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HATSN Fair Value & Analysis

Industrials · TR · Market cap 12.8B TRY

H HATSN HATSN · IS
Price56.95 TRY
Fair Value19.89 TRY
Upside-65.1%
Quality38/100
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Expensive Growth
Loss-making · -7.6% net margin
Low debt · negative free cash flow
Trails peers (4/11)
Narrow moat 1/100
Evidence: Low Range 14.76 TRY – 25.02 TRY Share as image

Fair value as of: Aug 8, 2026

From 4 valuation models · updated yesterday

Share price +11.6% over the past month.

Below-average quality, and screening another 65% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (25.02 TRY). The favourable scenario is already priced in.
  • Weak quality (38/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
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Price vs Fair Value (3 years)

92.25 TRY 24.86 TRY Fair Value 19.89 TRY Sep 2023 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 8, 2026.

How to read this chart

34‑month range 24.86 TRY – 92.25 TRY · fair‑value band 14.76 TRY – 25.02 TRY · the 56.95 TRY price screens above the 19.89 TRY fair value. Dashed = 300-day average. As of Aug 8, 2026.

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Analysis

HATSN (HATSN) currently trades at 56.95 TRY, while our model-based Fair Value estimate is 19.89 TRY, implying the stock looks roughly 65.1% overvalued today. The Quality Score stands at 38/100 (below-average quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: low).

Over the trailing twelve months, HATSN generated revenue of 4.6B TRY at a net margin of -7.6%. Revenue declined 17.7% year over year. It earns a return on equity of -6.1%. Net debt stands at 141M TRY. Fundamentals as of Aug 8, 2026

Our scenario range runs from 14.76 TRY (bear case) to 25.02 TRY (bull case); at 56.95 TRY, the current price sits above 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 16% below its 52-week high and 66% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -59% fair-value upside, at -65%, HATSN screens richer 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
Gordon GGM 3.66 TRY 7.60 TRY 12.06 TRY 70
DDM Multi-Stage 3.66 TRY 6.41 TRY 7.98 TRY 61
EV/EBITDA 15.88 TRY 21.01 TRY 26.14 TRY 54
All 4 models by family
Dividend Discount
Gordon GGM 3.66 TRY 7.60 TRY 12.06 TRY 70
DDM Multi-Stage 3.66 TRY 6.41 TRY 7.98 TRY 61
Multiples
EV/EBITDA 15.88 TRY 21.01 TRY 26.14 TRY 54
Asset-Based
NCAV (Graham) 13.10 TRY 17.55 TRY 26.20 TRY 50

Widest divergence: Multiples (21.01 TRY) versus Dividend Discount (6.41 TRY). Highest evidence: Gordon GGM (70).

Key figures & financial health

Revenue (TTM) 4.6B TRY
Revenue growth (YoY) -17.7%
Net margin -7.6%
Return on equity -6.1%
Free cash flow −453M TRY FY2025
Operating margin -20.1%
More key figures
EPS (TTM) -1.58 TRY
EPS growth (YoY) -95.7%
Net debt 141M TRY FY2025

Figures from reported company fundamentals · as of Aug 8, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 38/100

Of which business quality 37 · Market factors (momentum, volatility) 61

Profitability 11
Margins and returns on capital today
Quality Growth 17
Are margins and returns improving?
Cashflow 25
Earnings quality: real cash, not paper profit
Fin. Strength 79
Balance sheet, leverage, solvency risk
Investment 0
Disciplined investing over empire-building
Low Volatility 61
Calm price path (market factor)
Momentum 63
Price trend over the last 3–12 months (market factor)
52W Momentum 55
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

Hat-San Gemi Insaa Bakim Onarim Deniz Nakliyat Sanayi ve Ticaret Anonim Sirketi engages in the shipbuilding business in Turkey.

