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v0.1
GRTHO.IS$215.90+1.41%
Fair $215.90+0.0%

GRTHO.IS

GRAINTURK Holding A.S.

Consumer Defensive / Farm ProductsIstanbul

$215.90

+3.00 (+1.41%)

Fairly Valued+0.0%Fair Value $215.90Fund rank 26/100 · Data gapFallback financials|
SA 54/C
F-Score: 7/9

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 18%

FCF escenarios

weak_data · normalized FCF $11.2M · quality 44.3/100

Data gap 26/100
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

54/100

C

Piotroski

7/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · GRTHO.ISLocal privado en este navegador · GRAINTURK 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

$27.0B

P/E

15.1x

↑

EV/EBITDA

11.3x

↑

ROE

19.9%

↑

Gross Margin

12.6%

↓

Debt/Equity

0.02

↓
52-Week Range$216
$202$694

TradingView lightweight chart

GRTHO.IS price, volumen y niveles de valoración

Último $215.90Periodo +207.8%
Fair value: $215.90

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

+79.1%

FCF CAGR

—

FCF margin

17.0%

FCF / Net income

0.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.27B · net income $1.80B · FCF $1.24B

2022-FY → 2025-FY

Gross margin

12.6%-21.7% pts

Operating margin

9.3%-21.5% pts

Net margin

24.7%-19.2% pts

FCF margin

17.0%+27.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.27B$7.27B$4.55B$3.28B$1.27B
Net Income$1.80B$1.80B$1.09B$737.0M$555.9M
EBITDA$2.31B$2.31B$1.47B$929.8M$583.9M
EPS14.3714.376.965.904.45
Gross Margin12.6%12.6%19.6%21.1%34.3%
Operating Margin9.3%9.3%14.3%13.1%30.8%
Net Margin24.7%24.7%24.0%22.5%43.9%
Balance Sheet
Debt/Equity0.020.020.080.040.10
Current Ratio3.253.25———
Cash Flow
Free Cash Flow$1.24B$1.24B$11.2M$-428.4M$-130.3M
Returns
ROE19.9%19.9%16.3%17.7%24.0%
Valuation
P/E15.0915.0921.91——
EV/EBITDA11.3111.3113.35——
P/B2.992.992.84——
Growth & Yield
Revenue Growth59.8%59.8%38.7%159.4%—
EPS Growth106.5%106.5%18.0%32.7%—
Dividend Yield0.4%0.4%———

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

10.1%

razonable

EPS terminal req.

$19.16

Spread vs growth

96.4%

5Y implied EPS CAGR

10.0%

razonable

EPS terminal req.

$23.18

Spread vs growth

96.4%

10Y implied EPS CAGR

10.0%

razonable

EPS terminal req.

$37.33

Spread vs growth

96.4%

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 -37.9%

Total return

-37.9%

Start / end P/E

50.3x → 15.0x

EPS bridge

6.96 → 14.37

Residual

-74.6%

EPS growth+106.5%
Multiple rerating-70.1%
Dividend+0.4%
Residual / FX / buybacks / cross-term-74.6%

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.