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VAKFN.IS$1.69+0.00%
Fair $1.69+0.0%

VAKFN.IS

Vakif Finansal Kiralama A.S.

Financial Services / Credit ServicesIstanbul

$1.69

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.69Fund rank 18/100 · Data gapFallback financials|
SA 36/D
F-Score: 3/9
High Debt

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 100.0/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

36/100

D

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); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 3.52, above the 2.0 threshold
Thesis & Journal · VAKFN.ISLocal privado en este navegador · Vakif Finansal Kiralama 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

$8.5B

P/E

4.3x

↓

EV/EBITDA

22.4x

↑

ROE

20.5%

↑

Gross Margin

34.0%

↓

Debt/Equity

3.52

↑
52-Week Range$2
$1$3

TradingView lightweight chart

VAKFN.IS price, volumen y niveles de valoración

Último $1.690Periodo +11968.8%
Fair value: $1.690

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

+73.4%

FCF CAGR

—

FCF margin

-6.4%

FCF / Net income

-0.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.77B · net income $1.53B · FCF $-367.1M

2022-FY → 2025-FY

Gross margin

34.0%+6.2% pts

Operating margin

25.7%+1.9% pts

Net margin

26.5%-20.3% pts

FCF margin

-6.4%-160.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.77B$5.77B$6.75B$3.87B$1.11B
Net Income$1.53B$1.53B$1.65B$1.44B$518.6M
EBITDA$1.50B$1.50B$1.71B$1.11B$266.0M
EPS0.350.350.380.340.12
Gross Margin34.0%34.0%33.6%32.4%27.8%
Operating Margin25.7%25.7%25.1%28.6%23.8%
Net Margin26.5%26.5%24.5%37.3%46.8%
Balance Sheet
Debt/Equity3.523.524.127.298.19
Current Ratio2.752.75———
Cash Flow
Free Cash Flow$-367.1M$-367.1M$29.6M$-405.0M$1.71B
Returns
ROE20.5%20.5%28.8%50.4%39.1%
Valuation
P/E4.334.333.613.055.11
EV/EBITDA22.3522.3515.1720.2840.45
P/B0.990.991.041.542.00
Growth & Yield
Revenue Growth-14.5%-14.5%74.4%249.5%—
EPS Growth-7.4%-7.4%10.3%178.0%—

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

-24.6%

fácil

EPS terminal req.

$0.15

Spread vs growth

17.2%

5Y implied EPS CAGR

-12.3%

fácil

EPS terminal req.

$0.18

Spread vs growth

4.9%

10Y implied EPS CAGR

-1.8%

fácil

EPS terminal req.

$0.29

Spread vs growth

-5.6%

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 +20.1%

Total return

+20.1%

Start / end P/E

3.7x → 4.8x

EPS bridge

0.38 → 0.35

Residual

-2.2%

EPS growth-7.4%
Multiple rerating+29.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-2.2%

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.