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ARFYE.IS$30.80+0.00%
Fair $30.80+0.0%

ARFYE.IS

ARFYE.IS

Utilities / Utilities - RenewableIstanbul

$30.80

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $30.80Fund rank 26/100 · Data gapFallback financials|
SA 38/D
F-Score: 1/9
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 17%

FCF escenarios

weak_data · normalized FCF $37169.00 · quality 45.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

38/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 1unknown: 3
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 0.7%, below the 5% threshold
Thesis & Journal · ARFYE.ISLocal privado en este navegador · ARFYE.IS
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

$5.6B

P/E

706.7x

↑

EV/EBITDA

84.2x

↑

ROE

0.7%

↓

Gross Margin

33.3%

↑

Debt/Equity

0.20

↓
52-Week Range$31
$21$41

TradingView lightweight chart

ARFYE.IS price, volumen y niveles de valoración

Último $29.74Periodo +38.7%
Fair value: $30.80

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2024 · 2 años de histórico normalizado

Revenue CAGR

+25.3%

FCF CAGR

—

FCF margin

-14.8%

FCF / Net income

-2.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $143.6M · net income $8.0M · FCF $-21.2M

2022-FY → 2024-FY

Gross margin

33.3%+12.2% pts

Operating margin

1.1%-14.4% pts

Net margin

5.5%+0.1% pts

FCF margin

-14.8%-14.8% pts
MetricTTM
2024
2023
2022
Income Statement
Revenue$143.6M$143.6M$272.8M$91.5M
Net Income$8.0M$8.0M$101.2M$5.0M
EBITDA$69.7M$69.7M$136.6M$21.9M
EPS0.040.040.550.03
Gross Margin33.3%33.3%49.3%21.2%
Operating Margin1.1%1.1%31.0%15.4%
Net Margin5.5%5.5%37.1%5.5%
Balance Sheet
Debt/Equity0.200.200.180.31
Current Ratio4.524.52——
Cash Flow
Free Cash Flow$-21.2M$-21.2M$38.8M$37169.00
Returns
ROE0.7%0.7%10.2%1.1%
Valuation
P/E706.73706.73——
EV/EBITDA84.2084.20——
P/B4.664.66——
Growth & Yield
Revenue Growth-47.3%-47.3%198.2%—
EPS Growth-92.1%-92.1%1921.1%—

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

297.3%

muy exigente

EPS terminal req.

$2.73

Spread vs growth

-389.4%

5Y implied EPS CAGR

137.7%

muy exigente

EPS terminal req.

$3.31

Spread vs growth

-229.8%

10Y implied EPS CAGR

61.7%

muy exigente

EPS terminal req.

$5.33

Spread vs growth

-153.8%

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 · available periodreconcilia total +38.7%

Total return

+38.7%

Start / end P/E

38.7x → 682.4x

EPS bridge

0.55 → 0.04

Residual

-1530.8%

EPS growth-92.1%
Multiple rerating+1661.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-1530.8%

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.