Arçelik Anonim Sirketi, (ARCLK) Fair Value & Analysis

Consumer Cyclical · TR · Market cap 64.5B TRY

What matters now

• The large discount to fair value meets weak quality (29/100). That raises the risk this is a value trap rather than a bargain.
• The price is below even our cautious bear case (126.27 TRY). The market is more pessimistic than our downside scenario.
• A fairly wide model range (126.27 TRY to 324.79 TRY) leaves room in how you read the outcome.

Price vs Fair Value (12 months)

12‑month range 96.50 TRY – 145.80 TRY · fair‑value band 126.27 TRY – 324.79 TRY · the 96.90 TRY price screens below the 218.82 TRY fair value. As of Jul 31, 2026.

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Analysis

Arçelik Anonim Sirketi, (ARCLK) currently trades at 96.90 TRY, while our model-based Fair Value estimate is 218.82 TRY, implying the stock looks roughly 125.8% undervalued today. We read business quality at 29/100 (below-average quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Arçelik Anonim Sirketi, generated revenue of 511B TRY at a net margin of -1.6%. Revenue declined 8.8% year over year. It earns a return on equity of -12.0%. Net debt stands at 127B TRY. Fundamentals as of Jul 31, 2026

Our scenario range runs from 126.27 TRY (bear case) to 324.79 TRY (bull case); at 96.90 TRY, the current price sits below that range. The share trades about 34% below its 52-week high and 1% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 36% fair-value upside, at 126%, ARCLK screens cheaper than that median.

Key figures & financial health

Quality Score breakdown

About the company

Arçelik Anonim Sirketi, together with its subsidiaries, produces, markets, sells, after sales services, imports, and exports consumer durable goods and electronics in Turkey, Europe, the Asia Pacific, Africa, and internationally. It operates through White Goods, Consumer Electronics, and Other segments.

Full company description

Arçelik Anonim Sirketi, together with its subsidiaries, produces, markets, sells, after sales services, imports, and exports consumer durable goods and electronics in Turkey, Europe, the Asia Pacific, Africa, and internationally. It operates through White Goods, Consumer Electronics, and Other segments. It offers refrigerators, freezers, washing machines, dryers, dishwashers, ovens, microwave ovens, furnaces, hoods, mini-midi ovens, waring drawers, water dispensers, water purifiers, air conditioners, combi boilers, kettles, room heaters, fans, solar panels, inverters, sun junior energy storage system, solar UPS, folding solar panel, solar backpacks, vehicle charging devices, heat pumps, televisions, smartphones, laptop and tablets, POS cash register, portable sound system, brooms, cooking utensils, irons, hygiene products, hermetic compressors, and motor pumps. The company provides its products under the Altus, Arctic, Blomberg, Hitachi, Dawlance, Arçelik, Singer, Bauknecht, Ignis, Polar, Privileg, Beko, Defy, Indesit, Elektrabregenz, Flavel, Grundig, Hotpoint, Ariston, Leisure, and VoltasBeko brand names. Arçelik Anonim Sirketi was incorporated in 1955 and is based in Istanbul, Turkey.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Arçelik Anonim Sirketi, reported revenue of 524B TRL in FY2025 versus 68.2B TRL in FY2021, a compound +66.5%/yr. Reported net income was −8.4B TRL in FY2025.

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Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.