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Ray Sigorta Anonim Sirketi (RAYSG) Fair Value & Analysis

Financial Services · TR · Market cap 26.7B TRY

RS Ray Sigorta Anonim Sirketi RAYSG · IS
Price163.60 TRY
Fair Value297.93 TRY
Upside+82.1%
Quality53/100
Healthy Growth
Solidly profitable · 11.9% net margin
Low debt · generates free cash flow
Ranks above peers (11/13)
Wide moat 65/100
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Evidence: High Range 223.45 TRY – 372.42 TRY Share as image

Fair value as of: Aug 1, 2026

From 24 valuation models · updated today

Share price −12.1% over the past month.

What matters now

  • The price is below even our cautious bear case (223.45 TRY). The market is more pessimistic than our downside scenario.
  • Solid quality (53/100) 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.

Price vs Fair Value (12 months)

285.75 TRY 160.50 TRY Fair Value 297.93 TRY Aug 2025 Jul 2026

12‑month range 160.50 TRY – 285.75 TRY · fair‑value band 223.45 TRY – 372.42 TRY · the 163.60 TRY price screens below the 297.93 TRY fair value. As of Aug 1, 2026.

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Analysis

Ray Sigorta Anonim Sirketi (RAYSG) currently trades at 163.60 TRY, while our model-based Fair Value estimate is 297.93 TRY, implying the stock looks roughly 82.1% undervalued today. We read business quality at 53/100 (solid 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, Ray Sigorta Anonim Sirketi generated revenue of 32.4B TRY at a net margin of 11.9%. Revenue grew 44.9% year over year. It earns a return on equity of 52.8%. The stock trades on a trailing P/E of 6.8. Fundamentals as of Aug 1, 2026

Our scenario range runs from 223.45 TRY (bear case) to 372.42 TRY (bull case); at 163.60 TRY, the current price sits below that range. The share trades about 45% below its 52-week high and 3% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 17% fair-value upside, at 82%, RAYSG screens cheaper than that median.

Key figures & financial health

Revenue (TTM) 32.4B TRY
Revenue growth (YoY) +44.9%
Net margin 11.9%
Return on equity 52.8%
Free cash flow 7.2B TRY FY2025
P/E ratio 6.8
More key figures
Operating margin 12.6%
EPS (TTM) 23.99 TRY
EPS growth (YoY) +12.2%

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

Quality Score breakdown

Overall quality 53/100
Profitability 54
Quality Growth 76
Cashflow 52
Fin. Strength 80
Investment 33
Low Volatility 79
Momentum 12
52W Momentum 2
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

Ray Sigorta Anonim Sirketi engages in the non-life insurance business in Turkey. The company offers personal accidents, casco, motor third party liability, travel, workplace, cyber security, health, and home insurance.

Full company description

Ray Sigorta Anonim Sirketi engages in the non-life insurance business in Turkey. The company offers personal accidents, casco, motor third party liability, travel, workplace, cyber security, health, and home insurance. It also provides fire, TCIP, marine, casualty, engineering, liability, and agriculture insurance, as well as motor own damage; motor facultative TPL; legal protection; and company's personal accident for buses insurance products. It sells its products through agencies, agency branches, brokers, broker branches, banks, and leasing companies. The company was incorporated in 1958 and is headquartered in Istanbul, Turkey. Ray Sigorta Anonim Sirketi operates as a subsidiary of ATBIH GmbH.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Ray Sigorta Anonim Sirketi reported revenue of 31.7B TRL in FY2025 versus 1.2B TRL in FY2021, a compound +127.1%/yr. Reported net income was 3.7B TRL in FY2025, compounding +172.0%/yr from FY2021.

Revenue +127.1%/yr
FY21 1.2B TRL
FY22 2.1B TRL
FY23 6.0B TRL
FY24 14.7B TRL
FY25 31.7B TRL
Net income +172.0%/yr
FY21 68.3M TRL
FY22 180M TRL
FY23 902M TRL
FY24 2.2B TRL
FY25 3.7B TRL

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Cite: Fair Value Calculator (2026). "Ray Sigorta Anonim Sirketi Fair Value". https://www.fairvalue-calculator.com/stock/RAYSG

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 / 43
FUTURE 100 / 30
PAST 100 / 49
HEALTH 100 / 89
DIVIDEND 0 / 50

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

Stock Price Fair Value vs Fair Value
Berkshire Hathaway Inc BRYN €432.75 €570.90 +32%
Allianz SE ALV €381.60 €363.76 -5%
Zurich Insurance Group ZURN CHF 584.20 CHF 685.05 +17%
AXA SA AXAN 888.28 MXN 1,249 MXN +41%
Assicurazioni Generali S.p.A ARZGY $24.42 $19.59 -20%
Sun Life Financial Inc SLF C$102.80 C$89.03 -13%
American International Group AIGB34 R$386.46 R$457.31 +18%
The Hartford Insurance Group H1IG34 R$727.00 R$237.89 -67%
BB Seguridade Participações S.A BBSE3 R$36.63 R$44.01 +20%
Tryg A/S TRYG kr 151.40 kr 140.56 -7%

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Frequently asked questions

Is Ray Sigorta Anonim Sirketi (RAYSG) overvalued or undervalued?
As of Aug 1, 2026, our model estimates a fair value of 297.93 TRY versus a price of 163.60 TRY, about +82% (undervalued).
What is the fair value of RAYSG?
Our model-based fair value for Ray Sigorta Anonim Sirketi is 297.93 TRY (as of Aug 1, 2026), built from audited fundamentals. The current price is 163.60 TRY.
What is the quality score of RAYSG?
Ray Sigorta Anonim Sirketi has a Quality Score of 53/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Ray Sigorta Anonim Sirketi (RAYSG)?
Ray Sigorta Anonim Sirketi reported trailing-twelve-month revenue of about 32.4B TRY (latest available figure, as of Aug 1, 2026).
What is the net profit margin of RAYSG?
The net profit margin of Ray Sigorta Anonim Sirketi is about 11.9%, meaning it keeps roughly 11.9% 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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