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Ozderici Gayrimenkul Yatirim Ortakligi A.S. (OZGYO) Fair Value & Analysis

Real Estate · TR · Market cap 2.1B TRY

OG Ozderici Gayrimenkul Yatirim Ortakligi A.S. OZGYO · IS
Price2.09 TRY
Fair Value3.31 TRY
Upside+58.4%
Quality55/100
Mixed Growth
Highly profitable · 20.9% net margin
Low debt · generates free cash flow
0.82% dividend yield
Ranks above peers (9/15)
Moderate moat 58/100
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Evidence: High Range 1.96 TRY – 3.31 TRY Share as image

Fair value as of: Aug 1, 2026

From 23 valuation models · updated today

Share price −2.3% over the past month.

What matters now

  • Solid quality (55/100) at a price below fair value, the discount is the argument here, not the business quality.
  • As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.

Price vs Fair Value (12 months)

2.50 TRY 1.83 TRY Fair Value 3.31 TRY Aug 2025 Jul 2026

12‑month range 1.83 TRY – 2.50 TRY · fair‑value band 1.96 TRY – 3.31 TRY · the 2.09 TRY price screens below the 3.31 TRY fair value. As of Aug 1, 2026.

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Analysis

Ozderici Gayrimenkul Yatirim Ortakligi A.S. (OZGYO) currently trades at 2.09 TRY, while our model-based Fair Value estimate is 3.31 TRY, implying the stock looks roughly 58.4% undervalued today. We read business quality at 55/100 (solid quality), in the Real Estate 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, Ozderici Gayrimenkul Yatirim Ortakligi A.S. generated revenue of 237M TRY at a net margin of 20.9%. Revenue grew 41.1% year over year. It earns a return on equity of 0.8%. Net debt stands at 10.2M TRY. Fundamentals as of Aug 1, 2026

Our scenario range runs from 1.96 TRY (bear case) to 3.31 TRY (bull case); at 2.09 TRY, the current price sits within that range. The share trades about 23% below its 52-week high and 16% above its 52-week low, currently below its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -26% fair-value upside, at 58%, OZGYO screens cheaper than that median.

Key figures & financial health

Revenue (TTM) 237M TRY
Revenue growth (YoY) +41.1%
Net margin 20.9%
Return on equity 0.8%
Free cash flow 235M TRY FY2025
P/E ratio 41.8
More key figures
Operating margin 34.3%
EPS (TTM) 0.0500 TRY
Dividend yield 0.8%
EPS growth (YoY) -88.3%
Net debt 10.2M TRY FY2020

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

Quality Score breakdown

Overall quality 55/100
Profitability 30
Quality Growth 72
Cashflow 100
Fin. Strength 76
Investment 33
Low Volatility 58
Momentum 38
52W Momentum 31
Net Issuance 40

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

Ozderici Gayrimenkul Yatirim Ortakligi A.S. operates as a real estate investment trust in Turkey. It designs projects in the real estate property sector in the areas of land improvement, project design, and urban transformation, as well as focuses on the housing sector. The company was founded in 1992 and is headquartered in Istanbul, Turkey.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Ozderici Gayrimenkul Yatirim Ortakligi A.S. reported revenue of 217M TRY in FY2025 versus 94.5M TRY in FY2021, a compound +23.0%/yr. Reported net income was 70.3M TRY in FY2025, compounding −41.9%/yr from FY2021.

Revenue +23.0%/yr
FY21 94.5M TRY
FY22 120M TRY
FY23 123M TRY
FY24 112M TRY
FY25 217M TRY
Net income −41.9%/yr
FY21 618M TRY
FY22 1.3B TRY
FY23 −9.4M TRY
FY24 −722M TRY
FY25 70.3M TRY

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Cite: Fair Value Calculator (2026). "Ozderici Gayrimenkul Yatirim Ortakligi A.S. Fair Value". https://www.fairvalue-calculator.com/stock/OZGYO

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 / 3
FUTURE 100 / 5
PAST 3 / 5
HEALTH 100 / 58
DIVIDEND 16 / 75

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 REIT - Residential stocks, each showing price versus our Fair Value estimate (as of Aug 1, 2026).

Stock Price Fair Value vs Fair Value
E1QR34 E1QR34 R$164.90 R$30.56 -81%
AvalonBay Communities, Inc AVB $177.32 $130.65 -26%
EQR EQR $64.73 $56.87 -12%
Essex Property Trust, Inc E1SS34 R$130.99 R$115.84 -12%
Invitation Homes INVH $28.41 $16.38 -42%
Mid-America Apartment Communities, Inc MAA $132.50 $75.54 -43%
Sun Communities, Inc SUI $119.50 $121.64 +2%
UDR, Inc UDR $39.59 $19.76 -50%
American Homes 4 Rent (AMH or the General Partner) AMH $32.46 $31.29 -4%
Equity LifeStyle Properties, Inc ELS $62.01 $37.57 -39%

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Frequently asked questions

Is Ozderici Gayrimenkul Yatirim Ortakligi A.S. (OZGYO) overvalued or undervalued?
As of Aug 1, 2026, our model estimates a fair value of 3.31 TRY versus a price of 2.09 TRY, about +58% (undervalued).
What is the fair value of OZGYO?
Our model-based fair value for Ozderici Gayrimenkul Yatirim Ortakligi A.S. is 3.31 TRY (as of Aug 1, 2026), built from audited fundamentals. The current price is 2.09 TRY.
What is the quality score of OZGYO?
Ozderici Gayrimenkul Yatirim Ortakligi A.S. has a Quality Score of 55/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Ozderici Gayrimenkul Yatirim Ortakligi A.S. (OZGYO)?
Ozderici Gayrimenkul Yatirim Ortakligi A.S. reported trailing-twelve-month revenue of about 237M TRY (latest available figure, as of Aug 1, 2026).
What is the net profit margin of OZGYO?
The net profit margin of Ozderici Gayrimenkul Yatirim Ortakligi A.S. is about 20.9%, meaning it keeps roughly 20.9% of revenue as net income. Based on the latest reported figures.
Does Ozderici Gayrimenkul Yatirim Ortakligi A.S. pay a dividend?
Ozderici Gayrimenkul Yatirim Ortakligi A.S. currently shows a dividend yield of about 0.82% relative to its recent price (as of Aug 1, 2026).

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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