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OYYAT.IS$49.16+2.12%
Fair $49.16+0.0%

OYYAT.IS

Oyak Yatirim Menkul Degerler A.S.

Financial Services / Capital MarketsIstanbul

$49.16

+1.02 (+2.12%)

Fairly Valued+0.0%Fair Value $49.16Fund rank 26/100 · Data gapFallback financials|
SA 54/C
F-Score: 7/9
Declining Revenue

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 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

54/100

C

Piotroski

7/9

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. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Revenue has declined for 3 consecutive years
Thesis & Journal · OYYAT.ISLocal privado en este navegador · Oyak 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

$14.7B

P/E

7.0x

↓

EV/EBITDA

3.2x

↓

ROE

18.7%

↑

Gross Margin

31.5%

↓

Debt/Equity

0.47

↑
52-Week Range$49
$27$76

TradingView lightweight chart

OYYAT.IS price, volumen y niveles de valoración

Último $49.16Periodo +665.3%
Fair value: $49.16

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

-14.6%

FCF CAGR

—

FCF margin

11.8%

FCF / Net income

1.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $30.70B · net income $2.27B · FCF $3.63B

2022-FY → 2025-FY

Gross margin

31.5%+24.7% pts

Operating margin

24.9%+20.1% pts

Net margin

7.4%+5.3% pts

FCF margin

11.8%+16.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$30.70B$30.70B$34.03B$36.55B$49.24B
Net Income$2.27B$2.27B$301.8M$2.90B$1.05B
EBITDA$6.19B$6.19B$5.47B$5.79B$1.65B
EPS7.567.561.019.670.84
Gross Margin31.5%31.5%28.5%23.0%6.7%
Operating Margin24.9%24.9%21.8%17.5%4.8%
Net Margin7.4%7.4%0.9%7.9%2.1%
Balance Sheet
Debt/Equity0.470.470.851.241.18
Current Ratio2.422.42———
Cash Flow
Free Cash Flow$3.63B$3.63B$3.84B$-3.04B$-2.06B
Returns
ROE18.7%18.7%3.1%39.6%34.2%
Valuation
P/E6.986.9837.914.0343.57
EV/EBITDA3.213.213.513.4929.44
P/B1.211.211.161.6014.90
Growth & Yield
Revenue Growth-9.8%-9.8%-6.9%-25.8%—
EPS Growth651.6%651.6%-89.6%1050.7%—
Dividend Yield7.8%7.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-16.8%

fácil

EPS terminal req.

$4.36

Spread vs growth

668.3%

5Y implied EPS CAGR

-6.9%

fácil

EPS terminal req.

$5.28

Spread vs growth

658.5%

10Y implied EPS CAGR

1.2%

fácil

EPS terminal req.

$8.50

Spread vs growth

650.4%

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 +88.4%

Total return

+88.4%

Start / end P/E

27.1x → 6.5x

EPS bridge

1.01 → 7.56

Residual

-495.0%

EPS growth+651.6%
Multiple rerating-76.0%
Dividend+7.8%
Residual / FX / buybacks / cross-term-495.0%

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.