-term asset management focus, aiding stability across cycles.
Read all positive factors

Arima Real Estate SOCIMI SA (ARM) vs. iShares MSCI Spain ETF (EWP)

Arima Real Estate SOCIMI SA Business Overview & Revenue Model

Company Description
Árima Real Estate, a Spanish company, operates as a SOCIMI on the Madrid Stock Exchange and benefits from an entirely in-house and committed management team. Established in 2018, its primary objective is to become the foremost Spanish SOCIMI withi...
How the Company Makes Money
ARM generates revenue mainly by renting out space in its real estate portfolio to tenants under commercial lease agreements. Its key revenue stream is recurring rental income (base rent), complemented where applicable by recoveries/charge-backs to...

Arima Real Estate SOCIMI SA Financial Statement Overview

Summary
Improving results in 2025 support the score: revenue rose 127%, gross margin reached 82%, and net profit margin turned positive at 30%. The balance sheet is stable enough with growing equity and manageable leverage, but cash flow remains the main weakness because of prior volatility and inconsistent free cash generation.
Income Statement
65
Positive
Balance Sheet
72
Positive
Cash Flow
45
Neutral
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue27.74M12.18M10.07M8.07M6.01M
Gross Profit22.73M12.18M6.59M8.07M4.59M
EBITDA18.75M-25.90M-28.43M-1.06M-1.26M
Net Income8.37M-30.65M-32.60M10.48M26.13M
Balance Sheet
Total Assets584.63M384.13M416.05M464.24M440.36M
Cash, Cash Equivalents and Short-Term Investments9.97M11.49M43.64M71.62M88.92M
Total Debt239.41M106.65M113.93M122.31M105.91M
Total Liabilities256.53M121.95M122.38M133.29M114.70M
Stockholders Equity328.09M262.18M293.67M330.95M325.67M
Cash Flow
Free Cash Flow7.64M-27.13M-8.87M1.93M-52.00K
Operating Cash Flow7.64M-13.10M-8.87M1.99M138.00K
Investing Cash Flow17.41M21.84M-22.35M-44.04M-35.65M
Financing Cash Flow-29.04M-4.38M-13.28M6.74M-4.69M

Arima Real Estate SOCIMI SA Technical Analysis

Technical Analysis Sentiment
Negative
Last Price10.40
Price Trends
50DMA
10.74
Negative
100DMA
11.20
Negative
200DMA
10.85
Negative
Market Momentum
MACD
-0.12
Negative
RSI
32.33
Neutral
STOCH
45.45
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For ES:ARM, the sentiment is Negative. The current price of 10.4 is above the 20-day moving average (MA) of 10.40, below the 50-day MA of 10.74, and below the 200-day MA of 10.85, indicating a neutral trend. The MACD of -0.12 indicates Negative momentum. The RSI at 32.33 is Neutral, neither overbought nor oversold. The STOCH value of 45.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ES:ARM.

Arima Real Estate SOCIMI SA Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
80
Outperform
€1.63B28.483.89%18.33%57.91%
70
Outperform
€3.34B9.405.84%4.83%3.55%-31.97%
68
Neutral
€9.00B10.329.95%2.73%13.21%20.37%
65
Neutral
$2.17B12.193.79%4.94%3.15%1.96%
53
Neutral
€254.14M31.560.93%127.69%
* Real Estate Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ES:ARM
Arima Real Estate SOCIMI SA
10.40
0.52
5.27%
ES:COL
Inmobiliaria Colonial
5.56
0.05
0.94%
ES:MRL
MERLIN Properties SOCIMI SA
14.53
1.89
14.96%
ES:MVC
Metrovacesa SA
10.76
2.35
27.97%
ES:YEPSA
Emperador Properties SOCIMI SA
10.40
4.68
81.69%
ES:YTCH
TECHO HOGAR SOCIMI, S.A.
1.12
0.08
8.00%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 07, 2026