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Deniz Gayrimenkul Yatirim Ortakligi A.S. (DZGYO) Fair Value & Analysis

Real Estate · TR · Market cap 2.8B TRY

DG Deniz Gayrimenkul Yatirim Ortakligi A.S. DZGYO · IS
Price7.10 TRY
Fair Value9.24 TRY
Upside+30.1%
Quality50/100
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Weak Growth
Highly profitable · 183.5% net margin
Low debt · generates free cash flow
Ranks above peers (7/11)
Moderate moat 49/100
Evidence: High Range 7.37 TRY – 9.24 TRY Share as image

Fair value as of: Aug 7, 2026

From 16 valuation models · updated yesterday

Share price −16.9% over the past month.

A solid business, screening 30% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (7.37 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.
  • As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
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Price vs Fair Value (5 years)

13.68 TRY 1.57 TRY Fair Value 9.24 TRY May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 7, 2026.

How to read this chart

60‑month range 1.57 TRY – 13.68 TRY · fair‑value band 7.37 TRY – 9.24 TRY · the 7.10 TRY price screens below the 9.24 TRY fair value. Dashed = 300-day average. As of Aug 7, 2026.

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Analysis

Deniz Gayrimenkul Yatirim Ortakligi A.S. (DZGYO) currently trades at 7.10 TRY, while our model-based Fair Value estimate is 9.24 TRY, implying the stock looks roughly 30.1% undervalued today. We read business quality at 50/100 (solid quality), in the Real Estate 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.

Trailing-twelve-month revenue stands at 140M TRY. Revenue grew 151.6% year over year. It earns a return on equity of 4.5%. Net debt stands at 13.6M TRY. Fundamentals as of Aug 7, 2026

Our scenario range runs from 7.37 TRY (bear case) to 9.24 TRY (bull case); at 7.10 TRY, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 32% below its 52-week high and 14% above its 52-week low, currently below its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -22% fair-value upside, at 30%, DZGYO 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 14.85 TRY 27.62 TRY 48.19 TRY 80
Growth-Adj P/E 22.40 TRY 31.99 TRY 41.59 TRY 68
P/E Multiple 10.64 TRY 14.19 TRY 17.74 TRY 63
All 16 models by family
DCF Models
FCF DCF 15.77 TRY 23.89 TRY 49.22 TRY 38
5Y Revenue Exit 5.41 TRY 6.56 TRY 8.79 TRY 39
5Y P/E Exit 12.88 TRY 26.78 TRY 45.54 TRY 38
10Y Revenue Exit 8.58 TRY 12.74 TRY 13.77 TRY 36
10Y P/E Exit 13.94 TRY 28.47 TRY 51.91 TRY 35
Earnings-Based
Graham-Dodd 4.82 TRY 33.64 TRY 47.21 TRY 54
Lynch FV 17.38 TRY 24.83 TRY 32.28 TRY 50
PEG = 1.0 17.38 TRY 24.83 TRY 32.28 TRY 46
Multiples
P/E Multiple 10.64 TRY 14.19 TRY 17.74 TRY 63
P/S Multiple 0.5200 TRY 0.6900 TRY 0.8700 TRY 58
P/B Multiple 9.04 TRY 12.06 TRY 15.07 TRY 55
EV/Revenue 1.21 TRY 1.41 TRY 1.62 TRY 43
Asset-Based
NCAV (Graham) 7.09 TRY 9.50 TRY 14.18 TRY 50
Growth DCF
Growth DCF 14.85 TRY 27.62 TRY 48.19 TRY 80
Economic Profit
Residual Income 10.70 TRY 10.75 TRY 10.09 TRY 61
Growth Earnings
Growth-Adj P/E 22.40 TRY 31.99 TRY 41.59 TRY 68

Widest divergence: Growth Earnings (31.99 TRY) versus Multiples (1.41 TRY). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 140M TRY
Revenue growth (YoY) +152%
Net margin 183%
Return on equity 4.5%
Free cash flow 378M TRY FY2025
P/E ratio 9.1
More key figures
Operating margin -428%
EPS (TTM) 0.7800 TRY
EPS growth (YoY) -56.4%
Net debt 13.6M TRY FY2021

Figures from reported company fundamentals · as of Aug 7, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 50/100

Of which business quality 58 · Market factors (momentum, volatility) 38

Profitability 34
Margins and returns on capital today
Quality Growth 26
Are margins and returns improving?
Cashflow 89
Earnings quality: real cash, not paper profit
Fin. Strength 71
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 64
Calm price path (market factor)
Momentum 29
Price trend over the last 3–12 months (market factor)
52W Momentum 25
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

Deniz Gayrimenkul Yatirim Ortakligi A.S. operates as a real estate investment trust in Turkey. The company engages in real estate investment and development activities. Its property portfolio consists of residential units, hotels, and commercial units in Istanbul, Ankara, and Mugla.

