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SANKO.IS$22.62+1.34%
Fair $22.62+0.0%

SANKO.IS

Sanko Pazarlama Ithalat Ihracat Anonim Sirketi

Consumer Cyclical / Textile ManufacturingIstanbul

$22.62

+0.30 (+1.34%)

Fairly Valued+0.0%Fair Value $22.62Fund rank 25/100 · Data gapFallback financials|
SA 30/D
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 34% · confianza 15%

FCF escenarios

weak_data · normalized FCF $82.8M · quality 34.7/100

Data gap 25/100
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

30/100

D

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · SANKO.ISLocal privado en este navegador · Sanko Pazarlama Ithalat Ihracat Anonim Sirketi
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

$3.4B

P/E

8.0x

↓

EV/EBITDA

4.8x

↓

ROE

28.3%

↑

Gross Margin

2.7%

↓

Debt/Equity

N/A

•
52-Week Range$23
$18$29

TradingView lightweight chart

SANKO.IS price, volumen y niveles de valoración

Último $22.62Periodo +202.7%
Fair value: $22.62

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2023 · 2 años de histórico normalizado

Revenue CAGR

+88.2%

FCF CAGR

+143.2%

FCF margin

7.7%

FCF / Net income

1.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.34B · net income $430.6M · FCF $489.7M

2021-FY → 2023-FY

Gross margin

2.7%-0.2% pts

Operating margin

-1.2%-1.9% pts

Net margin

6.8%-0.4% pts

FCF margin

7.7%+3.1% pts
MetricTTM
2023
2022
2021
Income Statement
Revenue$6.34B$6.34B$6.92B$1.79B
Net Income$430.6M$430.6M$-309.2M$128.0M
EBITDA$626.8M$626.8M$-195.9M$185.4M
EPS2.872.87-2.060.85
Gross Margin2.7%2.7%2.5%2.9%
Operating Margin-1.2%-1.2%0.7%0.8%
Net Margin6.8%6.8%-4.5%7.1%
Balance Sheet
Current Ratio1.531.53——
Cash Flow
Free Cash Flow$489.7M$489.7M$-184.0M$82.8M
Returns
ROE28.3%28.3%-20.8%21.1%
Valuation
P/E8.028.02—7.72
EV/EBITDA4.774.77—4.67
P/B2.232.232.131.63
Growth & Yield
Revenue Growth-8.4%-8.4%286.6%—
EPS Growth239.3%239.3%-341.4%—

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

-11.2%

fácil

EPS terminal req.

$2.01

Spread vs growth

250.6%

5Y implied EPS CAGR

-3.3%

fácil

EPS terminal req.

$2.43

Spread vs growth

242.6%

10Y implied EPS CAGR

3.1%

fácil

EPS terminal req.

$3.91

Spread vs growth

236.2%

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 +18.6%

Total return

+18.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.06 → 2.87

Residual

+18.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+18.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.