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Torunlar Gayrimenkul Yatirim Ortakligi A.S. (Torunlar GYO). The Company (TRGYO) Fair Value & Analysis

Real Estate · TR · Market cap 93.8B TRY

TG Torunlar Gayrimenkul Yatirim Ortakligi A.S. (Torunlar GYO). The Company TRGYO · IS
Price93.75 TRY
Fair Value131.41 TRY
Upside+40.2%
Quality66/100
Mixed Growth
Highly profitable · 49.4% net margin
Low debt · generates free cash flow
5.37% dividend yield
Ranks above peers (13/14)
Wide moat 69/100
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Evidence: High Range 94.02 TRY – 164.26 TRY Share as image

Fair value as of: Aug 2, 2026

From 26 valuation models · updated today

Share price −5.7% over the past month.

A solid business, and the price sits 40% below our fair value.

What matters now

  • Solid quality (66/100) 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.
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Price vs Fair Value (5 years)

101.70 TRY 2.41 TRY Fair Value 131.41 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 2.41 TRY – 101.70 TRY · fair‑value band 94.02 TRY – 164.26 TRY · the 93.75 TRY price screens below the 131.41 TRY fair value. Dashed = 300-day average. As of Aug 2, 2026.

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Analysis

Torunlar Gayrimenkul Yatirim Ortakligi A.S. (Torunlar GYO). The Company (TRGYO) currently trades at 93.75 TRY, while our model-based Fair Value estimate is 131.41 TRY, implying the stock looks roughly 40.2% undervalued today. We read business quality at 66/100 (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, Torunlar Gayrimenkul Yatirim Ortakligi A.S. (Torunlar GYO). The Company generated revenue of 16.9B TRY at a net margin of 49.4%. Revenue grew 39.6% year over year. It earns a return on equity of 6.6%. Net debt stands at 1.5B TRY. Fundamentals as of Aug 2, 2026

Our scenario range runs from 94.02 TRY (bear case) to 164.26 TRY (bull case); at 93.75 TRY, the current price sits below that range. The share trades about 9% below its 52-week high and 45% above its 52-week low, currently above its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -22% fair-value upside, at 40%, TRGYO screens cheaper 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 94.80 TRY 173.22 TRY 301.72 TRY 80
Residual Income 103.34 TRY 107.04 TRY 108.51 TRY 76
Rev-Margin DCF 63.59 TRY 95.19 TRY 161.84 TRY 74
All 26 models by family
DCF Models
FCF DCF 99.83 TRY 148.39 TRY 302.99 TRY 38
Owner Earnings 138.34 TRY 295.47 TRY 625.31 TRY 31
5Y Revenue Exit 59.39 TRY 85.02 TRY 138.11 TRY 39
5Y EBITDA Exit 112.40 TRY 192.22 TRY 348.94 TRY 41
5Y P/E Exit 125.92 TRY 271.90 TRY 472.43 TRY 38
10Y Revenue Exit 70.73 TRY 121.64 TRY 149.16 TRY 36
10Y EBITDA Exit 110.59 TRY 235.80 TRY 456.69 TRY 37
10Y P/E Exit 120.46 TRY 264.91 TRY 506.07 TRY 35
Earnings-Based
Graham-Dodd 52.56 TRY 366.57 TRY 514.43 TRY 54
Lynch FV 189.38 TRY 270.55 TRY 351.71 TRY 50
PEG = 1.0 189.38 TRY 270.55 TRY 351.71 TRY 46
EPV 100.30 TRY 114.48 TRY 126.90 TRY 59
Dividend Discount
Gordon GGM 40.59 TRY 84.38 TRY 133.87 TRY 70
DDM Multi-Stage 40.59 TRY 71.16 TRY 88.56 TRY 61
Multiples
P/E Multiple 115.95 TRY 154.60 TRY 193.25 TRY 63
P/S Multiple 27.86 TRY 37.14 TRY 46.43 TRY 58
P/B Multiple 98.56 TRY 131.41 TRY 164.26 TRY 55
EV/EBIT 149.24 TRY 193.93 TRY 238.62 TRY 53
EV/EBITDA 113.22 TRY 145.91 TRY 178.59 TRY 54
EV/Revenue 41.17 TRY 52.32 TRY 63.46 TRY 43
Asset-Based
NCAV (Graham) 65.29 TRY 87.48 TRY 130.57 TRY 50
Growth DCF
Growth DCF 94.80 TRY 173.22 TRY 301.72 TRY 80
Rev-Margin DCF 63.59 TRY 95.19 TRY 161.84 TRY 74
Economic Profit
Residual Income 103.34 TRY 107.04 TRY 108.51 TRY 76
ROIC Compounder 100.30 TRY 114.48 TRY 126.90 TRY 72
Growth Earnings
Growth-Adj P/E 244.03 TRY 348.62 TRY 453.21 TRY 68

Widest divergence: Growth Earnings (348.62 TRY) versus Dividend Discount (71.16 TRY). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 16.9B TRY
Revenue growth (YoY) +39.6%
Net margin 49.4%
Return on equity 6.6%
Free cash flow 5.0B TRY FY2025
P/E ratio 11.2
More key figures
Operating margin 73.2%
EPS (TTM) 8.37 TRY
Dividend yield 5.4%
EPS growth (YoY) +64.2%
Net debt 1.5B TRY FY2023

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

Quality Score breakdown

Overall quality 66/100

Of which business quality 59 · Market factors (momentum, volatility) 72

Profitability 37
Margins and returns on capital today
Quality Growth 46
Are margins and returns improving?
Cashflow 78
Earnings quality: real cash, not paper profit
Fin. Strength 72
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 87
Calm price path (market factor)
Momentum 61
Price trend over the last 3–12 months (market factor)
52W Momentum 74
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

Torunlar Gayrimenkul Yatirim Ortakligi A.S. (Torunlar GYO). The Company was established in Istanbul, Turkiye, in 1996 under the name Toray Construction Industry and Trade Inc.

