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Bulls Girisim Sermayesi Yatirim Ortakligi A.S. (BULGS) Fair Value & Analysis

Financial Services · TR · Market cap 10.2B TRY

BG Bulls Girisim Sermayesi Yatirim Ortakligi A.S. BULGS · IS
Price38.36 TRY
Fair Value76.72 TRY
Upside+100.0%
Quality50/100
Expensive Growth
Highly profitable · 58.7% net margin
generates free cash flow
Ranks above peers (9/12)
Wide moat 86/100
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Evidence: High Range 57.54 TRY – 95.90 TRY Share as image

Fair value as of: Aug 5, 2026

From 24 valuation models · updated today

Share price −5.4% over the past month.

A solid business, screening 100% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (57.54 TRY). The market is more pessimistic than our downside scenario.
  • Solid quality (50/100) at a price below fair value, the discount is the argument here, not the business quality.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (17 months)

52.68 TRY 13.36 TRY Fair Value 76.72 TRY Feb 2025 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 5, 2026.

How to read this chart

17‑month range 13.36 TRY – 52.68 TRY · fair‑value band 57.54 TRY – 95.90 TRY · the 38.36 TRY price screens below the 76.72 TRY fair value. Dashed = 300-day average. As of Aug 5, 2026.

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Analysis

Bulls Girisim Sermayesi Yatirim Ortakligi A.S. (BULGS) currently trades at 38.36 TRY, while our model-based Fair Value estimate is 76.72 TRY, implying the stock looks roughly 100.0% undervalued today. We read business quality at 50/100 (solid quality), in the Financial Services 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, Bulls Girisim Sermayesi Yatirim Ortakligi A.S. generated revenue of 1.3B TRY at a net margin of 58.7%. Revenue grew 186.8% year over year. It earns a return on equity of 17.2%. The stock trades on a trailing P/E of 5.3. Fundamentals as of Aug 5, 2026

Our scenario range runs from 57.54 TRY (bear case) to 95.90 TRY (bull case); at 38.36 TRY, the current price sits below that range. The share trades about 32% below its 52-week high and 26% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 16% fair-value upside, at 100%, BULGS screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Growth DCF 58.29 TRY 115.62 TRY 209.58 TRY 72
Growth-Adj P/E 403.41 TRY 576.28 TRY 749.17 TRY 68
Rev-Margin DCF 42.82 TRY 73.68 TRY 138.51 TRY 67
All 24 models by family
DCF Models
FCF DCF 61.96 TRY 97.47 TRY 210.50 TRY 38
Owner Earnings 200.47 TRY 456.11 TRY 992.75 TRY 31
5Y Revenue Exit 38.95 TRY 64.39 TRY 117.36 TRY 39
5Y EBITDA Exit 48.79 TRY 84.28 TRY 153.82 TRY 41
5Y P/E Exit 161.77 TRY 395.24 TRY 719.21 TRY 38
10Y Revenue Exit 45.10 TRY 92.01 TRY 119.69 TRY 36
10Y EBITDA Exit 53.52 TRY 113.22 TRY 215.40 TRY 37
10Y P/E Exit 135.96 TRY 356.51 TRY 732.55 TRY 35
Earnings-Based
Graham-Dodd 86.90 TRY 605.95 TRY 850.37 TRY 54
Lynch FV 313.06 TRY 447.23 TRY 581.39 TRY 50
PEG = 1.0 313.06 TRY 447.23 TRY 581.39 TRY 46
EPV 32.12 TRY 37.46 TRY 42.13 TRY 59
Multiples
P/E Multiple 191.67 TRY 255.56 TRY 319.44 TRY 63
P/S Multiple 29.04 TRY 38.72 TRY 48.39 TRY 58
P/B Multiple 131.56 TRY 175.43 TRY 219.27 TRY 55
EV/EBIT 57.56 TRY 76.72 TRY 95.88 TRY 53
EV/EBITDA 42.15 TRY 56.16 TRY 70.19 TRY 54
EV/Revenue 27.18 TRY 38.78 TRY 50.40 TRY 43
Asset-Based
NCAV (Graham) 29.23 TRY 39.18 TRY 58.48 TRY 50
Growth DCF
Growth DCF 58.29 TRY 115.62 TRY 209.58 TRY 72
Rev-Margin DCF 42.82 TRY 73.68 TRY 138.51 TRY 67
Economic Profit
Residual Income 86.23 TRY 115.39 TRY 575.36 TRY 61
ROIC Compounder 32.12 TRY 37.46 TRY 42.13 TRY 67
Growth Earnings
Growth-Adj P/E 403.41 TRY 576.28 TRY 749.17 TRY 68

Widest divergence: Growth Earnings (576.28 TRY) versus Economic Profit (37.46 TRY). Highest evidence: Growth DCF (72).

