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MRSHL.IS$1561.00-0.83%
Fair $1561.00+0.0%

MRSHL.IS

Marshall Boya Ve Vernik Sanayii A.S.

Basic Materials / Specialty ChemicalsIstanbul

$1561.00

-13.00 (-0.83%)

Fairly Valued+0.0%Fair Value $1561.00Fund rank 26/100 · Data gapFallback financials|
SA 37/D
F-Score: 5/9
Low 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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $150.8M · quality 44.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

37/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is -33.2%, below the 5% threshold
Thesis & Journal · MRSHL.ISLocal privado en este navegador · Marshall Boya Ve Vernik Sanayii 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

$17.2B

P/E

N/A

•

EV/EBITDA

30.6x

↑

ROE

-33.2%

↓

Gross Margin

43.1%

↑

Debt/Equity

0.75

↑
52-Week Range$1561
$1205$2287

TradingView lightweight chart

MRSHL.IS price, volumen y niveles de valoración

Último $1,561Periodo +8157.4%
Fair value: $1,561

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

+11.6%

FCF CAGR

-23.0%

FCF margin

3.4%

FCF / Net income

-0.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.37B · net income $-291.5M · FCF $150.8M

2022-FY → 2025-FY

Gross margin

43.1%+14.6% pts

Operating margin

8.7%+1.0% pts

Net margin

-6.7%-5.5% pts

FCF margin

3.4%-7.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.37B$4.37B$5.32B$4.50B$3.14B
Net Income$-291.5M$-291.5M$-318.7M$-210.2M$-35.9M
EBITDA$572.0M$572.0M$523.5M$446.4M$435.9M
EPS-26.51-26.51-28.99-19.28-3.59
Gross Margin43.1%43.1%31.9%31.6%28.5%
Operating Margin8.7%8.7%7.5%8.2%7.7%
Net Margin-6.7%-6.7%-6.0%-4.7%-1.1%
Balance Sheet
Debt/Equity0.750.750.540.471.60
Current Ratio1.001.00———
Cash Flow
Free Cash Flow$150.8M$150.8M$25.2M$619.3M$329.9M
Returns
ROE-33.2%-33.2%-27.3%-18.8%-10.4%
Valuation
EV/EBITDA30.5630.5633.2042.908.93
P/B19.5219.5214.7517.4512.20
Growth & Yield
Revenue Growth-17.7%-17.7%18.3%43.0%—
EPS Growth8.6%8.6%-50.4%-437.1%—

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 +15.5%

Total return

+15.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-28.99 → -26.51

Residual

+15.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+15.5%

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.