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← CockpitCompetitor Analysis › IRS IRSA Inversiones y Representaciones SA Sponsored ADROpen in the cockpit ↗

IRSA Inversiones y Representaciones SA Sponsored ADRIRSCompetitor analysis, valuation and peers

United States · USD·Real Estate›Real Estate Development

Argentina's largest real estate company, owning shopping malls, office buildings and hotels.

Momentum weak 32
Mkt cap
$1.12B
US dollars, full cap
Free float
100%
of shares outstanding
$/day
$3.32M
20-day average traded
Fwd P/E
64.9×
forward earnings
ROIC−WACC
n/a
WACC 8.6%
Hurdle
n/a
no reverse DCF
Next earnings
91 days
5 Feb 2027
Close · USD$12.58
1D+3.8%
1W-11.7%
1M-9.2%
3M-15.3%
6M-9.8%
YTD-23.9%
1Y-13.9%
ATR %5.0%
Beta1.11
52w lowhigh34.3% off high

What IRSA Inversiones y Representaciones SA Sponsored ADR does

Argentina's largest real estate company, owning shopping malls, office buildings and hotels.

Earns rent from tenants in its shopping malls and offices, plus hotel income; mall tenants often pay rent as a share of sales, and office leases are often in US dollars. Cresud, an Argentine farmland company, is its controlling shareholder.

Products and services

  • Shopping malls
  • Office buildings
  • Hotels

Customers

  • Retail tenants
  • Office tenants
  • Hotel guests

Where it sits in the supply chain

  • Real estate
  • Shopping mall/office/hotel ownership…
  • Related agriculture/banking holdings…

What could go right

  • Argentina economic stabilization/consumer recovery
  • Peso-hedged USD-linked lease structures

What could go wrong

  • Argentina macroeconomic/currency volatility
  • Political/regulatory risk

Moat: narrow (scale, brand, installed base). Dominant, long-established position in Argentina's best malls and offices is hard to replicate locally.

Headquarters: Buenos Aires, Argentina · Founded: 1943 · Employees: 1,350

Named competitors

  • Cencosud private or unlisted

IRSA Inversiones y Representaciones SA Sponsored ADR at a glance

Size IRSA Inversiones y Representaciones SA Sponsored ADR (IRS) is a United States Real Estate company (Real Estate Development) with a market value of $1.12B, the 2181st largest of 3,117 United States companies the cockpit tracks. Shares closed at $12.58 on 6 Nov 2026.

Performance Over six months the shares fell 9.8%, against -12.5% for the median peer and -1.1% for the United States market (cap-weighted) — 10th highest of 21 in its peer set.

Growth Revenue grew 4.4% over the last twelve months (peer median -2.1%); the operating margin is 41.9% (peer median 7.8%).

Valuation It trades at 64.9× forward earnings against a peer median of 11.8× (2nd most expensive of 15).

Short interest Short interest is 1.4% of the free float (15 Oct 2026).

Next results Next results expected around 5 Feb 2027 (exchange calendar; dates can move).

Relative performance

10012011 May 202611 Aug 20266 Nov 2026IRS 90Peer median 88
Six months, rebased to 100: IRSA Inversiones y Representaciones SA Sponsored ADR against the median of its 20 peers (local-currency closes).

IRSA Inversiones y Representaciones SA Sponsored ADR financials

Reported figures in USD; fiscal year ends 2026-06-30. TTM = trailing twelve months.
TTMFY2026FY2025FY2024FY2023
Revenue$454M$475M$609M$543M$500M
Revenue growth—-22%+12%+9%—
Gross profit$276M$287M$369M$362M$326M
EBITDA$201M$207M$267M$286M$181M
Net income$261M$282M$252M-$30.0M$318M
Free cash flow$97.6M$87.9M$304M$99.1M$129M
Capital expenditure$8.51M$6.80M$12.6M$6.62M$5.19M
Total debt$688M$688M$735M$414M$432M

Quarterly statements and history in the cockpit →

IRSA Inversiones y Representaciones SA Sponsored ADR competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-30%-20%-10%0%-20%0%SIGNATURECIBUSAEDAS000048YVIV2337600657600185PLAN6002661766HBNB1918601828GLF8923MERYMMIMEQ600510IRS6-month return →1-month return →
Up and to the right = strong over both horizons. IRSA Inversiones y Representaciones SA Sponsored ADR is the large dot.

