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TRENJ.IS$85.30+0.00%
Fair $85.30+0.0%

TRENJ.IS

Ipek Dogal Enerji Kaynaklari Arastirma ve Üretim A.S.

Basic Materials / GoldIstanbul

$85.30

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $85.30Fund rank 26/100 · Data gapFallback financials|
SA 51/C
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-3.4B · quality 45.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

51/100

C

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · TRENJ.ISLocal privado en este navegador · Ipek Dogal Enerji Kaynaklari Arastirma ve Üretim 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

$22.2B

P/E

20.1x

↑

EV/EBITDA

2.3x

↓

ROE

5.7%

↑

Gross Margin

41.1%

↑

Debt/Equity

0.01

↓
52-Week Range$85
$51$123

TradingView lightweight chart

TRENJ.IS price, volumen y niveles de valoración

Último $83.65Periodo +6708.2%
Fair value: $85.30

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

+15.2%

FCF CAGR

-8.5%

FCF margin

5.3%

FCF / Net income

1.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.73B · net income $705.7M · FCF $933.9M

2022-FY → 2025-FY

Gross margin

41.1%-13.9% pts

Operating margin

19.6%-15.2% pts

Net margin

4.0%+12.1% pts

FCF margin

5.3%-5.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$17.73B$17.73B$12.11B$12.43B$11.61B
Net Income$705.7M$705.7M$-1.29B$259.0M$-943.0M
EBITDA$6.98B$6.98B$1.71B$1.03B$-383.8M
EPS2.722.72-4.981.00-3.63
Gross Margin41.1%41.1%31.4%38.6%55.0%
Operating Margin19.6%19.6%-2.2%5.9%34.8%
Net Margin4.0%4.0%-10.7%2.1%-8.1%
Balance Sheet
Debt/Equity0.010.010.000.060.01
Current Ratio4.864.86———
Cash Flow
Free Cash Flow$933.9M$933.9M$-4.43B$-3.39B$1.22B
Returns
ROE5.7%5.7%-11.2%2.6%-13.3%
Valuation
P/E20.0720.07—33.10—
EV/EBITDA2.282.287.047.40—
P/B1.791.791.150.881.21
Growth & Yield
Revenue Growth46.4%46.4%-2.5%7.0%—
EPS Growth154.6%154.6%-598.0%127.5%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

40.7%

muy exigente

EPS terminal req.

$7.57

Spread vs growth

114.0%

5Y implied EPS CAGR

27.5%

muy exigente

EPS terminal req.

$9.16

Spread vs growth

127.1%

10Y implied EPS CAGR

18.4%

exigente

EPS terminal req.

$14.75

Spread vs growth

136.2%

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 +36.9%

Total return

+36.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-4.98 → 2.72

Residual

+36.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+36.9%

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.