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Türkiye Kalkinma ve Yatirim Bankasi A.S. (KLNMA) Fair Value & Analysis

Financial Services · TR · Market cap 90.2B TRY

TK Türkiye Kalkinma ve Yatirim Bankasi A.S. KLNMA · IS
Price9.02 TRY
Fair Value11.71 TRY
Upside+29.8%
Quality49/100
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Healthy Growth
Highly profitable · 58.1% net margin
Low debt · generates free cash flow
Ranks above peers (8/12)
Wide moat 88/100
Evidence: High Range 8.78 TRY – 14.64 TRY Share as image

Fair value as of: Aug 13, 2026

From 6 valuation models · updated today

Share price −3.0% over the past month.

Below-average quality, screening 30% undervalued on our models.

What matters now

  • Solid quality (49/100) 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)

18.85 TRY 2.66 TRY Fair Value 11.71 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 2.66 TRY – 18.85 TRY · fair‑value band 8.78 TRY – 14.64 TRY · the 9.02 TRY price screens below the 11.71 TRY fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Türkiye Kalkinma ve Yatirim Bankasi A.S. (KLNMA) currently trades at 9.02 TRY, while our model-based Fair Value estimate is 11.71 TRY, implying the stock looks roughly 29.8% undervalued today. The Quality Score stands at 49/100 (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: high), always confirm before acting.

Over the trailing twelve months, Türkiye Kalkinma ve Yatirim Bankasi A.S. generated revenue of 17.7B TRY at a net margin of 58.1%. Revenue grew 26.8% year over year. It earns a return on equity of 30.6%. Net debt stands at 106B TRY. Fundamentals as of Aug 13, 2026

Our scenario range runs from 8.78 TRY (bear case) to 14.64 TRY (bull case); at 9.02 TRY, the current price sits within 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 43% below its 52-week high and 4% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 42% fair-value upside, at 30%, KLNMA 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.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (0.0200 TRY to 11.71 TRY). Read the values as a conservative anchor, not as a price target.
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 6.93 TRY 10.66 TRY 112.35 TRY 76
Gordon GGM 0.0100 TRY 0.0200 TRY 0.0400 TRY 70
P/E Multiple 8.78 TRY 11.71 TRY 14.64 TRY 63
All 6 models by family
Dividend Discount
Gordon GGM 0.0100 TRY 0.0200 TRY 0.0400 TRY 70
DDM Multi-Stage 0.0100 TRY 0.0200 TRY 0.0200 TRY 61
Multiples
P/E Multiple 8.78 TRY 11.71 TRY 14.64 TRY 63
P/B Multiple 3.53 TRY 4.71 TRY 5.89 TRY 55
Asset-Based
NCAV (Graham) 1.68 TRY 2.25 TRY 3.36 TRY 50
Economic Profit
Residual Income 6.93 TRY 10.66 TRY 112.35 TRY 76

Widest divergence: Economic Profit (10.66 TRY) versus Dividend Discount (0.0200 TRY). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 17.7B TRY
Revenue growth (YoY) +26.8%
Net margin 58.1%
Return on equity 30.6%
Free cash flow 7.4B TRY FY2025
P/E ratio 10.0
More key figures
Operating margin 82.1%
EPS (TTM) 0.9000 TRY
EPS growth (YoY) -25.0%
Net debt 106B TRY FY2025

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

Quality Score breakdown

Overall quality 49/100

Of which business quality 52 · Market factors (momentum, volatility) 28

Profitability 47
Margins and returns on capital today
Quality Growth 68
Are margins and returns improving?
Cashflow 80
Earnings quality: real cash, not paper profit
Fin. Strength 55
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 59
Calm price path (market factor)
Momentum 22
Price trend over the last 3–12 months (market factor)
52W Momentum 3
Distance to the 52-week high (market factor)
Net Issuance 10
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

Türkiye Kalkinma ve Yatirim Bankasi A.S. operates as a development and investment banking company in Türkiye. It operates through Investment Banking, Corporate Banking, and Other segments.

