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Is Finansal Kiralama Anonim Sirketi (ISFIN) Fair Value & Analysis

Financial Services · TR · Market cap 14.4B TRY

IF Is Finansal Kiralama Anonim Sirketi ISFIN · IS
Price20.74 TRY
Fair Value41.48 TRY
Upside+100.0%
Quality45/100
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Expensive Growth
Highly profitable · 65.8% net margin
Low debt · negative free cash flow
Ranks above peers (8/11)
Wide moat 87/100
Evidence: Medium Range 31.11 TRY – 51.85 TRY Share as image

Fair value as of: Aug 13, 2026

From 8 valuation models · updated today

Share price +7.1% over the past month.

Below-average quality, screening 100% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (31.11 TRY). The market is more pessimistic than our downside scenario.
  • Solid quality (45/100) 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 (5 years)

21.70 TRY 2.76 TRY Fair Value 41.48 TRY May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range 2.76 TRY – 21.70 TRY · fair‑value band 31.11 TRY – 51.85 TRY · the 20.74 TRY price screens below the 41.48 TRY fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Is Finansal Kiralama Anonim Sirketi (ISFIN) currently trades at 20.74 TRY, while our model-based Fair Value estimate is 41.48 TRY, implying the stock looks roughly 100.0% undervalued today. The Quality Score stands at 45/100 (below-average 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: medium), always confirm before acting.

Over the trailing twelve months, Is Finansal Kiralama Anonim Sirketi generated revenue of 6.2B TRY at a net margin of 65.8%. Revenue grew 140.6% year over year. It earns a return on equity of 34.1%. Net debt stands at 80.6B TRY. Fundamentals as of Aug 13, 2026

Our scenario range runs from 31.11 TRY (bear case) to 51.85 TRY (bull case); at 20.74 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 7% below its 52-week high and 31% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -41% fair-value upside, at 100%, ISFIN 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 Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income 41.40 TRY 65.72 TRY 816.10 TRY 76
Gordon GGM 0.2800 TRY 0.5800 TRY 0.9200 TRY 70
P/E Multiple 50.90 TRY 67.87 TRY 84.84 TRY 63
All 8 models by family
Earnings-Based
Graham-Dodd 35.50 TRY 247.59 TRY 347.45 TRY 54
Lynch FV 86.07 TRY 122.95 TRY 159.84 TRY 50
Dividend Discount
Gordon GGM 0.2800 TRY 0.5800 TRY 0.9200 TRY 70
DDM Multi-Stage 0.2800 TRY 0.4900 TRY 0.6100 TRY 61
Multiples
P/E Multiple 50.90 TRY 67.87 TRY 84.84 TRY 63
P/B Multiple 18.24 TRY 24.32 TRY 30.40 TRY 55
Asset-Based
NCAV (Graham) 8.69 TRY 11.64 TRY 17.37 TRY 50
Economic Profit
Residual Income 41.40 TRY 65.72 TRY 816.10 TRY 76

Widest divergence: Earnings-Based (122.95 TRY) versus Dividend Discount (0.4900 TRY). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 6.2B TRY
Revenue growth (YoY) +141%
Net margin 65.8%
Return on equity 34.1%
Free cash flow −9.7B TRY FY2025
P/E ratio 3.5
More key figures
Operating margin 81.8%
EPS (TTM) 5.88 TRY
EPS growth (YoY) +29.5%
Net debt 80.6B TRY FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 45/100

Of which business quality 36 · Market factors (momentum, volatility) 60

Profitability 48
Margins and returns on capital today
Quality Growth 54
Are margins and returns improving?
Cashflow 33
Earnings quality: real cash, not paper profit
Fin. Strength 9
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 83
Calm price path (market factor)
Momentum 44
Price trend over the last 3–12 months (market factor)
52W Momentum 63
Distance to the 52-week high (market factor)
Net Issuance 47
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

Is Finansal Kiralama Anonim Sirketi engages in financial leasing services in Turkey and internationally. The company's leasing products include sale and lease back, software leasing, leasing abroad, leasing in free zones, and operational leasing.

