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ARENA.IS$32.20+6.41%
Fair $32.20+0.0%

ARENA.IS

Arena Bilgisayar Sanayi ve Ticaret A.S.

Technology / Electronics & Computer DistributionIstanbul

$32.20

+1.94 (+6.41%)

Fairly Valued+0.0%Fair Value $32.20Fund rank 18/100 · Data gapFallback financials|
SA 33/D
F-Score: 4/9
High DebtLow 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 11%

FCF escenarios

weak_data · normalized FCF $827.1M · quality 13.7/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

33/100

D

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: 2unknown: 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. Debt-to-Equity ratio is 3.74, above the 2.0 threshold ROE is -25.9%, below the 5% threshold
Thesis & Journal · ARENA.ISLocal privado en este navegador · Arena Bilgisayar 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

$3.2B

P/E

N/A

•

EV/EBITDA

7.8x

↓

ROE

-25.9%

↓

Gross Margin

5.8%

↓

Debt/Equity

3.74

↑
52-Week Range$32
$24$45

TradingView lightweight chart

ARENA.IS price, volumen y niveles de valoración

Último $32.20Periodo +5151.9%
Fair value: $32.20

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+76.2%

FCF CAGR

+197.5%

FCF margin

5.4%

FCF / Net income

-6.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.18B · net income $-290.8M · FCF $1.78B

2021-FY → 2024-FY

Gross margin

5.8%+0.9% pts

Operating margin

2.9%+0.1% pts

Net margin

-0.9%-2.0% pts

FCF margin

5.4%+4.3% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$33.18B$33.18B$27.62B$17.26B$6.07B
Net Income$-290.8M$-290.8M$228.9M$109.5M$67.1M
EBITDA$840.1M$840.1M$1.24B$666.9M$212.2M
EPS-2.91-2.912.291.100.67
Gross Margin5.8%5.8%5.5%5.6%4.9%
Operating Margin2.9%2.9%3.4%3.4%2.8%
Net Margin-0.9%-0.9%0.8%0.6%1.1%
Balance Sheet
Debt/Equity3.743.742.011.731.29
Current Ratio1.021.02———
Cash Flow
Free Cash Flow$1.78B$1.78B$-376.8M$827.1M$67.6M
Returns
ROE-25.9%-25.9%15.2%11.1%8.2%
Valuation
P/E——14.9820.0019.49
EV/EBITDA7.757.754.354.068.76
P/B2.872.872.282.241.60
Growth & Yield
Revenue Growth20.1%20.1%60.0%184.3%—
EPS Growth-227.1%-227.1%108.2%64.2%—

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 -0.6%

Total return

-0.6%

Start / end P/E

n/dx → n/dx

EPS bridge

2.29 → -2.91

Residual

-0.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.6%

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.