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BEYAZ.IS$29.46+0.34%
Fair $29.46+0.0%

BEYAZ.IS

Beyaz Filo Oto Kiralama A.S.

Industrials / Rental & Leasing ServicesIstanbul

$29.46

+0.10 (+0.34%)

Fairly Valued+0.0%Fair Value $29.46Fund rank 33/100 · Data gapFallback financials|
SA 52/C
F-Score: 6/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $787.5M · quality 59.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data 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

52/100

C

Piotroski

6/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · BEYAZ.ISLocal privado en este navegador · Beyaz Filo Oto Kiralama 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

$2.9B

P/E

22.2x

↑

EV/EBITDA

6.0x

↓

ROE

9.9%

↑

Gross Margin

3.7%

↓

Debt/Equity

0.36

↑
52-Week Range$29
$19$44

TradingView lightweight chart

BEYAZ.IS price, volumen y niveles de valoración

Último $29.46Periodo +1745.4%
Fair value: $29.46

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

+52.6%

FCF CAGR

+350.6%

FCF margin

1.3%

FCF / Net income

1.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.21B · net income $132.3M · FCF $259.3M

2022-FY → 2025-FY

Gross margin

3.7%-0.6% pts

Operating margin

2.0%-0.5% pts

Net margin

0.7%+0.3% pts

FCF margin

1.3%+1.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$20.21B$20.21B$19.84B$15.06B$5.68B
Net Income$132.3M$132.3M$-49.5M$145.9M$22.9M
EBITDA$357.8M$357.8M$142.7M$376.9M$77.1M
EPS1.331.33-0.501.460.23
Gross Margin3.7%3.7%2.3%4.7%4.3%
Operating Margin2.0%2.0%-0.0%2.7%2.4%
Net Margin0.7%0.7%-0.2%1.0%0.4%
Balance Sheet
Debt/Equity0.360.360.060.340.57
Current Ratio1.031.03———
Cash Flow
Free Cash Flow$259.3M$259.3M$794.2M$787.5M$2.8M
Returns
ROE9.9%9.9%-4.1%14.8%3.7%
Valuation
P/E22.2022.20—14.07103.22
EV/EBITDA6.006.0012.374.4230.61
P/B2.202.202.182.093.81
Growth & Yield
Revenue Growth1.9%1.9%31.7%165.0%—
EPS Growth367.0%367.0%-133.9%536.6%—
Dividend Yield1.0%1.0%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

25.4%

muy exigente

EPS terminal req.

$2.61

Spread vs growth

341.6%

5Y implied EPS CAGR

19.0%

exigente

EPS terminal req.

$3.16

Spread vs growth

348.0%

10Y implied EPS CAGR

14.4%

razonable

EPS terminal req.

$5.09

Spread vs growth

352.6%

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 +46.2%

Total return

+46.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.50 → 1.33

Residual

+45.1%

EPS growthn/d
Multiple reratingn/d
Dividend+1.0%
Residual / FX / buybacks / cross-term+45.1%

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.