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ADESE.IS$1.03+0.00%
Fair $1.03+0.0%

ADESE.IS

Adese Gayrimenkul Yatirim A.S.

Real Estate / Real Estate - DiversifiedIstanbul

$1.03

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.03Fund rank 24/100 · Data gapFallback financials|
SA 54/C
F-Score: 5/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 34.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

54/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is 1.2%, below the 5% threshold
Thesis & Journal · ADESE.ISLocal privado en este navegador · Adese Gayrimenkul Yatirim A.S.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$5.2B

P/E

2.9x

↓

EV/EBITDA

2.9x

↓

ROE

1.2%

↓

Gross Margin

42.0%

↓

Debt/Equity

0.01

↓
52-Week Range$1
$1$5

TradingView lightweight chart

ADESE.IS price, volumen y niveles de valoración

Último $1.040Periodo +246.9%
Fair value: $1.030

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+68.4%

FCF CAGR

—

FCF margin

43.8%

FCF / Net income

3.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.27B · net income $157.3M · FCF $555.1M

2022-FY → 2025-FY

Gross margin

42.0%-7.2% pts

Operating margin

19.4%-17.3% pts

Net margin

12.4%-257.0% pts

FCF margin

43.8%+205.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.27B$1.27B$684.3M$484.9M$265.7M
Net Income$157.3M$157.3M$762.4M$1.81B$715.8M
EBITDA$1.84B$1.84B$605.2M$3.40B$900.8M
EPS0.110.110.170.390.14
Gross Margin42.0%42.0%45.5%50.6%49.2%
Operating Margin19.4%19.4%22.5%41.4%36.7%
Net Margin12.4%12.4%111.4%373.2%269.4%
Balance Sheet
Debt/Equity0.010.010.020.010.01
Current Ratio4.454.45———
Cash Flow
Free Cash Flow$555.1M$555.1M$-353.4M$-852.5M$-428.5M
Returns
ROE1.2%1.2%6.1%15.5%10.9%
Valuation
P/E2.862.862.701.032.52
EV/EBITDA2.862.861.120.12-0.24
P/B0.410.410.040.030.05
Growth & Yield
Revenue Growth85.4%85.4%41.1%82.5%—
EPS Growth-34.5%-34.5%-56.7%173.1%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-6.0%

fácil

EPS terminal req.

$0.09

Spread vs growth

-28.5%

5Y implied EPS CAGR

0.1%

fácil

EPS terminal req.

$0.11

Spread vs growth

-34.6%

10Y implied EPS CAGR

4.9%

fácil

EPS terminal req.

$0.18

Spread vs growth

-39.5%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +5.1%

Total return

+5.1%

Start / end P/E

5.9x → 9.5x

EPS bridge

0.17 → 0.11

Residual

-20.9%

EPS growth-34.5%
Multiple rerating+60.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-20.9%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.