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OYAYO.IS$52.70-2.59%
Fair $52.70+0.0%

OYAYO.IS

Oyak Yatirim Ortakligi AS

Financial Services / Asset ManagementIstanbul

$52.70

-1.40 (-2.59%)

Fairly Valued+0.0%Fair Value $52.70Fund rank 28/100 · Data gapFallback financials|
SA 29/D
F-Score: 6/9
Declining RevenueLow Profitability

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 0.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 44/100Data 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

29/100

D

Piotroski

6/9

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); financial Book/ROE targets are disabled until manually verified. Revenue has declined for 2 consecutive years ROE is 4.3%, below the 5% threshold
Thesis & Journal · OYAYO.ISLocal privado en este navegador · Oyak Yatirim Ortakligi AS
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

$1.1B

P/E

103.3x

↑

EV/EBITDA

21.8x

↑

ROE

4.3%

↓

Gross Margin

11.1%

↓

Debt/Equity

N/A

•
52-Week Range$53
$23$71

TradingView lightweight chart

OYAYO.IS price, volumen y niveles de valoración

Último $52.70Periodo +5611.0%
Fair value: $52.70

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

+5.4%

FCF CAGR

+54.9%

FCF margin

4.8%

FCF / Net income

3.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $540.3M · net income $6.6M · FCF $26.0M

2022-FY → 2025-FY

Gross margin

11.1%-2.0% pts

Operating margin

8.3%-3.0% pts

Net margin

1.2%+0.4% pts

FCF margin

4.8%+3.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$540.3M$540.3M$546.5M$593.4M$461.6M
Net Income$6.6M$6.6M$-13.1M$-23.9M$3.7M
EBITDA$45.0M$45.0M$43.0M$41.7M$52.7M
EPS0.330.33-0.66-1.190.18
Gross Margin11.1%11.1%11.0%9.2%13.1%
Operating Margin8.3%8.3%7.9%7.0%11.4%
Net Margin1.2%1.2%-2.4%-4.0%0.8%
Balance Sheet
Current Ratio17.1117.11———
Cash Flow
Free Cash Flow$26.0M$26.0M$47.2M$4.1M$7.0M
Returns
ROE4.3%4.3%-8.9%-19.4%3.4%
Valuation
P/E103.33103.33——63.74
EV/EBITDA21.8321.8310.7712.284.33
P/B6.836.833.464.172.17
Growth & Yield
Revenue Growth-1.1%-1.1%-7.9%28.6%—
EPS Growth150.0%150.0%45.0%-745.5%—

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

142.4%

muy exigente

EPS terminal req.

$4.68

Spread vs growth

7.6%

5Y implied EPS CAGR

76.7%

muy exigente

EPS terminal req.

$5.66

Spread vs growth

73.3%

10Y implied EPS CAGR

39.4%

muy exigente

EPS terminal req.

$9.11

Spread vs growth

110.6%

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 +119.2%

Total return

+119.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.66 → 0.33

Residual

+119.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+119.2%

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.