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AVGYO.IS$12.24+0.00%
Fair $12.24+0.0%

AVGYO.IS

Avrasya Gayrimenkul Yatirim Ortakligi Anonim Sirketi

Real Estate / REIT - SpecialtyIstanbul

$12.24

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $12.24Fund rank 27/100 · Data gapFallback financials|
SA 26/D
F-Score: 3/9
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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 13.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 44/100Data 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

26/100

D

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is -1.5%, below the 5% threshold
Thesis & Journal · AVGYO.ISLocal privado en este navegador · Avrasya Gayrimenkul Yatirim Ortakligi 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

$1.4B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-1.5%

↓

Gross Margin

95.2%

↑

Debt/Equity

N/A

•
52-Week Range$12
$8$20

TradingView lightweight chart

AVGYO.IS price, volumen y niveles de valoración

Último $11.98Periodo +424.6%
Fair value: $12.24

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

+25.4%

FCF CAGR

—

FCF margin

103.4%

FCF / Net income

-2.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $77.3M · net income $-31.9M · FCF $79.9M

2022-FY → 2025-FY

Gross margin

95.2%+8.9% pts

Operating margin

132.9%+2.2% pts

Net margin

-41.3%-355.7% pts

FCF margin

103.4%+109.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$77.3M$77.3M$320.9M$44.2M$39.2M
Net Income$-31.9M$-31.9M$130.9M$22.6M$123.4M
EBITDA$-14.2M$-14.2M$239.4M$24.4M$125.4M
EPS-0.29-0.291.170.201.11
Gross Margin95.2%95.2%32.5%96.6%86.3%
Operating Margin132.9%132.9%40.8%60.2%130.8%
Net Margin-41.3%-41.3%40.8%51.2%314.5%
Balance Sheet
Current Ratio2.832.83———
Cash Flow
Free Cash Flow$79.9M$79.9M$127.8M$26.9M$-2.3M
Returns
ROE-1.5%-1.5%4.9%1.4%11.3%
Valuation
P/E——7.2749.423.65
EV/EBITDA——3.7445.373.56
P/B0.660.660.360.700.41
Growth & Yield
Revenue Growth-75.9%-75.9%626.3%12.6%—
EPS Growth-124.4%-124.4%478.6%-81.7%—

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 +40.0%

Total return

+40.0%

Start / end P/E

n/dx → n/dx

EPS bridge

1.17 → -0.29

Residual

+40.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+40.0%

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.