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CIMSA Fair Value & Analysis

Basic Materials · Market cap 42.3B TRY

C CIMSA CIMSA · IS
Price44.74 TRY
Fair Value55.77 TRY
Upside+24.7%
Quality36/100
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Expensive Growth
Thin margins · 7.4% net margin
Moderate debt · generates free cash flow
Trails peers (5/15)
Narrow moat 34/100
Evidence: Medium Range 41.83 TRY – 69.71 TRY Share as image

Fair value as of: Aug 6, 2026

From 20 valuation models · updated today

Share price −7.3% over the past month.

Below-average quality, screening 25% undervalued on our models.

What matters now

  • Our model range runs from 41.83 TRY (bear) to 69.71 TRY (bull), base 55.77 TRY. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 36/100 (below-average quality) with medium evidence: read the verdict with care.
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Price vs Fair Value (5 years)

59.00 TRY 2.63 TRY Fair Value 55.77 TRY Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 6, 2026.

How to read this chart

60‑month range 2.63 TRY – 59.00 TRY · fair‑value band 41.83 TRY – 69.71 TRY · the 44.74 TRY price screens below the 55.77 TRY fair value. Dashed = 300-day average. As of Aug 6, 2026.

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Analysis

CIMSA (CIMSA) currently trades at 44.74 TRY, while our model-based Fair Value estimate is 55.77 TRY, implying the stock looks roughly 24.7% undervalued today. We read business quality at 36/100 (below-average quality), in the Basic Materials 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: medium), always confirm before acting.

Over the trailing twelve months, CIMSA generated revenue of 45.9B TRY at a net margin of 7.4%. Revenue declined 0.2% year over year. It earns a return on equity of 10.5%. Net debt stands at 18.2B TRY. Fundamentals as of Aug 6, 2026

Our scenario range runs from 41.83 TRY (bear case) to 69.71 TRY (bull case); at 44.74 TRY, the current price sits within that range. The share trades about 25% below its 52-week high and 10% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -59% fair-value upside, at 25%, CIMSA 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
Residual Income 30.34 TRY 33.36 TRY 48.82 TRY 76
ROIC Compounder 28.73 TRY 35.92 TRY 51.26 TRY 72
Growth-Adj P/E 72.75 TRY 103.93 TRY 135.10 TRY 68
All 20 models by family
DCF Models
5Y Revenue Exit 23.45 TRY 58.94 TRY 134.03 TRY 39
5Y EBITDA Exit 55.95 TRY 124.66 TRY 260.04 TRY 41
5Y P/E Exit 25.96 TRY 84.46 TRY 166.25 TRY 38
10Y Revenue Exit 12.45 TRY 64.07 TRY 104.06 TRY 36
10Y EBITDA Exit 38.11 TRY 134.06 TRY 312.55 TRY 37
10Y P/E Exit 16.23 TRY 69.49 TRY 161.85 TRY 35
Earnings-Based
Graham-Dodd 22.31 TRY 155.58 TRY 218.33 TRY 54
Lynch FV 57.85 TRY 82.64 TRY 107.43 TRY 50
PEG = 1.0 57.85 TRY 82.64 TRY 107.43 TRY 46
EPV 28.73 TRY 35.45 TRY 41.34 TRY 59
Multiples
P/E Multiple 49.21 TRY 65.61 TRY 82.02 TRY 63
P/S Multiple 41.83 TRY 55.77 TRY 69.71 TRY 58
P/B Multiple 41.83 TRY 55.77 TRY 69.71 TRY 55
EV/EBIT 51.92 TRY 73.10 TRY 94.27 TRY 53
EV/EBITDA 77.31 TRY 106.95 TRY 136.59 TRY 54
EV/Revenue 31.22 TRY 49.57 TRY 67.92 TRY 43
Asset-Based
NCAV (Graham) 17.57 TRY 23.54 TRY 35.13 TRY 50
Economic Profit
Residual Income 30.34 TRY 33.36 TRY 48.82 TRY 76
ROIC Compounder 28.73 TRY 35.92 TRY 51.26 TRY 72
Growth Earnings
Growth-Adj P/E 72.75 TRY 103.93 TRY 135.10 TRY 68

