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Dream Unlimited Corp (DRM) Fair Value & Analysis

Real Estate · CA · Market cap C$809M

DU Dream Unlimited Corp DRM · TO
PriceC$19.63
Fair ValueC$8.46
Upside-56.9%
Quality44/100
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Mixed Growth
Loss-making · -3.3% net margin
Moderate debt · generates free cash flow
2.52% dividend yield
Trails peers (4/13)
Narrow moat 25/100
Evidence: High Range C$4.23 – C$22.13 Share as image

Fair value as of: Jul 18, 2026

From 7 valuation models · updated 23 days ago

Share price +3.5% over the past month.

Below-average quality, and screening another 57% overvalued on our models.

What matters now

  • Weak quality (44/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The model range is unusually wide (C$4.23 to C$22.13). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
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Price vs Fair Value (5 years)

C$42.18 C$14.76 Fair Value C$8.46 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range C$14.76 – C$42.18 · fair‑value band C$4.23 – C$22.13 · the C$19.63 price screens above the C$8.46 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.

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Analysis

Dream Unlimited Corp (DRM) currently trades at C$19.63, while our model-based Fair Value estimate is C$8.46, implying the stock looks roughly 56.9% overvalued today. The Quality Score stands at 44/100 (below-average quality), in the Real Estate sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Dream Unlimited Corp generated revenue of C$462M at a net margin of -3.3%. Revenue declined 1.5% year over year. It earns a return on equity of -1.1%. Net debt stands at C$1.9B. Fundamentals as of Jul 18, 2026

Our scenario range runs from C$4.23 (bear case) to C$22.13 (bull case); at C$19.63, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 14% below its 52-week high and 18% above its 52-week low, currently above its 200-day average. For context, the median of 10 Real Estate peers we cover trades at 32% fair-value upside, at -57%, DRM screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Gordon GGM C$5.28 C$9.04 C$13.09 70
DDM Multi-Stage C$5.28 C$7.59 C$9.76 61
EV/EBITDA C$8.58 C$22.25 54
All 7 models by family
DCF Models
5Y EBITDA Exit C$12.25 41
Dividend Discount
Gordon GGM C$5.28 C$9.04 C$13.09 70
DDM Multi-Stage C$5.28 C$7.59 C$9.76 61
Multiples
EV/EBIT C$4.35 C$21.17 C$37.98 53
EV/EBITDA C$8.58 C$22.25 54
EV/Revenue C$5.58 43
Asset-Based
NCAV (Graham) C$18.04 C$24.17 C$36.08 50

Widest divergence: Asset-Based (C$24.17) versus Dividend Discount (C$7.59). Highest evidence: Gordon GGM (70).

Key figures & financial health

Revenue (TTM) C$462M
Revenue growth (YoY) -1.5%
Net margin -3.3%
Return on equity -1.1%
Free cash flow C$7.9M FY2025
Operating margin 8.2%
More key figures
EPS (TTM) C$-0.3600
Dividend yield 2.5%
EPS growth (YoY) -77.4%
Net debt C$1.9B FY2025

Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 44/100

Of which business quality 42 · Market factors (momentum, volatility) 40

Profitability 8
Margins and returns on capital today
Quality Growth 26
Are margins and returns improving?
Cashflow 34
Earnings quality: real cash, not paper profit
Fin. Strength 25
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 41
Calm price path (market factor)
Momentum 39
Price trend over the last 3–12 months (market factor)
52W Momentum 41
Distance to the 52-week high (market factor)
Net Issuance 100
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Dream Unlimited Corp. formerly known as Dundee Realty Corporation is a real estate investment firm. The firm provides real estate asset management and advisory services including sourcing, acquiring, managing, and developing commercial and residential real estate primarily in Western Canada. It invests in the real estate markets across the globe.

