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IRSA Propiedades Comerciales S.A (IRCP) Fair Value & Analysis

Real Estate · AR · Market cap 69.8B ARS

IP IRSA Propiedades Comerciales S.A IRCP · BA
Price128.90 ARS
Fair Value39.33 ARS
Upside-69.5%
Quality20/100
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Mixed Growth
Thin margins · 0.0% net margin
Low debt · generates free cash flow
Trails peers (3/10)
Narrow moat 34/100
Evidence: Medium Range 7.87 ARS – 64.33 ARS Share as image

Fair value as of: Jul 26, 2026

From 13 valuation models · updated 15 days ago

Below-average quality, and screening another 69% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (64.33 ARS). The favourable scenario is already priced in.
  • Weak quality (20/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The model range is unusually wide (7.87 ARS to 64.33 ARS). 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)

447.00 ARS 76.48 ARS Fair Value 39.33 ARS Jan 2021 Jun 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 26, 2026.

How to read this chart

60‑month range 76.48 ARS – 447.00 ARS · fair‑value band 7.87 ARS – 64.33 ARS · the 128.90 ARS price screens above the 39.33 ARS fair value. Dashed = 300-day average. As of Jul 26, 2026.

Full chart & analysis →

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Analysis

IRSA Propiedades Comerciales S.A (IRCP) currently trades at 128.90 ARS, while our model-based Fair Value estimate is 39.33 ARS, implying the stock looks roughly 69.5% overvalued today. The Quality Score stands at 20/100 (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: medium).

Trailing-twelve-month revenue stands at 9.2B ARS. Revenue grew 30.7% year over year. It earns a return on equity of -50.1%. Net debt stands at 42.1B ARS. Fundamentals as of Jul 26, 2026

Our scenario range runs from 7.87 ARS (bear case) to 64.33 ARS (bull case); at 128.90 ARS, the current price sits above 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 near its 52-week high, currently above its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -25% fair-value upside, at -69%, IRCP 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 Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF 46.70 ARS 80
Rev-Margin DCF 38.55 ARS 113.74 ARS 74
Gordon GGM 43.89 ARS 91.25 ARS 144.76 ARS 70
All 13 models by family
DCF Models
FCF DCF 48.52 ARS 38
5Y Revenue Exit 39.80 ARS 124.21 ARS 39
5Y EBITDA Exit 3.16 ARS 77.35 ARS 186.30 ARS 41
10Y Revenue Exit 29.92 ARS 113.11 ARS 36
10Y EBITDA Exit 59.76 ARS 182.44 ARS 37
Dividend Discount
Gordon GGM 43.89 ARS 91.25 ARS 144.76 ARS 70
DDM Multi-Stage 43.89 ARS 76.95 ARS 95.77 ARS 61
Multiples
EV/EBIT 39.19 ARS 73.43 ARS 107.68 ARS 53
EV/EBITDA 21.75 ARS 50.19 ARS 78.62 ARS 54
EV/Revenue 17.40 ARS 41.68 ARS 43
Asset-Based
NCAV (Graham) 66.94 ARS 89.70 ARS 133.89 ARS 50
Growth DCF
Growth DCF 46.70 ARS 80
Rev-Margin DCF 38.55 ARS 113.74 ARS 74

Widest divergence: Asset-Based (89.70 ARS) versus Growth DCF (38.55 ARS). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 9.2B ARS
Revenue growth (YoY) +30.7%
Return on equity -50.1%
Free cash flow 1.1B ARS FY2021
Operating margin 19.0%
EPS (TTM) -78.48 ARS
More key figures
EPS growth (YoY) +351%
Net debt 42.1B ARS FY2021

Figures from reported company fundamentals · as of Jul 26, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 20/100

Of which business quality 24 · Market factors (momentum, volatility) 51

Profitability 1
Margins and returns on capital today
Quality Growth 8
Are margins and returns improving?
Cashflow 59
Earnings quality: real cash, not paper profit
Fin. Strength 34
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 84
Calm price path (market factor)
Momentum 40
Price trend over the last 3–12 months (market factor)
52W Momentum 33
Distance to the 52-week high (market factor)
Net Issuance 0
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

IRSA Propiedades Comerciales S.A. operates as an investment arm of IRSA Inversiones y Representaciones S.A. Alto Palermo S.A. engages in the ownership, acquisition, development, leasing, management, and operation of shopping centers, as well as residential and commercial complexes in Argentina.

