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SELVA.IS$2.19+0.92%
Fair $2.19+0.0%

SELVA.IS

Selva Gida Sanayi A.S.

Consumer Defensive / Packaged FoodsIstanbul

$2.19

+0.02 (+0.92%)

Fairly Valued+0.0%Fair Value $2.19Fund rank 29/100 · Data gapFallback financials|
SA 32/D
F-Score: 1/9
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 20%

FCF escenarios

weak_data · normalized FCF $-97.6M · quality 52.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

32/100

D

Piotroski

1/9

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 -18.1%, below the 5% threshold
Thesis & Journal · SELVA.ISLocal privado en este navegador · Selva Gida Sanayi 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

$2.3B

P/E

N/A

•

EV/EBITDA

59.6x

↑

ROE

-18.1%

↓

Gross Margin

17.2%

↓

Debt/Equity

0.27

↓
52-Week Range$2
$2$4

TradingView lightweight chart

SELVA.IS price, volumen y niveles de valoración

Último $2.190Periodo +256.1%
Fair value: $2.190

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

+18.8%

FCF CAGR

—

FCF margin

-40.4%

FCF / Net income

1.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.01B · net income $-454.0M · FCF $-812.2M

2022-FY → 2025-FY

Gross margin

17.2%+0.9% pts

Operating margin

1.5%-7.4% pts

Net margin

-22.6%-16.1% pts

FCF margin

-40.4%-41.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.01B$2.01B$1.82B$1.99B$1.20B
Net Income$-454.0M$-454.0M$42.6M$250.8M$-77.7M
EBITDA$48.0M$48.0M$417.8M$555.5M$139.7M
EPS-0.43-0.430.050.32-0.10
Gross Margin17.2%17.2%15.8%13.5%16.3%
Operating Margin1.5%1.5%-1.7%2.6%8.9%
Net Margin-22.6%-22.6%2.3%12.6%-6.5%
Balance Sheet
Debt/Equity0.270.270.180.210.33
Current Ratio0.440.44———
Cash Flow
Free Cash Flow$-812.2M$-812.2M$400.0M$-97.6M$8.0M
Returns
ROE-18.1%-18.1%1.8%14.2%-7.3%
Valuation
P/E——33.985.90—
EV/EBITDA59.6259.624.462.188.76
P/B0.920.920.620.500.89
Growth & Yield
Revenue Growth10.4%10.4%-8.7%66.2%—
EPS Growth-892.6%-892.6%-82.9%423.3%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +23.7%

Total return

+23.7%

Start / end P/E

n/dx → n/dx

EPS bridge

0.05 → -0.43

Residual

+23.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+23.7%

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.