Full company description

Türkiye Kalkinma ve Yatirim Bankasi A.S. operates as a development and investment banking company in Türkiye. It operates through Investment Banking, Corporate Banking, and Other segments. The company provides financial solutions and banking services to medium and large-scale joint stock company customers, investment loans, project financing, TL and foreign currency-based business loans, letters of credit, and guarantees and collateral. It also offers treasury and government bonds, repo transactions, capital markets consultancy, transactions, money swaps and forward foreign exchange transactions, capital markets consultancy, financial consultancy, and mergers and acquisition consultancy services. Additionally, the company provides project funding and corporate loans and development funds. Türkiye Kalkinma ve Yatirim Bankasi A.S. was incorporated in 1975 and is based in Ümraniye, Turkey.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Türkiye Kalkinma ve Yatirim Bankasi A.S. reported revenue of 15.0B TRY in FY2025 versus 1.6B TRY in FY2021, a compound +74.7%/yr. Reported net income was 9.0B TRY in FY2025, compounding +82.2%/yr from FY2021.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
15.0B TRY
Latest YoY
+40.1%
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.
+66.8%
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.
+80.6%
Avg. growth/yr (11Y) 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.
+53.8%
Revenue +74.7%/yr
FY21 1.6B TRY
FY22 3.2B TRY
FY23 7.1B TRY
FY24 10.7B TRY
FY25 15.0B TRY
Net income +82.2%/yr
FY21 816M TRY
FY22 1.7B TRY
FY23 4.0B TRY
FY24 6.2B TRY
FY25 9.0B TRY

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Cite: Fair Value Calculator (2026). "Türkiye Kalkinma ve Yatirim Bankasi A.S. Fair Value". https://www.fairvalue-calculator.com/stock/KLNMA

Peer Group

Banks - Regional · 1086 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 54 · Below median
Fair Value upside +30% · Above median
Return on equity (TTM) 31% · Top 25%
Return on assets 5% · Top 25%
Net margin (TTM) 58% · Top 25%
Operating margin (TTM) 82% · Top 25%
Revenue growth 27% · Top 25%
Debt / equity 0.50× · Higher than median

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 10.0× · Cheaper than median
P/B 2.68× · Pricier than 75% of peers
P/S (TTM) 5.10× · Pricier than 75% of peers
P/FCF 0.3× · 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 38
FUTURE 100 · sector 44
PAST 100 · sector 41
HEALTH 75 · sector 85
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 Banks - Regional stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
PT Bank Central Asia Tbk BBCA 6,175 IDR 6,087 IDR -1%
KB Financial Group 105560 184,400 KRW 213,797 KRW +16%
PT Bank Rakyat Indonesia (Persero) Tbk BBRI 2,970 IDR 4,891 IDR +65%
PT Bank Mandiri (Persero) Tbk BMRI 4,310 IDR 7,841 IDR +82%
Banco Bradesco S.A BBD 5,120 ARS 10,240 ARS +100%
Shinhan Financial Group 055550 107,900 KRW 137,259 KRW +27%
Hana Financial Group 086790 136,800 KRW 193,969 KRW +42%
Lloyds Banking Group LYG 4,138 ARS 8,275 ARS +100%
Banco de Chile, CHILE 193.10 CLP 152.55 CLP -21%
Joint Stock Commercial Bank for Foreign Trade of Vietnam, VCB 59,400 VND 84,201 VND +42%

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Frequently asked questions

Is Türkiye Kalkinma ve Yatirim Bankasi A.S. (KLNMA) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 11.71 TRY versus a price of 9.02 TRY, about +30% (undervalued).
What is the fair value of KLNMA?
Our model-based fair value for Türkiye Kalkinma ve Yatirim Bankasi A.S. is 11.71 TRY (as of Aug 13, 2026), built from audited fundamentals. The current price is 9.02 TRY.
What is the quality score of KLNMA?
Türkiye Kalkinma ve Yatirim Bankasi A.S. has a Quality Score of 49/100. 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 Türkiye Kalkinma ve Yatirim Bankasi A.S. (KLNMA)?
Türkiye Kalkinma ve Yatirim Bankasi A.S. reported trailing-twelve-month revenue of about 17.7B TRY (latest available figure, as of Aug 13, 2026).
What is the net profit margin of KLNMA?
The net profit margin of Türkiye Kalkinma ve Yatirim Bankasi A.S. is about 58.1%, meaning it keeps roughly 58.1% 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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