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GENKM.IS$14.52+2.47%
Fair $14.52+0.0%

GENKM.IS

Gentas Kimya Sanayi ve Ticaret Pazarlama A.S.

Basic Materials / Specialty ChemicalsIstanbul

$14.52

+0.35 (+2.47%)

Fairly Valued+0.0%Fair Value $14.52Fund rank 35/100 · Data gapFallback financials|
SA 35/D
F-Score: 2/9
Declining RevenueLow 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $972.9M · quality 69.3/100

Data gap 35/100
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

35/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 2unknown: 3
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. Revenue has declined for 2 consecutive years ROE is 2.7%, below the 5% threshold
Thesis & Journal · GENKM.ISLocal privado en este navegador · Gentas Kimya Sanayi ve Ticaret 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

$8.8B

P/E

41.5x

↑

EV/EBITDA

19.6x

↑

ROE

2.7%

↑

Gross Margin

19.4%

↓

Debt/Equity

0.14

↓
52-Week Range$15
$12$18

TradingView lightweight chart

GENKM.IS price, volumen y niveles de valoración

Último $14.52Periodo +9.1%
Fair value: $14.52

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2024 · 2 años de histórico normalizado

Revenue CAGR

-20.9%

FCF CAGR

-68.5%

FCF margin

2.0%

FCF / Net income

0.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.76B · net income $127.2M · FCF $96.6M

2022-FY → 2024-FY

Gross margin

19.4%+3.5% pts

Operating margin

11.1%-0.6% pts

Net margin

2.7%+2.0% pts

FCF margin

2.0%-10.8% pts
MetricTTM
2024
2023
2022
Income Statement
Revenue$4.76B$4.76B$5.43B$7.60B
Net Income$127.2M$127.2M$194.6M$48.4M
EBITDA$461.0M$461.0M$411.6M$736.6M
EPS0.210.210.320.08
Gross Margin19.4%19.4%19.4%15.9%
Operating Margin11.1%11.1%11.4%11.7%
Net Margin2.7%2.7%3.6%0.6%
Balance Sheet
Debt/Equity0.140.140.070.33
Current Ratio1.901.90——
Cash Flow
Free Cash Flow$96.6M$96.6M$1.10B$972.9M
Returns
ROE2.7%2.7%4.3%1.5%
Valuation
P/E41.4941.49——
EV/EBITDA19.6219.62——
P/B1.841.84——
Growth & Yield
Revenue Growth-12.5%-12.5%-28.5%—
EPS Growth-34.6%-34.6%302.1%—
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

83.4%

muy exigente

EPS terminal req.

$1.29

Spread vs growth

-118.0%

5Y implied EPS CAGR

49.5%

muy exigente

EPS terminal req.

$1.56

Spread vs growth

-84.1%

10Y implied EPS CAGR

28.2%

muy exigente

EPS terminal req.

$2.51

Spread vs growth

-62.8%

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 · available periodreconcilia total +10.5%

Total return

+10.5%

Start / end P/E

41.7x → 69.5x

EPS bridge

0.32 → 0.21

Residual

-23.1%

EPS growth-34.6%
Multiple rerating+66.9%
Dividend+1.5%
Residual / FX / buybacks / cross-term-23.1%

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.