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Türk Traktör ve Ziraat Makineleri A.S. (TTRAK) Fair Value & Analysis

Industrials · TR · Market cap 41.3B TRY

TT Türk Traktör ve Ziraat Makineleri A.S. TTRAK · IS
Price412.25 TRY
Fair Value111.91 TRY
Upside-72.9%
Quality32/100
Mixed Growth
Loss-making · -2.4% net margin
Low debt · generates free cash flow
Mixed vs. peers (5/12)
Narrow moat 8/100
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Evidence: High Range 108.77 TRY – 167.04 TRY Share as image

Fair value as of: Aug 2, 2026

From 24 valuation models · updated today

Share price −6.0% over the past month.

Below-average quality, and the price sits another 73% above our fair value.

What matters now

  • The price sits above even our optimistic bull case (167.04 TRY). The favourable scenario is already priced in.
  • Weak quality (32/100) and above fair value at the same time, the margin of safety is missing on both counts.
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Price vs Fair Value (5 years)

960.95 TRY 58.01 TRY Fair Value 111.91 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 58.01 TRY – 960.95 TRY · fair‑value band 108.77 TRY – 167.04 TRY · the 412.25 TRY price screens above the 111.91 TRY fair value. Dashed = 300-day average. As of Aug 2, 2026.

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Analysis

Türk Traktör ve Ziraat Makineleri A.S. (TTRAK) currently trades at 412.25 TRY, while our model-based Fair Value estimate is 111.91 TRY, implying the stock looks roughly 72.9% overvalued today. We read business quality at 32/100 (below-average quality), in the Industrials 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, Türk Traktör ve Ziraat Makineleri A.S. generated revenue of 47.2B TRY at a net margin of -2.4%. Revenue declined 39.6% year over year. It earns a return on equity of -7.3%. Net debt stands at 8.7B TRY. Fundamentals as of Aug 2, 2026

Our scenario range runs from 108.77 TRY (bear case) to 167.04 TRY (bull case); at 412.25 TRY, the current price sits above that range. The share trades about 37% below its 52-week high and 2% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at 12% fair-value upside, at -73%, TTRAK 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 452.93 TRY 809.36 TRY 1,530 TRY 80
Residual Income 119.96 TRY 115.58 TRY 95.70 TRY 76
Rev-Margin DCF 333.07 TRY 569.35 TRY 1,038 TRY 74
All 23 models by family
DCF Models
FCF DCF 479.11 TRY 731.80 TRY 1,536 TRY 38
5Y Revenue Exit 318.19 TRY 502.27 TRY 885.85 TRY 39
5Y EBITDA Exit 529.75 TRY 930.07 TRY 1,716 TRY 41
5Y P/E Exit 210.62 TRY 335.73 TRY 491.26 TRY 38
10Y Revenue Exit 361.05 TRY 699.36 TRY 899.69 TRY 36
10Y EBITDA Exit 524.34 TRY 1,155 TRY 2,265 TRY 37
10Y P/E Exit 291.48 TRY 467.72 TRY 722.73 TRY 35
Earnings-Based
Graham-Dodd 30.91 TRY 215.53 TRY 302.47 TRY 54
Lynch FV 93.95 TRY 134.21 TRY 174.48 TRY 50
PEG = 1.0 93.95 TRY 134.21 TRY 174.48 TRY 46
EPV 223.68 TRY 254.53 TRY 281.54 TRY 59
Multiples
P/E Multiple 68.18 TRY 90.90 TRY 113.63 TRY 63
P/S Multiple 57.95 TRY 77.27 TRY 96.58 TRY 58
P/B Multiple 57.95 TRY 77.27 TRY 96.58 TRY 55
EV/EBIT 330.14 TRY 427.34 TRY 524.55 TRY 53
EV/EBITDA 529.25 TRY 692.83 TRY 856.41 TRY 54
EV/Revenue 235.09 TRY 319.34 TRY 403.58 TRY 43
Asset-Based
NCAV (Graham) 83.52 TRY 111.91 TRY 167.04 TRY 50
Growth DCF
Growth DCF 452.93 TRY 809.36 TRY 1,530 TRY 80
Rev-Margin DCF 333.07 TRY 569.35 TRY 1,038 TRY 74
Economic Profit
Residual Income 119.96 TRY 115.58 TRY 95.70 TRY 76
ROIC Compounder 279.84 TRY 383.40 TRY 464.74 TRY 72
Growth Earnings
Growth-Adj P/E 113.76 TRY 162.52 TRY 211.28 TRY 68

Widest divergence: DCF Models (699.36 TRY) versus Multiples (90.90 TRY). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 47.2B TRY
Revenue growth (YoY) -39.6%
Net margin -2.4%
Return on equity -7.3%
Free cash flow 2.6B TRY FY2025
Operating margin -4.2%
More key figures
EPS (TTM) -11.29 TRY
EPS growth (YoY) -77.1%
Net debt 8.7B TRY FY2025

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

Quality Score breakdown

Overall quality 32/100

Of which business quality 40 · Market factors (momentum, volatility) 33

Profitability 39
Margins and returns on capital today
Quality Growth 19
Are margins and returns improving?
Cashflow 48
Earnings quality: real cash, not paper profit
Fin. Strength 55
Balance sheet, leverage, solvency risk
Investment 25
Disciplined investing over empire-building
Low Volatility 88
Calm price path (market factor)
Momentum 15
Price trend over the last 3–12 months (market factor)
52W Momentum 2
Distance to the 52-week high (market factor)
Net Issuance 40
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

Türk Traktör ve Ziraat Makineleri A.S. engages in the manufacture and sale of tractor and agricultural equipment worldwide. It also offers construction equipment. The company offers its products under the New Holland, Case, TürkTraktör, New Holland Construction, Case Construction, Tarlam cepte, Hassas Tarim, and Servisim brands.

