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AVHOL.IS$44.18+2.13%
Fair $44.18+0.0%

AVHOL.IS

Avrupa Yatirim Holding A.S.

Financial Services / Asset ManagementIstanbul

$44.18

+0.92 (+2.13%)

Fairly Valued+0.0%Fair Value $44.18Fund rank 28/100 · Data gapFallback financials|
SA 65/B
F-Score: 5/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 52.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

65/100

B

Piotroski

5/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · AVHOL.ISLocal privado en este navegador · Avrupa Yatirim Holding 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

$1.6B

P/E

490.9x

↑

EV/EBITDA

3.0x

↓

ROE

29.6%

↑

Gross Margin

-4.4%

↓

Debt/Equity

0.18

↓
52-Week Range$44
$34$57

TradingView lightweight chart

AVHOL.IS price, volumen y niveles de valoración

Último $44.18Periodo +1466.7%
Fair value: $44.18

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

+31.2%

FCF CAGR

—

FCF margin

53.7%

FCF / Net income

0.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $430.3M · net income $325.6M · FCF $231.0M

2022-FY → 2025-FY

Gross margin

-4.4%-8.5% pts

Operating margin

-18.4%-14.5% pts

Net margin

75.7%+99.5% pts

FCF margin

53.7%+61.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$430.3M$430.3M$787.0M$377.6M$190.6M
Net Income$325.6M$325.6M$106.2M$63.7M$-45.3M
EBITDA$610.6M$610.6M$127.9M$134.3M$-466243.00
EPS0.090.090.031.710.08
Gross Margin-4.4%-4.4%6.4%2.1%4.1%
Operating Margin-18.4%-18.4%1.7%0.2%-3.9%
Net Margin75.7%75.7%13.5%16.9%-23.8%
Balance Sheet
Debt/Equity0.180.180.320.080.18
Current Ratio1.151.15———
Cash Flow
Free Cash Flow$231.0M$231.0M$-13.5M$32.7M$-15.1M
Returns
ROE29.6%29.6%13.7%12.3%-11.8%
Valuation
P/E490.89490.891176.6717.29157.86
EV/EBITDA3.013.0112.078.38—
P/B1.501.501.702.131.29
Growth & Yield
Revenue Growth-45.3%-45.3%108.4%98.1%—
EPS Growth200.0%200.0%-98.2%1935.7%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

251.8%

muy exigente

EPS terminal req.

$3.92

Spread vs growth

-51.8%

5Y implied EPS CAGR

121.0%

muy exigente

EPS terminal req.

$4.74

Spread vs growth

79.0%

10Y implied EPS CAGR

55.9%

muy exigente

EPS terminal req.

$7.64

Spread vs growth

144.1%

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 +7.1%

Total return

+7.1%

Start / end P/E

1374.7x → 490.9x

EPS bridge

0.03 → 0.09

Residual

-128.6%

EPS growth+200.0%
Multiple rerating-64.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-128.6%

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.