Brookfield Property Partners LP (BPYPP)vsIRSA Inversiones Y Representaciones (IRS)
BPYPP
Brookfield Property Partners LP
$15.00
+0.94%
REAL ESTATE · Cap: $9.75B
IRS
IRSA Inversiones Y Representaciones
$15.58
+3.73%
REAL ESTATE · Cap: $1.23B
Smart Verdict
WallStSmart Research — data-driven comparison
IRSA Inversiones Y Representaciones generates 6730% more annual revenue ($488.16B vs $7.15B). IRS leads profitability with a 98.9% profit margin vs -5.1%. IRS trades at a lower P/E of 3.5x. IRS earns a higher WallStSmart Score of 66/100 (B-).
BPYPP
Avoid33
out of 100
Grade: F
IRS
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+84.3%
Fair Value
$102.77
Current Price
$15.00
$87.77 discount
Margin of Safety
+46.2%
Fair Value
$29.24
Current Price
$15.58
$13.66 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 65.2% YoY
Attractively priced relative to earnings
Every $100 of equity generates 31 in profit
Keeps 99 of every $100 in revenue as profit
Strong operational efficiency at 55.0%
Areas to Watch
ROE of -0.8% — below average capital efficiency
Revenue declined 30.7%
Negative free cash flow — burning cash
Currently unprofitable
Trading at 9.0x book value
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : BPYPP
The strongest argument for BPYPP centers on P/E Ratio, Price/Book, EPS Growth.
Bull Case : IRS
The strongest argument for IRS centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 98.9% and operating margin at 55.0%.
Bear Case : BPYPP
The primary concerns for BPYPP are Return on Equity, Revenue Growth, Free Cash Flow.
Bear Case : IRS
The primary concerns for IRS are Price/Book, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
BPYPP profiles as a turnaround stock while IRS is a declining play — different risk/reward profiles.
IRS carries more volatility with a beta of 0.21 — expect wider price swings.
IRS is growing revenue faster at -2.4% — sustainability is the question.
IRS generates stronger free cash flow (-709M), providing more financial flexibility.
Bottom Line
IRS scores higher overall (66/100 vs 33/100), backed by strong 98.9% margins. BPYPP offers better value entry with a 84.3% margin of safety. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Brookfield Property Partners LP
REAL ESTATE · REAL ESTATE SERVICES · USA
Brookfield Property Partners, through Brookfield Property Partners LP and its subsidiary Brookfield Property REIT Inc., is one of the world's leading real estate companies, with approximately $ 88 billion in total assets.
IRSA Inversiones Y Representaciones
REAL ESTATE · REAL ESTATE SERVICES · USA
IRSA Inversiones y Representaciones Sociedad Anima is dedicated to diversified real estate activity in Argentina.
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