StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
KIMMR.IS$17.26+0.00%
Fair $17.26+0.0%

KIMMR.IS

Ersan Alisveris Hizmetleri ve Gida Sanayi Ticaret A.S.

Consumer Cyclical / Department StoresIstanbul

$17.26

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $17.26Fund rank 32/100 · Data gapFallback financials|
SA 65/B
F-Score: 8/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.1B · quality 57.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 45/100Data 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

65/100

B

Piotroski

8/9

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 · KIMMR.ISLocal privado en este navegador · Ersan Alisveris Hizmetleri ve Gida Sanayi 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

$4.1B

P/E

6.2x

↓

EV/EBITDA

2.7x

↓

ROE

14.9%

↑

Gross Margin

23.7%

↓

Debt/Equity

0.49

↑
52-Week Range$17
$11$22

TradingView lightweight chart

KIMMR.IS price, volumen y niveles de valoración

Último $17.04Periodo +342.6%
Fair value: $17.26

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

+43.3%

FCF CAGR

—

FCF margin

7.5%

FCF / Net income

1.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.98B · net income $650.8M · FCF $1.05B

2022-FY → 2025-FY

Gross margin

23.7%+1.3% pts

Operating margin

0.7%+1.3% pts

Net margin

4.7%+12.4% pts

FCF margin

7.5%+9.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.98B$13.98B$12.34B$8.94B$4.75B
Net Income$650.8M$650.8M$459.4M$513.8M$-369.8M
EBITDA$1.78B$1.78B$1.78B$952.5M$-47.8M
EPS2.712.711.912.14-1.54
Gross Margin23.7%23.7%22.6%24.2%22.4%
Operating Margin0.7%0.7%-1.2%3.6%-0.6%
Net Margin4.7%4.7%3.7%5.7%-7.8%
Balance Sheet
Debt/Equity0.490.490.590.470.40
Current Ratio1.101.10———
Cash Flow
Free Cash Flow$1.05B$1.05B$1.12B$408.1M$-100.0M
Returns
ROE14.9%14.9%12.2%20.2%-29.8%
Valuation
P/E6.196.195.372.99—
EV/EBITDA2.712.711.691.92—
P/B0.950.950.660.601.58
Growth & Yield
Revenue Growth13.3%13.3%38.0%88.2%—
EPS Growth41.9%41.9%-10.7%238.9%—
Dividend Yield2.5%2.5%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-17.3%

fácil

EPS terminal req.

$1.53

Spread vs growth

59.2%

5Y implied EPS CAGR

-7.3%

fácil

EPS terminal req.

$1.85

Spread vs growth

49.2%

10Y implied EPS CAGR

1.0%

fácil

EPS terminal req.

$2.98

Spread vs growth

40.9%

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 +45.3%

Total return

+45.3%

Start / end P/E

6.2x → 6.3x

EPS bridge

1.91 → 2.71

Residual

+0.3%

EPS growth+41.9%
Multiple rerating+0.7%
Dividend+2.5%
Residual / FX / buybacks / cross-term+0.3%

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.