Full company description

Deniz Gayrimenkul Yatirim Ortakligi A.S. operates as a real estate investment trust in Turkey. The company engages in real estate investment and development activities. Its property portfolio consists of residential units, hotels, and commercial units in Istanbul, Ankara, and Mugla. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was incorporated in 1995 and is headquartered in Istanbul, Turkey. Deniz Gayrimenkul Yatirim Ortakligi A.S. is a subsidiary of Denizbank Anonim Sirketi.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Deniz Gayrimenkul Yatirim Ortakligi A.S. reported revenue of 111M TRY in FY2025 versus 467M TRY in FY2021, a compound −30.2%/yr. Reported net income was 284M TRY in FY2025, compounding +30.4%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
111M TRY
Latest YoY
−82.5%
Avg. growth/yr (3Y)
−45.0%
Avg. growth/yr (5Y)
−21.3%
Avg. growth/yr (20Y)
+6.9%
Revenue −30.2%/yr
FY21 467M TRY
FY22 666M TRY
FY23 1.1B TRY
FY24 631M TRY
FY25 111M TRY
Net income +30.4%/yr
FY21 98.1M TRY
FY22 606M TRY
FY23 99.4M TRY
FY24 626M TRY
FY25 284M TRY

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Cite: Fair Value Calculator (2026). "Deniz Gayrimenkul Yatirim Ortakligi A.S. Fair Value". https://www.fairvalue-calculator.com/stock/DZGYO

Peer Group

REIT - Diversified · 165 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 · Below median
Fair Value upside +30% · Top 25%
Return on equity (TTM) 4% · Below median
Return on assets -2% · Bottom 25%
Net margin (TTM) 183% · Top 25%
Revenue growth 152% · Top 25%

Valuation Multiples vs REIT - Diversified median · lower = cheaper

P/E (TTM) 9.1× · Cheaper than median
P/B 0.50× · Cheaper than median
P/S (TTM) 20.28× · Pricier than 75% of peers
P/FCF 0.2× · Cheaper than 75% of peers

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 73 · sector 13
FUTURE 100 · sector 13
PAST 18 · sector 20
HEALTH 100 · sector 72
DIVIDEND 0 · sector 97

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 REIT - Diversified stocks, each showing price versus our Fair Value estimate (as of Aug 7, 2026).

Stock Price Fair Value vs Fair Value
Goodman Group GMG A$29.11 A$7.37 -75%
VICI Properties Inc VICI $26.73 $41.74 +56%
W. P. Carey Inc WPC $76.69 $35.59 -54%
Charter Hall Group CHC A$21.90 A$11.46 -48%
Fibra Uno FUNO11 31.10 MXN 63.56 MXN +104%
COV COV €52.55 €62.39 +19%
The GPT Group GPT A$4.89 A$3.49 -29%
Mirvac Group MGR A$1.70 A$0.5700 -66%
KLCC Property Holdings 5235SS 8.85 MYR 6.91 MYR -22%
CRRUN CRRUN C$17.65 C$17.89 +1%

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Frequently asked questions

Is Deniz Gayrimenkul Yatirim Ortakligi A.S. (DZGYO) overvalued or undervalued?
As of Aug 7, 2026, our model estimates a fair value of 9.24 TRY versus a price of 7.10 TRY, about +30% (undervalued).
What is the fair value of DZGYO?
Our model-based fair value for Deniz Gayrimenkul Yatirim Ortakligi A.S. is 9.24 TRY (as of Aug 7, 2026), built from audited fundamentals. The current price is 7.10 TRY.
What is the quality score of DZGYO?
Deniz Gayrimenkul Yatirim Ortakligi A.S. has a Quality Score of 50/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the revenue of Deniz Gayrimenkul Yatirim Ortakligi A.S. (DZGYO)?
Deniz Gayrimenkul Yatirim Ortakligi A.S. reported trailing-twelve-month revenue of about 140M TRY (latest available figure, as of Aug 7, 2026).
What is the net profit margin of DZGYO?
The net profit margin of Deniz Gayrimenkul Yatirim Ortakligi A.S. is about 183.5%, meaning it keeps roughly 183.5% 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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