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Employees: 211
Size Inmobiliaria del Sur (ISUR.MC) is a Spain Consumer Discretionary company (Homebuilding) with a market value of $351M, the 93rd largest of 97 Spain companies the cockpit tracks. Shares closed at €16.85 on 6 Nov 2026.
Performance Over six months the shares gained 3.7%, against -11.2% for the median peer and +8.2% for the Spain market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue fell 4.8% over the last twelve months (peer median +0.4%); the operating margin is 17.2% (peer median 5.6%).
Valuation It trades at 19.6× forward earnings against a peer median of 13.3× (5th most expensive of 10).
Price implies For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is +19%, so the hurdle is -19 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.2 points below its cost of capital (5.4% WACC).
Next results Next results expected around 4 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | €187M | €211M | €166M | €140M | €119M |
| Revenue growth | — | +27% | +19% | +18% | — |
| Gross profit | €69.5M | €62.4M | €53.4M | €39.8M | €29.5M |
| EBITDA | €32.4M | €34.0M | €27.4M | €18.6M | €12.7M |
| Net income | €41.9M | €39.3M | €24.8M | €11.3M | €15.0M |
| Free cash flow | €39.2M | €41.1M | €20.4M | €16.3M | -€143,000 |
| Capital expenditure | €228,000 | €181,000 | €269,000 | €154,000 | €208,000 |
| Total debt | n/a | €237M | €259M | €272M | €294M |
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.
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.
| Measure | ISUR.MC | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.3% | -4.0% | 7th highest of 21 |
| 6-month return | +3.7% | -11.2% | 5th highest of 21 |
| Distance from 52-week high | -15.3% | -30.6% | 3rd highest of 21 |
| Revenue growth (TTM) | -4.8% | +0.4% | 9th lowest of 20 |
| Operating margin | 17.2% | 5.6% | 5th highest of 20 |
| Forward P/E | 19.6× | 13.3× | 5th most expensive of 10 |
| Growth the price implies (Req g, 7 yrs) | -0.2% | 0.2% | 6th least demanding of 12 |
| Growth delivered (Del g) | +18.9% | -0.5% | highest of 12 |
| Hurdle (Req g minus delivered) | -19.1 pp | +1.1 pp | least demanding of 12 |
| ROIC minus cost of capital | -0.2 pp | -3.6 pp | 7th highest of 20 |
| EV / EBITDA | 15.2× | 12.8× | 5th most expensive of 11 |
| Net debt / EBITDA | 5.5× | 4.6× | 7th least indebted of 13 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Inmobiliaria del Sur ISUR.MC | Spain | $351M | +4% | -5% | 17% | 19.6× | -0.2% | +18.9% |
| King's Town Construction 2524.TW | Taiwan | $357M | -11% | -78% | 30% | n/a | n/a | n/a |
| Huang Hsiang Construction 2545.TW | Taiwan | $359M | -18% | -62% | 6% | n/a | n/a | n/a |
| Lifestyle Communities LIC.AX | Australia | $364M | -12% | +39% | 2% | 22.0× | 29.6% | +8.3% |
| MT Hojgaard Holding A/S MTHH.CO | Denmark | $329M | -16% | -13% | 4% | 13.3× | n/a | n/a |
| Selvaag Bolig SBO.OL | Norway | $319M | -3% | +181% | 6% | 12.1× | n/a | n/a |
| Yungshin Construction & Development 5508.TWO | Taiwan | $315M | -3% | +35% | 32% | n/a | 1.0% | -3.9% |
| Prince Housing & Development 2511.TW | Taiwan | $393M | +1% | +21% | 6% | n/a | 0.2% | -4.8% |
| Hung Ching Development & Construction 2527.TW | Taiwan | $308M | +15% | -20% | 22% | n/a | -4.7% | -28.3% |
| Kaufman & Broad KOF.PA | France | $437M | -19% | 0% | 8% | 7.3× | -16.2% | -0.5% |
| YeaShin International Development 5213.TWO | Taiwan | $448M | -24% | -32% | 18% | n/a | n/a | n/a |
| Mears MER.L | United Kingdom | $455M | +9% | +2% | 6% | 9.7× | -10.5% | +7.1% |
| BOXABL BXBL | United States | $466M | -81% | n/a | n/a | n/a | n/a | n/a |
| Nagawa 9663.T | Japan | $475M | -8% | +3% | 13% | n/a | 4.9% | +3.8% |
| Hangzhou Landscaping 605303.SS | China | $484M | -17% | -34% | -27% | n/a | n/a | n/a |
| Tama Home 1419.T | Japan | $486M | -26% | +2% | 2% | 20.5× | n/a | n/a |
| GC Construction 1489.HK | Hong Kong | $495M | +646% | -51% | -23% | n/a | 30.4% | -10.0% |
| Smith Douglas Homes SDHC | United States | $499M | -25% | 0% | 3% | 60.2× | n/a | n/a |
| China Wuyi 000797.SZ | China | $517M | -24% | +78% | -5% | n/a | -8.0% | +4.2% |
| Hovnanian Enterprises HOV | United States | $594M | -6% | -10% | 3% | 25.4× | 4.8% | +4.9% |
| Kindom Development 2520.TW | Taiwan | $600M | +15% | +10% | 16% | 7.0× | -13.2% | -3.5% |