StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
DERHL.IS$14.26-7.52%
Fair $14.26+0.0%

DERHL.IS

Derluks Yatirim Holding Anonim Sirketi

Consumer Cyclical / Apparel ManufacturingIstanbul

$14.26

-1.16 (-7.52%)

Fairly Valued+0.0%Fair Value $14.26Fund rank 19/100 · Data gapFallback financials|
SA 35/D
F-Score: 2/9
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 14%

FCF escenarios

weak_data · normalized FCF $-291.6M · quality 25.7/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

35/100

D

Piotroski

2/9

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 0.5%, below the 5% threshold
Thesis & Journal · DERHL.ISLocal privado en este navegador · Derluks Yatirim Holding Anonim Sirketi
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

$2.8B

P/E

310.0x

↑

EV/EBITDA

7.5x

↓

ROE

0.5%

↓

Gross Margin

24.8%

↓

Debt/Equity

1.28

↑
52-Week Range$14
$13$58

TradingView lightweight chart

DERHL.IS price, volumen y niveles de valoración

Último $14.26Periodo +2960.4%
Fair value: $14.26

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

+36.9%

FCF CAGR

—

FCF margin

-6.7%

FCF / Net income

-31.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.33B · net income $9.2M · FCF $-291.6M

2022-FY → 2025-FY

Gross margin

24.8%+10.8% pts

Operating margin

14.1%+7.0% pts

Net margin

0.2%-3.1% pts

FCF margin

-6.7%-11.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.33B$4.33B$4.03B$2.58B$1.69B
Net Income$9.2M$9.2M$33.6M$106.8M$56.1M
EBITDA$652.4M$652.4M$316.4M$431.3M$422.7M
EPS0.050.050.170.710.75
Gross Margin24.8%24.8%15.8%16.6%14.0%
Operating Margin14.1%14.1%7.2%7.7%7.1%
Net Margin0.2%0.2%0.8%4.1%3.3%
Balance Sheet
Debt/Equity1.281.280.911.131.74
Current Ratio1.411.41———
Cash Flow
Free Cash Flow$-291.6M$-291.6M$-707.0M$-128.4M$73.2M
Returns
ROE0.5%0.5%2.0%8.6%15.8%
Valuation
P/E310.00310.00101.5312.364.61
EV/EBITDA7.477.4715.215.982.45
P/B1.651.652.041.071.41
Growth & Yield
Revenue Growth7.4%7.4%56.1%52.9%—
EPS Growth-72.9%-72.9%-76.1%-4.8%—

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

201.9%

muy exigente

EPS terminal req.

$1.27

Spread vs growth

-274.8%

5Y implied EPS CAGR

101.6%

muy exigente

EPS terminal req.

$1.53

Spread vs growth

-174.5%

10Y implied EPS CAGR

48.9%

muy exigente

EPS terminal req.

$2.47

Spread vs growth

-121.8%

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 -67.8%

Total return

-67.8%

Start / end P/E

260.1x → 310.0x

EPS bridge

0.17 → 0.05

Residual

-14.0%

EPS growth-72.9%
Multiple rerating+19.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-14.0%

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.