Full company description

Türk Traktör ve Ziraat Makineleri A.S. engages in the manufacture and sale of tractor and agricultural equipment worldwide. It also offers construction equipment. The company offers its products under the New Holland, Case, TürkTraktör, New Holland Construction, Case Construction, Tarlam cepte, Hassas Tarim, and Servisim brands. Türk Traktör ve Ziraat Makineleri A.S. was formerly known as Minneapolis Moline Türk Traktör ve Ziraat Makineleri A.S. and changed its name to Türk Traktör ve Ziraat Makineleri A.S. in 1968. Türk Traktör ve Ziraat Makineleri A.S. was founded in 1954 and is based in Ankara, Turkey.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Türk Traktör ve Ziraat Makineleri A.S. reported revenue of 53.8B TRY in FY2025 versus 11.6B TRY in FY2021, a compound +46.6%/yr. Reported net income was 455M TRY in FY2025, compounding −23.4%/yr from FY2021.

Growth Quality 79/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
53.8B TRY
Latest YoY
−38.6%
Avg. growth/yr (3Y)
+35.1%
Avg. growth/yr (5Y)
+53.9%
Avg. growth/yr (22Y)
+24.4%
Revenue +46.6%/yr
FY21 11.6B TRY
FY22 21.8B TRY
FY23 84.4B TRY
FY24 87.7B TRY
FY25 53.8B TRY
Net income −23.4%/yr
FY21 1.3B TRY
FY22 3.0B TRY
FY23 13.5B TRY
FY24 7.5B TRY
FY25 455M TRY

TTRAK sits 73% above fair value. Compare with Caterpillar Inc →

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Cite: Fair Value Calculator (2026). "Türk Traktör ve Ziraat Makineleri A.S. Fair Value". https://www.fairvalue-calculator.com/stock/TTRAK

Peer Group

Farm & Heavy Construction Machinery · 155 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 32 · Bottom 25%
Fair Value upside −73% · Bottom 25%
Return on assets 4% · Above median
Net margin (TTM) -2% · Bottom 25%
Operating margin (TTM) -4% · Bottom 25%
Revenue growth -40% · Bottom 25%
Debt / equity 0.17× · Higher than median

Valuation Multiples vs Farm & Heavy Construction Machinery median · lower = cheaper

P/B 0.05× · Cheaper than 75% of peers
P/S (TTM) 0.02× · Cheaper than 75% of peers
P/FCF 0.3× · Cheaper than 75% of peers
PEG 0.76× · Cheaper than median

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 / 14
FUTURE 0 / 30
PAST 0 / 30
HEALTH 91 / 93
DIVIDEND 0 / 38

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 Farm & Heavy Construction Machinery stocks, each showing price versus our Fair Value estimate (as of Aug 2, 2026).

Stock Price Fair Value vs Fair Value
Caterpillar Inc CAT $952.41 $307.83 -68%
Deere & Company DE $597.24 $187.86 -69%
AB Volvo (publ), VOLVA kr 336.60 kr 288.08 -14%
PACCAR Inc PCAR $126.20 $94.80 -25%
Epiroc AB EPIA kr 251.90 kr 144.14 -43%
Exor N.V EXO €69.40 €219.41 +216%
Sany Heavy Industry Co 600031 ¥18.65 ¥20.84 +12%
Traton SE 8TRA €35.80 €52.60 +47%
XCMG Construction Machinery Co 000425 ¥8.39 ¥11.79 +41%
Sinotruk (Hong Kong) Limited 3808 HK$40.26 HK$53.18 +32%

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Frequently asked questions

Is Türk Traktör ve Ziraat Makineleri A.S. (TTRAK) overvalued or undervalued?
As of Aug 2, 2026, our model estimates a fair value of 111.91 TRY versus a price of 412.25 TRY, about −73% (overvalued).
What is the fair value of TTRAK?
Our model-based fair value for Türk Traktör ve Ziraat Makineleri A.S. is 111.91 TRY (as of Aug 2, 2026), built from audited fundamentals. The current price is 412.25 TRY.
What is the quality score of TTRAK?
Türk Traktör ve Ziraat Makineleri A.S. has a Quality Score of 32/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Türk Traktör ve Ziraat Makineleri A.S. (TTRAK)?
Türk Traktör ve Ziraat Makineleri A.S. reported trailing-twelve-month revenue of about 47.2B TRY (latest available figure, as of Aug 2, 2026).
What is the net profit margin of TTRAK?
The net profit margin of Türk Traktör ve Ziraat Makineleri A.S. is about -2.4%, meaning it is currently running at a net loss. 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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