Full company description

Dream Unlimited Corp. formerly known as Dundee Realty Corporation is a real estate investment firm. The firm provides real estate asset management and advisory services including sourcing, acquiring, managing, and developing commercial and residential real estate primarily in Western Canada. It invests in the real estate markets across the globe. The firm also seeks to invest in renewable energy infrastructure and power projects with a focus on wind, hydro, and solar in North American. Dream Unlimited Corp. was founded in 1996 and is based in Toronto, Canada.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Dream Unlimited Corp reported revenue of C$463M in FY2025 versus C$326M in FY2021, a compound +9.2%/yr. Reported net income was −C$18.6M in FY2025.

Growth Quality 55/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
C$463M
Avg. growth/yr (3Y)
+24.2%
Avg. growth/yr (5Y)
+1.5%
Avg. growth/yr (12Y)
+2.2%
Revenue +9.2%/yr
FY21 C$326M
FY22 C$344M
FY23 C$387M
FY24 C$625M
FY25 C$463M
Net income
FY21 C$110M
FY22 C$164M
FY23 −C$117M
FY24 C$188M
FY25 −C$18.6M

DRM screens 57% overvalued. Compare with DLF Limited →

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Cite: Fair Value Calculator (2026). "Dream Unlimited Corp Fair Value". https://www.fairvalue-calculator.com/stock/DRM

Peer Group

Real Estate - Development · 588 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 45 · Below median
Fair Value upside −57% · Bottom 25%
Return on assets 2% · Above median
Net margin (TTM) -3% · Below median
Operating margin (TTM) 8% · Below median
Revenue growth -2% · Above median
Dividend yield (TTM) 2.5% · Above median
Debt / equity 1.32× · Higher than 75% of peers

Valuation Multiples vs Real Estate - Development median · lower = cheaper

P/B 0.40× · Cheaper than median
P/S (TTM) 1.26× · Pricier than median
P/FCF 73.4× · Pricier than 75% of peers
EV/EBITDA 18.5× · Pricier than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 48
FUTURE 0 · sector 0
PAST 0 · sector 10
HEALTH 34 · sector 84
DIVIDEND 50 · sector 38

VALUE 0: the price sits above our fair-value range.

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Real Estate - Development stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

Stock Price Fair Value vs Fair Value
DLF Limited DLF ₹657.75 ₹159.49 -76%
Lodha Developers Limited LODHA ₹1,188 ₹583.43 -51%
PT Pantai Indah Kapuk Dua Tbk, PANI 6,125 IDR 1,330 IDR -78%
Oberoi Realty Limited OBEROIRLTY ₹1,925 ₹1,183 -39%
Godrej Properties Limited GODREJPROP ₹2,102 ₹1,044 -50%
PT Jaya Real Property, Tbk., JRPT 1,080 IDR 1,674 IDR +55%
PT Bumi Serpong Damai Tbk, BSDE 555.00 IDR 1,388 IDR +150%
PT Sentul City Tbk, BKSL 64.00 IDR 84.16 IDR +32%
PT Ciputra Development Tbk, CTRA 555.00 IDR 1,388 IDR +150%
PT Duta Pertiwi Tbk DUTI 4,100 IDR 6,239 IDR +52%

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Frequently asked questions

Is Dream Unlimited Corp (DRM) overvalued or undervalued?
As of Jul 18, 2026, our model estimates a fair value of C$8.46 versus a price of C$19.63, about −57% (overvalued).
What is the fair value of DRM?
Our model-based fair value for Dream Unlimited Corp is C$8.46 (as of Jul 18, 2026), built from audited fundamentals. The current price is C$19.63.
What is the quality score of DRM?
Dream Unlimited Corp has a Quality Score of 44/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Dream Unlimited Corp (DRM)?
Dream Unlimited Corp reported trailing-twelve-month revenue of about C$462M (latest available figure, as of Jul 18, 2026).
What is the net profit margin of DRM?
The net profit margin of Dream Unlimited Corp is about -3.3%, meaning it is currently running at a net loss. Based on the latest reported figures.
Does Dream Unlimited Corp pay a dividend?
Dream Unlimited Corp currently shows a dividend yield of about 3.48% relative to its recent price (as of Jul 18, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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