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BARMA.IS$60.25+0.08%
Fair $60.25+0.0%

BARMA.IS

Barem Ambalaj Sanayi ve Ticaret Anonim Sirketi

Consumer Cyclical / Packaging & ContainersIstanbul

$60.25

+0.05 (+0.08%)

Fairly Valued+0.0%Fair Value $60.25Fund rank 22/100 · Data gapFallback financials|
SA 49/C
F-Score: 5/9
Margin Compression

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 16%

FCF escenarios

weak_data · normalized FCF $-466.1M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 4/100Data 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

49/100

C

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: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · BARMA.ISLocal privado en este navegador · Barem Ambalaj Sanayi ve Ticaret 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

$15.8B

P/E

72.6x

↑

EV/EBITDA

28.8x

↑

ROE

6.7%

↑

Gross Margin

25.9%

↓

Debt/Equity

1.13

↑
52-Week Range$60
$16$63

TradingView lightweight chart

BARMA.IS price, volumen y niveles de valoración

Último $60.25Periodo +191.6%
Fair value: $60.25

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+51.3%

FCF CAGR

—

FCF margin

-64.6%

FCF / Net income

-7.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.67B · net income $223.7M · FCF $-1.73B

2021-FY → 2024-FY

Gross margin

25.9%-0.6% pts

Operating margin

10.6%-10.8% pts

Net margin

8.4%-7.5% pts

FCF margin

-64.6%-58.6% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$2.67B$2.67B$2.86B$2.85B$771.1M
Net Income$223.7M$223.7M$166.3M$209.4M$122.2M
EBITDA$674.0M$674.0M$530.0M$515.2M$195.0M
EPS0.850.850.630.800.47
Gross Margin25.9%25.9%24.5%28.0%26.5%
Operating Margin10.6%10.6%12.7%21.3%21.4%
Net Margin8.4%8.4%5.8%7.4%15.8%
Balance Sheet
Debt/Equity1.131.130.800.390.69
Current Ratio0.450.45———
Cash Flow
Free Cash Flow$-1.73B$-1.73B$-466.1M$-34.4M$-46.3M
Returns
ROE6.7%6.7%6.0%11.7%38.7%
Valuation
P/E72.5972.59———
EV/EBITDA28.8428.84———
P/B4.754.75———
Growth & Yield
Revenue Growth-6.6%-6.6%0.4%269.2%—
EPS Growth34.6%34.6%-20.6%71.4%—

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

84.4%

muy exigente

EPS terminal req.

$5.35

Spread vs growth

-49.8%

5Y implied EPS CAGR

50.0%

muy exigente

EPS terminal req.

$6.47

Spread vs growth

-15.4%

10Y implied EPS CAGR

28.5%

muy exigente

EPS terminal req.

$10.42

Spread vs growth

6.1%

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 +250.7%

Total return

+250.7%

Start / end P/E

27.1x → 70.7x

EPS bridge

0.63 → 0.85

Residual

+55.5%

EPS growth+34.6%
Multiple rerating+160.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term+55.5%

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.