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v0.1
BALAT.IS$71.95-0.07%
Fair $71.95+0.0%

BALAT.IS

Balatacilar Balatacilik Sanayi Ve Ticaret A.S.

Consumer Cyclical / Auto PartsIstanbul

$71.95

-0.05 (-0.07%)

Fairly Valued+0.0%Fair Value $71.95Fund rank 21/100 · Data gapFallback financials|
SA 21/D
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 $-15.5M · quality 30.3/100

Data gap 21/100
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

21/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 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.
Thesis & Journal · BALAT.ISLocal privado en este navegador · Balatacilar Balatacilik 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

$2.0B

P/E

36.0x

↑

EV/EBITDA

121.4x

↑

ROE

44.6%

↑

Gross Margin

-49.0%

↓

Debt/Equity

N/A

•
52-Week Range$72
$47$125

TradingView lightweight chart

BALAT.IS price, volumen y niveles de valoración

Último $71.95Periodo -65.6%
Fair value: $71.95

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2023 · 2 años de histórico normalizado

Revenue CAGR

+80.1%

FCF CAGR

—

FCF margin

-104.8%

FCF / Net income

-0.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.8M · net income $28.1M · FCF $-15.5M

2021-FY → 2023-FY

Gross margin

-49.0%-66.6% pts

Operating margin

-119.7%+124.0% pts

Net margin

190.6%+440.3% pts

FCF margin

-104.8%+240.1% pts
MetricTTM
2023
2022
2021
Income Statement
Revenue$14.8M$14.8M$11.0M$4.6M
Net Income$28.1M$28.1M$-1.8M$-11.4M
EBITDA$16.5M$16.5M$10.6M$-9.7M
EPS——-0.13-0.42
Gross Margin-49.0%-49.0%-9.5%17.6%
Operating Margin-119.7%-119.7%-106.1%-243.7%
Net Margin190.6%190.6%-16.4%-249.8%
Balance Sheet
Current Ratio1.291.29——
Cash Flow
Free Cash Flow$-15.5M$-15.5M$1.5M$-15.7M
Returns
ROE44.6%44.6%-12.6%-110.2%
Valuation
P/E35.9835.98——
EV/EBITDA121.38121.3826.26—
P/B31.6531.6519.7323.31
Growth & Yield
Revenue Growth34.4%34.4%141.3%—
EPS Growth——69.0%—

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 +47.4%

Total return

+47.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.13 → n/d

Residual

+47.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+47.4%

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.