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Irsa Inversiones Y Representaciones SA (IRS) AI Stock Analysis
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Irsa Inversiones Y Representaciones SA
(NYSE:IRS)
The score is driven by improving but still volatile fundamentals (earnings/cash-flow swings and higher debt by 2026) and a constructive earnings-call outlook with strong operational/portfolio momentum and liquidity. Valuation is a key positive due to the low P/E and high dividend yield, while technical indicators remain broadly neutral rather than strongly supportive.
Irsa Inversiones Y Representaciones SA (IRS) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $1.10B
- Dividend Yield
- 9.79%
- Average Volume (3M)
- 177.73K
- Price to Earnings (P/E)
- 1.0
- Beta (1Y)
- 0.43
- Revenue Growth
- 4.42%
- EPS Growth
- 36.02%
- Country
- US
- Employees
- 1,392
- Sector
- Real Estate
- Sector Strength
- 65
- Industry
- Real Estate - Diversified
Irsa Inversiones Y Representaciones SA Business Overview & Revenue Model
Company Description
IRSA Inversiones y Representaciones Sociedad Anónima, or IRSA, operates an extensive portfolio of real estate businesses across Argentina. The company's core operations involve the purchase, construction, and management of diverse properties, includi...
How the Company Makes Money
IRSA primarily makes money by monetizing its real estate portfolio through recurring income and value creation activities. Key revenue streams include: (1) Rental and leasing income: The company earns contractual rent from tenants in its shopping mal...
Irsa Inversiones Y Representaciones SA Earnings Call Summary
The call was strongly positive overall. Management highlighted record net income and rental EBITDA, portfolio expansion, high occupancy, strong liquidity, development progress, and continued shareholder returns. These positives outweighed the explicitly noted challenges, including weaker consumption, an 8.5% real decline in tenant sales, mall margin compression, higher non-performing loans at Banco Hipotecario, a negative income tax impact, and a demanding project execution schedule.
Q4-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management expects to reach 410,000 sq m at the end of the next fiscal year and 432,000 sq m just in malls next year, with a portfolio of 19 shopping centers; Al Oeste is expected to open by the end of this calendar 2026, second quarter of 2027, while Distrito Diagonal is expected to be completed by May or June 2027, with cinema spaces ready for operator fit-out work in November and retail units handed over in January. Fiscal 2027 CapEx is estimated at $150 million, more or less, including recurring CapEx, expansions, Ramblas, and remaining acquisition payments, but excluding any new acquisitions. The Zetta expansion is expected to add more than 15,000 sq m of GLA for an estimated investment of $35 million, resulting in more than 47,500 sq m of GLA, with approximately 72% occupied by Mercado Libre.
Irsa Inversiones Y Representaciones SA Financial Statement Overview
Summary
Financial performance is improving but remains volatile. Revenue growth accelerated in the last two annual periods and earnings rebounded strongly in 2025–2026 after a 2024 loss, but profitability and cash generation have shown large swings. The balance sheet is supported by a sizeable equity base, yet total debt rose sharply by 2026, increasing refinancing and rate-sensitivity risk.
Income Statement
66PositiveBalance Sheet
61PositiveCash Flow
54Neutral| Breakdown | TTM | Jun 2026 | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 616.68B | 657.60B | 490.53B | 458.06B | 462.49B | 256.98B |
| Gross Profit | 399.41B | 399.41B | 298.41B | 305.75B | 302.93B | 159.94B |
| EBITDA | 629.17B | 677.66B | 216.98B | -46.33B | 54.38B | 375.51B |
| Net Income | 359.78B | 393.51B | 109.57B | -40.61B | 312.05B | 276.74B |
Balance Sheet | ||||||
| Total Assets | 4.85T | 4.85T | 2.50T | 2.24T | 2.64T | 803.67B |
| Cash, Cash Equivalents and Short-Term Investments | 572.39B | 572.39B | 186.06B | 148.96B | 160.30B | 67.30B |
| Total Debt | 1.02T | 1.02T | 455.48B | 377.70B | 412.24B | 163.76B |
| Total Liabilities | 2.43T | 2.43T | 1.27T | 1.09T | 1.21T | 437.77B |
| Stockholders Equity | 2.28T | 2.28T | 1.16T | 1.08T | 1.36T | 342.46B |
Cash Flow | ||||||
| Free Cash Flow | 60.82B | 125.12B | 227.48M | 138.65B | 184.19B | 98.33B |
| Operating Cash Flow | 67.87B | 136.33B | 235.15M | 144.31B | 189.03B | 101.53B |
| Investing Cash Flow | -260.92B | -345.43B | -107.65M | 116.06B | 136.97B | 89.67B |
| Financing Cash Flow | -22.68B | 84.78B | 79.13M | -266.21B | -420.21B | -109.43B |
Irsa Inversiones Y Representaciones SA Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IRS, the sentiment is Negative. The current price of 14.25 is above the 20-day moving average (MA) of 14.17, below the 50-day MA of 14.64, and below the 200-day MA of 15.20, indicating a neutral trend. The MACD of -0.01 indicates Negative momentum. The RSI at 48.30 is Neutral, neither overbought nor oversold. The STOCH value of 72.80 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IRS.
