StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
TMSN.IS$100.10+0.55%
Fair $100.10+0.0%

TMSN.IS

Tümosan Motor ve Traktör Sanayi A.S.

Industrials / Farm & Heavy Construction MachineryIstanbul

$100.10

+0.55 (+0.55%)

Fairly Valued+0.0%Fair Value $100.10Fund rank 28/100 · Data gapFallback financials|
SA 43/C
F-Score: 4/9
Declining Revenue

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 19%

FCF escenarios

weak_data · normalized FCF $-575.4M · quality 47.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

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: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · TMSN.ISLocal privado en este navegador · Tümosan Motor ve Traktör 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

$11.5B

P/E

2.5x

↓

EV/EBITDA

2.1x

↓

ROE

30.5%

↑

Gross Margin

10.4%

↓

Debt/Equity

0.42

↑
52-Week Range$100
$92$139

TradingView lightweight chart

TMSN.IS price, volumen y niveles de valoración

Último $100.10Periodo +1922.2%
Fair value: $100.10

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

-20.8%

FCF CAGR

-8.1%

FCF margin

19.6%

FCF / Net income

0.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.45B · net income $4.53B · FCF $676.0M

2022-FY → 2025-FY

Gross margin

10.4%-6.9% pts

Operating margin

-45.7%-51.4% pts

Net margin

131.0%+125.4% pts

FCF margin

19.6%+7.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.45B$3.45B$9.14B$11.53B$6.95B
Net Income$4.53B$4.53B$-596.9M$971.0M$387.2M
EBITDA$8.50B$8.50B$1.59B$2.40B$1.11B
EPS——-5.198.443.37
Gross Margin10.4%10.4%20.4%25.4%17.3%
Operating Margin-45.7%-45.7%1.5%14.3%5.7%
Net Margin131.0%131.0%-6.5%8.4%5.6%
Balance Sheet
Debt/Equity0.420.420.580.290.21
Current Ratio3.133.13———
Cash Flow
Free Cash Flow$676.0M$676.0M$-873.1M$-575.4M$872.2M
Returns
ROE30.5%30.5%-7.0%13.8%9.2%
Valuation
P/E2.542.54—10.1317.95
EV/EBITDA2.072.0712.144.786.52
P/B0.780.781.701.401.66
Growth & Yield
Revenue Growth-62.2%-62.2%-20.7%66.0%—
EPS Growth——-161.5%150.4%—

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 +4.0%

Total return

+4.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-5.19 → n/d

Residual

+4.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+4.0%

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.