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BERA.IS$17.16+0.53%
Fair $17.16+0.0%

BERA.IS

Bera Holding A.S.

Industrials / ConglomeratesIstanbul

$17.16

+0.09 (+0.53%)

Fairly Valued+0.0%Fair Value $17.16Fund rank 25/100 · Data gapFallback financials|
SA 53/C
F-Score: 5/9
Margin CompressionLow 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-210.4M · quality 43.7/100

Data gap 25/100
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

53/100

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 0.6%, below the 5% threshold
Thesis & Journal · BERA.ISLocal privado en este navegador · Bera 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

$11.7B

P/E

71.5x

↑

EV/EBITDA

6.3x

↓

ROE

0.6%

↓

Gross Margin

24.3%

↓

Debt/Equity

0.04

↓
52-Week Range$17
$13$23

TradingView lightweight chart

BERA.IS price, volumen y niveles de valoración

Último $17.16Periodo +1582.4%
Fair value: $17.16

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

+8.3%

FCF CAGR

—

FCF margin

-1.1%

FCF / Net income

-1.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $19.13B · net income $164.3M · FCF $-210.4M

2022-FY → 2025-FY

Gross margin

24.3%-3.9% pts

Operating margin

11.1%-9.1% pts

Net margin

0.9%+9.3% pts

FCF margin

-1.1%-5.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$19.13B$19.13B$21.81B$18.56B$15.05B
Net Income$164.3M$164.3M$1.04B$4.31B$-1.27B
EBITDA$1.89B$1.89B$2.96B$5.14B$3.19B
EPS0.240.241.536303.00-1.85
Gross Margin24.3%24.3%22.5%22.6%28.2%
Operating Margin11.1%11.1%11.9%12.0%20.2%
Net Margin0.9%0.9%4.8%23.2%-8.4%
Balance Sheet
Debt/Equity0.040.040.090.080.13
Current Ratio2.952.95———
Cash Flow
Free Cash Flow$-210.4M$-210.4M$-710.7M$2.36B$589.1M
Returns
ROE0.6%0.6%3.5%19.9%-10.3%
Valuation
P/E71.5071.5010.260.00—
EV/EBITDA6.356.353.911.342.90
P/B0.390.390.360.360.75
Growth & Yield
Revenue Growth-12.3%-12.3%17.5%23.3%—
EPS Growth-84.3%-84.3%-100.0%340434.8%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

85.1%

muy exigente

EPS terminal req.

$1.52

Spread vs growth

-169.4%

5Y implied EPS CAGR

50.3%

muy exigente

EPS terminal req.

$1.84

Spread vs growth

-134.6%

10Y implied EPS CAGR

28.6%

muy exigente

EPS terminal req.

$2.97

Spread vs growth

-112.9%

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 +19.2%

Total return

+19.2%

Start / end P/E

9.4x → 71.5x

EPS bridge

1.53 → 0.24

Residual

-554.7%

EPS growth-84.3%
Multiple rerating+658.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-554.7%

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.