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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%
Quality33/100
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Evidence: Medium Range 7.87 ARS – 64.33 ARS

Fair value as of: Jun 26, 2026

From 15 valuation models · updated 6 days ago

Price vs Fair Value (12 months)

128.90 ARS 128.90 ARS Fair Value 39.33 ARS Jun 2025 Jun 2026

12‑month range 128.90 ARS – 128.90 ARS · fair‑value band 7.87 ARS – 64.33 ARS · the 128.90 ARS price screens above the 39.33 ARS fair value. As of Jun 26, 2026.

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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. We read business quality at 33/100 (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 Jun 26, 2026

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 (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

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. 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 …

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.

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

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Frequently asked questions

Is IRSA Propiedades Comerciales S.A (IRCP) undervalued?
As of Jun 26, 2026, our model estimates a fair value of 39.33 ARS versus a price of 128.90 ARS — about −69% (overvalued). Model-based estimate, not financial advice.
What is the fair value of IRCP?
Our model-based fair value for IRSA Propiedades Comerciales S.A is 39.33 ARS (as of Jun 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 33/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
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 Jun 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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.