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Ipek Dogal Enerji Kaynaklari Arastirma ve Üretim A.S., (TRENJ) Fair Value & Analysis

Basic Materials · TR · Market cap 23.6B TRY

ID Ipek Dogal Enerji Kaynaklari Arastirma ve Üretim A.S., TRENJ · IS
Price90.95 TRY
Fair Value88.68 TRY
Upside-2.5%
Quality60/100
Expensive Growth
Thin margins · 5.3% net margin
generates free cash flow
Ranks above peers (11/12)
Moderate moat 61/100
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Evidence: Medium Range 59.29 TRY – 118.26 TRY Share as image

Fair value as of: Aug 2, 2026

From 23 valuation models · updated today

Share price +2.3% over the past month.

A solid business, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • A fairly wide model range (59.29 TRY to 118.26 TRY) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

122.00 TRY 11.07 TRY Fair Value 88.68 TRY Apr 2021 Jul 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 2, 2026.

How to read this chart

60‑month range 11.07 TRY – 122.00 TRY · fair‑value band 59.29 TRY – 118.26 TRY · the 90.95 TRY price screens above the 88.68 TRY fair value. Dashed = 300-day average. As of Aug 2, 2026.

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Analysis

Ipek Dogal Enerji Kaynaklari Arastirma ve Üretim A.S., (TRENJ) currently trades at 90.95 TRY, while our model-based Fair Value estimate is 88.68 TRY, implying the stock looks roughly 2.5% fairly valued today. We read business quality at 60/100 (solid quality), in the Basic Materials 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: medium).

Over the trailing twelve months, Ipek Dogal Enerji Kaynaklari Arastirma ve Üretim A.S., generated revenue of 20.9B TRY at a net margin of 5.3%. Revenue grew 55.8% year over year. It earns a return on equity of 10.5%. The stock trades on a trailing P/E of 21.4. Fundamentals as of Aug 2, 2026

Our scenario range runs from 59.29 TRY (bear case) to 118.26 TRY (bull case); at 90.95 TRY, the current price sits within that range. The share trades about 26% below its 52-week high and 79% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at 16% fair-value upside, at -3%, TRENJ 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 BearBaseBull Evidence
Highest evidence
Growth DCF 81.38 TRY 130.33 TRY 229.27 TRY 72
Growth-Adj P/E 59.29 TRY 84.70 TRY 110.11 TRY 68
Rev-Margin DCF 137.16 TRY 269.97 TRY 511.71 TRY 67
All 23 models by family
DCF Models
FCF DCF 84.98 TRY 119.68 TRY 230.18 TRY 38
5Y Revenue Exit 137.16 TRY 239.39 TRY 453.87 TRY 39
5Y EBITDA Exit 172.01 TRY 310.20 TRY 580.78 TRY 41
5Y P/E Exit 71.61 TRY 125.26 TRY 197.39 TRY 38
10Y Revenue Exit 118.54 TRY 273.08 TRY 389.97 TRY 36
10Y EBITDA Exit 149.30 TRY 347.47 TRY 718.33 TRY 37
10Y P/E Exit 76.22 TRY 133.18 TRY 228.11 TRY 35
Earnings-Based
Graham-Dodd 18.47 TRY 128.82 TRY 180.78 TRY 54
Lynch FV 46.89 TRY 66.99 TRY 87.08 TRY 50
PEG = 1.0 46.89 TRY 66.99 TRY 87.08 TRY 46
EPV 125.23 TRY 142.03 TRY 156.72 TRY 59
Multiples
P/E Multiple 40.75 TRY 54.33 TRY 67.91 TRY 63
P/S Multiple 34.64 TRY 46.18 TRY 57.73 TRY 58
P/B Multiple 34.64 TRY 46.18 TRY 57.73 TRY 55
EV/EBIT 205.27 TRY 265.53 TRY 325.80 TRY 53
EV/EBITDA 198.79 TRY 256.89 TRY 315.00 TRY 54
EV/Revenue 143.89 TRY 195.07 TRY 246.25 TRY 43
Asset-Based
NCAV (Graham) 23.82 TRY 31.93 TRY 47.65 TRY 50
Growth DCF
Growth DCF 81.38 TRY 130.33 TRY 229.27 TRY 72
Rev-Margin DCF 137.16 TRY 269.97 TRY 511.71 TRY 67
Economic Profit
Residual Income 37.26 TRY 38.20 TRY 38.08 TRY 61
ROIC Compounder 147.24 TRY 196.26 TRY 261.48 TRY 67
Growth Earnings
Growth-Adj P/E 59.29 TRY 84.70 TRY 110.11 TRY 68

Widest divergence: DCF Models (239.39 TRY) versus Asset-Based (31.93 TRY). Highest evidence: Growth DCF (72).

