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Financial Analysis

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BRYAT.IS$2049.00+0.00%
Fair $2049.00+0.0%

BRYAT.IS

Borusan Yatirim ve Pazarlama A.S.

Basic Materials / SteelIstanbul

$2049.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2049.00Fund rank 33/100 · Data gapFallback financials|
SA 50/C
F-Score: 3/9

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 $884.7M · quality 65.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 59/100Data 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

50/100

C

Piotroski

3/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · BRYAT.ISLocal privado en este navegador · Borusan Yatirim ve Pazarlama 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

$56.4B

P/E

12.4x

↓

EV/EBITDA

9.3x

↓

ROE

13.2%

↑

Gross Margin

N/A

•

Debt/Equity

0.00

↓
52-Week Range$2049
$1640$3000

TradingView lightweight chart

BRYAT.IS price, volumen y niveles de valoración

Último $1,935Periodo +9114.3%
Fair value: $2,049

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

-30.2%

FCF CAGR

-27.9%

FCF margin

287.6%

FCF / Net income

0.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $89.7M · net income $4.64B · FCF $257.9M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

4529.6%+4447.0% pts

Net margin

5174.5%+4709.3% pts

FCF margin

287.6%+27.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$89.7M$89.7M$79.5M$165.9M$264.3M
Net Income$4.64B$4.64B$2.03B$2.27B$1.23B
EBITDA$5.64B$5.64B$2.13B$2.31B$1.25B
EPS——72.2980.6843.72
Operating Margin4529.6%4529.6%-62.3%57.1%82.6%
Net Margin5174.5%5174.5%2559.1%1367.4%465.3%
Balance Sheet
Debt/Equity0.000.00———
Current Ratio72.1372.13———
Cash Flow
Free Cash Flow$257.9M$257.9M$884.7M$1.53B$688.3M
Returns
ROE13.2%13.2%7.8%9.0%11.6%
Valuation
P/E12.4312.4328.0229.3423.89
EV/EBITDA9.309.3026.5628.4123.00
P/B1.611.612.192.652.77
Growth & Yield
Revenue Growth12.9%12.9%-52.1%-37.2%—
EPS Growth——-10.4%84.6%—
Dividend Yield8.6%8.6%———

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 +14.0%

Total return

+14.0%

Start / end P/E

n/dx → n/dx

EPS bridge

72.29 → n/d

Residual

+5.4%

EPS growthn/d
Multiple reratingn/d
Dividend+8.6%
Residual / FX / buybacks / cross-term+5.4%

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.