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KOPOL.IS$6.13+0.82%
Fair $6.13+0.0%

KOPOL.IS

Koza Polyester Sanayi ve Ticaret Anonim Sirketi

Basic Materials / Specialty ChemicalsIstanbul

$6.13

+0.05 (+0.82%)

Fairly Valued+0.0%Fair Value $6.13Fund rank 25/100 · Data gapFallback financials|
SA 38/D
F-Score: 0/9
Margin CompressionLow 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 18%

FCF escenarios

weak_data · normalized FCF $-30.7M · quality 43.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

38/100

D

Piotroski

0/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is -1.0%, below the 5% threshold
Thesis & Journal · KOPOL.ISLocal privado en este navegador · Koza Polyester Sanayi ve Ticaret 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

$8.0B

P/E

N/A

•

EV/EBITDA

28.3x

↑

ROE

-1.0%

↓

Gross Margin

12.9%

↓

Debt/Equity

0.63

↑
52-Week Range$6
$5$8

TradingView lightweight chart

KOPOL.IS price, volumen y niveles de valoración

Último $6.130Periodo +36.5%
Fair value: $6.130

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

+23.4%

FCF CAGR

—

FCF margin

-59.8%

FCF / Net income

74.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.46B · net income $-44.0M · FCF $-3.27B

2022-FY → 2025-FY

Gross margin

12.9%-6.5% pts

Operating margin

10.3%-7.7% pts

Net margin

-0.8%-16.1% pts

FCF margin

-59.8%-29.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.46B$5.46B$4.87B$3.60B$2.91B
Net Income$-44.0M$-44.0M$395.1M$342.1M$445.1M
EBITDA$376.8M$376.8M$615.4M$729.9M$542.1M
EPS-0.03-0.030.300.261.67
Gross Margin12.9%12.9%16.6%18.3%19.4%
Operating Margin10.3%10.3%13.9%17.7%18.0%
Net Margin-0.8%-0.8%8.1%9.5%15.3%
Balance Sheet
Debt/Equity0.630.630.330.280.70
Current Ratio1.491.49———
Cash Flow
Free Cash Flow$-3.27B$-3.27B$-30.7M$212.3M$-882.3M
Returns
ROE-1.0%-1.0%10.3%11.0%25.9%
Valuation
P/E——20.8325.78—
EV/EBITDA28.2628.2614.7613.18—
P/B1.731.732.122.84—
Growth & Yield
Revenue Growth12.3%12.3%35.1%23.9%—
EPS Growth-110.0%-110.0%13.9%-84.2%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +30.4%

Total return

+30.4%

Start / end P/E

n/dx → n/dx

EPS bridge

0.30 → -0.03

Residual

+30.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+30.4%

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.