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DOHOL.IS$23.46+4.27%
Fair $23.46+0.0%

DOHOL.IS

Dogan Sirketler Grubu Holding A.S.

Industrials / ConglomeratesIstanbul

$23.46

+0.96 (+4.27%)

Fairly Valued+0.0%Fair Value $23.46Fund rank 30/100 · Data gapFallback financials|
SA 56/C
F-Score: 5/9
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 19%

FCF escenarios

weak_data · normalized FCF $16.8B · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

56/100

C

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: 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 2.1%, below the 5% threshold
Thesis & Journal · DOHOL.ISLocal privado en este navegador · Dogan Sirketler Grubu Holding 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

$60.4B

P/E

21.5x

↑

EV/EBITDA

5.4x

↓

ROE

2.1%

↓

Gross Margin

18.1%

↓

Debt/Equity

0.41

↑
52-Week Range$23
$14$25

TradingView lightweight chart

DOHOL.IS price, volumen y niveles de valoración

Último $23.46Periodo +952.4%
Fair value: $23.46

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

+46.8%

FCF CAGR

—

FCF margin

17.9%

FCF / Net income

9.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $93.68B · net income $1.79B · FCF $16.77B

2022-FY → 2025-FY

Gross margin

18.1%+1.5% pts

Operating margin

4.2%+0.5% pts

Net margin

1.9%+1.1% pts

FCF margin

17.9%+76.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$93.68B$93.68B$104.89B$75.71B$29.61B
Net Income$1.79B$1.79B$5.65B$-210.2M$232.1M
EBITDA$16.38B$16.38B$17.71B$10.94B$4.08B
EPS0.700.702.16-0.080.09
Gross Margin18.1%18.1%12.8%18.0%16.6%
Operating Margin4.2%4.2%0.1%8.0%3.7%
Net Margin1.9%1.9%5.4%-0.3%0.8%
Balance Sheet
Debt/Equity0.410.410.480.430.48
Current Ratio1.611.61———
Cash Flow
Free Cash Flow$16.77B$16.77B$25.42B$-3.94B$-17.46B
Returns
ROE2.1%2.1%6.8%-0.3%0.6%
Valuation
P/E21.5221.526.95—120.42
EV/EBITDA5.355.352.563.988.82
P/B0.720.720.470.440.68
Growth & Yield
Revenue Growth-10.7%-10.7%38.5%155.7%—
EPS Growth-67.8%-67.8%2765.9%-190.4%—
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

44.1%

muy exigente

EPS terminal req.

$2.08

Spread vs growth

-111.8%

5Y implied EPS CAGR

29.3%

muy exigente

EPS terminal req.

$2.52

Spread vs growth

-97.1%

10Y implied EPS CAGR

19.3%

exigente

EPS terminal req.

$4.06

Spread vs growth

-87.0%

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 +57.8%

Total return

+57.8%

Start / end P/E

6.9x → 33.7x

EPS bridge

2.16 → 0.70

Residual

-260.8%

EPS growth-67.8%
Multiple rerating+385.0%
Dividend+1.4%
Residual / FX / buybacks / cross-term-260.8%

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.