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OSMEN.IS$7.67+1.99%
Fair $7.67+0.0%

OSMEN.IS

Osmanli Yatirim Menkul Degerler A.S.

Financial Services / Capital MarketsIstanbul

$7.67

+0.15 (+1.99%)

Fairly Valued+0.0%Fair Value $7.67Fund rank 33/100 · Data gapFallback financials|
SA 47/C
F-Score: 4/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 100.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 54/100Data 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

47/100

C

Piotroski

4/9

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. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · OSMEN.ISLocal privado en este navegador · Osmanli Yatirim Menkul Degerler 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

$3.1B

P/E

14.5x

↑

EV/EBITDA

3.9x

↓

ROE

7.7%

↑

Gross Margin

8.1%

↓

Debt/Equity

0.58

↑
52-Week Range$8
$7$11

TradingView lightweight chart

OSMEN.IS price, volumen y niveles de valoración

Último $7.670Periodo +428.1%
Fair value: $7.670

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

+43.5%

FCF CAGR

-5.3%

FCF margin

2.2%

FCF / Net income

2.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.28B · net income $208.1M · FCF $466.8M

2022-FY → 2025-FY

Gross margin

8.1%-6.8% pts

Operating margin

1.5%-5.9% pts

Net margin

1.0%-3.6% pts

FCF margin

2.2%-5.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$21.28B$21.28B$9.86B$18.70B$7.20B
Net Income$208.1M$208.1M$377.9M$730.6M$326.9M
EBITDA$764.0M$764.0M$1.15B$1.46B$552.4M
EPS——0.941.830.83
Gross Margin8.1%8.1%24.1%13.1%14.9%
Operating Margin1.5%1.5%8.5%7.1%7.4%
Net Margin1.0%1.0%3.8%3.9%4.5%
Balance Sheet
Debt/Equity0.580.580.370.530.81
Current Ratio1.761.76———
Cash Flow
Free Cash Flow$466.8M$466.8M$1.82B$587.0M$549.1M
Returns
ROE7.7%7.7%14.3%38.7%39.8%
Valuation
P/E14.4714.4711.1294.5470.88
EV/EBITDA3.863.863.0147.1341.50
P/B1.131.131.5836.6328.20
Growth & Yield
Revenue Growth115.8%115.8%-47.3%159.7%—
EPS Growth——-48.6%121.4%—
Dividend Yield2.3%2.3%———

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 +11.5%

Total return

+11.5%

Start / end P/E

n/dx → n/dx

EPS bridge

0.94 → n/d

Residual

+9.3%

EPS growthn/d
Multiple reratingn/d
Dividend+2.3%
Residual / FX / buybacks / cross-term+9.3%

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.