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Iz Yatirim Holding (IZINV) Fair Value & Analysis

Industrials · TR · Market cap 966M TRY

IY Iz Yatirim Holding IZINV · IS
Price54.90 TRY
Fair Value6.48 TRY
Upside-88.2%
Quality42/100
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Weak Growth
Loss-making · -68.8% net margin
Low debt · generates free cash flow
Mixed vs. peers (5/12)
Narrow moat 0/100
Evidence: Low Range 4.83 TRY – 9.67 TRY Share as image

Fair value as of: Aug 13, 2026

From 2 valuation models · updated today

Share price −10.3% over the past month.

Below-average quality, and screening another 88% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (9.67 TRY). The favourable scenario is already priced in.
  • Weak quality (42/100) 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.
  • A fairly wide model range (4.83 TRY to 9.67 TRY) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

91.85 TRY 15.55 TRY Fair Value 6.48 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 15.55 TRY – 91.85 TRY · fair‑value band 4.83 TRY – 9.67 TRY · the 54.90 TRY price screens above the 6.48 TRY fair value. Dashed = 300-day average. As of Aug 13, 2026.

Full chart & analysis →

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Analysis

Iz Yatirim Holding (IZINV) currently trades at 54.90 TRY, while our model-based Fair Value estimate is 6.48 TRY, implying the stock looks roughly 88.2% overvalued today. The Quality Score stands at 42/100 (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, Iz Yatirim Holding generated revenue of 94.7M TRY at a net margin of -68.8%. Revenue grew 154.7% year over year. It earns a return on equity of -18.6%. The stock trades on a trailing P/E of 108.1. Fundamentals as of Aug 13, 2026

Our scenario range runs from 4.83 TRY (bear case) to 9.67 TRY (bull case); at 54.90 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 41% below its 52-week high and 3% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -11% fair-value upside, at -88%, IZINV 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 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
Growth DCF 27.14 TRY 34.29 TRY 45.38 TRY 80
NCAV (Graham) 4.83 TRY 6.48 TRY 9.67 TRY 50
All 2 models by family
Asset-Based
NCAV (Graham) 4.83 TRY 6.48 TRY 9.67 TRY 50
Growth DCF
Growth DCF 27.14 TRY 34.29 TRY 45.38 TRY 80

Widest divergence: Growth DCF (34.29 TRY) versus Asset-Based (6.48 TRY). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 94.7M TRY
Revenue growth (YoY) +155%
Net margin -68.8%
Return on equity -18.6%
Free cash flow 53.6M TRY FY2023
P/E ratio 108.1
More key figures
Operating margin -24.2%
EPS (TTM) 0.5100 TRY
EPS growth (YoY) -80.8%

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

Quality Score breakdown

Overall quality 42/100

Of which business quality 52 · Market factors (momentum, volatility) 26

Profitability 4
Margins and returns on capital today
Quality Growth 25
Are margins and returns improving?
Cashflow 99
Earnings quality: real cash, not paper profit
Fin. Strength 78
Balance sheet, leverage, solvency risk
Investment 0
Disciplined investing over empire-building
Low Volatility 53
Calm price path (market factor)
Momentum 18
Price trend over the last 3–12 months (market factor)
52W Momentum 8
Distance to the 52-week high (market factor)
Net Issuance 80
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

Iz Yatirim Holding A.S. engages in the agriculture and animal husbandry activities in Turkey. It is also involved in the development, building, owning, and operating geothermal and recovered energy-based (REG) power plants; produces and publishes hypercasual, arcade idle, and hybrid mobile games; and offers Pocket eSIM.

Full company description

Iz Yatirim Holding A.S. engages in the agriculture and animal husbandry activities in Turkey. It is also involved in the development, building, owning, and operating geothermal and recovered energy-based (REG) power plants; produces and publishes hypercasual, arcade idle, and hybrid mobile games; and offers Pocket eSIM. In addition, the company invests in technologies, disruptive chemical technologies, and automotive; and engages in renewable and clean energy activities. The company was formerly known as Iz Hayvancilik Tarim ve Gida Sanayi Ticaret A.S. and changed its name to Iz Yatirim Holding A.S. in April 2022. Iz Yatirim Holding A.S. was incorporated in 2010 and is headquartered in Istanbul, Turkey.

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

Revenue & earnings trend

FY2021 – FY2023 · reported fiscal years

Iz Yatirim Holding reported revenue of 15.9M TRY in FY2023 versus 21.4M TRY in FY2021, a compound −13.7%/yr. Reported net income was −5.0M TRY in FY2023.

Growth Quality 9/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2023)
15.9M TRY
Latest YoY
−38.2%
Revenue −13.7%/yr
FY21 21.4M TRY
FY22 25.8M TRY
FY23 15.9M TRY
Net income
FY21 −5.2M TRY
FY22 12.8M TRY
FY23 −5.0M TRY

IZINV screens 88% overvalued. Compare with CITIC Limited →

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Cite: Fair Value Calculator (2026). "Iz Yatirim Holding Fair Value". https://www.fairvalue-calculator.com/stock/IZINV

Peer Group

Conglomerates · 375 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 −88% · Bottom 25%
Return on assets -3% · Bottom 25%
Net margin (TTM) -69% · Bottom 25%
Operating margin (TTM) -24% · Bottom 25%
Revenue growth 155% · Top 25%

Valuation Multiples vs Conglomerates median · lower = cheaper

P/E (TTM) 108.1× · Pricier than 75% of peers
P/B 0.12× · Cheaper than 75% of peers
P/S (TTM) 0.21× · Cheaper than median
P/FCF 0.4× · 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 0 · sector 23
FUTURE 100 · sector 17
PAST 0 · sector 20
HEALTH 100 · sector 89
DIVIDEND 0 · sector 39

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.

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

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Koç Holding KCHOL 205.80 TRY 182.26 TRY -11%
The Siam Cement Public Company SCC 254.00 THB 199.40 THB -21%
SRF Limited SRF ₹2,875 ₹1,053 -63%
Empresas Copec S.A COPEC 6,330 CLP 10,879 CLP +72%
Posco International Corporation 047050 50,900 KRW 61,248 KRW +20%
Tube Investments of India Limited TIINDIA ₹2,940 ₹559.30 -81%
Doosan Corporation 000155 464,000 KRW 75,620 KRW -84%

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Frequently asked questions

Is Iz Yatirim Holding (IZINV) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 6.48 TRY versus a price of 54.90 TRY, about −88% (overvalued).
What is the fair value of IZINV?
Our model-based fair value for Iz Yatirim Holding is 6.48 TRY (as of Aug 13, 2026), built from audited fundamentals. The current price is 54.90 TRY.
What is the quality score of IZINV?
Iz Yatirim Holding has a Quality Score of 42/100. 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 Iz Yatirim Holding (IZINV)?
Iz Yatirim Holding reported trailing-twelve-month revenue of about 94.7M TRY (latest available figure, as of Aug 13, 2026).
What is the net profit margin of IZINV?
The net profit margin of Iz Yatirim Holding is about -68.8%, 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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