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KOZAY$6.20+0.00%
Fair $6.20+0.0%

KOZAY

Turk Altin Isletmeleri A.S.

Basic Materials / GoldOTC Markets OTCPK

$6.20

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $6.20Fund rank 24/100 · Data gapFallback financials|
SA 52/C
F-Score: 7/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-1.7B · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

52/100

C

Piotroski

7/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · KOZAYLocal privado en este navegador · Turk Altin Isletmeleri 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

$2.0B

P/E

12.1x

↓

EV/EBITDA

-0.4x

↓

ROE

9.6%

↑

Gross Margin

43.8%

↑

Debt/Equity

0.00

↓
52-Week Range$6
$6$6

TradingView lightweight chart

KOZAY price, volumen y niveles de valoración

Último $6.195Periodo -6.9%
Fair value: $6.195

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

+14.8%

FCF CAGR

-27.4%

FCF margin

6.6%

FCF / Net income

0.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.94B · net income $4.10B · FCF $1.11B

2022-FY → 2025-FY

Gross margin

43.8%-13.9% pts

Operating margin

21.9%-15.6% pts

Net margin

24.2%+53.7% pts

FCF margin

6.6%-19.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$16.94B$16.94B$11.43B$11.71B$11.21B
Net Income$4.10B$4.10B$790.6M$586.3M$-3.30B
EBITDA$6.85B$6.85B$2.89B$1.32B$-514.0M
EPS12.8012.802.401.80-10.32
Gross Margin43.8%43.8%34.2%42.3%57.7%
Operating Margin21.9%21.9%1.9%10.2%37.5%
Net Margin24.2%24.2%6.9%5.0%-29.5%
Balance Sheet
Debt/Equity0.000.000.000.020.00
Current Ratio3.273.27———
Cash Flow
Free Cash Flow$1.11B$1.11B$-1.65B$-3.45B$2.90B
Returns
ROE9.6%9.6%2.0%2.0%-14.2%
Valuation
P/E12.1512.152.583.44—
EV/EBITDA-0.42-0.420.641.66—
P/B0.050.050.050.070.09
Growth & Yield
Revenue Growth48.1%48.1%-2.3%4.4%—
EPS Growth433.3%433.3%33.3%117.4%—

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

-65.0%

fácil

EPS terminal req.

$0.55

Spread vs growth

498.3%

5Y implied EPS CAGR

-44.6%

fácil

EPS terminal req.

$0.67

Spread vs growth

478.0%

10Y implied EPS CAGR

-22.0%

fácil

EPS terminal req.

$1.07

Spread vs growth

455.3%

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 +0.0%

Total return

+0.0%

Start / end P/E

2.6x → 0.5x

EPS bridge

2.40 → 12.80

Residual

-352.1%

EPS growth+433.3%
Multiple rerating-81.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-352.1%

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.