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v0.1
KATMR.IS$2.93+3.17%
Fair $2.93+0.0%

KATMR.IS

Katmerciler Arac Üstü Ekipman Sanayi ve Ticaret A.S.

Industrials / Farm & Heavy Construction MachineryIstanbul

$2.93

+0.09 (+3.17%)

Fairly Valued+0.0%Fair Value $2.93Fund rank 26/100 · Data gapFallback financials|
SA 54/C
F-Score: 3/9

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $724.3M · quality 43.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · KATMR.ISLocal privado en este navegador · Katmerciler Arac Üstü Ekipman Sanayi ve Ticaret 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

$6.3B

P/E

18.3x

↑

EV/EBITDA

7.4x

↓

ROE

7.7%

↑

Gross Margin

45.3%

↑

Debt/Equity

0.24

↓
52-Week Range$3
$2$4

TradingView lightweight chart

KATMR.IS price, volumen y niveles de valoración

Último $2.930Periodo +924.1%
Fair value: $2.930

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

+12.6%

FCF CAGR

—

FCF margin

-62.3%

FCF / Net income

-2.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.25B · net income $662.0M · FCF $-1.40B

2022-FY → 2025-FY

Gross margin

45.3%+27.6% pts

Operating margin

21.9%+26.9% pts

Net margin

29.4%+45.0% pts

FCF margin

-62.3%-114.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.25B$2.25B$1.75B$2.19B$1.57B
Net Income$662.0M$662.0M$585.5M$-244.6M$-245.0M
EBITDA$1.09B$1.09B$1.47B$547.2M$416.1M
EPS0.310.310.40-0.17-0.24
Gross Margin45.3%45.3%42.6%13.9%17.8%
Operating Margin21.9%21.9%16.1%-3.7%-4.9%
Net Margin29.4%29.4%33.4%-11.1%-15.6%
Balance Sheet
Debt/Equity0.240.240.210.390.48
Current Ratio2.762.76———
Cash Flow
Free Cash Flow$-1.40B$-1.40B$724.3M$1.23B$822.6M
Returns
ROE7.7%7.7%8.1%-5.1%-8.4%
Valuation
P/E18.3118.315.69——
EV/EBITDA7.387.383.098.679.23
P/B0.730.730.460.610.87
Growth & Yield
Revenue Growth28.2%28.2%-20.1%39.4%—
EPS Growth-23.0%-23.0%336.5%28.4%—

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

-5.4%

fácil

EPS terminal req.

$0.26

Spread vs growth

-17.5%

5Y implied EPS CAGR

0.5%

fácil

EPS terminal req.

$0.31

Spread vs growth

-23.4%

10Y implied EPS CAGR

5.1%

razonable

EPS terminal req.

$0.51

Spread vs growth

-28.1%

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 +72.4%

Total return

+72.4%

Start / end P/E

4.3x → 9.5x

EPS bridge

0.40 → 0.31

Residual

-28.4%

EPS growth-23.0%
Multiple rerating+123.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-28.4%

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.