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LUKSK.IS$106.00+4.43%
Fair $106.00+0.0%

LUKSK.IS

Lüks Kadife Ticaret ve Sanayi A.S.

Consumer Cyclical / Textile ManufacturingIstanbul

$106.00

+4.50 (+4.43%)

Fairly Valued+0.0%Fair Value $106.00Fund rank 26/100 · Data gapFallback financials|
SA 51/C
F-Score: 3/9
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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $156.8M · 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 16/100Data 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

51/100

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is -6.0%, below the 5% threshold
Thesis & Journal · LUKSK.ISLocal privado en este navegador · Lüks Kadife Ticaret ve Sanayi 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

$3.0B

P/E

58.9x

↑

EV/EBITDA

13.9x

↑

ROE

-6.0%

↓

Gross Margin

24.1%

↓

Debt/Equity

0.13

↓
52-Week Range$106
$73$146

TradingView lightweight chart

LUKSK.IS price, volumen y niveles de valoración

Último $106.00Periodo +14814.9%
Fair value: $106.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+65.8%

FCF CAGR

+164.4%

FCF margin

26.4%

FCF / Net income

-1.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $593.1M · net income $-88.6M · FCF $156.8M

2021-FY → 2024-FY

Gross margin

24.1%-19.4% pts

Operating margin

-0.1%-29.5% pts

Net margin

-14.9%-42.1% pts

FCF margin

26.4%+19.9% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$593.1M$593.1M$548.2M$455.7M$130.1M
Net Income$-88.6M$-88.6M$193.9M$46.8M$35.4M
EBITDA$223.3M$223.3M$438.3M$147.5M$47.7M
EPS-3.20-3.206.901.67—
Gross Margin24.1%24.1%36.8%38.1%43.4%
Operating Margin-0.1%-0.1%17.3%23.4%29.4%
Net Margin-14.9%-14.9%35.4%10.3%27.2%
Balance Sheet
Debt/Equity0.130.130.250.450.90
Current Ratio2.132.13———
Cash Flow
Free Cash Flow$156.8M$156.8M$159.0M$-268.7M$8.5M
Returns
ROE-6.0%-6.0%16.7%6.9%20.5%
Valuation
P/E58.8958.899.7819.00—
EV/EBITDA13.8913.894.857.6212.41
P/B2.022.021.631.313.02
Growth & Yield
Revenue Growth8.2%8.2%20.3%250.2%—
EPS Growth-146.4%-146.4%312.8%——

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 +41.3%

Total return

+41.3%

Start / end P/E

n/dx → n/dx

EPS bridge

6.90 → -3.20

Residual

+41.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+41.3%

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.