Fundamentals: revenue growth against valuation

-40%-20%0%+20%25×50×75×SIGNATURECIBUSAEDAS0000482337600185PLAN1766601828GLF8923MERYMMIMEQIRSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. IRSA Inversiones y Representaciones SA Sponsored ADR is the large dot.

IRSA Inversiones y Representaciones SA Sponsored ADR competitors and peer comparison

How IRSA Inversiones y Representaciones SA Sponsored ADR compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

IRSA Inversiones y Representaciones SA Sponsored ADR against its 20 peers (data as of 6 Nov 2026)
MeasureIRSPeer medianRank in peer set
1-month return-9.2%+0.2%5th lowest of 21
6-month return-9.8%-12.5%10th highest of 21
Distance from 52-week high-34.3%-24.6%10th lowest of 21
Revenue growth (TTM)+4.4%-2.1%10th highest of 21
Operating margin41.9%7.8%6th highest of 21
Forward P/E64.9×11.8×2nd most expensive of 15

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
IRSA Inversiones y Representaciones SA Sponsored ADR IRSUnited States$1.12B-10%+4%42%64.9×n/an/a
Signatureglobal (India) SIGNATURE.NSIndia$1.11B-17%-23%-7%22.8×n/an/a
Cibus Real Estate AB (publ) CIBUS.STSweden$1.11B-12%+20%75%11.2×n/an/a
AEDAS Homes AEDAS.MCSpain$1.10B+1%-25%10%9.1×n/an/a
Shenzhen Kingkey Smart Agriculture Times 000048.SZChina$1.10B-7%-17%-15%10.4×n/an/a
Vivenio Residencial SOCIMI YVIV.MCSpain$1.09B-1%+34%60%n/an/an/a
Ichigo 2337.TJapan$1.09B-13%-17%29%9.0×n/an/a
Cinda Real Estate 600657.SSChina$1.08B-19%-44%-97%n/an/an/a
Zhuhai Zhumian 600185.SSChina$1.08B-27%-49%17%17.3×n/an/a
PLAZZA PLAN.SWSwitzerland$1.08B-4%+6%76%40.0×n/an/a
Beijing Urban Construction Investment & Development Co 600266.SSChina$1.16B-21%-31%-2%n/an/an/a
Token 1766.TJapan$1.07B-1%+5%6%8.2×n/an/a
Hotel101 Global HBNBUnited States$1.07B-29%+1,178%2%n/an/an/a
Sunac China 1918.HKHong Kong$1.06B-64%-29%-27%n/an/an/a
Red Star Macalline 601828.SSChina$1.18B-25%-7%-27%80.4×n/an/a
Gemlife Communities GLF.AXAustralia$1.05B-9%+8%32%12.3×n/an/a
Tosei 8923.TJapan$1.18B+17%+14%23%11.4×n/an/a
Mercialys MERY.PAFrance$1.05B-15%+3%69%7.7×n/an/a
Marcus & Millichap MMIUnited States$1.05B-9%+12%1%56.1×n/an/a
Mainstreet Equity MEQ.TOCanada$1.19B+1%+5%60%18.9×n/an/a
Black Peony (Group) 600510.SSChina$1.04B-37%-24%-14%n/an/an/a

Questions

Who are IRSA Inversiones y Representaciones SA Sponsored ADR's main competitors?
Named competitors: Cencosud (private or unlisted). The cockpit's measured peer set (industry) also includes Signatureglobal (India) (SIGNATURE.NS), Cibus Real Estate AB (publ) (CIBUS.ST), AEDAS Homes (AEDAS.MC), Shenzhen Kingkey Smart Agriculture Times (000048.SZ), Vivenio Residencial SOCIMI (YVIV.MC), Ichigo (2337.T).
Is IRSA Inversiones y Representaciones SA Sponsored ADR expensive compared with its peers?
On forward p/e it trades at 64.9× against a peer median of 11.8×, 2nd most expensive of 15 in its peer set.
How has IRSA Inversiones y Representaciones SA Sponsored ADR stock performed?
Over six months to 6 Nov 2026 the shares returned -9.8% against -12.5% for the median peer; over one year -13.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.