IRSA Inversiones y Representaciones SA (IRS) AI Stock Analysis

IRSA Inversiones y Representaciones Sociedad Anónima operates a diversified real estate business across Argentina. A subsidiary of Cresud S.A.C.I.F. y A., the company acquires, develops, and manages shopping malls, office buildings, and various non-mall properties for lease. IRSA also owns and operates luxury hotels under brands such as Intercontinental, Libertador, and Llao Llao, develops residential properties for sale, and holds undeveloped land reserves for future development or sale. Founded in 1943 and based in Buenos Aires, IRSA leverages its extensive market presence across Argentina's real estate sector.

Over the five years from FY2021 to FY2026, IRSA recorded a revenue compound annual growth rate of 70.3%. In FY2026, revenue increased 34.1% to $657.60B from $490.53B in FY2025. Operating margin rose to 41.0% in FY2026 compared to 6.6% in FY2025 and -62.2% in FY2024. FY2026 net income reached $393.51B, yielding a net margin of 59.8% and EPS of $3.30, rebounding from a loss of -$40.61B in FY2024. For the latest quarter ended June 30, 2026, quarterly revenue grew 4.1% year-over-year, while quarterly earnings declined 23.1%. TTM revenue stood at $696.73B with a profit margin of 56.5%.

As of June 30, 2026, IRSA held $572.39B in cash and short-term investments against total debt of $1.02T, resulting in net debt of $447.75B. Total assets were $4.85T and shareholders' equity stood at $2.28T, representing a debt-to-equity ratio of 0.45 and a current ratio of 1.75. In FY2026, operating cash flow was $136.33B and free cash flow totaled $125.12B. Capital expenditures were $11.21B, and dividends paid reached $165.84B, alongside a 5-year share count change of -90.5%.

At $14.13, IRSA carries a market capitalization of $1.20B and an enterprise value of $1.67B. The stock trades at a trailing P/E of 3.9x and an EV/EBITDA of 3.7x, both well below the median of its US-listed Real Estate peers (21.6x and 14.7x, respectively). Its forward P/E is 38.2x compared to the peer median of 23.5x, with a price-to-book ratio of 0.9x. Over the past year, the stock returned 32.3%, outperforming the S&P 500 return of 16.8%, and gained 391.4% over 5 years against 83.0% for the index.

IRSA provides an annual forward dividend of $1.42 per share, representing a dividend yield of 10.01% with a payout ratio of 42.9%. The company distributes its dividend on an annual schedule and has paid dividends for 4 consecutive years. Its last ex-dividend date was November 24, 2025.

Wall Street coverage includes 1 Strong Buy and 2 Buy ratings, with 0 Hold, Sell, or Strong Sell recommendations. The mean price target of $21.87 implies 54.8% upside compared to the closing price of $14.13. For the fiscal year ending June 30, 2027, consensus estimates project revenue of $574.88B and EPS of $0.12. For the subsequent fiscal year, projected EPS is $0.26, representing 114.1% growth. IRSA has beaten EPS estimates in 3 of the last 4 quarters, with next earnings scheduled for November 4, 2026.

This page is an AI-written research summary of IRSA Inversiones y Representaciones SA (IRS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: IRS income statement, IRS balance sheet, IRS key metrics, IRS analyst forecast, IRS chart. See the IRS stock overview for the latest quote and news.