Full company description

IRSA Propiedades Comerciales S.A. operates as an investment arm of IRSA Inversiones y Representaciones S.A. Alto Palermo S.A. engages in the ownership, acquisition, development, leasing, management, and operation of shopping centers, as well as residential and commercial complexes in Argentina. As of June 30, 2007, it owned and operated ten shopping centers covering a total of 264,995 square meters in Argentina, including six in the Buenos Aires metropolitan area and four in the provinces of Cordoba, Mendoza, Salta, and Santa Fe; and a condominium called Torres de Abasto located in front of the Abasto Shopping Center in Buenos Aires. The company offers leases to retail tenants in its ten shopping centers; administration and maintenance of common areas; administration of contributions made by tenants to finance promotional efforts for the shopping centers; and parking lot services for visitors. The company also offers credit card consumer finance service, through the issuance of its Tarjeta Shopping and Tarjeta Shopping Metroshop credit cards, for consumers at shopping centers, hypermarkets, and street stores. It also engages in the development and sale of residential properties, and acquisition and sale of undeveloped parcels of land for future development. In addition, it engages in the development of condominiums associated with its shopping centers. The company was founded in 1889 and is headquartered in Buenos Aires, Argentina.

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

Revenue & earnings trend

FY2017 – FY2021 · reported fiscal years

IRSA Propiedades Comerciales S.A reported revenue of 11.0B ARS in FY2021 versus 5.0B ARS in FY2017, a compound +21.8%/yr. Reported net income was −21.9B ARS in FY2021.

Growth Quality 53/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2021)
11.0B ARS
Latest YoY
−5.7%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+22.7%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+23.3%
Revenue +21.8%/yr
FY17 5.0B ARS
FY18 5.9B ARS
FY19 10.2B ARS
FY20 11.7B ARS
FY21 11.0B ARS
Net income
FY17 3.3B ARS
FY18 15.1B ARS
FY19 −18.0B ARS
FY20 17.1B ARS
FY21 −21.9B ARS

IRCP screens 69% overvalued. Compare with International Business Machines Corporation →

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Cite: Fair Value Calculator (2026). "IRSA Propiedades Comerciales S.A Fair Value". https://www.fairvalue-calculator.com/stock/IRCP

Peer Group

Information Technology Services · 476 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 21 · Bottom 25%
Fair Value upside −70% · Bottom 25%
Return on assets 1% · Below median
Net margin (TTM) 0% · Bottom 25%
Operating margin (TTM) 19% · Top 25%
Revenue growth 31% · Top 25%
Debt / equity 0.49× · Higher than 75% of peers

Valuation Multiples vs Information Technology Services median · lower = cheaper

P/FCF 0.0× · Cheaper than 75% of peers
EV/EBITDA 18.3× · Pricier than 75% of peers

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 21
FUTURE 100 · sector 30
PAST 0 · sector 36
HEALTH 76 · sector 97
DIVIDEND 0 · sector 37

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

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 Information Technology Services stocks, each showing price versus our Fair Value estimate (as of Jul 26, 2026).

Stock Price Fair Value vs Fair Value
International Business Machines Corporation IBM $235.92 $143.90 -39%
Accenture plc ACNN 2,460 MXN 250.95 MXN -90%
Infosys Limited INFY ₹1,156 ₹1,457 +26%
HCL Technologies Limited HCLTECH ₹1,204 ₹1,230 +2%
Wipro Limited WIPRO ₹178.43 ₹226.81 +27%
Tech Mahindra Limited TECHM ₹1,455 ₹1,086 -25%
Samsung SDS Co 018260 199,300 KRW 196,390 KRW -1%
Persistent Systems Limited PERSISTENT ₹5,059 ₹2,364 -53%
Hyundai Autoever Corporation 307950 393,000 KRW 133,088 KRW -66%
Coforge Limited COFORGE ₹1,541 ₹702.84 -54%

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Frequently asked questions

Is IRSA Propiedades Comerciales S.A (IRCP) overvalued or undervalued?
As of Jul 26, 2026, our model estimates a fair value of 39.33 ARS versus a price of 128.90 ARS, about −69% (overvalued).
What is the fair value of IRCP?
Our model-based fair value for IRSA Propiedades Comerciales S.A is 39.33 ARS (as of Jul 26, 2026), built from audited fundamentals. The current price is 128.90 ARS.
What is the quality score of IRCP?
IRSA Propiedades Comerciales S.A has a Quality Score of 20/100. 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 IRSA Propiedades Comerciales S.A (IRCP)?
IRSA Propiedades Comerciales S.A reported trailing-twelve-month revenue of about 9.2B ARS (latest available figure, as of Jul 26, 2026).
What is the net profit margin of IRCP?
The net profit margin of IRSA Propiedades Comerciales S.A is about 0.0%, meaning it keeps roughly 0.0% of revenue as net income. Based on the latest reported figures.

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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