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SOKM.IS$48.00+0.00%
Fair $48.00+0.0%

SOKM.IS

Sok Marketler Ticaret A.S.

Consumer Cyclical / Department StoresIstanbul

$48.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $48.00Fund rank 37/100 · Data gapFallback financials|
SA 43/C
F-Score: 3/9
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $17.0B · quality 78.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

43/100

C

Piotroski

3/9

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 -5.4%, below the 5% threshold
Thesis & Journal · SOKM.ISLocal privado en este navegador · Sok Marketler 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

$28.5B

P/E

N/A

•

EV/EBITDA

1.9x

↓

ROE

-5.4%

↓

Gross Margin

20.5%

↓

Debt/Equity

0.41

↓
52-Week Range$48
$32$70

TradingView lightweight chart

SOKM.IS price, volumen y niveles de valoración

Último $47.84Periodo +373.7%
Fair value: $48.00

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

+35.4%

FCF CAGR

+47.4%

FCF margin

6.1%

FCF / Net income

-8.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $278.81B · net income $-1.93B · FCF $17.13B

2022-FY → 2025-FY

Gross margin

20.5%+0.3% pts

Operating margin

-1.6%-2.3% pts

Net margin

-0.7%-6.9% pts

FCF margin

6.1%+1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$278.81B$278.81B$264.63B$193.16B$112.38B
Net Income$-1.93B$-1.93B$80.2M$6.14B$6.95B
EBITDA$17.94B$17.94B$13.08B$18.28B$13.65B
EPS-3.25-3.250.1410.3411.72
Gross Margin20.5%20.5%18.3%19.7%20.2%
Operating Margin-1.6%-1.6%-4.1%-1.2%0.7%
Net Margin-0.7%-0.7%0.0%3.2%6.2%
Balance Sheet
Debt/Equity0.410.410.330.310.44
Current Ratio0.850.85———
Cash Flow
Free Cash Flow$17.13B$17.13B$17.04B$16.24B$5.34B
Returns
ROE-5.4%-5.4%0.2%21.2%29.2%
Valuation
P/E——310.885.202.39
EV/EBITDA1.871.872.281.911.83
P/B0.800.800.661.100.70
Growth & Yield
Revenue Growth5.4%5.4%37.0%71.9%—
EPS Growth-2505.6%-2505.6%-98.7%-11.8%—

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 +44.2%

Total return

+44.2%

Start / end P/E

n/dx → n/dx

EPS bridge

0.14 → -3.25

Residual

+44.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+44.2%

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.