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v0.1
BRKSN.IS$8.51+0.12%
Fair $8.51+0.0%

BRKSN.IS

Berkosan Yalitim Ve Tecrit Maddeleri Üretim Ve Ticaret A.S.

Industrials / ConglomeratesIstanbul

$8.51

+0.01 (+0.12%)

Fairly Valued+0.0%Fair Value $8.51Fund rank 30/100 · Data gapFallback financials|
SA 48/C
F-Score: 7/9
Low 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 20%

FCF escenarios

weak_data · normalized FCF $1.2M · quality 55.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

48/100

C

Piotroski

7/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 2.5%, below the 5% threshold
Thesis & Journal · BRKSN.ISLocal privado en este navegador · Berkosan Yalitim Ve Tecrit Maddeleri Üretim 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

$797M

P/E

25.8x

↑

EV/EBITDA

4.3x

↓

ROE

2.5%

↓

Gross Margin

37.0%

↑

Debt/Equity

0.05

↓
52-Week Range$9
$6$11

TradingView lightweight chart

BRKSN.IS price, volumen y niveles de valoración

Último $8.510Periodo +1243.7%
Fair value: $8.510

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

+14.4%

FCF CAGR

—

FCF margin

8.1%

FCF / Net income

3.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $810.0M · net income $19.6M · FCF $65.7M

2022-FY → 2025-FY

Gross margin

37.0%+10.4% pts

Operating margin

10.4%+5.8% pts

Net margin

2.4%+3.1% pts

FCF margin

8.1%+12.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$810.0M$810.0M$869.5M$812.7M$540.3M
Net Income$19.6M$19.6M$-9.7M$101.9M$-3.9M
EBITDA$126.5M$126.5M$76.5M$149.1M$49.4M
EPS0.290.29-0.101.10-0.04
Gross Margin37.0%37.0%34.8%37.4%26.7%
Operating Margin10.4%10.4%9.4%15.1%4.6%
Net Margin2.4%2.4%-1.1%12.5%-0.7%
Balance Sheet
Debt/Equity0.050.050.070.120.46
Current Ratio3.093.09———
Cash Flow
Free Cash Flow$65.7M$65.7M$-38.6M$1.2M$-22.4M
Returns
ROE2.5%2.5%-1.4%18.7%-1.7%
Valuation
P/E25.7925.79—7.24—
EV/EBITDA4.264.2610.444.988.55
P/B0.730.731.131.351.46
Growth & Yield
Revenue Growth-6.9%-6.9%7.0%50.4%—
EPS Growth379.7%379.7%-109.4%2782.6%—
Dividend Yield1.4%1.4%———

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

37.6%

muy exigente

EPS terminal req.

$0.76

Spread vs growth

342.2%

5Y implied EPS CAGR

25.8%

muy exigente

EPS terminal req.

$0.91

Spread vs growth

353.9%

10Y implied EPS CAGR

17.6%

exigente

EPS terminal req.

$1.47

Spread vs growth

362.1%

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 +23.5%

Total return

+23.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.10 → 0.29

Residual

+22.1%

EPS growthn/d
Multiple reratingn/d
Dividend+1.4%
Residual / FX / buybacks / cross-term+22.1%

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.