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GESAN.IS$78.10+10.00%
Fair $78.10+0.0%

GESAN.IS

Girisim Elektrik Sanayi Taahhüt ve Ticaret A.S.

Industrials / Engineering & ConstructionIstanbul

$78.10

+7.10 (+10.00%)

Fairly Valued+0.0%Fair Value $78.10Fund rank 25/100 · Data gapFallback financials|
SA 62/B
F-Score: 1/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-2.7B · quality 50.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

62/100

B

Piotroski

1/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · GESAN.ISLocal privado en este navegador · Girisim Elektrik Sanayi Taahhüt 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

$35.9B

P/E

33.7x

↑

EV/EBITDA

17.8x

↑

ROE

6.6%

↑

Gross Margin

23.8%

↓

Debt/Equity

0.30

↓
52-Week Range$78
$38$80

TradingView lightweight chart

GESAN.IS price, volumen y niveles de valoración

Último $78.10Periodo +1570.6%
Fair value: $78.10

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

+39.9%

FCF CAGR

—

FCF margin

-12.9%

FCF / Net income

-2.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.60B · net income $903.4M · FCF $-2.67B

2022-FY → 2025-FY

Gross margin

23.8%-1.7% pts

Operating margin

15.4%-6.1% pts

Net margin

4.4%-4.3% pts

FCF margin

-12.9%-12.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$20.60B$20.60B$19.88B$15.09B$7.52B
Net Income$903.4M$903.4M$1.76B$992.1M$650.5M
EBITDA$2.21B$2.21B$3.89B$3.16B$1.44B
EPS1.961.963.832.161.41
Gross Margin23.8%23.8%27.4%36.4%25.5%
Operating Margin15.4%15.4%25.9%31.2%21.4%
Net Margin4.4%4.4%8.9%6.6%8.7%
Balance Sheet
Debt/Equity0.300.300.140.190.35
Current Ratio2.382.38———
Cash Flow
Free Cash Flow$-2.67B$-2.67B$-957.3M$-4.05B$-54.6M
Returns
ROE6.6%6.6%13.8%11.1%16.9%
Valuation
P/E33.6633.6612.8231.6236.86
EV/EBITDA17.8217.826.1110.1916.98
P/B2.632.631.773.506.22
Growth & Yield
Revenue Growth3.6%3.6%31.7%100.8%—
EPS Growth-48.8%-48.8%77.3%52.8%—

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

52.3%

muy exigente

EPS terminal req.

$6.93

Spread vs growth

-101.2%

5Y implied EPS CAGR

33.7%

muy exigente

EPS terminal req.

$8.39

Spread vs growth

-82.6%

10Y implied EPS CAGR

21.3%

exigente

EPS terminal req.

$13.50

Spread vs growth

-70.1%

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 +89.6%

Total return

+89.6%

Start / end P/E

10.8x → 39.8x

EPS bridge

3.83 → 1.96

Residual

-132.0%

EPS growth-48.8%
Multiple rerating+270.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-132.0%

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.