Widest divergence: Growth Earnings (103.93 TRY) versus Asset-Based (23.54 TRY). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 45.9B TRY
Revenue growth (YoY) -0.2%
Net margin 7.4%
Return on equity 10.5%
Free cash flow 82.2M TRY FY2025
P/E ratio 12.5
More key figures
Operating margin 3.3%
EPS (TTM) 3.58 TRY
EPS growth (YoY) +80.4%
Net debt 18.2B TRY FY2025

Figures from reported company fundamentals · as of Aug 6, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 36/100

Of which business quality 37 · Market factors (momentum, volatility) 41

Profitability 32
Margins and returns on capital today
Quality Growth 57
Are margins and returns improving?
Cashflow 46
Earnings quality: real cash, not paper profit
Fin. Strength 37
Balance sheet, leverage, solvency risk
Investment 4
Disciplined investing over empire-building
Low Volatility 80
Calm price path (market factor)
Momentum 26
Price trend over the last 3–12 months (market factor)
52W Momentum 24
Distance to the 52-week high (market factor)
Net Issuance 40
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.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

CIMSA reported revenue of 45.9B TRL in FY2025 versus 3.7B TRL in FY2021, a compound +87.1%/yr. Reported net income was 3.1B TRL in FY2025, compounding +32.2%/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)
45.9B TRY
Latest YoY
+24.6%
Avg. growth/yr (3Y)
+74.9%
Avg. growth/yr (5Y)
+85.7%
Avg. growth/yr (25Y)
−25.6%
Revenue +87.1%/yr
FY21 3.7B TRL
FY22 8.6B TRL
FY23 29.6B TRL
FY24 36.8B TRL
FY25 45.9B TRL
Net income +32.2%/yr
FY21 1.0B TRL
FY22 3.4B TRL
FY23 3.6B TRL
FY24 3.5B TRL
FY25 3.1B TRL

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Cite: Fair Value Calculator (2026). "CIMSA Fair Value". https://www.fairvalue-calculator.com/stock/CIMSA

Peer Group

Building Materials · 255 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 36 · Bottom 25%
Fair Value upside +25% · Above median
Return on equity (TTM) 11% · Top 25%
Return on assets 3% · Above median
Net margin (TTM) 7% · Above median
Operating margin (TTM) 3% · Below median
Revenue growth -0% · Below median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.62× · Higher than 75% of peers

Valuation Multiples vs Building Materials median · lower = cheaper

P/E (TTM) 12.5× · Cheaper than median
P/B 1.27× · Pricier than median
P/S (TTM) 0.92× · Pricier than median
P/FCF 10.8× · Pricier than 75% of peers
EV/EBITDA 6.3× · Pricier than median
PEG 1.85× · Pricier 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 66 · sector 27
FUTURE 0 · sector 2
PAST 42 · sector 15
HEALTH 69 · sector 92
DIVIDEND 0 · sector 42

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 Building Materials stocks, each showing price versus our Fair Value estimate (as of Aug 6, 2026).

Stock Price Fair Value vs Fair Value
CRH plc CRH $102.92 $70.57 -31%
UltraTech Cement Limited ULTRACEMCO ₹11,711 ₹4,719 -60%
China Jushi Co 600176 ¥54.52 ¥13.95 -74%
Grasim Industries Limited GRASIM ₹3,073 ₹1,245 -59%
CEMEX, S.A. CEMEXCPO 21.71 MXN 15.42 MXN -29%
Anhui Conch Cement Company 600585 ¥16.99 ¥26.14 +54%
Ambuja Cements Limited AMBUJACEM ₹435.25 ₹227.96 -48%
Shree Cement Limited SHREECEM ₹26,930 ₹8,215 -69%
TCC Group 1101B 43.70 TWD 10.48 TWD -76%
Taiwan Glass Ind. Corp 1802 53.30 TWD 13.98 TWD -74%

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Frequently asked questions

Is CIMSA overvalued or undervalued?
As of Aug 6, 2026, our model estimates a fair value of 55.77 TRY versus a price of 44.74 TRY, about +25% (undervalued).
What is the fair value of CIMSA?
Our model-based fair value for CIMSA is 55.77 TRY (as of Aug 6, 2026), built from audited fundamentals. The current price is 44.74 TRY.
What is the quality score of CIMSA?
CIMSA has a Quality Score of 36/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of CIMSA?
CIMSA reported trailing-twelve-month revenue of about 45.9B TRY (latest available figure, as of Aug 6, 2026).
What is the net profit margin of CIMSA?
The net profit margin of CIMSA is about 7.4%, meaning it keeps roughly 7.4% 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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