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YEOTK.IS$112.30+4.47%
Fair $112.30+0.0%

YEOTK.IS

Yeo Teknoloji Enerji Ve Endustri Anonim Sirketi

Industrials / Engineering & ConstructionIstanbul

$112.30

+4.80 (+4.47%)

Fairly Valued+0.0%Fair Value $112.30Fund rank 22/100 · Data gapFallback financials|
SA 57/C
F-Score: 3/9

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 17%

FCF escenarios

weak_data · normalized FCF $-576.4M · quality 42.3/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

57/100

C

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: 0unknown: 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.
Thesis & Journal · YEOTK.ISLocal privado en este navegador · Yeo Teknoloji Enerji Ve Endustri 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

$39.9B

P/E

24.8x

↑

EV/EBITDA

17.3x

↑

ROE

35.8%

↑

Gross Margin

25.0%

↓

Debt/Equity

1.72

↑
52-Week Range$112
$32$124

TradingView lightweight chart

YEOTK.IS price, volumen y niveles de valoración

Último $112.30Periodo +6315.4%
Fair value: $112.30

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

+78.3%

FCF CAGR

—

FCF margin

-15.6%

FCF / Net income

-1.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.73B · net income $1.48B · FCF $-2.60B

2022-FY → 2025-FY

Gross margin

25.0%+3.6% pts

Operating margin

18.5%+1.3% pts

Net margin

8.8%+1.9% pts

FCF margin

-15.6%-6.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$16.73B$16.73B$9.93B$9.21B$2.95B
Net Income$1.48B$1.48B$1.17B$613.3M$205.1M
EBITDA$2.62B$2.62B$2.07B$1.24B$368.1M
EPS4.164.163.301.730.41
Gross Margin25.0%25.0%33.7%21.8%21.5%
Operating Margin18.5%18.5%26.4%17.7%17.1%
Net Margin8.8%8.8%11.8%6.7%6.9%
Balance Sheet
Debt/Equity1.721.721.401.200.67
Current Ratio1.041.04———
Cash Flow
Free Cash Flow$-2.60B$-2.60B$-267.3M$-576.4M$-270.0M
Returns
ROE35.8%35.8%41.0%34.5%28.4%
Valuation
P/E24.7924.7917.0734.0850.27
EV/EBITDA17.2917.2911.1017.9320.76
P/B9.669.667.0011.7510.04
Growth & Yield
Revenue Growth68.5%68.5%7.7%212.2%—
EPS Growth26.0%26.0%91.2%324.7%—

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

33.8%

muy exigente

EPS terminal req.

$9.96

Spread vs growth

-7.8%

5Y implied EPS CAGR

23.7%

exigente

EPS terminal req.

$12.06

Spread vs growth

2.3%

10Y implied EPS CAGR

16.7%

exigente

EPS terminal req.

$19.42

Spread vs growth

9.3%

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 +187.9%

Total return

+187.9%

Start / end P/E

11.8x → 27.0x

EPS bridge

3.30 → 4.16

Residual

+33.4%

EPS growth+26.0%
Multiple rerating+128.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term+33.4%

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.