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Türkiye Vakiflar Bankasi Türk Anonim Ortakligi, (VAKBN) Fair Value & Analysis

Financial Services · TR · Market cap 290B TRY

TV Türkiye Vakiflar Bankasi Türk Anonim Ortakligi, VAKBN · IS
Price29.22 TRY
Fair Value58.44 TRY
Upside+100.0%
Quality41/100
Expensive Growth
Highly profitable · 29.5% net margin
Low debt · negative free cash flow
Ranks above peers (10/12)
Wide moat 82/100
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Evidence: High Range 43.83 TRY – 73.05 TRY Share as image

Fair value as of: Aug 2, 2026

From 17 valuation models · updated today

Share price −12.2% over the past month.

Below-average quality, and the price sits 100% below our fair value.

What matters now

  • The large discount to fair value meets weak quality (41/100). That raises the risk this is a value trap rather than a bargain.
  • The price is below even our cautious bear case (43.83 TRY). The market is more pessimistic than our downside scenario.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

42.22 TRY 3.22 TRY Fair Value 58.44 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 3.22 TRY – 42.22 TRY · fair‑value band 43.83 TRY – 73.05 TRY · the 29.22 TRY price screens below the 58.44 TRY fair value. Dashed = 300-day average. As of Aug 2, 2026.

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Analysis

Türkiye Vakiflar Bankasi Türk Anonim Ortakligi, (VAKBN) currently trades at 29.22 TRY, while our model-based Fair Value estimate is 58.44 TRY, implying the stock looks roughly 100.0% undervalued today. We read business quality at 41/100 (below-average 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, Türkiye Vakiflar Bankasi Türk Anonim Ortakligi, generated revenue of 246B TRY at a net margin of 29.5%. Revenue grew 25.9% year over year. It earns a return on equity of 25.1%. Net debt stands at 13.2B TRY. Fundamentals as of Aug 2, 2026

Our scenario range runs from 43.83 TRY (bear case) to 73.05 TRY (bull case); at 29.22 TRY, the current price sits below that range. The share trades about 32% below its 52-week high and 37% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 42% fair-value upside, at 100%, VAKBN 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
Residual Income 58.94 TRY 87.79 TRY 752.40 TRY 76
ROIC Compounder 94.99 TRY 95.39 TRY 95.74 TRY 72
Growth-Adj P/E 162.98 TRY 232.82 TRY 302.67 TRY 68
All 15 models by family
DCF Models
Owner Earnings 182.70 TRY 303.51 TRY 568.46 TRY 31
Earnings-Based
Graham-Dodd 52.91 TRY 369.01 TRY 517.85 TRY 54
Lynch FV 127.02 TRY 181.46 TRY 235.90 TRY 50
PEG = 1.0 127.02 TRY 181.46 TRY 235.90 TRY 46
EPV 94.99 TRY 95.39 TRY 95.74 TRY 59
Multiples
P/E Multiple 116.72 TRY 155.63 TRY 194.53 TRY 63
P/S Multiple 47.43 TRY 63.24 TRY 79.05 TRY 58
P/B Multiple 74.54 TRY 99.38 TRY 124.23 TRY 55
EV/EBIT 98.79 TRY 100.81 TRY 102.82 TRY 53
EV/EBITDA 97.74 TRY 99.40 TRY 101.06 TRY 54
EV/Revenue 96.83 TRY 98.57 TRY 100.32 TRY 43
Asset-Based
NCAV (Graham) 16.56 TRY 22.20 TRY 33.13 TRY 50
Economic Profit
Residual Income 58.94 TRY 87.79 TRY 752.40 TRY 76
ROIC Compounder 94.99 TRY 95.39 TRY 95.74 TRY 72
Growth Earnings
Growth-Adj P/E 162.98 TRY 232.82 TRY 302.67 TRY 68

Widest divergence: DCF Models (303.51 TRY) versus Asset-Based (22.20 TRY). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 246B TRY
Revenue growth (YoY) +25.9%
Net margin 29.5%
Return on equity 25.1%
Free cash flow −116B TRY FY2025
P/E ratio 3.8
More key figures
Operating margin 37.8%
EPS (TTM) 7.68 TRY
EPS growth (YoY) -20.6%
Net debt 13.2B TRY FY2023

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

Quality Score breakdown

Overall quality 41/100

Of which business quality 36 · Market factors (momentum, volatility) 48

Profitability 42
Margins and returns on capital today
Quality Growth 55
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 60
Balance sheet, leverage, solvency risk
Investment 19
Disciplined investing over empire-building
Low Volatility 74
Calm price path (market factor)
Momentum 36
Price trend over the last 3–12 months (market factor)
52W Momentum 38
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

Türkiye Vakiflar Bankasi Türk Anonim Ortakligi, together with its subsidiaries, provides corporate, commercial, SME, agricultural, and modern banking products and services in Turkey and internationally.

