Narrative Update • Aug 25

The Auto industry is up 2.2% in the last week, with Tofas Türk Otomobil Fabrikasi Anonim Sirketi up 4.7%. Meanwhile, Karsan Otomotiv Sanayii ve Ticaret actually underperformed within the industry, shrinking 8.4% in the last week. In contrast, the industry has lost 20% in the last 12 months. As for the next few years, earnings are expected to grow by 36% per annum.
Has the Turkish Auto Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 28 Aug 2026 | ₺420.4b | ₺1.2t | ₺40.0b | 10.9x | 10.5x | 0.3x |
| Sun, 26 Jul 2026 | ₺427.5b | ₺1.2t | ₺43.1b | 12.2x | 9.9x | 0.3x |
| Tue, 23 Jun 2026 | ₺493.0b | ₺1.2t | ₺43.1b | 14.4x | 11.4x | 0.4x |
| Thu, 21 May 2026 | ₺460.4b | ₺1.2t | ₺43.1b | 12.6x | 10.7x | 0.4x |
| Sat, 18 Apr 2026 | ₺540.6b | ₺1.2t | ₺42.5b | 17.6x | 12.7x | 0.5x |
| Mon, 16 Mar 2026 | ₺549.4b | ₺1.2t | ₺42.5b | 18.6x | 12.9x | 0.5x |
| Wed, 11 Feb 2026 | ₺572.3b | ₺1.0t | ₺36.0b | 17.4x | 15.9x | 0.5x |
| Fri, 09 Jan 2026 | ₺490.5b | ₺851.8b | ₺29.0b | 15.7x | 16.9x | 0.6x |
| Sun, 07 Dec 2025 | ₺443.8b | ₺851.8b | ₺29.0b | 16x | 15.3x | 0.5x |
| Tue, 04 Nov 2025 | ₺495.4b | ₺787.6b | ₺31.8b | 72.2x | 15.6x | 0.6x |
| Thu, 02 Oct 2025 | ₺495.9b | ₺787.6b | ₺31.8b | 72.6x | 15.6x | 0.6x |
| Sat, 30 Aug 2025 | ₺528.0b | ₺788.8b | ₺31.6b | 70.4x | 16.7x | 0.7x |
| Mon, 28 Jul 2025 | ₺442.9b | ₺701.6b | ₺33.9b | 50.4x | 13.1x | 0.6x |
| Wed, 25 Jun 2025 | ₺403.8b | ₺701.6b | ₺33.9b | 42.7x | 11.9x | 0.6x |
| Fri, 23 May 2025 | ₺421.9b | ₺701.6b | ₺33.9b | 47x | 12.4x | 0.6x |
| Sun, 20 Apr 2025 | ₺418.8b | ₺735.2b | ₺44.1b | 16.9x | 9.5x | 0.6x |
| Tue, 18 Mar 2025 | ₺492.3b | ₺735.2b | ₺44.1b | 20.6x | 11.2x | 0.7x |
| Thu, 13 Feb 2025 | ₺424.6b | ₺506.5b | ₺38.9b | 12.2x | 10.9x | 0.8x |
| Sat, 11 Jan 2025 | ₺441.8b | ₺506.5b | ₺38.9b | 12.9x | 11.4x | 0.9x |
| Mon, 09 Dec 2024 | ₺465.1b | ₺506.5b | ₺38.9b | 13x | 12x | 0.9x |
| Wed, 06 Nov 2024 | ₺449.4b | ₺503.5b | ₺52.6b | 14.1x | 8.5x | 0.9x |
| Fri, 04 Oct 2024 | ₺413.3b | ₺524.5b | ₺55.7b | 10.1x | 7.4x | 0.8x |
| Sun, 01 Sep 2024 | ₺475.5b | ₺524.4b | ₺55.7b | 12.5x | 8.5x | 0.9x |
| Tue, 30 Jul 2024 | ₺497.8b | ₺562.5b | ₺65.6b | 9x | 7.6x | 0.9x |
| Thu, 27 Jun 2024 | ₺571.6b | ₺562.5b | ₺65.6b | 11.2x | 8.7x | 1x |
| Sat, 25 May 2024 | ₺557.7b | ₺562.8b | ₺65.7b | 10x | 8.5x | 1x |
| Mon, 22 Apr 2024 | ₺534.2b | ₺550.0b | ₺64.8b | 8.7x | 8.2x | 1x |
| Wed, 20 Mar 2024 | ₺538.1b | ₺547.3b | ₺64.3b | 9.2x | 8.4x | 1x |
| Fri, 16 Feb 2024 | ₺473.3b | ₺422.3b | ₺48.6b | 10.1x | 9.7x | 1.1x |
| Sun, 14 Jan 2024 | ₺399.0b | ₺385.9b | ₺49.5b | 8.3x | 8.1x | 1x |
| Tue, 12 Dec 2023 | ₺397.1b | ₺385.9b | ₺49.5b | 8.3x | 8x | 1x |
| Thu, 09 Nov 2023 | ₺434.5b | ₺385.3b | ₺49.5b | 8.8x | 8.8x | 1.1x |
| Sat, 07 Oct 2023 | ₺482.3b | ₺338.5b | ₺37.3b | 13.3x | 12.9x | 1.4x |
| Mon, 04 Sep 2023 | ₺474.7b | ₺338.5b | ₺37.3b | 13.4x | 12.7x | 1.4x |
12.7x
Which industries have driven the changes within the Turkish Consumer Discretionary industry?
| TR Market | 1.17% | |
| Consumer Discretionary | -0.15% | |
| Auto | -0.69% | |
| Automobile Manufacturers | -0.69% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TOASO Tofas Türk Otomobil Fabrikasi Anonim Sirketi | ₺273.50 | 0.9% +₺1.2b | 7.5% | PE10.9x |