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Dogus Otomotiv Servis ve Ticaret

EV Expansion And New Market Entries Will Support A Stronger Long Term Outlook

Catalysts About Dogus Otomotiv Servis ve Ticaret Dogus Otomotiv Servis ve Ticaret distributes Volkswagen Group brands and related automotive services in Turkey and selected nearby markets. What are the underlying business or industry changes driving this perspective?Read more

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AN

AnalystHighTarget

₺320

25.9% undervalued

AnalystHighTarget's Fair Value

Revenue

38.9% p.a.

Profit Margin

7.53%

Future PE

4.37x

Price in 2029

₺795.9

Dogus Otomotiv Servis ve Ticaret

EV Expansion And Fee-Based Services Will Support Long-Term Automotive Earnings Resilience

Catalysts About Dogus Otomotiv Servis ve Ticaret Dogus Otomotiv Servis ve Ticaret is the sole distributor of Volkswagen Group brands in Turkey, with distribution activities also expanding in neighboring markets. What are the underlying business or industry changes driving this perspective?Read more

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AnalystConsensusTarget

₺249.99

5.2% undervalued

AnalystConsensusTarget's Fair Value

Revenue

29.38% p.a.

Profit Margin

6.92%

Future PE

4.72x

Price in 2029

₺638.71

Recently Updated Narratives

WE

WealthAP

Perion (PERI) Q4 Earnings: Real AI Turnaround… or Just Another Adtech Hype Cycle? 🤔📊

Fair Value: US$24.5 63.8% undervalued

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MA

TSMC will drive future growth with CoWoS packaging and N2 rollout

Fair Value: US$450 19.5% undervalued

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CA

Canderous

Beyond 2026, Beyond a Double

Fair Value: CA$1.81 78.2% undervalued

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Popular Narratives

DA

davidlsander

Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

Fair Value: €33.8 87.4% undervalued

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AnalystConsensusTarget

Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks

Fair Value: US$596 33.0% undervalued

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1280

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AnalystConsensusTarget

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Fair Value: US$253.02 25.7% undervalued

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Trending Discussion

TH

Looks interesting, I am jumping into the finances now. Your 15% margin seems high for a conservative model, can't just ignore the years they need to invest. You didnt seem to mention that they had to dilute the sharebase by issuing ~40mil shares. raising ~8 mil. should be enough if mouse does OK. If not they will need to raise more to suvive. Losing 20m a year, 14m after there 6m cutbacks. Am I reading it right that they have no debt. have they any history of raising debt? First look it is too dependant on the mouse and GoT games. they do well stock will 2-3x, poorly and it will drop. I am not sure I agree with your work for hire backstop. Unlikely meta horizons will continue with the same size contract going forward. say 10% margins and 15x multiple on 30m. that is 45m, which with the new sharecount is 10c. It is a backstop but maybe not that strong. Mouse fails and devs could start jumping ship and outside contracts could dry up. Hmm on top of all that AI could be disrupting the work for hire model. I think I have mostly talked myself out of it. Although Mouse looks good and does seem like the type of game that could go viral on twitch for a few months. If it does you will likly get a great return 5x plus. crap maybe I am talking myself back in.

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NE

nedbankluyolo93

Nedbank please contact me,l need guidance step by step, please

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TH

CEO comp looks high on the surface, but context matters. Cognyte is approaching profitability — losses narrowed 23% YoY and they’re now guiding positive adjusted EBITDA of $47M for FY26. Revenue is growing 12-14% annually with a debt-free balance sheet. The board is compensating for execution on a turnaround, not rewarding stagnation. If they hit their $500M revenue / 20%+ EBITDA margin target by FY28, today’s comp will look like a bargain in hindsight. Imagine if everyone that has invested in Tesla 10 years ago had the same mentality...

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