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CIMSA.IS$51.75+1.17%
Fair $51.75+0.0%

CIMSA.IS

Çimsa Çimento Sanayi ve Ticaret A.S.

Basic Materials / Building MaterialsIstanbul

$51.75

+0.60 (+1.17%)

Fairly Valued+0.0%Fair Value $51.75Fund rank 26/100 · Data gapFallback financials|
SA 46/C
F-Score: 4/9

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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $82.2M · quality 37.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

46/100

C

Piotroski

4/9

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 · CIMSA.ISLocal privado en este navegador · Çimsa Çimento 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

$48.9B

P/E

14.5x

↓

EV/EBITDA

6.3x

↓

ROE

9.3%

↑

Gross Margin

19.6%

↓

Debt/Equity

0.88

↑
52-Week Range$52
$41$60

TradingView lightweight chart

CIMSA.IS price, volumen y niveles de valoración

Último $51.75Periodo +16201.3%
Fair value: $51.75

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

-66.6%

FCF margin

0.2%

FCF / Net income

0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $45.91B · net income $3.10B · FCF $82.2M

2022-FY → 2025-FY

Gross margin

19.6%+8.2% pts

Operating margin

9.7%+4.3% pts

Net margin

6.8%-12.8% pts

FCF margin

0.2%-10.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$45.91B$45.91B$36.85B$29.60B$20.82B
Net Income$3.10B$3.10B$3.52B$3.60B$4.08B
EBITDA$10.78B$10.78B$10.37B$7.55B$5.13B
EPS3.283.283.723.804.31
Gross Margin19.6%19.6%21.5%19.7%11.4%
Operating Margin9.7%9.7%11.3%12.1%5.4%
Net Margin6.8%6.8%9.5%12.1%19.6%
Balance Sheet
Debt/Equity0.880.880.870.470.62
Current Ratio0.960.96———
Cash Flow
Free Cash Flow$82.2M$82.2M$3.34B$-1.49B$2.20B
Returns
ROE9.3%9.3%10.9%13.4%25.7%
Valuation
P/E14.4614.4612.707.543.22
EV/EBITDA6.356.356.054.033.14
P/B1.471.471.381.010.83
Growth & Yield
Revenue Growth24.6%24.6%24.5%42.2%—
EPS Growth-11.8%-11.8%-2.1%-11.8%—
Dividend Yield1.5%1.5%———

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

11.9%

razonable

EPS terminal req.

$4.59

Spread vs growth

-23.7%

5Y implied EPS CAGR

11.1%

razonable

EPS terminal req.

$5.56

Spread vs growth

-22.9%

10Y implied EPS CAGR

10.6%

razonable

EPS terminal req.

$8.95

Spread vs growth

-22.4%

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 +4.7%

Total return

+4.7%

Start / end P/E

13.5x → 15.8x

EPS bridge

3.72 → 3.28

Residual

-2.0%

EPS growth-11.8%
Multiple rerating+17.1%
Dividend+1.5%
Residual / FX / buybacks / cross-term-2.0%

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.