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PAHOL.IS$1.70+1.80%
Fair $1.70+0.0%

PAHOL.IS

PAHOL.IS

Industrials / ConglomeratesIstanbul

$1.70

+0.03 (+1.80%)

Fairly Valued+0.0%Fair Value $1.70Fund rank 31/100 · Data gapFallback financials|
SA 58/C
F-Score: 6/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $-313.2M · quality 62.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 47/100Data 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

58/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · PAHOL.ISLocal privado en este navegador · PAHOL.IS
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

$34.0B

P/E

12.1x

↓

EV/EBITDA

3.7x

↓

ROE

11.5%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.00

↓
52-Week Range$2
$1$2

TradingView lightweight chart

PAHOL.IS price, volumen y niveles de valoración

Último $1.700Periodo +3.0%
Fair value: $1.700

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-9.3%

FCF / Net income

-0.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.47B · net income $4.57B · FCF $-697.3M

2023-FY → 2025-FY

Gross margin

100.0%— pts

Operating margin

97.7%— pts

Net margin

61.1%— pts

FCF margin

-9.3%— pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$7.47B$7.47B$1.37B—
Net Income$4.57B$4.57B$288.5M—
EBITDA$7.95B$7.95B$1.36B—
EPS0.250.250.01—
Gross Margin100.0%100.0%46.1%—
Operating Margin97.7%97.7%39.8%—
Net Margin61.1%61.1%21.0%—
Balance Sheet
Debt/Equity0.000.000.00—
Current Ratio2.522.52——
Cash Flow
Free Cash Flow$-697.3M$-697.3M$70.8M—
Returns
ROE11.5%11.5%0.9%—
Valuation
P/E12.1412.14——
EV/EBITDA3.743.74——
P/B0.780.78——
Growth & Yield
Revenue Growth444.3%444.3%——
EPS Growth1636.1%1636.1%——

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-15.5%

fácil

EPS terminal req.

$0.15

Spread vs growth

1651.7%

5Y implied EPS CAGR

-6.1%

fácil

EPS terminal req.

$0.18

Spread vs growth

1642.2%

10Y implied EPS CAGR

1.6%

fácil

EPS terminal req.

$0.29

Spread vs growth

1634.5%

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 · available periodreconcilia total +3.0%

Total return

+3.0%

Start / end P/E

114.4x → 6.8x

EPS bridge

0.01 → 0.25

Residual

-1539.0%

EPS growth+1636.1%
Multiple rerating-94.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-1539.0%

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.