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PSGYO.IS$3.17+3.26%
Fair $3.17+0.0%

PSGYO.IS

Pasifik Gayrimenkul Yatirim Ortakligi A.S.

Real Estate / REIT - DiversifiedIstanbul

$3.17

+0.10 (+3.26%)

Fairly Valued+0.0%Fair Value $3.17Fund rank 24/100 · Data gapFallback financials|
SA 60/B
F-Score: 3/9
Declining RevenueMargin Compression

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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 43.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

60/100

B

Piotroski

3/9

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · PSGYO.ISLocal privado en este navegador · Pasifik Gayrimenkul Yatirim Ortakligi 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

$21.9B

P/E

4.5x

↓

EV/EBITDA

4.1x

↓

ROE

8.2%

↑

Gross Margin

51.9%

↑

Debt/Equity

0.36

↓
52-Week Range$3
$2$4

TradingView lightweight chart

PSGYO.IS price, volumen y niveles de valoración

Último $3.170Periodo +208.2%
Fair value: $3.170

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

-59.3%

FCF CAGR

—

FCF margin

-477.1%

FCF / Net income

-0.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $308.0M · net income $2.90B · FCF $-1.47B

2022-FY → 2025-FY

Gross margin

51.9%+22.3% pts

Operating margin

-60.2%-87.9% pts

Net margin

940.9%+806.9% pts

FCF margin

-477.1%-528.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$308.0M$308.0M$661.9M$2.68B$4.57B
Net Income$2.90B$2.90B$3.10B$1.46B$6.13B
EBITDA$6.56B$6.56B$6.69B$1.85B$6.19B
EPS0.570.570.650.302.09
Gross Margin51.9%51.9%39.1%36.8%29.7%
Operating Margin-60.2%-60.2%-5.1%26.2%27.7%
Net Margin940.9%940.9%468.1%54.4%134.1%
Balance Sheet
Debt/Equity0.360.360.610.400.13
Current Ratio2.592.59———
Cash Flow
Free Cash Flow$-1.47B$-1.47B$-2.14B$-6.62B$2.34B
Returns
ROE8.2%8.2%13.4%7.8%54.8%
Valuation
P/E4.534.532.655.540.89
EV/EBITDA4.104.103.328.351.06
P/B0.450.450.350.430.49
Growth & Yield
Revenue Growth-53.5%-53.5%-75.3%-41.3%—
EPS Growth-11.6%-11.6%112.7%-85.5%—
Dividend Yield0.3%0.3%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-21.0%

fácil

EPS terminal req.

$0.28

Spread vs growth

9.4%

5Y implied EPS CAGR

-9.8%

fácil

EPS terminal req.

$0.34

Spread vs growth

-1.8%

10Y implied EPS CAGR

-0.4%

fácil

EPS terminal req.

$0.55

Spread vs growth

-11.2%

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 +77.4%

Total return

+77.4%

Start / end P/E

2.8x → 5.5x

EPS bridge

0.65 → 0.57

Residual

-11.7%

EPS growth-11.6%
Multiple rerating+100.4%
Dividend+0.3%
Residual / FX / buybacks / cross-term-11.7%

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.