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v0.1
BMSTL.IS$81.35-0.25%
Fair $81.35+0.0%

BMSTL.IS

Bms Birlesik Metal Sanayi ve Ticaret A.S.

Basic Materials / SteelIstanbul

$81.35

-0.20 (-0.25%)

Fairly Valued+0.0%Fair Value $81.35Fund rank 23/100 · Data gapFallback financials|
SA 36/D
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 17%

FCF escenarios

weak_data · normalized FCF $-242.1M · quality 42.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

36/100

D

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Operating margin has declined for 3 consecutive years ROE is -4.8%, below the 5% threshold
Thesis & Journal · BMSTL.ISLocal privado en este navegador · Bms Birlesik Metal 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

$12.2B

P/E

N/A

•

EV/EBITDA

105.7x

↑

ROE

-4.8%

↓

Gross Margin

17.4%

↓

Debt/Equity

0.53

↑
52-Week Range$81
$40$132

TradingView lightweight chart

BMSTL.IS price, volumen y niveles de valoración

Último $81.35Periodo +1635.5%
Fair value: $81.35

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

+30.7%

FCF CAGR

—

FCF margin

5.5%

FCF / Net income

-1.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.49B · net income $-70.3M · FCF $135.9M

2022-FY → 2025-FY

Gross margin

17.4%-4.2% pts

Operating margin

3.2%-8.7% pts

Net margin

-2.8%-13.9% pts

FCF margin

5.5%+12.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.49B$2.49B$1.79B$1.38B$1.11B
Net Income$-70.3M$-70.3M$-11.1M$16.9M$123.3M
EBITDA$119.5M$119.5M$140.0M$109.4M$174.1M
EPS——-0.070.231.65
Gross Margin17.4%17.4%16.6%17.5%21.7%
Operating Margin3.2%3.2%4.3%7.3%12.0%
Net Margin-2.8%-2.8%-0.6%1.2%11.1%
Balance Sheet
Debt/Equity0.530.530.610.450.55
Current Ratio1.181.18———
Cash Flow
Free Cash Flow$135.9M$135.9M$-340.8M$-242.1M$-81.1M
Returns
ROE-4.8%-4.8%-1.0%1.8%20.5%
Valuation
P/E———66.026.31
EV/EBITDA105.65105.6535.5313.295.77
P/B8.418.413.821.181.30
Growth & Yield
Revenue Growth38.9%38.9%29.7%24.0%—
EPS Growth——-130.4%-86.0%—

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 +39.1%

Total return

+39.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.07 → n/d

Residual

+39.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+39.1%

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.