Full company description

Is Finansal Kiralama Anonim Sirketi engages in financial leasing services in Turkey and internationally. The company's leasing products include sale and lease back, software leasing, leasing abroad, leasing in free zones, and operational leasing. The company is also involved in leasing of construction and business machinery, renewable energy projects, passenger and commercial vehicles, production machines, agricultural machinery, medical devices, real estate, air and sea transportation vehicles, and others. It also provides secondhand sales platform, insurance procedures, and after sales services. Is Finansal Kiralama Anonim Sirketi was incorporated in 1988 and is headquartered in Istanbul, Turkey.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Is Finansal Kiralama Anonim Sirketi reported revenue of 7.9B TRL in FY2025 versus 926M TRL in FY2021, a compound +70.9%/yr. Reported net income was 3.6B TRL in FY2025, compounding +85.0%/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)
7.9B TRY
Latest YoY
+78.8%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+61.3%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+69.3%
Avg. growth/yr (24Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−32.5%
Revenue +70.9%/yr
FY21 926M TRL
FY22 1.9B TRL
FY23 3.8B TRL
FY24 4.4B TRL
FY25 7.9B TRL
Net income +85.0%/yr
FY21 310M TRL
FY22 827M TRL
FY23 1.8B TRL
FY24 1.9B TRL
FY25 3.6B TRL

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Cite: Fair Value Calculator (2026). "Is Finansal Kiralama Anonim Sirketi Fair Value". https://www.fairvalue-calculator.com/stock/ISFIN

Peer Group

Credit Services · 334 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 42 · Bottom 25%
Fair Value upside +100% · Top 25%
Return on equity (TTM) 34% · Top 25%
Return on assets 4% · Above median
Net margin (TTM) 66% · Top 25%
Operating margin (TTM) 82% · Top 25%
Revenue growth 141% · Top 25%
Debt / equity 0.11× · Lower than 75% of peers

Valuation Multiples vs Credit Services median · lower = cheaper

P/E (TTM) 3.5× · Cheaper than 75% of peers
P/B 1.19× · Pricier than median
P/S (TTM) 2.32× · 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 100 · sector 39
FUTURE 100 · sector 39
PAST 100 · sector 32
HEALTH 94 · sector 59
DIVIDEND 0 · sector 49

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 Credit Services stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Visa Inc V $348.97 $204.19 -41%
Mastercard Incorporated MA $537.70 $221.87 -59%
American Express Company AXP $358.44 $206.40 -42%
Bajaj Finance Limited BAJFINANCE ₹1,056 ₹397.61 -62%
Shriram Finance Limited SHRIRAMFIN ₹1,024 ₹553.83 -46%
Cholamandalam Investment and Finance Company CHOLAFIN ₹1,808 ₹796.52 -56%
Tata Capital Limited TATACAP ₹360.60 ₹229.85 -36%
Power Finance Corporation PFC ₹405.10 ₹810.20 +100%
Muthoot Finance Limited MUTHOOTFIN ₹3,129 ₹3,463 +11%
Indian Railway Finance Corporation IRFC ₹88.41 ₹69.72 -21%

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Frequently asked questions

Is Is Finansal Kiralama Anonim Sirketi (ISFIN) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 41.48 TRY versus a price of 20.74 TRY, about +100% (undervalued).
What is the fair value of ISFIN?
Our model-based fair value for Is Finansal Kiralama Anonim Sirketi is 41.48 TRY (as of Aug 13, 2026), built from audited fundamentals. The current price is 20.74 TRY.
What is the quality score of ISFIN?
Is Finansal Kiralama Anonim Sirketi has a Quality Score of 45/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Is Finansal Kiralama Anonim Sirketi (ISFIN)?
Is Finansal Kiralama Anonim Sirketi reported trailing-twelve-month revenue of about 6.2B TRY (latest available figure, as of Aug 13, 2026).
What is the net profit margin of ISFIN?
The net profit margin of Is Finansal Kiralama Anonim Sirketi is about 65.8%, meaning it keeps roughly 65.8% 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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