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SERNT.IS$10.41-2.35%
Fair $10.41+0.0%

SERNT.IS

SERNT.IS

Basic Materials / Building MaterialsIstanbul

$10.41

-0.25 (-2.35%)

Fairly Valued+0.0%Fair Value $10.41Fund rank 27/100 · Data gapFallback financials|
SA 49/C
F-Score: 4/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF n/d · quality 48.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data 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

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · SERNT.ISLocal privado en este navegador · SERNT.IS
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

$4.3B

P/E

3.6x

↓

EV/EBITDA

3.0x

↓

ROE

53.0%

↑

Gross Margin

40.9%

↑

Debt/Equity

1.63

↑
52-Week Range$10
$7$13

TradingView lightweight chart

SERNT.IS price, volumen y niveles de valoración

Último $10.41Periodo -21.1%
Fair value: $10.41

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

-1.8%

FCF CAGR

—

FCF margin

—

FCF / Net income

—

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.67B · net income $1.31B · FCF —

2021-FY → 2023-FY

Gross margin

40.9%+4.5% pts

Operating margin

24.1%-4.9% pts

Net margin

48.8%+78.3% pts

FCF margin

—— pts
MetricTTM
2023
2022
2021
Income Statement
Revenue$2.67B$2.67B$3.92B$2.77B
Net Income$1.31B$1.31B$1.12B$-817.6M
EBITDA$2.82B$2.82B$3.64B$2.97B
EPS3.053.052.61-1.91
Gross Margin40.9%40.9%38.6%36.4%
Operating Margin24.1%24.1%31.8%29.0%
Net Margin48.8%48.8%28.5%-29.5%
Balance Sheet
Debt/Equity1.631.63-155.58-5.07
Current Ratio1.371.37——
Returns
ROE53.0%53.0%-3253.1%65.0%
Valuation
P/E3.583.58——
EV/EBITDA2.982.98——
P/B1.811.81——
Growth & Yield
Revenue Growth-31.8%-31.8%41.5%—
EPS Growth16.6%16.6%236.9%—

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

-32.8%

fácil

EPS terminal req.

$0.92

Spread vs growth

49.4%

5Y implied EPS CAGR

-18.2%

fácil

EPS terminal req.

$1.12

Spread vs growth

34.8%

10Y implied EPS CAGR

-5.1%

fácil

EPS terminal req.

$1.80

Spread vs growth

21.7%

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 -9.2%

Total return

-9.2%

Start / end P/E

4.4x → 3.4x

EPS bridge

2.61 → 3.05

Residual

-3.7%

EPS growth+16.6%
Multiple rerating-22.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-3.7%

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.