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v0.1
IDGYO.IS$4.56+2.47%
Fair $4.56+0.0%

IDGYO.IS

Idealist Gayrimenkul Yatirim Ortakligi A.S.

Real Estate / REIT - ResidentialIstanbul

$4.56

+0.11 (+2.47%)

Fairly Valued+0.0%Fair Value $4.56Fund rank 24/100 · Data gapFallback financials|
SA 60/B
F-Score: 6/9

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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 22.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

60/100

B

Piotroski

6/9

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 NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · IDGYO.ISLocal privado en este navegador · Idealist Gayrimenkul Yatirim Ortakligi 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

$684M

P/E

8.8x

↓

EV/EBITDA

6.3x

↓

ROE

14.4%

↑

Gross Margin

-21.3%

↓

Debt/Equity

0.61

↓
52-Week Range$5
$2$5

TradingView lightweight chart

IDGYO.IS price, volumen y niveles de valoración

Último $4.560Periodo +1156.4%
Fair value: $4.560

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

+135.2%

FCF CAGR

—

FCF margin

-18.3%

FCF / Net income

-0.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $26.5M · net income $58.5M · FCF $-4.9M

2022-FY → 2025-FY

Gross margin

-21.3%-121.3% pts

Operating margin

-103.5%+145.4% pts

Net margin

220.5%-1088.1% pts

FCF margin

-18.3%+1612.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$26.5M$26.5M$109.6M$20.1M$2.0M
Net Income$58.5M$58.5M$-204.2M$-8.9M$26.7M
EBITDA$147.0M$147.0M$-80.3M$-11.7M$31.4M
EPS0.390.39-2.87-0.130.38
Gross Margin-21.3%-21.3%-98.8%-35.1%100.0%
Operating Margin-103.5%-103.5%-113.6%-36.9%-249.0%
Net Margin220.5%220.5%-186.3%-44.4%1308.6%
Balance Sheet
Debt/Equity0.610.610.300.400.10
Current Ratio0.210.21———
Cash Flow
Free Cash Flow$-4.9M$-4.9M$-18.2M$-112.0M$-33.2M
Returns
ROE14.4%14.4%-58.9%-2.7%13.5%
Valuation
P/E8.778.77——9.09
EV/EBITDA6.346.34——7.90
P/B1.691.690.540.991.22
Growth & Yield
Revenue Growth-75.8%-75.8%445.7%885.5%—
EPS Growth113.6%113.6%-2189.3%-133.4%—

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

1.2%

fácil

EPS terminal req.

$0.40

Spread vs growth

112.3%

5Y implied EPS CAGR

4.7%

fácil

EPS terminal req.

$0.49

Spread vs growth

108.9%

10Y implied EPS CAGR

7.3%

razonable

EPS terminal req.

$0.79

Spread vs growth

106.3%

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 +59.4%

Total return

+59.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.87 → 0.39

Residual

+59.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+59.4%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.