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ALCAR.IS$751.50+2.16%
Fair $751.50+0.0%

ALCAR.IS

Alarko Carrier Sanayi ve Ticaret A.S.

Industrials / Specialty Industrial MachineryIstanbul

$751.50

+16.00 (+2.16%)

Fairly Valued+0.0%Fair Value $751.50Fund rank 22/100 · Data gapFallback financials|
SA 17/F
F-Score: 4/9
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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-68.0M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

17/100

F

Piotroski

4/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -36.2%, below the 5% threshold
Thesis & Journal · ALCAR.ISLocal privado en este navegador · Alarko Carrier Sanayi ve Ticaret 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

$8.1B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-36.2%

↓

Gross Margin

16.7%

↓

Debt/Equity

1.17

↑
52-Week Range$752
$700$1085

TradingView lightweight chart

ALCAR.IS price, volumen y niveles de valoración

Último $756.50Periodo +7659.0%
Fair value: $751.50

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

+21.7%

FCF CAGR

—

FCF margin

3.7%

FCF / Net income

-0.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.50B · net income $-686.2M · FCF $280.0M

2022-FY → 2025-FY

Gross margin

16.7%-0.2% pts

Operating margin

-0.5%-1.1% pts

Net margin

-9.1%-20.8% pts

FCF margin

3.7%+14.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.50B$7.50B$8.54B$7.89B$4.16B
Net Income$-686.2M$-686.2M$540.5M$-594.0M$482.9M
EBITDA$-211.2M$-211.2M$1.35B$-434.8M$679.6M
EPS-63.54-63.5450.05-55.0044.71
Gross Margin16.7%16.7%14.2%15.4%16.9%
Operating Margin-0.5%-0.5%-1.0%-1.0%0.6%
Net Margin-9.1%-9.1%6.3%-7.5%11.6%
Balance Sheet
Debt/Equity1.171.170.630.770.43
Current Ratio1.531.53———
Cash Flow
Free Cash Flow$280.0M$280.0M$-68.0M$-1.41B$-454.9M
Returns
ROE-36.2%-36.2%16.1%-27.6%24.1%
Valuation
P/E——20.52—14.40
EV/EBITDA——9.45—10.20
P/B4.314.313.305.463.47
Growth & Yield
Revenue Growth-12.2%-12.2%8.3%89.7%—
EPS Growth-227.0%-227.0%191.0%-223.0%—
Dividend Yield8.7%8.7%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -4.1%

Total return

-4.1%

Start / end P/E

n/dx → n/dx

EPS bridge

50.05 → -63.54

Residual

-12.8%

EPS growthn/d
Multiple reratingn/d
Dividend+8.7%
Residual / FX / buybacks / cross-term-12.8%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.