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AKCNS.IS$216.40+0.00%
Fair $216.40+0.0%

AKCNS.IS

Akçansa Çimento Sanayi ve Ticaret Anonim Sirketi

Basic Materials / Building MaterialsIstanbul

$216.40

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $216.40Fund rank 36/100 · Data gapFallback financials|
SA 58/C
F-Score: 3/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.3B · quality 77.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

58/100

C

Piotroski

3/9

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 2.9%, below the 5% threshold
Thesis & Journal · AKCNS.ISLocal privado en este navegador · Akçansa Çimento Sanayi ve Ticaret Anonim Sirketi
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

$41.4B

P/E

65.6x

↑

EV/EBITDA

8.4x

↓

ROE

2.9%

↑

Gross Margin

12.8%

↓

Debt/Equity

0.20

↓
52-Week Range$216
$122$229

TradingView lightweight chart

AKCNS.IS price, volumen y niveles de valoración

Último $227.50Periodo +8194.3%
Fair value: $216.40

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

+13.8%

FCF CAGR

-3.0%

FCF margin

4.4%

FCF / Net income

1.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $24.61B · net income $726.2M · FCF $1.09B

2022-FY → 2025-FY

Gross margin

12.8%+4.4% pts

Operating margin

7.2%+2.7% pts

Net margin

3.0%-8.6% pts

FCF margin

4.4%-2.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$24.61B$24.61B$28.29B$27.03B$16.68B
Net Income$726.2M$726.2M$2.19B$3.42B$1.93B
EBITDA$4.83B$4.83B$6.38B$6.65B$2.54B
EPS3.793.7911.4417.8810.11
Gross Margin12.8%12.8%16.7%21.2%8.4%
Operating Margin7.2%7.2%11.9%16.3%4.5%
Net Margin3.0%3.0%7.7%12.7%11.6%
Balance Sheet
Debt/Equity0.200.200.120.150.25
Current Ratio1.601.60———
Cash Flow
Free Cash Flow$1.09B$1.09B$3.24B$2.34B$1.20B
Returns
ROE2.9%2.9%8.1%17.2%17.1%
Valuation
P/E65.5865.5815.537.945.61
EV/EBITDA8.368.364.923.944.52
P/B1.651.651.261.360.96
Growth & Yield
Revenue Growth-13.0%-13.0%4.7%62.0%—
EPS Growth-66.8%-66.8%-36.1%76.9%—
Dividend Yield0.8%0.8%———

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

71.7%

muy exigente

EPS terminal req.

$19.20

Spread vs growth

-138.5%

5Y implied EPS CAGR

43.7%

muy exigente

EPS terminal req.

$23.23

Spread vs growth

-110.5%

10Y implied EPS CAGR

25.7%

muy exigente

EPS terminal req.

$37.42

Spread vs growth

-92.6%

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 +53.0%

Total return

+53.0%

Start / end P/E

13.1x → 60.0x

EPS bridge

11.44 → 3.79

Residual

-239.8%

EPS growth-66.8%
Multiple rerating+358.8%
Dividend+0.8%
Residual / FX / buybacks / cross-term-239.8%

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.