Key figures & financial health

Revenue (TTM) 1.3B TRY
Revenue growth (YoY) +187%
Net margin 58.7%
Return on equity 17.2%
Free cash flow 471M TRY FY2025
P/E ratio 5.3
More key figures
Operating margin 33.9%
EPS (TTM) 7.10 TRY

Figures from reported company fundamentals · as of Aug 5, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 50/100

Of which business quality 57 · Market factors (momentum, volatility) 29

Profitability 60
Margins and returns on capital today
Quality Growth 0
Are margins and returns improving?
Cashflow 70
Earnings quality: real cash, not paper profit
Fin. Strength 75
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 22
Calm price path (market factor)
Momentum 30
Price trend over the last 3–12 months (market factor)
52W Momentum 36
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Bulls Girisim Sermayesi Yatirim Ortakligi A.S. engages in investment business in Turkey. It offers financial, managerial and structuring support to growth-stage and medium-sized companies. The company was founded in 2021 and is based in Istanbul, Turkey. Bulls Girisim Sermayesi Yatirim Ortakligi A.S. is a subsidiary of Bulls Yatirim Holding A.S.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Bulls Girisim Sermayesi Yatirim Ortakligi A.S. reported revenue of 2.0B TRY in FY2025 versus 61.1M TRY in FY2021, a compound +138.7%/yr. Reported net income was 1.6B TRY in FY2025, compounding +159.2%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
2.0B TRY
Latest YoY
−53.8%
Avg. growth/yr (3Y)
+97.4%
Revenue +138.7%/yr
FY21 61.1M TRY
FY22 258M TRY
FY23 640M TRY
FY24 4.3B TRY
FY25 2.0B TRY
Net income +159.2%/yr
FY21 36.2M TRY
FY22 −1.7M TRY
FY23 1.8B TRY
FY24 1.8B TRY
FY25 1.6B TRY

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Cite: Fair Value Calculator (2026). "Bulls Girisim Sermayesi Yatirim Ortakligi A.S. Fair Value". https://www.fairvalue-calculator.com/stock/BULGS

Peer Group

Capital Markets · 447 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 50 · Above median
Fair Value upside +100% · Top 25%
Return on equity (TTM) 17% · Top 25%
Return on assets 12% · Top 25%
Net margin (TTM) 59% · Top 25%
Operating margin (TTM) 34% · Above median
Revenue growth 187% · Top 25%
Dividend yield (TTM) 0.0% · Bottom 25%

Valuation Multiples vs Capital Markets median · lower = cheaper

P/E (TTM) 5.3× · Cheaper than 75% of peers
P/B 1.36× · Pricier than median
P/S (TTM) 7.53× · Pricier than 75% of peers
P/FCF 0.5× · Cheaper than median

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.

VALUE 100 · sector 7
FUTURE 100 · sector 91
PAST 69 · sector 30
HEALTH 0 · sector 93
DIVIDEND 0 · sector 37

Values & ESG

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

None of the checked exposures detected

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

Similar stocks

10 more Capital Markets stocks, each showing price versus our Fair Value estimate (as of Aug 5, 2026).

Stock Price Fair Value vs Fair Value
Mirae Asset Securities Co 006800 38,750 KRW 31,645 KRW -18%
Meritz Financial Group 138040 117,000 KRW 87,706 KRW -25%
Korea Investment Holdings 071050 239,000 KRW 318,825 KRW +33%
NH Investment & Securities Co 005940 31,000 KRW 37,133 KRW +20%
Samsung Securities Co 016360 107,700 KRW 126,487 KRW +17%
Motilal Oswal Financial Services Limited MOTILALOFS ₹967.00 ₹299.65 -69%
Kiwoom Securities Co 039490 322,000 KRW 358,091 KRW +11%
SSI Securities Corporation SSI 24,250 VND 28,021 VND +16%
Bolsas y Mercados Argentinos S.A BYMA 313.75 ARS 120.22 ARS -62%
Daishin Securities Co 003540 26,200 KRW 46,660 KRW +78%

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Frequently asked questions

Is Bulls Girisim Sermayesi Yatirim Ortakligi A.S. (BULGS) overvalued or undervalued?
As of Aug 5, 2026, our model estimates a fair value of 76.72 TRY versus a price of 38.36 TRY, about +100% (undervalued).
What is the fair value of BULGS?
Our model-based fair value for Bulls Girisim Sermayesi Yatirim Ortakligi A.S. is 76.72 TRY (as of Aug 5, 2026), built from audited fundamentals. The current price is 38.36 TRY.
What is the quality score of BULGS?
Bulls Girisim Sermayesi Yatirim Ortakligi A.S. has a Quality Score of 50/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Bulls Girisim Sermayesi Yatirim Ortakligi A.S. (BULGS)?
Bulls Girisim Sermayesi Yatirim Ortakligi A.S. reported trailing-twelve-month revenue of about 1.3B TRY (latest available figure, as of Aug 5, 2026).
What is the net profit margin of BULGS?
The net profit margin of Bulls Girisim Sermayesi Yatirim Ortakligi A.S. is about 58.7%, meaning it keeps roughly 58.7% of revenue as net income. Based on the latest reported figures.

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.

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