IRSA Inversiones Y Representaciones logo

IRSA Inversiones Y Representaciones(IRS)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
1-STAR RATING
PASS
LAST CLOSE
$14.25
10/21/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
  • ALL
  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for IRS

10/21/2026: IRS (1-star) is currently NOT-A-BUY. Pass it for now.

IRSA Inversiones Y Representaciones is a major Argentine real estate player focused on prime shopping centers and office spaces. The company has a leading position in its core markets, with a high-quality asset portfolio that historically provides a buffer against volatility. Its primary investment story centers on the potential for asset value recovery linked to the broader stabilization of the Argentine economy. However, investors must weigh this against significant risks including high macroeconomic volatility, currency devaluation, and infrequent dividends. The stock may suit value-oriented investors who are comfortable with high-risk, cyclically-driven investments and wish to monitor macroeconomic indicators alongside corporate debt management.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitGrowth is tied to the macro recovery of Argentina rather than consistent technological or product-led expansion.
Momentum investorMixed fitMomentum is highly conditional on speculative cycles in the Argentine market rather than fundamental business growth trends.
Value investorStrong fit while signal remains positiveThe stock often trades at a significant discount to net asset value, which may appeal to value investors looking for long-term recovery plays.
Dividend investorWeak fitIrregular dividend payments make this an unsuitable choice for income-focused investors.
Low-risk investorWeak fitHigh exposure to Argentine economic, currency, and political risk makes this a volatile and high-risk security.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityHighThe stock is subject to extreme price swings driven by Argentine political and economic news.
Valuation riskMedium / highValuation is difficult due to inflationary accounting and the complexities of valuing real estate in a non-stable currency.
Competition risk (Real estate/Retail)MediumWhile the asset base is strong, intense competition for retail traffic and corporate tenants persists.
Business qualityMediumThe quality of the asset portfolio is high, but the institutional environment adds significant operational friction.
Dividend incomeLowDividends are not a reliable component of the total return strategy.
Execution riskMedium / highManaging projects and rental portfolios in an unstable macroeconomic environment requires exceptional execution.

Price Behavior

Downtrend
PRICE PATH

Downtrend

The stock has experienced a sustained decline in price over recent periods.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit 43.17%
Avg. Invested days 40
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 10/21/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
IRS receives a 4-star rating, supported by solid unit economics, and solid company fundamentals. The rating is constrained by weak price momentum.

Company Fundamentals

★★★★★
IRS has solid overall fundamentals (4 stars), with solid financial health, strong growth momentum, and soft ownership. In FY2026 versus FY2025, strong earnings growth (+259.1%) and strong cash generation (FCF margin 19.0%) are partially offset by very low insider ownership of 0.68%.

Financial Health Rating

★★★★★
IRS's financial health is supported by strong cash strength, including free-cash-flow generation of $125.1B (19.0% of revenue). Liquidity is moderate (3 stars), which helps explain the 4-star overall score.

Growth Momentum Score

★★★★★
Free-cash-flow growth is IRS's strongest growth driver at +54902.4% FY2026 versus FY2025 (strong, 5 stars). Revenue growth (+34.1%, solid) and earnings growth (+259.1%, strong) are also constructive, though not equally high across every growth measure.

Ownership

★★★★★
Institutional ownership is 19.6% (soft) and 33.5% of outstanding shares are publicly tradable (moderate). Insider ownership is only 0.68%, which materially reduces the ownership score.

Top 5 Institutional Investors

Helikon Investments Ltd 5.80%
VR Advisory Services Ltd 3.16%
Delaware Management Holdings Inc 2.52%
JPMorgan Chase & Co 1.08%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.08%

Unit Economics (Per $1K Revenue)

★★★★★
IRS generates approximately $607 of gross profit, $410 of operating income, and $190 of free cash flow for every $1,000 of revenue. Based on FY2026 results. Strong margins and soft cash conversion support the rating, although capital efficiency remains soft.

Economic Dimensions

★★★★★
Effective Tax Rate: 26.27%

Quantitative Style Profile

★★★★★
IRS has a high-quality, relatively low-volatility profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedQuality TiltLow VolatilitySmall / Mid Cap Risk

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 1.19B USD
Price to earnings Ratio 3.88
1Y Target Price 21.87
Price to earnings Ratio 3.88
1Y Target Price 21.87
Volume (30-day avg) 190.8K shares
Beta 0.11
52 Weeks Range 10.39 - 19.14
Updated Date 10/21/2026
52 Weeks Range 10.39 - 19.14
Updated Date 10/21/2026
Dividends yield (FY) -
Basic EPS (TTM) 3.61

How Company Makes Money

Business areaWhat it includesRetail investor read
Shopping CentersRental income and common area fees from shopping malls.This is the primary engine of recurring revenue, relying on consumer foot traffic in Argentina.
Office BuildingsLeasing premium commercial office space in Buenos Aires.Revenue fluctuates based on the health of the corporate sector and office occupancy trends.
Geography (Argentina)All major operations are concentrated within Argentina.The company's success is essentially a proxy for the performance of the Argentine economy.
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Valuation

Trailing PE 3.88
Forward PE 38.17
Enterprise Value 1.67B
Price to Sales(TTM) -
Enterprise Value 1.67B
Price to Sales(TTM) -
Enterprise Value to Revenue 3.84
Enterprise Value to EBITDA 3.73
Shares Outstanding 84.60M
Shares Floating 28.37M
Shares Outstanding 84.60M
Shares Floating 28.37M
Percent Insiders 0.68
Percent Institutions 19.56

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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