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v0.1
KERVN.IS$5.40+5.26%
Fair $5.40+0.0%

KERVN.IS

Kervansaray Yatirim Holding A.S.

Consumer Cyclical / Textile ManufacturingIstanbul

$5.40

+0.27 (+5.26%)

Fairly Valued+0.0%Fair Value $5.40Fund rank 35/100 · Data gapFallback financials|
SA 54/C
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $324.9M · quality 69.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data 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

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

8/100

SEC 0%

Latest source: unknownPeriods: 2Warnings: 1unknown: 2
No SEC-backed annual rows; valuation uses fallback financial data. Limited financial history; valuation confidence should be treated as provisional. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is -1.8%, below the 5% threshold
Thesis & Journal · KERVN.ISLocal privado en este navegador · Kervansaray Yatirim Holding 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

$3.2B

P/E

2.2x

↓

EV/EBITDA

14.6x

↑

ROE

-179.8%

↓

Gross Margin

4.8%

↓

Debt/Equity

-23.81

↓
52-Week Range$5
$2$6

TradingView lightweight chart

KERVN.IS price, volumen y niveles de valoración

Último $5.400Periodo +554.7%
Fair value: $5.400

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2022 · 1 años de histórico normalizado

Revenue CAGR

-100.0%

FCF CAGR

+856.5%

FCF margin

8274717.0%

FCF / Net income

3.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7109.0 · net income $179.0M · FCF $588.2M

2021-FY → 2022-FY

Gross margin

4.8%-85.5% pts

Operating margin

-3087540.8%-3087600.1% pts

Net margin

2517640.4%+2517694.7% pts

FCF margin

8274717.0%+8274633.8% pts
MetricTTM
2022
2021
Income Statement
Revenue$7109.00$7109.00$74.0M
Net Income$179.0M$179.0M$-40.2M
EBITDA$379.1M$379.1M$-36.1M
EPS0.300.30-0.07
Gross Margin4.8%4.8%90.3%
Operating Margin-3087540.8%-3087540.8%59.2%
Net Margin2517640.4%2517640.4%-54.3%
Balance Sheet
Debt/Equity-23.81-23.81-6.60
Current Ratio0.390.39—
Cash Flow
Free Cash Flow$588.2M$588.2M$61.5M
Returns
ROE-179.8%-179.8%14.8%
Valuation
P/E2.182.18—
EV/EBITDA14.6314.63—
Growth & Yield
Revenue Growth-100.0%-100.0%—
EPS Growth541.2%541.2%—

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

16.9%

exigente

EPS terminal req.

$0.48

Spread vs growth

524.3%

5Y implied EPS CAGR

14.1%

razonable

EPS terminal req.

$0.58

Spread vs growth

527.1%

10Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$0.93

Spread vs growth

529.2%

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 +185.7%

Total return

+185.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.07 → 0.30

Residual

+185.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+185.7%

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.