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Vakif Gayrimenkul Yatirim Ortakligi AS (VKGYO) Fair Value & Analysis

Real Estate · TR · Market cap 8.6B TRY

VG Vakif Gayrimenkul Yatirim Ortakligi AS VKGYO · IS
Price1.95 TRY
Fair Value4.10 TRY
Upside+110.3%
Quality54/100
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Mixed Growth
Highly profitable · 26.4% net margin
Low debt · generates free cash flow
Ranks above peers (9/15)
Moderate moat 61/100
Evidence: High Range 3.59 TRY – 5.35 TRY Share as image

Fair value as of: Aug 13, 2026

From 14 valuation models · updated today

Share price −6.2% over the past month.

A solid business, screening 110% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (3.59 TRY). The market is more pessimistic than our downside scenario.
  • Solid quality (54/100) 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)

2.37 TRY 0.3604 TRY Fair Value 4.10 TRY Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range 0.3604 TRY – 2.37 TRY · fair‑value band 3.59 TRY – 5.35 TRY · the 1.95 TRY price screens below the 4.10 TRY fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Vakif Gayrimenkul Yatirim Ortakligi AS (VKGYO) currently trades at 1.95 TRY, while our model-based Fair Value estimate is 4.10 TRY, implying the stock looks roughly 110.3% undervalued today. The Quality Score stands at 54/100 (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, Vakif Gayrimenkul Yatirim Ortakligi AS generated revenue of 1.4B TRY at a net margin of 26.4%. Revenue grew 77.6% year over year. It earns a return on equity of 1.4%. Net debt stands at 335M TRY. Fundamentals as of Aug 13, 2026

Our scenario range runs from 3.59 TRY (bear case) to 5.35 TRY (bull case); at 1.95 TRY, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 20% below its 52-week high and 17% above its 52-week low, currently below its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -22% fair-value upside, at 110%, VKGYO 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 Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF 7.83 TRY 14.24 TRY 24.56 TRY 80
Residual Income 3.97 TRY 3.79 TRY 3.13 TRY 76
Gordon GGM 0.0100 TRY 70
All 14 models by family
DCF Models
FCF DCF 8.29 TRY 12.37 TRY 25.08 TRY 38
5Y Revenue Exit 5.21 TRY 7.95 TRY 13.65 TRY 39
5Y EBITDA Exit 5.93 TRY 9.41 TRY 16.22 TRY 41
10Y Revenue Exit 6.08 TRY 11.23 TRY 14.13 TRY 36
10Y EBITDA Exit 6.72 TRY 12.75 TRY 22.85 TRY 37
Dividend Discount
Gordon GGM 0.0100 TRY 70
Multiples
P/S Multiple 2.26 TRY 3.02 TRY 3.77 TRY 58
P/B Multiple 2.26 TRY 3.02 TRY 3.77 TRY 55
EV/EBIT 6.04 TRY 7.80 TRY 9.57 TRY 53
EV/EBITDA 4.85 TRY 6.21 TRY 7.58 TRY 54
EV/Revenue 3.66 TRY 4.91 TRY 6.16 TRY 43
Asset-Based
NCAV (Graham) 2.79 TRY 3.74 TRY 5.58 TRY 50
Growth DCF
Growth DCF 7.83 TRY 14.24 TRY 24.56 TRY 80
Economic Profit
Residual Income 3.97 TRY 3.79 TRY 3.13 TRY 76

Widest divergence: Growth DCF (14.24 TRY) versus Asset-Based (3.74 TRY). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 1.4B TRY
Revenue growth (YoY) +77.6%
Net margin 26.4%
Return on equity 1.4%
Free cash flow 2.1B TRY FY2025
P/E ratio 24.4
More key figures
Operating margin 174%
EPS (TTM) 0.0800 TRY
EPS growth (YoY) -65.7%
Net debt 335M TRY FY2019

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 54/100

Of which business quality 59 · Market factors (momentum, volatility) 47

Profitability 33
Margins and returns on capital today
Quality Growth 40
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 84
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 81
Calm price path (market factor)
Momentum 33
Price trend over the last 3–12 months (market factor)
52W Momentum 34
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

Vakif Gayrimenkul Yatirim Ortakligi AS is a real estate investment trust. Vakif Gayrimenkul Yatirim Ortakligi AS is based in Turkey. Vakif Gayrimenkul Yatirim Ortakligi AS operates as a subsidiary of Türkiye Vakiflar Bankasi Türk Anonim Ortakligi.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Vakif Gayrimenkul Yatirim Ortakligi AS reported revenue of 2.7B TRY in FY2025 versus 248M TRY in FY2021, a compound +81.2%/yr. Reported net income was 781M TRY in FY2025, compounding +13.2%/yr from FY2021.

Growth Quality 87/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
2.7B TRY
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+217.7%
Avg. growth/yr (17Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+51.0%
Revenue +81.2%/yr
FY21 248M TRY
FY22 2.8B TRY
FY23 2.0B TRY
FY24 8.0B TRY
FY25 2.7B TRY
Net income +13.2%/yr
FY21 475M TRY
FY22 2.3B TRY
FY23 1.9B TRY
FY24 4.0B TRY
FY25 781M TRY

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Cite: Fair Value Calculator (2026). "Vakif Gayrimenkul Yatirim Ortakligi AS Fair Value". https://www.fairvalue-calculator.com/stock/VKGYO

Peer Group

REIT - Diversified · 174 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 56 · Above median
Fair Value upside +110% · Top 25%
Return on equity (TTM) 1% · Below median
Return on assets 1% · Below median
Net margin (TTM) 26% · Below median
Operating margin (TTM) 174% · Top 25%
Revenue growth 78% · Top 25%
Dividend yield (TTM) 0.0% · Bottom 25%

Valuation Multiples vs REIT - Diversified median · lower = cheaper

P/E (TTM) 24.4× · Pricier than 75% of peers
P/B 0.35× · Cheaper than 75% of peers
P/S (TTM) 6.21× · Pricier than median
P/FCF 0.1× · Cheaper than 75% of peers
EV/EBITDA 11.8× · Cheaper than median
PEG 0.43× · 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 · sector 13
FUTURE 100 · sector 13
PAST 6 · sector 18
HEALTH 100 · sector 73
DIVIDEND 0 · sector 93

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 13, 2026).

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W. P. Carey Inc WPC $70.00 $34.80 -50%
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Fibra Uno FUNO11 31.10 MXN 63.56 MXN +104%
COV COV €52.55 €62.39 +19%
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 Vakif Gayrimenkul Yatirim Ortakligi AS (VKGYO) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 4.10 TRY versus a price of 1.95 TRY, about +110% (undervalued).
What is the fair value of VKGYO?
Our model-based fair value for Vakif Gayrimenkul Yatirim Ortakligi AS is 4.10 TRY (as of Aug 13, 2026), built from audited fundamentals. The current price is 1.95 TRY.
What is the quality score of VKGYO?
Vakif Gayrimenkul Yatirim Ortakligi AS has a Quality Score of 54/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Vakif Gayrimenkul Yatirim Ortakligi AS (VKGYO)?
Vakif Gayrimenkul Yatirim Ortakligi AS reported trailing-twelve-month revenue of about 1.4B TRY (latest available figure, as of Aug 13, 2026).
What is the net profit margin of VKGYO?
The net profit margin of Vakif Gayrimenkul Yatirim Ortakligi AS is about 26.4%, meaning it keeps roughly 26.4% 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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