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Oncosem Onkolojik Sistemler Sanayi Ve Ticaret Anonim Sirketi (ONCSM) Fair Value & Analysis

Healthcare · TR · Market cap 6.0B TRY

OO Oncosem Onkolojik Sistemler Sanayi Ve Ticaret Anonim Sirketi ONCSM · IS
Price252.75 TRY
Fair Value46.48 TRY
Upside-81.6%
Quality60/100
Expensive Growth
Thin margins · 6.4% net margin
Low debt · generates free cash flow
Mixed vs. peers (7/13)
Moderate moat 64/100
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Evidence: High Range 24.80 TRY – 58.11 TRY Share as image

Fair value as of: Aug 1, 2026

From 24 valuation models · updated today

Share price +0.7% over the past month.

What matters now

  • The price sits above even our optimistic bull case (58.11 TRY). The favourable scenario is already priced in.
  • Solid but not exceptional quality (60/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (24.80 TRY to 58.11 TRY) leaves room in how you read the outcome.

Price vs Fair Value (12 months)

380.00 TRY 95.30 TRY Fair Value 46.48 TRY Jul 2025 Jul 2026

12‑month range 95.30 TRY – 380.00 TRY · fair‑value band 24.80 TRY – 58.11 TRY · the 252.75 TRY price screens above the 46.48 TRY fair value. As of Aug 1, 2026.

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Analysis

Oncosem Onkolojik Sistemler Sanayi Ve Ticaret Anonim Sirketi (ONCSM) currently trades at 252.75 TRY, while our model-based Fair Value estimate is 46.48 TRY, implying the stock looks roughly 81.6% overvalued today. We read business quality at 60/100 (solid quality), in the Healthcare 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: high).

Over the trailing twelve months, Oncosem Onkolojik Sistemler Sanayi Ve Ticaret Anonim Sirketi generated revenue of 729M TRY at a net margin of 6.4%. Revenue grew 8.9% year over year. It earns a return on equity of 12.3%. Net debt stands at 41.4M TRY. Fundamentals as of Aug 1, 2026

Our scenario range runs from 24.80 TRY (bear case) to 58.11 TRY (bull case); at 252.75 TRY, the current price sits above that range. The share trades about 35% below its 52-week high and 168% above its 52-week low, currently below its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -34% fair-value upside, at -82%, ONCSM screens richer than that median.

Key figures & financial health

Revenue (TTM) 729M TRY
Revenue growth (YoY) +8.9%
Net margin 6.4%
Return on equity 12.3%
Free cash flow 2.8M TRY FY2025
P/E ratio 132.3
More key figures
Operating margin 22.3%
EPS (TTM) 1.91 TRY
EPS growth (YoY) -39.7%
Net debt 41.4M TRY FY2025

Figures from reported company fundamentals · as of Aug 1, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 60/100
Profitability 64
Quality Growth 100
Cashflow 30
Fin. Strength 69
Investment 20
Low Volatility 40
Momentum 47
52W Momentum 77
Net Issuance 82

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

Oncosem Onkolojik Sistemler Sanayi Ve Ticaret Anonim Sirketi manufactures and sells chemotherapy drug preparation kits and equipment in Turkey.

Full company description

Oncosem Onkolojik Sistemler Sanayi Ve Ticaret Anonim Sirketi manufactures and sells chemotherapy drug preparation kits and equipment in Turkey. The company offers OncoCare Monolitik, an automated chemotherapy drug preparation device; OncoCare Plus, a chemotherapy drug guide; OncoWaste and M-Waste, a hazardous waste sealing system, chemotherapy drugs, cephalosporins, penicillins, infectious waste and toxic laboratory waste; OncoCare Set, a chemotherapy preparation and administration consumables; and Oncocare Infusion Pump. It also provides Oncosem components, such as pinch clamps, roller clamps, 3/4 way connectors, vial adapters, drip chambers, hydrophobic caps, male and rotating luer locks, spikes, taxol filters, check valves, and covers. The company was incorporated in 2008 and is headquartered in Ankara, Turkey.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Oncosem Onkolojik Sistemler Sanayi Ve Ticaret Anonim Sirketi reported revenue of 709M TRY in FY2025 versus 128M TRY in FY2021, a compound +53.4%/yr. Reported net income was 50.4M TRY in FY2025, compounding −8.4%/yr from FY2021.

Revenue +53.4%/yr
FY21 128M TRY
FY22 293M TRY
FY23 347M TRY
FY24 490M TRY
FY25 709M TRY
Net income −8.4%/yr
FY21 71.7M TRY
FY22 −20.8M TRY
FY23 −115M TRY
FY24 −77.4M TRY
FY25 50.4M TRY

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Cite: Fair Value Calculator (2026). "Oncosem Onkolojik Sistemler Sanayi Ve Ticaret Anonim Sirketi Fair Value". https://www.fairvalue-calculator.com/stock/ONCSM

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 / 0
FUTURE 45 / 31
PAST 49 / 0
HEALTH 99 / 96
DIVIDEND 0 / 36

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 Medical Devices stocks, each showing price versus our Fair Value estimate (as of Aug 1, 2026).

Stock Price Fair Value vs Fair Value
Abbott Laboratories, ABT $87.83 $78.63 -10%
Stryker Corporation SYK $304.69 $186.28 -39%
Medtronic plc 2M6 €70.24 €46.70 -34%
Boston Scientific Corporation B1SX34 R$229.30 R$43.33 -81%
Edwards Lifesciences Corporation EWL €74.82 €32.56 -56%
Siemens Healthineers AG SEMHF $39.91 $48.29 +21%
Shenzhen Mindray Bio-Medical Electronics Co 300760 ¥144.39 ¥105.08 -27%
STERIS plc S1TE34 R$52.14 R$39.46 -24%
Zimmer Biomet Holdings Z1BH34 R$111.66 R$17.42 -84%
Shanghai United Imaging Healthcare Co 688271 ¥112.98 ¥56.52 -50%

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Frequently asked questions

Is Oncosem Onkolojik Sistemler Sanayi Ve Ticaret Anonim Sirketi (ONCSM) overvalued or undervalued?
As of Aug 1, 2026, our model estimates a fair value of 46.48 TRY versus a price of 252.75 TRY, about −82% (overvalued).
What is the fair value of ONCSM?
Our model-based fair value for Oncosem Onkolojik Sistemler Sanayi Ve Ticaret Anonim Sirketi is 46.48 TRY (as of Aug 1, 2026), built from audited fundamentals. The current price is 252.75 TRY.
What is the quality score of ONCSM?
Oncosem Onkolojik Sistemler Sanayi Ve Ticaret Anonim Sirketi has a Quality Score of 60/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Oncosem Onkolojik Sistemler Sanayi Ve Ticaret Anonim Sirketi (ONCSM)?
Oncosem Onkolojik Sistemler Sanayi Ve Ticaret Anonim Sirketi reported trailing-twelve-month revenue of about 729M TRY (latest available figure, as of Aug 1, 2026).
What is the net profit margin of ONCSM?
The net profit margin of Oncosem Onkolojik Sistemler Sanayi Ve Ticaret Anonim Sirketi is about 6.4%, meaning it keeps roughly 6.4% 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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