Full company description

Hat-San Gemi Insaa Bakim Onarim Deniz Nakliyat Sanayi ve Ticaret Anonim Sirketi engages in the shipbuilding business in Turkey. The company offers ship repair and maintenance services, including sand blasting and painting; rudder, shaft, and propeller repair; cargo and ballast tank treatment; bow thruster maintenance; main and auxiliary engine maintenance; boiler, heat exchanger, and pump maintenance and repair; turbocharger and governor overhauling; electrical and mechanical works; navigational equipment; fire and safety system services; BWTS installation; scrubber system installation; steel and piping works; and laid up services. It also provides ship conversion services, such as lengthening projects, new machinery, equipment or factory installations, and heavy steel construction works. The company was incorporated in 2008 and is headquartered in Istanbul, Turkey. Hat-San Gemi Insaa Bakim Onarim Deniz Nakliyat Sanayi ve Ticaret Anonim Sirketi operates as a subsidiary of Pekar Grup Insaat A.S.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

HATSN reported revenue of 4.7B TRY in FY2025 versus 458M TRY in FY2021, a compound +79.2%/yr. Reported net income was −191M TRY in FY2025.

Growth Quality 32/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
4.7B TRY
Latest YoY
−4.7%
Avg. growth/yr (3Y)
+28.0%
Avg. growth/yr (5Y)
+65.2%
Revenue +79.2%/yr
FY21 458M TRY
FY22 2.3B TRY
FY23 3.3B TRY
FY24 5.0B TRY
FY25 4.7B TRY
Net income
FY21 7.0M TRY
FY22 700M TRY
FY23 1.0B TRY
FY24 832M TRY
FY25 −191M TRY

HATSN screens 65% overvalued. Compare with General Electric Company →

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

Peer Group

Aerospace & Defense · 226 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 38 · Bottom 25%
Fair Value upside −65% · Below median
Return on assets -2% · Bottom 25%
Net margin (TTM) -8% · Bottom 25%
Operating margin (TTM) -20% · Bottom 25%
Revenue growth -18% · Bottom 25%
Debt / equity 0.06× · Lower than median

Valuation Multiples vs Aerospace & Defense median · lower = cheaper

P/B 0.05× · Cheaper than 75% of peers
P/S (TTM) 0.06× · Cheaper than 75% of peers
EV/EBITDA 1.0× · 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 0 · sector 0
FUTURE 0 · sector 46
PAST 0 · sector 38
HEALTH 97 · sector 94
DIVIDEND 0 · sector 15

VALUE 0: the price sits above our fair-value range.

Values & ESG

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

Weapons Defense

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

Similar stocks

10 more Aerospace & Defense stocks, each showing price versus our Fair Value estimate (as of Aug 8, 2026).

Stock Price Fair Value vs Fair Value
General Electric Company GE $381.22 $116.71 -69%
RTX Corporation RTX $195.93 $88.37 -55%
Airbus SE 1AIR €213.25 €86.20 -60%
The Boeing Company BA $217.11 $48.20 -78%
China CSSC Holdings 600150 ¥34.31 ¥21.90 -36%
HD Hyundai Heavy Industries Co 329180 466,000 KRW 272,966 KRW -41%
Hanwha Aerospace Co 012450 967,000 KRW 573,468 KRW -41%
ASELSAN Elektronik Sanayi ve Ticaret Anonim Sirketi ASELS 337.50 TRY 130.70 TRY -61%
Saab AB SAABB kr 520.40 kr 212.84 -59%
Kongsberg Gruppen ASA KOG kr 277.50 kr 106.93 -61%

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Frequently asked questions

Is HATSN overvalued or undervalued?
As of Aug 8, 2026, our model estimates a fair value of 19.89 TRY versus a price of 56.95 TRY, about −65% (overvalued).
What is the fair value of HATSN?
Our model-based fair value for HATSN is 19.89 TRY (as of Aug 8, 2026), built from audited fundamentals. The current price is 56.95 TRY.
What is the quality score of HATSN?
HATSN has a Quality Score of 38/100. 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 HATSN?
HATSN reported trailing-twelve-month revenue of about 4.6B TRY (latest available figure, as of Aug 8, 2026).
What is the net profit margin of HATSN?
The net profit margin of HATSN is about -7.6%, meaning it is currently running at a net loss. 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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