tiprankstipranks
Irsa Inversiones Y Representaciones (IRS)
NYSE:IRS
Want to see IRS full AI Analyst Report?

Irsa Inversiones Y Representaciones SA (IRS) Price & Analysis

302 Followers

IRS Stock Chart & Stats

$16.98
$0.27(1.77%)
At close: 4:00 PM EST
$16.98
$0.27(1.77%)

Bulls Say, Bears Say

Bulls Say
Mall Occupancy & Fixed-rent MixExtremely high mall occupancy and a revenue mix where ~87% is fixed (base rent, parking, advertising) give IRSA durable, predictable cash flows from retail real estate. This structural revenue stability cushions the business against short-term tenant sales swings and supports rental EBITDA sustainability.
Conservative Leverage & Market AccessLow reported LTV and modest net-debt-to-EBITDA imply meaningful borrowing capacity and financial flexibility. Demonstrated access to debt markets (recent USD issuances and local note placements) supports funding for developments and working capital without immediate balance-sheet strain.
Development Pipeline With Anchor Pre-letsA visible pipeline—pre-leased premium office expansion with a major tenant and progressing Ramblas land swaps—translates into contracted future cash flows and value creation. Anchor commitments reduce leasing risk on new supply and materially de‑risk project economics over the medium term.
Bears Say
Macro-driven Valuation VolatilitySignificant peso inflation and exchange-rate moves cause large fair-value adjustments on properties and debt remeasurements, making reported earnings and equity volatile. This structural macro exposure reduces earnings predictability and complicates capital allocation and long-term planning.
Inconsistent Operating Cash ConversionAlthough free cash flow has tracked net income recently, operating cash is small versus reported earnings and FCF was weak in 2024–25. Persistent weak OCF relative to profits undermines the company's ability to self-fund capex, dividends and project advances without raising external financing.
Planned Debt-funded Developments & Rising CostsManagement plans to raise net debt to fund multiple projects while interest and tax expenses are rising. Incremental leverage for development increases sensitivity to interest-rate and demand shocks, potentially reducing liquidity cushions and increasing refinancing and coverage risk over the medium term.

Irsa Inversiones Y Representaciones SA News

IRS FAQ

What was Irsa Inversiones Y Representaciones’s price range in the past 12 months?
Irsa Inversiones Y Representaciones lowest stock price was $10.87 and its highest was $19.14 in the past 12 months.
    What is Irsa Inversiones Y Representaciones’s market cap?
    Irsa Inversiones Y Representaciones’s market cap is $1.37B.
      When is Irsa Inversiones Y Representaciones’s upcoming earnings report date?
      Irsa Inversiones Y Representaciones’s upcoming earnings report date is Sep 08, 2026 which is in 61 days.
        How were Irsa Inversiones Y Representaciones’s earnings last quarter?
        Irsa Inversiones Y Representaciones released its earnings results on May 06, 2026. The company reported -$0.278 earnings per share for the quarter, missing the consensus estimate of N/A by -$0.278.
          Is Irsa Inversiones Y Representaciones overvalued?
          According to Wall Street analysts Irsa Inversiones Y Representaciones’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Irsa Inversiones Y Representaciones pay dividends?
            Irsa Inversiones Y Representaciones pays a Notavailable dividend of $1.415 which represents an annual dividend yield of 8.97%. See more information on Irsa Inversiones Y Representaciones dividends here
              What is Irsa Inversiones Y Representaciones’s EPS estimate?
              Irsa Inversiones Y Representaciones’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Irsa Inversiones Y Representaciones have?
              Irsa Inversiones Y Representaciones has 84,611,595 shares outstanding.
                What happened to Irsa Inversiones Y Representaciones’s price movement after its last earnings report?
                Irsa Inversiones Y Representaciones reported an EPS of -$0.278 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went down -2.196%.
                  Which hedge fund is a major shareholder of Irsa Inversiones Y Representaciones?
                  Currently, no hedge funds are holding shares in IRS
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Irsa Inversiones Y Representaciones

                    IRSA Inversiones y Representaciones Sociedad Anónima, or IRSA, operates an extensive portfolio of real estate businesses across Argentina. The company's core operations involve the purchase, construction, and management of diverse properties, including retail centers, office buildings, and various other commercial sites, primarily for generating rental income. Beyond this, IRSA also develops and markets residential units, acquires and oversees luxury hotel properties, and procures undeveloped land reserves for future construction projects or eventual sale. Founded in 1943, the firm maintains its main office in Buenos Aires, Argentina, and operates as a subsidiary of Cresud Sociedad Anónima Comercial.

                    Irsa Inversiones Y Representaciones SA (IRS) Earnings & Revenues

                    IRS Company Deck

                    IRS Earnings Call

                    Q3 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed a predominantly positive operational and financial picture: solid occupancy and rental performance across shopping malls, offices and hotels; significant net result improvement and healthy dollar EBITDA; meaningful progress on strategic development projects (Zetta expansion, Ramblas) and conservative leverage metrics. Key risks highlighted include a 10% drop in tenant sales in real terms, macro-driven valuation volatility from inflation/currency dynamics, potential for higher interest and tax costs, and near-term consumption weakness. On balance, the positive operational momentum, strong project pipeline and low leverage outweigh the macro and consumption headwinds.View all IRS earnings summaries
                    Similar Stocks
                    Company
                    Price & Change
                    Follow
                    Compass Diversified Holdings
                    Cresud Sociedad
                    Matthews International
                    Falcon's Beyond Global
                    FTAI Infrastructure Incorporation

                    Ownership Overview

                    5.75%6.01%12.80%74.36%
                    12.80% Other Institutional Investors
                    74.36% Public Companies and
                    Individual Investors

                    Options Prices

                    Currently, No data available
                    ---
                    Popular Stocks