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ARDYZ.IS$64.50+0.00%
Fair $64.50+0.0%

ARDYZ.IS

Ard Grup Bilisim Teknolojileri Anonim Sirketi

Technology / Software - InfrastructureIstanbul

$64.50

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $64.50Fund rank 26/100 · Data gapFallback financials|
SA 62/B
F-Score: 3/9

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 20%

FCF escenarios

weak_data · normalized FCF $-335.2M · quality 52.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

62/100

B

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: 0unknown: 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.
Thesis & Journal · ARDYZ.ISLocal privado en este navegador · Ard Grup Bilisim Teknolojileri 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

$20.0B

P/E

35.2x

↑

EV/EBITDA

10.5x

↓

ROE

10.7%

↑

Gross Margin

49.4%

↑

Debt/Equity

0.32

↑
52-Week Range$65
$24$62

TradingView lightweight chart

ARDYZ.IS price, volumen y niveles de valoración

Último $59.30Periodo +6539.0%
Fair value: $64.50

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

+62.3%

FCF CAGR

—

FCF margin

-34.2%

FCF / Net income

-2.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.22B · net income $541.8M · FCF $-1.45B

2022-FY → 2025-FY

Gross margin

49.4%-11.1% pts

Operating margin

30.4%-20.0% pts

Net margin

12.8%-15.4% pts

FCF margin

-34.2%-25.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.22B$4.22B$2.73B$1.65B$989.0M
Net Income$541.8M$541.8M$488.5M$618.5M$279.3M
EBITDA$2.12B$2.12B$1.46B$1.01B$431.2M
EPS1.591.592.953.761.64
Gross Margin49.4%49.4%62.2%79.3%60.6%
Operating Margin30.4%30.4%33.9%70.0%50.4%
Net Margin12.8%12.8%17.9%37.6%28.2%
Balance Sheet
Debt/Equity0.320.320.230.200.08
Current Ratio1.161.16———
Cash Flow
Free Cash Flow$-1.45B$-1.45B$-127.4M$-335.2M$-83.2M
Returns
ROE10.7%10.7%13.1%24.9%21.6%
Valuation
P/E35.2535.2513.678.536.05
EV/EBITDA10.4710.475.235.874.07
P/B4.124.121.842.201.30
Growth & Yield
Revenue Growth55.0%55.0%65.5%66.5%—
EPS Growth-46.2%-46.2%-21.5%129.4%—
Dividend Yield0.1%0.1%———

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

53.3%

muy exigente

EPS terminal req.

$5.72

Spread vs growth

-99.5%

5Y implied EPS CAGR

34.3%

muy exigente

EPS terminal req.

$6.93

Spread vs growth

-80.5%

10Y implied EPS CAGR

21.5%

exigente

EPS terminal req.

$11.15

Spread vs growth

-67.7%

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 +123.3%

Total return

+123.3%

Start / end P/E

9.0x → 37.3x

EPS bridge

2.95 → 1.59

Residual

-145.6%

EPS growth-46.2%
Multiple rerating+315.1%
Dividend+0.1%
Residual / FX / buybacks / cross-term-145.6%

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.