Key figures & financial health

Revenue (TTM) 20.9B TRY
Revenue growth (YoY) +55.8%
Net margin 5.3%
Return on equity 10.5%
Free cash flow 934M TRY FY2025
P/E ratio 21.4
More key figures
Operating margin 42.0%
EPS (TTM) 4.25 TRY

Figures from reported company fundamentals · as of Aug 2, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 60/100

Of which business quality 57 · Market factors (momentum, volatility) 60

Profitability 25
Margins and returns on capital today
Quality Growth 96
Are margins and returns improving?
Cashflow 59
Earnings quality: real cash, not paper profit
Fin. Strength 74
Balance sheet, leverage, solvency risk
Investment 1
Disciplined investing over empire-building
Low Volatility 59
Calm price path (market factor)
Momentum 51
Price trend over the last 3–12 months (market factor)
52W Momentum 78
Distance to the 52-week high (market factor)
Net Issuance 82
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

Ipek Dogal Enerji Kaynaklari Arastirma ve Üretim A.S., together with its subsidiaries, engages in the research, development, and production of oil, natural gas, and energy and energy resources in Turkey. It is involved in construction; air transportation; tourism and hotel management; and food and livestock businesses.

Full company description

Ipek Dogal Enerji Kaynaklari Arastirma ve Üretim A.S., together with its subsidiaries, engages in the research, development, and production of oil, natural gas, and energy and energy resources in Turkey. It is involved in construction; air transportation; tourism and hotel management; and food and livestock businesses. Ipek Dogal Enerji Kaynaklari Arastirma ve Üretim A.S. was formerly known as Ipek Matbaacilik Sanayi ve Ticaret Anonim Sirketi and changed its name to Ipek Dogal Enerji Kaynaklari Arastirma ve Üretim A.S. in June 2011. The company was incorporated in 1968 and is based in Ankara, Turkey. Ipek Dogal Enerji Kaynaklari Arastirma ve Üretim A.S. operates as a subsidiary of Koza Holding A.S.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Ipek Dogal Enerji Kaynaklari Arastirma ve Üretim A.S., reported revenue of 17.7B TRY in FY2025 versus 4.2B TRY in FY2021, a compound +43.7%/yr. Reported net income was 706M TRY in FY2025, compounding +1.7%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
17.7B TRY
Latest YoY
+46.4%
Avg. growth/yr (3Y)
+15.2%
Revenue +43.7%/yr
FY21 4.2B TRY
FY22 11.6B TRY
FY23 12.4B TRY
FY24 12.1B TRY
FY25 17.7B TRY
Net income +1.7%/yr
FY21 661M TRY
FY22 −943M TRY
FY23 259M TRY
FY24 −1.3B TRY
FY25 706M TRY

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Cite: Fair Value Calculator (2026). "Ipek Dogal Enerji Kaynaklari Arastirma ve Üretim A.S., Fair Value". https://www.fairvalue-calculator.com/stock/TRENJ

Peer Group

Gold · 282 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 60 · Top 25%
Fair Value upside −3% · Above median
Return on equity (TTM) 11% · Above median
Return on assets 8% · Above median
Net margin (TTM) 5% · Above median
Operating margin (TTM) 42% · Above median
Revenue growth 56% · Above median

Valuation Multiples vs Gold median · lower = cheaper

P/E (TTM) 21.4× · Pricier than 75% of peers
P/B 1.91× · Cheaper than median
P/S (TTM) 1.13× · Cheaper than 75% of peers
P/FCF 0.5× · Cheaper than 75% of peers
EV/EBITDA 2.2× · 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 30 / 0
FUTURE 100 / 100
PAST 42 / 0
HEALTH 0 / 98
DIVIDEND 0 / 25

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 Gold stocks, each showing price versus our Fair Value estimate (as of Aug 2, 2026).

Stock Price Fair Value vs Fair Value
Newmont Corporation NEMCL $112.00 $132.73 +19%
Zijin Mining Group 601899 ¥28.36 ¥30.58 +8%
Agnico Eagle Mines Limited AEM $136.97 $151.68 +11%
Barrick Mining Corporation B $34.93 $50.66 +45%
Wheaton Precious Metals Corp WPM C$152.57 C$52.47 -66%
Franco-Nevada Corporation FNV C$284.75 C$97.76 -66%
AngloGold Ashanti plc AU $76.35 $88.63 +16%
Gold Fields Limited GFI $33.33 $59.06 +77%
Zijin Gold International Company 2259 HK$94.30 HK$83.81 -11%
Kinross Gold Corporation KGC $22.57 $34.62 +53%

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Frequently asked questions

Is Ipek Dogal Enerji Kaynaklari Arastirma ve Üretim A.S., (TRENJ) overvalued or undervalued?
As of Aug 2, 2026, our model estimates a fair value of 88.68 TRY versus a price of 90.95 TRY, about −3% (fairly valued).
What is the fair value of TRENJ?
Our model-based fair value for Ipek Dogal Enerji Kaynaklari Arastirma ve Üretim A.S., is 88.68 TRY (as of Aug 2, 2026), built from audited fundamentals. The current price is 90.95 TRY.
What is the quality score of TRENJ?
Ipek Dogal Enerji Kaynaklari Arastirma ve Üretim A.S., has a Quality Score of 60/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Ipek Dogal Enerji Kaynaklari Arastirma ve Üretim A.S., (TRENJ)?
Ipek Dogal Enerji Kaynaklari Arastirma ve Üretim A.S., reported trailing-twelve-month revenue of about 20.9B TRY (latest available figure, as of Aug 2, 2026).
What is the net profit margin of TRENJ?
The net profit margin of Ipek Dogal Enerji Kaynaklari Arastirma ve Üretim A.S., is about 5.3%, meaning it keeps roughly 5.3% 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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