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TKNSA.IS$20.48-0.78%
Fair $20.48+0.0%

TKNSA.IS

Teknosa Iç ve Dis Ticaret Anonim Sirketi

Consumer Cyclical / Specialty RetailIstanbul

$20.48

-0.16 (-0.78%)

Fairly Valued+0.0%Fair Value $20.48Fund rank 28/100 · Data gapFallback financials|
SA 26/D
F-Score: 4/9
High DebtLow 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.6B · quality 42.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 65/100Data 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

26/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Debt-to-Equity ratio is 8.50, above the 2.0 threshold ROE is -3.1%, below the 5% threshold
Thesis & Journal · TKNSA.ISLocal privado en este navegador · Teknosa Iç ve Dis Ticaret 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

$4.1B

P/E

N/A

•

EV/EBITDA

1.6x

↓

ROE

-311.8%

↓

Gross Margin

13.5%

↓

Debt/Equity

8.50

↑
52-Week Range$20
$19$30

TradingView lightweight chart

TKNSA.IS price, volumen y niveles de valoración

Último $20.48Periodo +298.7%
Fair value: $20.48

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

-38.7%

FCF margin

0.7%

FCF / Net income

-0.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $83.52B · net income $-2.25B · FCF $579.7M

2022-FY → 2025-FY

Gross margin

13.5%+4.8% pts

Operating margin

2.5%+4.4% pts

Net margin

-2.7%-4.3% pts

FCF margin

0.7%-7.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$83.52B$83.52B$90.89B$68.32B$32.71B
Net Income$-2.25B$-2.25B$-1.86B$1.08B$522.9M
EBITDA$4.85B$4.85B$5.73B$4.69B$2.07B
EPS-11.20-11.20-9.255.372.60
Gross Margin13.5%13.5%12.8%10.7%8.7%
Operating Margin2.5%2.5%2.3%0.4%-1.9%
Net Margin-2.7%-2.7%-2.0%1.6%1.6%
Balance Sheet
Debt/Equity8.508.500.540.490.81
Current Ratio0.810.81———
Cash Flow
Free Cash Flow$579.7M$579.7M$4.39B$3.56B$2.51B
Returns
ROE-311.8%-311.8%-81.7%42.0%68.7%
Valuation
P/E———5.849.88
EV/EBITDA1.601.601.161.032.01
P/B5.705.703.512.466.78
Growth & Yield
Revenue Growth-8.1%-8.1%33.0%108.9%—
EPS Growth-21.1%-21.1%-272.3%106.5%—

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 +8.2%

Total return

+8.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-9.25 → -11.20

Residual

+8.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+8.2%

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.