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SANFM.IS$8.48+0.00%
Fair $8.48+0.0%

SANFM.IS

Sanifoam Endustri ve Tuketim Urunleri Sanayi Ticaret A.S.

Consumer Defensive / Household & Personal ProductsIstanbul

$8.48

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $8.48Fund rank 22/100 · Data gapFallback financials|
SA 49/C
F-Score: 4/9
Low Profitability

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-243.3M · quality 47.0/100

Data gap 22/100
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

49/100

C

Piotroski

4/9

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); composite fair value and forward targets are disabled until manually verified. ROE is 0.3%, below the 5% threshold
Thesis & Journal · SANFM.ISLocal privado en este navegador · Sanifoam Endustri ve Tuketim Urunleri Sanayi 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

$3.2B

P/E

106.0x

↑

EV/EBITDA

21.2x

↑

ROE

0.3%

↓

Gross Margin

23.1%

↓

Debt/Equity

1.25

↑
52-Week Range$8
$5$9

TradingView lightweight chart

SANFM.IS price, volumen y niveles de valoración

Último $8.880Periodo +16086.7%
Fair value: $8.480

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

+23.5%

FCF CAGR

—

FCF margin

-22.2%

FCF / Net income

-142.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.15B · net income $1.8M · FCF $-256.0M

2022-FY → 2025-FY

Gross margin

23.1%+2.9% pts

Operating margin

11.7%+0.2% pts

Net margin

0.2%-9.1% pts

FCF margin

-22.2%-16.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.15B$1.15B$1.13B$1.02B$610.8M
Net Income$1.8M$1.8M$61.8M$63.4M$56.7M
EBITDA$167.4M$167.4M$194.4M$184.9M$124.5M
EPS0.000.000.160.850.15
Gross Margin23.1%23.1%12.1%19.8%20.2%
Operating Margin11.7%11.7%-3.6%11.0%11.5%
Net Margin0.2%0.2%5.5%6.2%9.3%
Balance Sheet
Debt/Equity1.251.250.670.900.81
Current Ratio1.661.66———
Cash Flow
Free Cash Flow$-256.0M$-256.0M$-196.7M$-243.3M$-38.3M
Returns
ROE0.3%0.3%10.4%15.2%22.4%
Valuation
P/E106.00106.00103.743.9610.18
EV/EBITDA21.2421.2433.683.185.77
P/B5.565.5610.770.602.28
Growth & Yield
Revenue Growth1.7%1.7%11.0%66.9%—
EPS Growth-97.1%-97.1%-80.5%458.9%—
Dividend Yield0.4%0.4%———

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

439.2%

muy exigente

EPS terminal req.

$0.75

Spread vs growth

-536.3%

5Y implied EPS CAGR

185.5%

muy exigente

EPS terminal req.

$0.91

Spread vs growth

-282.6%

10Y implied EPS CAGR

77.2%

muy exigente

EPS terminal req.

$1.47

Spread vs growth

-174.3%

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 +47.6%

Total return

+47.6%

Start / end P/E

36.6x → 1850.0x

EPS bridge

0.16 → 0.00

Residual

-4806.8%

EPS growth-97.1%
Multiple rerating+4951.0%
Dividend+0.4%
Residual / FX / buybacks / cross-term-4806.8%

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.