Full company description

Torunlar Gayrimenkul Yatirim Ortakligi A.S. (Torunlar GYO). The Company was established in Istanbul, Turkiye, in 1996 under the name Toray Construction Industry and Trade Inc. The Company with the amendment to the articles of association published in the Trade Registry Gazette on January 25, 2008, it was registered as Torunlar Gayrimenkul Yatirim Ortakligi A.S. on January 21, 2008. The Company is registered with the Capital Markets Board, and its shares have been traded on Borsa Istanbul since October 21, 2010. The Company operates in Turkiye. As of June 30, 2025, the Company had 55 employees (December 31, 2024: 56), and the ultimate parent company is the Torun Family. The company is registered with the Istanbul Chamber of Commerce in Turkiye. The Company's main field of activity is to engage in real estate, real estate-based capital market instruments, real estate projects and investments in capital market instruments, as outlined in the CMB's regulations on real estate investment trusts. Torunlar Gayrimenkul Yatirim Ortakligi A.S. registered address is Ruzgarlibahçe Mahallesi Ozalp Çikmazi No: 4 Beykoz 34805 Istanbul/Turkiye.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Torunlar Gayrimenkul Yatirim Ortakligi A.S. (Torunlar GYO). The Company reported revenue of 14.9B TRY in FY2025 versus 1.5B TRY in FY2021, a compound +77.9%/yr. Reported net income was 7.7B TRY in FY2025, compounding +9.9%/yr from FY2021.

Growth Quality 89/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
14.9B TRY
Latest YoY
−9.3%
Avg. growth/yr (3Y)
+77.4%
Avg. growth/yr (5Y)
+68.1%
Avg. growth/yr (16Y)
+21.9%
Revenue +77.9%/yr
FY21 1.5B TRY
FY22 2.7B TRY
FY23 7.2B TRY
FY24 16.4B TRY
FY25 14.9B TRY
Net income +9.9%/yr
FY21 5.3B TRY
FY22 18.4B TRY
FY23 18.2B TRY
FY24 11.3B TRY
FY25 7.7B TRY

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Cite: Fair Value Calculator (2026). "Torunlar Gayrimenkul Yatirim Ortakligi A.S. (Torunlar GYO). The Company Fair Value". https://www.fairvalue-calculator.com/stock/TRGYO

Peer Group

REIT - Diversified · 161 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 66 · Top 25%
Fair Value upside +40% · Top 25%
Return on equity (TTM) 7% · Above median
Return on assets 5% · Top 25%
Net margin (TTM) 49% · Above median
Operating margin (TTM) 73% · Top 25%
Revenue growth 40% · Top 25%
Dividend yield (TTM) 5.4% · Above median
Debt / equity 0.00× · Lower than 75% of peers

Valuation Multiples vs REIT - Diversified median · lower = cheaper

P/E (TTM) 11.2× · Cheaper than median
P/B 0.72× · Cheaper than median
P/S (TTM) 5.54× · Pricier than median
P/FCF 0.4× · Cheaper than 75% of peers
EV/EBITDA 6.5× · 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 87 / 13
FUTURE 100 / 13
PAST 26 / 20
HEALTH 100 / 71
DIVIDEND 100 / 98

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

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COV COV €52.55 €62.39 +19%
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The GPT Group GPT A$4.89 A$3.49 -29%
Mirvac Group MGR A$1.70 A$0.5700 -66%
KLCC Property Holdings 5235SS 8.85 MYR 6.91 MYR -22%
CRRUN CRRUN C$17.65 C$17.89 +1%

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Frequently asked questions

Is Torunlar Gayrimenkul Yatirim Ortakligi A.S. (Torunlar GYO). The Company (TRGYO) overvalued or undervalued?
As of Aug 2, 2026, our model estimates a fair value of 131.41 TRY versus a price of 93.75 TRY, about +40% (undervalued).
What is the fair value of TRGYO?
Our model-based fair value for Torunlar Gayrimenkul Yatirim Ortakligi A.S. (Torunlar GYO). The Company is 131.41 TRY (as of Aug 2, 2026), built from audited fundamentals. The current price is 93.75 TRY.
What is the quality score of TRGYO?
Torunlar Gayrimenkul Yatirim Ortakligi A.S. (Torunlar GYO). The Company has a Quality Score of 66/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Torunlar Gayrimenkul Yatirim Ortakligi A.S. (Torunlar GYO). The Company (TRGYO)?
Torunlar Gayrimenkul Yatirim Ortakligi A.S. (Torunlar GYO). The Company reported trailing-twelve-month revenue of about 16.9B TRY (latest available figure, as of Aug 2, 2026).
What is the net profit margin of TRGYO?
The net profit margin of Torunlar Gayrimenkul Yatirim Ortakligi A.S. (Torunlar GYO). The Company is about 49.4%, meaning it keeps roughly 49.4% of revenue as net income. Based on the latest reported figures.
Does Torunlar Gayrimenkul Yatirim Ortakligi A.S. (Torunlar GYO). The Company pay a dividend?
Torunlar Gayrimenkul Yatirim Ortakligi A.S. (Torunlar GYO). The Company currently shows a dividend yield of about 5.37% relative to its recent price (as of Aug 2, 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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