Full company description

Türkiye Vakiflar Bankasi Türk Anonim Ortakligi, together with its subsidiaries, provides corporate, commercial, SME, agricultural, and modern banking products and services in Turkey and internationally. It offers time, demand, and term deposits accounts; mortgage, car, personal, and private banking yacht loans; housing, comprehensive, motor, compulsory traffic, travel and complementary health, and compulsory earthquake insurance; and individual pension contract, private pension agreement, and life insurance products. The company also provides investment products, such as investment funds, Government Bonds and treasury bills, eurobond, bank bonds, gold trading, VakifBank Gold, stocks, VIOP, safe deposit boxes, options, dual currency deposit, contingent option, currency swap, and forward agreements. In addition, it offers export / import transactions, foreign currency transfer, Eximbank Loans, and foreign trade solutions; money transfer services; and factoring and leasing services, as well as digital banking services. The company was incorporated in 1954 and is headquartered in Istanbul, Turkey.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Türkiye Vakiflar Bankasi Türk Anonim Ortakligi, reported revenue of 251B TRL in FY2025 versus 21.1B TRL in FY2021, a compound +85.6%/yr. Reported net income was 77.2B TRL in FY2025, compounding +96.6%/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)
251B TRY
Latest YoY
+60.1%
Avg. growth/yr (3Y)
+38.9%
Avg. growth/yr (5Y)
+61.3%
Avg. growth/yr (25Y)
−29.8%
Revenue +85.6%/yr
FY21 21.1B TRL
FY22 93.6B TRL
FY23 118B TRL
FY24 157B TRL
FY25 251B TRL
Net income +96.6%/yr
FY21 5.2B TRL
FY22 25.8B TRL
FY23 31.7B TRL
FY24 49.2B TRL
FY25 77.2B TRL

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Cite: Fair Value Calculator (2026). "Türkiye Vakiflar Bankasi Türk Anonim Ortakligi, Fair Value". https://www.fairvalue-calculator.com/stock/VAKBN

Peer Group

Banks - Regional · 1093 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 44 · Bottom 25%
Fair Value upside +100% · Top 25%
Return on equity (TTM) 25% · Top 25%
Return on assets 2% · Top 25%
Net margin (TTM) 29% · Above median
Operating margin (TTM) 38% · Below median
Revenue growth 26% · Top 25%
Debt / equity 0.19× · Lower than median

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 3.8× · Cheaper than 75% of peers
P/B 0.88× · Cheaper than median
P/S (TTM) 1.18× · Cheaper than 75% of peers
PEG 0.45× · 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 100 / 39
FUTURE 100 / 44
PAST 100 / 40
HEALTH 91 / 84
DIVIDEND 0 / 49

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

Stock Price Fair Value vs Fair Value
PT Bank Central Asia Tbk BBCA 6,175 IDR 6,087 IDR -1%
KB Financial Group 105560 184,400 KRW 213,797 KRW +16%
PT Bank Rakyat Indonesia (Persero) Tbk BBRI 2,970 IDR 4,891 IDR +65%
PT Bank Mandiri (Persero) Tbk BMRI 4,310 IDR 7,841 IDR +82%
Banco Bradesco S.A BBD 5,120 ARS 10,240 ARS +100%
Shinhan Financial Group 055550 107,900 KRW 137,259 KRW +27%
Hana Financial Group 086790 136,800 KRW 193,969 KRW +42%
Lloyds Banking Group LYG 4,138 ARS 8,275 ARS +100%
Banco de Chile, CHILE 193.10 CLP 152.55 CLP -21%
Joint Stock Commercial Bank for Foreign Trade of Vietnam, VCB 59,400 VND 84,201 VND +42%

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Frequently asked questions

Is Türkiye Vakiflar Bankasi Türk Anonim Ortakligi, (VAKBN) overvalued or undervalued?
As of Aug 2, 2026, our model estimates a fair value of 58.44 TRY versus a price of 29.22 TRY, about +100% (undervalued).
What is the fair value of VAKBN?
Our model-based fair value for Türkiye Vakiflar Bankasi Türk Anonim Ortakligi, is 58.44 TRY (as of Aug 2, 2026), built from audited fundamentals. The current price is 29.22 TRY.
What is the quality score of VAKBN?
Türkiye Vakiflar Bankasi Türk Anonim Ortakligi, has a Quality Score of 41/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Türkiye Vakiflar Bankasi Türk Anonim Ortakligi, (VAKBN)?
Türkiye Vakiflar Bankasi Türk Anonim Ortakligi, reported trailing-twelve-month revenue of about 246B TRY (latest available figure, as of Aug 2, 2026).
What is the net profit margin of VAKBN?
The net profit margin of Türkiye Vakiflar Bankasi Türk Anonim Ortakligi, is about 29.5%, meaning it keeps roughly 29.5% 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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