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IZMDC.IS$7.84-4.51%
Fair $7.84+0.0%

IZMDC.IS

Izmir Demir Çelik Sanayi Anonim Sirketi

Basic Materials / SteelIstanbul

$7.84

-0.37 (-4.51%)

Fairly Valued+0.0%Fair Value $7.84Fund rank 20/100 · Data gapFallback financials|
SA 35/D
F-Score: 6/9
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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-2.4B · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

35/100

D

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is -10.6%, below the 5% threshold
Thesis & Journal · IZMDC.ISLocal privado en este navegador · Izmir Demir Çelik Sanayi 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

$11.8B

P/E

N/A

•

EV/EBITDA

8.2x

↓

ROE

-10.6%

↓

Gross Margin

2.2%

↓

Debt/Equity

1.46

↑
52-Week Range$8
$5$10

TradingView lightweight chart

IZMDC.IS price, volumen y niveles de valoración

Último $7.840Periodo +355.2%
Fair value: $7.840

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

+10.4%

FCF CAGR

—

FCF margin

1.5%

FCF / Net income

-0.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $63.55B · net income $-1.88B · FCF $980.4M

2022-FY → 2025-FY

Gross margin

2.2%-6.0% pts

Operating margin

0.2%-6.1% pts

Net margin

-3.0%-12.4% pts

FCF margin

1.5%+3.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$63.55B$63.55B$60.95B$50.69B$47.25B
Net Income$-1.88B$-1.88B$-2.80B$1.58B$4.44B
EBITDA$4.26B$4.26B$1.52B$3.60B$5.84B
EPS-1.31-1.31-2.061.052.96
Gross Margin2.2%2.2%-5.4%3.0%8.2%
Operating Margin0.2%0.2%-6.7%1.8%6.3%
Net Margin-3.0%-3.0%-4.6%3.1%9.4%
Balance Sheet
Debt/Equity1.461.461.410.831.35
Current Ratio0.650.65———
Cash Flow
Free Cash Flow$980.4M$980.4M$-2.39B$-4.94B$-1.05B
Returns
ROE-10.6%-10.6%-14.0%7.1%47.1%
Valuation
P/E———5.371.76
EV/EBITDA8.208.2020.836.933.10
P/B0.630.630.400.380.83
Growth & Yield
Revenue Growth4.3%4.3%20.2%7.3%—
EPS Growth36.2%36.2%-295.5%-64.5%—

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 +58.4%

Total return

+58.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.06 → -1.31

Residual

+58.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+58.4%

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.