Irsa Inversiones Y Representaciones SA Risk Analysis
Irsa Inversiones Y Representaciones SA disclosed 4 risk factors in its most recent earnings report. Irsa Inversiones Y Representaciones SA reported the most risks in the "Tech & Innovation" category.
Latest Risks Added
3 New RisksIrsa Inversiones Y Representaciones SA Peers Comparison
Overall Rating
DRH73Outperform- IRS68Neutral
CBL62Neutral
XHR58Neutral
AAT57Neutral
ESRT50Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| DRH | 73Outperform | $2.92B | 19.50 | 10.27% | 3.16% | 1.03% | 159.56% |
| IRS | 68Neutral | $1.17B | 0.99 | 19.95% | 9.79% | 4.42% | 36.02% |
| Sector * | 65Neutral | $2.17B | 12.19 | 3.79% | 4.94% | 3.15% | 1.96% |
| CBL | 62Neutral | $1.56B | 7.16 | 55.78% | 4.61% | 9.03% | 235.30% |
| XHR | 58Neutral | $1.89B | -273.39 | -0.62% | 2.74% | 1.65% | -112.43% |
| AAT | 57Neutral | $1.34B | 62.10 | 2.01% | 6.22% | -11.57% | -75.67% |
| ESRT | 50Neutral | $860.47M | 182.72 | 0.69% | 2.82% | 2.04% | -91.73% |
* Real Estate Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IRS | Irsa Inversiones Y Representaciones | 14.25 | 0.31 | 2.22% | |
| DRH | Diamondrock Hospitality | 14.25 | 6.58 | 85.69% | |
| ESRT | Empire State Realty Trust Inc | 4.97 | -2.22 | -30.85% | |
| AAT | American Assets Trust | 21.86 | 4.09 | 23.02% | |
| XHR | Xenia Hotels & Resorts Inc | 20.45 | 8.28 | 68.02% | |
| CBL | Cbl & Associates Properties, Inc. | 50.41 | 22.16 | 78.45% |
Irsa Inversiones Y Representaciones SA Corporate Events
IRSA to Pay Third Interest Installment on Series XXIV Notes on September 30, 2026
IRSA Inversiones y Representaciones Sociedad Anónima, incorporated in Argentina and headquartered in Buenos Aires, operates as an investment and representations company that raises funds in international capital markets via fixed-rate notes. The...
IRSA Commits Up to USD 4 Million to Golden Juniors Fund Focused on Argentine Mining
On September 22, 2026, IRSA Inversiones y Representaciones S.A. approved an additional investment of up to USD 4 million in Golden Juniors Segregated Portfolio, an investment fund managed by a firm controlled by its chairman, Eduardo Sergio Elsztain....
IRSA Calls October Shareholders’ Meeting to Approve Record Profits, Dividends and Retail Merger
On September 17, 2026, IRSA Inversiones y Representaciones S.A. called an ordinary and extraordinary shareholders’ meeting to be held virtually on October 22, 2026, to review and approve the fiscal year results ended June 30, 2026, board and co...
IRSA Moves to Absorb Los Gallegos Subsidiaries in September Merger Plan
On September 8, 2026, IRSA Inversiones y Representaciones S.A. signed a preliminary merger agreement with its wholly owned subsidiaries Tienda Los Gallegos S.A. and Los Gallegos Martinez Navarro y Cia S.A. The transaction is structured as a merger by...
IRSA Boosts Annual Profit and Expands Real Estate Portfolio in FY 2026
On September 3, 2026, IRSA reported results for the fiscal year ended June 30, 2026, posting net income of ARS 420,977 million, up from ARS 261,911 million a year earlier, with total comprehensive income of ARS 419,228 million and shareholders’...
IRSA Advances Ramblas del Plata Project with USD 6.7 Million Barter Deal
On August 31, 2026, IRSA announced it had signed a barter agreement for a 2,095 sqm lot, with an estimated 7,483 sqm of saleable area, as part of the extended first stage of its “Ramblas del Plata” development. The transaction, valued at...
IRSA Schedules Fifth Interest Payment on Series XVIII USD Notes for August 28, 2026
IRSA announced that it will begin paying the fifth interest installment on its Fixed Rate Series XVIII Notes, with a principal amount of USD 21.4 million, on August 28, 2026. The notes, issued on February 28, 2024 and bearing a 7.00% annual nominal i...
IRSA Signs $4 Million Barter Deal to Advance Ramblas del Plata Project
On July 30, 2026, IRSA Inversiones y Representaciones S.A. announced it had signed a barter agreement for a 2,360-square-meter lot, with an estimated 4,500 square meters of saleable area, within the extended first stage of its Ramblas del Plata devel...
IRSA Announces Third Interest Payment on Series XXII Dollar Notes Due 2027
On July 16, 2026, IRSA Inversiones y Representaciones Sociedad Anónima announced it will begin paying the third interest installment on its Fixed Rate Series XXII Notes, a U.S. dollar-denominated issue with a principal of USD 15,799,810 due in 2...
IRSA to Pay Third Interest Installment on Series XXIII Notes on July 23, 2026
IRSA Inversiones y Representaciones Sociedad Anónima announced it will begin paying the third interest installment on its fixed-rate Series XXIII notes on July 23, 2026. The notes, issued on October 23, 2024, carry an annual nominal interest rat...
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.
Date of analysis: Sep 09, 2026