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Keystone REIT Ltd (KSTN) Fair Value & Analysis

Real Estate · Il · Market cap 4.3B ILA

KR Keystone REIT Ltd KSTN · TA
Price21.23 ILA
Fair Value29.77 ILA
Upside+40.2%
Quality53/100
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Expensive Growth
Highly profitable · 74.0% net margin
Low debt · generates free cash flow
Ranks above peers (11/14)
Wide moat 89/100
Evidence: High Range 22.33 ILA – 37.21 ILA Share as image

Fair value as of: Jul 19, 2026

From 16 valuation models · updated 21 days ago

Share price −2.5% over the past month.

A solid business, screening 40% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (22.33 ILA). The market is more pessimistic than our downside scenario.
  • Solid quality (53/100) at a price below fair value, the discount is the argument here, not the business quality.
  • 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)

26.95 ILA 3.65 ILA Fair Value 29.77 ILA Jun 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.

How to read this chart

60‑month range 3.65 ILA – 26.95 ILA · fair‑value band 22.33 ILA – 37.21 ILA · the 21.23 ILA price screens below the 29.77 ILA fair value. Dashed = 300-day average. As of Jul 19, 2026.

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Analysis

Keystone REIT Ltd (KSTN) currently trades at 21.23 ILA, while our model-based Fair Value estimate is 29.77 ILA, implying the stock looks roughly 40.2% undervalued today. The Quality Score stands at 53/100 (solid quality), in the Real Estate sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Keystone REIT Ltd generated revenue of 1.2B ILA at a net margin of 74.0%. Revenue declined 20.2% year over year. It earns a return on equity of 35.0%. Net debt stands at 1.2B ILA. Fundamentals as of Jul 19, 2026

Our scenario range runs from 22.33 ILA (bear case) to 37.21 ILA (bull case); at 21.23 ILA, the current price sits below 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. For context, the median of 10 Real Estate peers we cover trades at -50% fair-value upside, at 40%, KSTN screens cheaper 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
Growth DCF 3.21 ILA 11.12 ILA 23.87 ILA 80
Residual Income 34.72 ILA 53.35 ILA 601.10 ILA 76
Rev-Margin DCF 2.34 ILA 8.42 ILA 20.95 ILA 74
All 16 models by family
DCF Models
FCF DCF 3.78 ILA 8.81 ILA 24.50 ILA 38
5Y Revenue Exit 1.60 ILA 6.66 ILA 17.23 ILA 39
5Y EBITDA Exit 52.78 ILA 110.11 ILA 223.00 ILA 41
10Y Revenue Exit 2.12 ILA 10.84 ILA 16.25 ILA 36
10Y EBITDA Exit 38.87 ILA 118.51 ILA 265.38 ILA 37
Dividend Discount
Gordon GGM 3.47 ILA 6.91 ILA 10.46 ILA 70
DDM Multi-Stage 3.47 ILA 5.97 ILA 7.29 ILA 61
Multiples
P/S Multiple 5.64 ILA 7.52 ILA 9.40 ILA 58
P/B Multiple 22.33 ILA 29.77 ILA 37.21 ILA 55
EV/EBIT 92.00 ILA 124.52 ILA 157.04 ILA 53
EV/EBITDA 69.83 ILA 94.96 ILA 120.09 ILA 54
EV/Revenue 0.1200 ILA 2.55 ILA 4.98 ILA 43
Asset-Based
NCAV (Graham) 7.44 ILA 9.97 ILA 14.88 ILA 50
Growth DCF
Growth DCF 3.21 ILA 11.12 ILA 23.87 ILA 80
Rev-Margin DCF 2.34 ILA 8.42 ILA 20.95 ILA 74
Economic Profit
Residual Income 34.72 ILA 53.35 ILA 601.10 ILA 76

Widest divergence: Economic Profit (53.35 ILA) versus Dividend Discount (5.97 ILA). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 1.2B ILA
Revenue growth (YoY) -20.2%
Net margin 74.0%
Return on equity 35.0%
Free cash flow 120M ILA FY2025
P/E ratio 4.4
More key figures
Operating margin 76.8%
EPS (TTM) 4.80 ILA
EPS growth (YoY) -33.3%
Net debt 1.2B ILA FY2025

Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 53/100

Of which business quality 55 · Market factors (momentum, volatility) 78

Profitability 61
Margins and returns on capital today
Quality Growth 47
Are margins and returns improving?
Cashflow 75
Earnings quality: real cash, not paper profit
Fin. Strength 72
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 65
Calm price path (market factor)
Momentum 82
Price trend over the last 3–12 months (market factor)
52W Momentum 85
Distance to the 52-week high (market factor)
Net Issuance 13
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

Keystone REIT Ltd. operates in the asset management and custody banks industry. The company was incorporated in 2022 and is based in Israel.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Keystone REIT Ltd reported revenue of 237M ILA in FY2025 versus 826K ILA in FY2021, a compound +311.4%/yr. Reported net income was 942M ILA in FY2025, compounding +97.0%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
237M ILS
Avg. growth/yr (3Y)
+599.1%
Revenue +311.4%/yr
FY21 826K ILA
FY22 873K ILA
FY23 863K ILA
FY24 282M ILA
FY25 237M ILA
Net income +97.0%/yr
FY21 62.5M ILA
FY22 94.7M ILA
FY23 444M ILA
FY24 193M ILA
FY25 942M ILA

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Cite: Fair Value Calculator (2026). "Keystone REIT Ltd Fair Value". https://www.fairvalue-calculator.com/stock/KSTN

Peer Group

REIT - Specialty · 34 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 53 · Below median
Fair Value upside +40% · Top 25%
Return on equity (TTM) 35% · Top 25%
Return on assets 17% · Top 25%
Net margin (TTM) 74% · Top 25%
Operating margin (TTM) 77% · Top 25%
Revenue growth -20% · Bottom 25%
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.48× · Lower than median

Valuation Multiples vs REIT - Specialty median · lower = cheaper

P/E (TTM) 4.4× · Cheaper than 75% of peers
P/B 0.46× · Cheaper than 75% of peers
P/S (TTM) 1.12× · Cheaper than 75% of peers
P/FCF 11.6× · Cheaper than median
EV/EBITDA 10.9× · Cheaper 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 87 · sector 1
FUTURE 0 · sector 25
PAST 100 · sector 28
HEALTH 76 · sector 76
DIVIDEND 0 · sector 99

Insider activity: 30/100

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 REIT - Specialty stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).

Stock Price Fair Value vs Fair Value
Equinix, Inc EQIX $1,009 $232.70 -77%
American Tower Corporation AMT $164.65 $92.31 -44%
Digital Realty Trust, Inc DLR $199.08 $63.31 -68%
Iron Mountain Incorporated IRM $128.31 $40.43 -68%
Crown Castle Inc CCI $74.90 $37.67 -50%
SBA Communications Corporation SBAC $173.57 $143.83 -17%
Weyerhaeuser Company WY $23.94 $8.62 -64%
Lamar Advertising Company LAMR $159.46 $102.70 -36%
Gaming and Leisure Properties, Inc GLPI $45.17 $36.60 -19%
Rayonier Inc RYN $21.58 $9.96 -54%

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Frequently asked questions

Is Keystone REIT Ltd (KSTN) overvalued or undervalued?
As of Jul 19, 2026, our model estimates a fair value of 29.77 ILA versus a price of 21.23 ILA, about +40% (undervalued).
What is the fair value of KSTN?
Our model-based fair value for Keystone REIT Ltd is 29.77 ILA (as of Jul 19, 2026), built from audited fundamentals. The current price is 21.23 ILA.
What is the quality score of KSTN?
Keystone REIT Ltd has a Quality Score of 53/100. 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 Keystone REIT Ltd (KSTN)?
Keystone REIT Ltd reported trailing-twelve-month revenue of about 1.2B ILS (latest available figure, as of Jul 19, 2026).
What is the net profit margin of KSTN?
The net profit margin of Keystone REIT Ltd is about 74.0%, meaning it keeps roughly 74.0% 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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