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v0.1
SRVGY.IS$3.01+0.00%
Fair $3.01+0.0%

SRVGY.IS

Servet Gayrimenkul Yatirim Ortakligi A.S.

Real Estate / REIT - DiversifiedIstanbul

$3.01

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $3.01Fund rank 31/100 · Data gapFallback financials|
SA 64/B
F-Score: 7/9

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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 92.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 47/100Data 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

64/100

B

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · SRVGY.ISLocal privado en este navegador · Servet Gayrimenkul Yatirim Ortakligi 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

$9.8B

P/E

4.0x

↓

EV/EBITDA

1.5x

↓

ROE

12.0%

↑

Gross Margin

70.4%

↑

Debt/Equity

0.03

↓
52-Week Range$3
$2$4

TradingView lightweight chart

SRVGY.IS price, volumen y niveles de valoración

Último $3.020Periodo +8035.8%
Fair value: $3.010

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

+36.7%

FCF CAGR

+11.2%

FCF margin

49.1%

FCF / Net income

0.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.03B · net income $3.34B · FCF $1.98B

2022-FY → 2025-FY

Gross margin

70.4%+6.6% pts

Operating margin

63.2%+2.7% pts

Net margin

82.8%-215.5% pts

FCF margin

49.1%-42.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.03B$4.03B$1.67B$1.42B$1.58B
Net Income$3.34B$3.34B$2.60B$7.23B$4.71B
EBITDA$6.79B$6.79B$7.89B$8.19B$5.60B
EPS1.031.030.802.231.45
Gross Margin70.4%70.4%64.2%70.4%63.8%
Operating Margin63.2%63.2%53.9%63.5%60.6%
Net Margin82.8%82.8%155.6%508.3%298.4%
Balance Sheet
Debt/Equity0.030.030.030.020.07
Current Ratio3.393.39———
Cash Flow
Free Cash Flow$1.98B$1.98B$-106.3M$1.72B$1.44B
Returns
ROE12.0%12.0%10.5%34.0%37.1%
Valuation
P/E4.014.015.722.381.89
EV/EBITDA1.551.551.972.141.75
P/B0.350.350.600.810.70
Growth & Yield
Revenue Growth141.3%141.3%17.4%-9.8%—
EPS Growth28.4%28.4%-64.1%53.6%—
Dividend Yield10.2%10.2%———

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

-36.2%

fácil

EPS terminal req.

$0.27

Spread vs growth

64.6%

5Y implied EPS CAGR

-20.6%

fácil

EPS terminal req.

$0.32

Spread vs growth

49.1%

10Y implied EPS CAGR

-6.6%

fácil

EPS terminal req.

$0.52

Spread vs growth

35.0%

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 +33.5%

Total return

+33.5%

Start / end P/E

3.1x → 2.9x

EPS bridge

0.80 → 1.03

Residual

-1.1%

EPS growth+28.4%
Multiple rerating-4.0%
Dividend+10.2%
Residual / FX / buybacks / cross-term-1.1%

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.