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RYSAS.IS$23.96+0.00%
Fair $23.96+0.0%

RYSAS.IS

Reysas Tasimacilik ve Lojistik Ticaret A.S.

Industrials / Integrated Freight & LogisticsIstanbul

$23.96

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $23.96Fund rank 30/100 · Data gapFallback financials|
SA 66/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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $1.5B · quality 50.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

66/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · RYSAS.ISLocal privado en este navegador · Reysas Tasimacilik ve Lojistik Ticaret 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

$47.9B

P/E

12.9x

↓

EV/EBITDA

6.0x

↓

ROE

11.9%

↑

Gross Margin

37.8%

↑

Debt/Equity

0.37

↑
52-Week Range$24
$12$24

TradingView lightweight chart

RYSAS.IS price, volumen y niveles de valoración

Último $22.20Periodo +12870.7%
Fair value: $23.96

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

+58.7%

FCF CAGR

+105.9%

FCF margin

35.2%

FCF / Net income

1.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.49B · net income $2.89B · FCF $4.39B

2022-FY → 2025-FY

Gross margin

37.8%-4.7% pts

Operating margin

33.2%-5.6% pts

Net margin

23.1%+15.1% pts

FCF margin

35.2%+19.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.49B$12.49B$14.50B$9.67B$3.12B
Net Income$2.89B$2.89B$2.39B$1.07B$249.2M
EBITDA$8.75B$8.75B$8.89B$3.83B$1.10B
EPS1.441.442.592.140.35
Gross Margin37.8%37.8%48.5%44.9%42.5%
Operating Margin33.2%33.2%41.8%39.5%38.8%
Net Margin23.1%23.1%16.5%11.1%8.0%
Balance Sheet
Debt/Equity0.370.370.401.133.82
Current Ratio1.221.22———
Cash Flow
Free Cash Flow$4.39B$4.39B$1.48B$-1.62B$503.5M
Returns
ROE11.9%11.9%12.0%22.2%20.7%
Valuation
P/E12.8812.888.533.507.78
EV/EBITDA5.985.982.861.905.75
P/B1.981.981.020.782.27
Growth & Yield
Revenue Growth-13.9%-13.9%49.9%209.6%—
EPS Growth-44.4%-44.4%21.1%509.5%—

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

13.9%

razonable

EPS terminal req.

$2.13

Spread vs growth

-58.3%

5Y implied EPS CAGR

12.3%

razonable

EPS terminal req.

$2.57

Spread vs growth

-56.7%

10Y implied EPS CAGR

11.1%

razonable

EPS terminal req.

$4.14

Spread vs growth

-55.5%

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 · 1Y approxreconcilia total +62.0%

Total return

+62.0%

Start / end P/E

5.3x → 15.4x

EPS bridge

2.59 → 1.44

Residual

-85.0%

EPS growth-44.4%
Multiple rerating+191.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-85.0%

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.