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ARMGD.IS$126.20+0.00%
Fair $126.20+0.0%

ARMGD.IS

ARMGD.IS

Consumer Defensive / Packaged FoodsIstanbul

$126.20

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $126.20Fund rank 20/100 · Data gapFallback financials|
SA 48/C
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 15%

FCF escenarios

weak_data · normalized FCF $-2.9B · quality 32.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

48/100

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: 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 · ARMGD.ISLocal privado en este navegador · ARMGD.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

$33.3B

P/E

48.4x

↑

EV/EBITDA

21.1x

↑

ROE

11.5%

↑

Gross Margin

17.8%

↓

Debt/Equity

1.23

↑
52-Week Range$126
$31$158

TradingView lightweight chart

ARMGD.IS price, volumen y niveles de valoración

Último $131.30Periodo +228.1%
Fair value: $126.20

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

+16.0%

FCF CAGR

—

FCF margin

-23.7%

FCF / Net income

-4.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.16B · net income $689.6M · FCF $-2.88B

2022-FY → 2025-FY

Gross margin

17.8%+7.7% pts

Operating margin

11.4%+6.2% pts

Net margin

5.7%+5.4% pts

FCF margin

-23.7%-21.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.16B$12.16B$9.89B$6.26B$7.79B
Net Income$689.6M$689.6M$1.06B$465.3M$18.9M
EBITDA$1.91B$1.91B$2.21B$602.2M$446.8M
EPS——4.011.760.07
Gross Margin17.8%17.8%17.3%11.1%10.1%
Operating Margin11.4%11.4%9.2%7.3%5.2%
Net Margin5.7%5.7%10.7%7.4%0.2%
Balance Sheet
Debt/Equity1.231.231.091.712.32
Current Ratio1.481.48———
Cash Flow
Free Cash Flow$-2.88B$-2.88B$-4.34B$-402.1M$-143.8M
Returns
ROE11.5%11.5%19.2%28.1%1.3%
Valuation
P/E48.3548.359.61——
EV/EBITDA21.1221.126.99——
P/B5.555.551.85——
Growth & Yield
Revenue Growth22.9%22.9%57.9%-19.6%—
EPS Growth——127.5%2356.8%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +281.5%

Total return

+281.5%

Start / end P/E

n/dx → n/dx

EPS bridge

4.01 → n/d

Residual

+281.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+281.5%

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.