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ISGYO.IS$20.64+0.00%
Fair $20.64+0.0%

ISGYO.IS

Is Gayrimenkul Yatirim Ortakligi A.S.

Real Estate / REIT - DiversifiedIstanbul

$20.64

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $20.64Fund rank 27/100 · Data gapFallback financials|
SA 45/C
F-Score: 3/9
Low 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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 28.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

45/100

C

Piotroski

3/9

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. 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. ROE is -1.9%, below the 5% threshold
Thesis & Journal · ISGYO.ISLocal privado en este navegador · Is 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

$19.8B

P/E

N/A

•

EV/EBITDA

10.9x

↓

ROE

-1.9%

↓

Gross Margin

52.4%

↑

Debt/Equity

0.02

↓
52-Week Range$21
$14$25

TradingView lightweight chart

ISGYO.IS price, volumen y niveles de valoración

Último $20.46Periodo +1047.1%
Fair value: $20.64

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

+29.1%

FCF CAGR

—

FCF margin

-29.3%

FCF / Net income

0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.13B · net income $-958.3M · FCF $-916.6M

2022-FY → 2025-FY

Gross margin

52.4%-3.4% pts

Operating margin

38.4%-8.5% pts

Net margin

-30.6%-622.8% pts

FCF margin

-29.3%+99.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.13B$3.13B$5.30B$1.65B$1.45B
Net Income$-958.3M$-958.3M$1.17B$4.52B$8.60B
EBITDA$1.88B$1.88B$8.01B$6.63B$9.24B
EPS-1.00-1.001.224.728.97
Gross Margin52.4%52.4%33.9%72.0%55.8%
Operating Margin38.4%38.4%22.2%57.1%46.9%
Net Margin-30.6%-30.6%22.0%273.9%592.1%
Balance Sheet
Debt/Equity0.020.020.110.180.23
Current Ratio1.841.84———
Cash Flow
Free Cash Flow$-916.6M$-916.6M$1.21B$-1.43B$-1.87B
Returns
ROE-1.9%-1.9%2.3%11.6%36.0%
Valuation
P/E——15.683.351.21
EV/EBITDA10.9210.922.933.221.51
P/B0.390.390.360.390.44
Growth & Yield
Revenue Growth-41.0%-41.0%221.0%13.6%—
EPS Growth-182.0%-182.0%-74.2%-47.4%—
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%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +41.9%

Total return

+41.9%

Start / end P/E

n/dx → n/dx

EPS bridge

1.22 → -1.00

Residual

+41.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.4%
Residual / FX / buybacks / cross-term+41.5%

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.