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ISFIN.IS$19.72-2.18%
Fair $19.72+0.0%

ISFIN.IS

Is Finansal Kiralama Anonim Sirketi

Financial Services / Credit ServicesIstanbul

$19.72

-0.44 (-2.18%)

Fairly Valued+0.0%Fair Value $19.72Fund rank 16/100 · Data gapFallback financials|
SA 41/C
F-Score: 4/9
High Debt

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 100.0/100

Data gap 16/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 0/100Data 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

41/100

C

Piotroski

4/9

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. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 6.91, above the 2.0 threshold
Thesis & Journal · ISFIN.ISLocal privado en este navegador · Is Finansal Kiralama Anonim Sirketi
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

$13.7B

P/E

3.6x

↓

EV/EBITDA

N/A

•

ROE

30.1%

↑

Gross Margin

N/A

•

Debt/Equity

6.91

↑
52-Week Range$20
$11$22

TradingView lightweight chart

ISFIN.IS price, volumen y niveles de valoración

Último $19.72Periodo +7701.6%
Fair value: $19.72

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

+61.3%

FCF CAGR

—

FCF margin

-123.1%

FCF / Net income

-2.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.90B · net income $3.63B · FCF $-9.73B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

45.9%+2.1% pts

FCF margin

-123.1%-30.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.90B$7.90B$4.42B$3.77B$1.88B
Net Income$3.63B$3.63B$1.93B$1.77B$826.8M
EPS5.225.222.772.541.19
Net Margin45.9%45.9%43.5%46.8%43.9%
Balance Sheet
Debt/Equity6.916.916.467.099.07
Current Ratio1.341.34———
Cash Flow
Free Cash Flow$-9.73B$-9.73B$-2.15B$2.03B$-1.75B
Returns
ROE30.1%30.1%21.8%29.0%24.1%
Valuation
P/E3.613.614.864.606.25
P/B1.141.141.061.331.51
Growth & Yield
Revenue Growth78.8%78.8%17.1%100.2%—
EPS Growth88.4%88.4%9.1%113.4%—

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

-30.5%

fácil

EPS terminal req.

$1.75

Spread vs growth

119.0%

5Y implied EPS CAGR

-16.5%

fácil

EPS terminal req.

$2.12

Spread vs growth

105.0%

10Y implied EPS CAGR

-4.2%

fácil

EPS terminal req.

$3.41

Spread vs growth

92.6%

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 +68.5%

Total return

+68.5%

Start / end P/E

4.2x → 3.8x

EPS bridge

2.77 → 5.22

Residual

-9.3%

EPS growth+88.4%
Multiple rerating-10.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-9.3%

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.