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v0.1
MHRGY.IS$4.77-5.17%
Fair $4.77+0.0%

MHRGY.IS

MHR Gayrimenkul Yatirim Ortakligi Anonim Sirketi

Real Estate / REIT - OfficeIstanbul

$4.77

-0.26 (-5.17%)

Fairly Valued+0.0%Fair Value $4.77Fund rank 31/100 · Data gapFallback financials|
SA 72/B
F-Score: 5/9

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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 100.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data 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

72/100

B

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

8/100

SEC 0%

Latest source: unknownPeriods: 2Warnings: 0unknown: 2
No SEC-backed annual rows; valuation uses fallback financial data. Limited financial history; valuation confidence should be treated as provisional. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · MHRGY.ISLocal privado en este navegador · MHR Gayrimenkul Yatirim Ortakligi 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

$5.9B

P/E

3.3x

↓

EV/EBITDA

3.7x

↓

ROE

56.4%

↑

Gross Margin

93.3%

↑

Debt/Equity

0.00

↓
52-Week Range$5
$3$5

TradingView lightweight chart

MHRGY.IS price, volumen y niveles de valoración

Último $4.770Periodo +37.6%
Fair value: $4.770

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

+55.7%

FCF CAGR

—

FCF margin

69.0%

FCF / Net income

0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $59.0M · net income $1.24B · FCF $40.7M

2021-FY → 2022-FY

Gross margin

93.3%+4.8% pts

Operating margin

72.7%-8.0% pts

Net margin

2096.5%+1230.1% pts

FCF margin

69.0%+115.6% pts
MetricTTM
2022
2021
Income Statement
Revenue$59.0M$59.0M$37.9M
Net Income$1.24B$1.24B$328.4M
EBITDA$1.05B$1.05B$457.8M
EPS1.501.500.40
Gross Margin93.3%93.3%88.4%
Operating Margin72.7%72.7%80.7%
Net Margin2096.5%2096.5%866.4%
Balance Sheet
Debt/Equity0.000.000.00
Current Ratio21.8221.82—
Cash Flow
Free Cash Flow$40.7M$40.7M$-17.6M
Returns
ROE56.4%56.4%34.7%
Valuation
P/E3.273.27—
EV/EBITDA3.713.71—
P/B1.801.80—
Growth & Yield
Revenue Growth55.7%55.7%—
EPS Growth276.8%276.8%—
Dividend Yield1.4%1.4%—

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

-34.4%

fácil

EPS terminal req.

$0.42

Spread vs growth

311.1%

5Y implied EPS CAGR

-19.3%

fácil

EPS terminal req.

$0.51

Spread vs growth

296.1%

10Y implied EPS CAGR

-5.8%

fácil

EPS terminal req.

$0.82

Spread vs growth

282.5%

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 +45.9%

Total return

+45.9%

Start / end P/E

8.3x → 3.2x

EPS bridge

0.40 → 1.50

Residual

-170.6%

EPS growth+276.8%
Multiple rerating-61.6%
Dividend+1.3%
Residual / FX / buybacks / cross-term-170.6%

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.