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v0.1
RYGYO.IS$34.48+1.41%
Fair $34.48+0.0%

RYGYO.IS

Reysas Gayrimenkul Yatirim Ortakligi A.S.

Real Estate / REIT - IndustrialIstanbul

$34.48

+0.48 (+1.41%)

Fairly Valued+0.0%Fair Value $34.48Fund rank 28/100 · Data gapFallback financials|
SA 68/B
F-Score: 5/9

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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 100.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

68/100

B

Piotroski

5/9

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. 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.
Thesis & Journal · RYGYO.ISLocal privado en este navegador · Reysas 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

$69.0B

P/E

4.3x

↓

EV/EBITDA

3.4x

↓

ROE

30.5%

↑

Gross Margin

87.4%

↑

Debt/Equity

0.07

↓
52-Week Range$34
$13$37

TradingView lightweight chart

RYGYO.IS price, volumen y niveles de valoración

Último $34.48Periodo +34135.6%
Fair value: $34.48

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

+52.8%

FCF CAGR

—

FCF margin

142.3%

FCF / Net income

0.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.67B · net income $26.29B · FCF $5.22B

2022-FY → 2025-FY

Gross margin

87.4%+2.1% pts

Operating margin

83.6%-0.5% pts

Net margin

717.4%-93.4% pts

FCF margin

142.3%+185.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.67B$3.67B$4.59B$2.55B$1.03B
Net Income$26.29B$26.29B$11.15B$12.56B$8.32B
EBITDA$21.50B$21.50B$20.36B$13.83B$8.95B
EPS13.1513.155.5825.124.16
Gross Margin87.4%87.4%91.8%79.4%85.4%
Operating Margin83.6%83.6%97.0%74.9%84.0%
Net Margin717.4%717.4%242.9%492.7%810.8%
Balance Sheet
Debt/Equity0.070.070.100.100.34
Current Ratio0.650.65———
Cash Flow
Free Cash Flow$5.22B$5.22B$5.52B$-10.34B$-445.1M
Returns
ROE30.5%30.5%18.6%28.6%70.7%
Valuation
P/E4.324.323.120.250.76
EV/EBITDA3.423.421.941.101.04
P/B0.800.800.580.290.54
Growth & Yield
Revenue Growth-20.2%-20.2%80.1%148.3%—
EPS Growth135.7%135.7%-77.8%503.5%—

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

-38.5%

fácil

EPS terminal req.

$3.06

Spread vs growth

174.2%

5Y implied EPS CAGR

-22.4%

fácil

EPS terminal req.

$3.70

Spread vs growth

158.1%

10Y implied EPS CAGR

-7.6%

fácil

EPS terminal req.

$5.96

Spread vs growth

143.3%

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 +162.6%

Total return

+162.6%

Start / end P/E

2.4x → 2.6x

EPS bridge

5.58 → 13.15

Residual

+15.5%

EPS growth+135.7%
Multiple rerating+11.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term+15.5%

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.