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SMRVA.IS Borsa Istanbul Investment Management & Fund Operators

Sumer Varlik Yonetim AS

$16,30
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Mcap
P/E
EV / Rev
Div yield
0,88 %
Op margin
35,2 %
ROE
28,9 %
Net margin
24,7 %
Debt / equity
0,90
Beta
52w range
Volume
Day range
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About

Sumer Varlik Yonetim AS maintains a debt-to-equity ratio of 0.9, indicating a moderate reliance on debt financing relative to equity. The company's liquidity position is assessed as medium, with a negative net cash position after subtracting total debt, suggesting potential short-term liquidity constraints. Free cash flow of 672.6 million TRY provides some flexibility for reinvestment or shareholder returns, though the operating cash flow of 76.13 million TRY is relatively low compared to the company's asset base. Profitability metrics show a return on equity (ROE) of 28.88% and a return on assets (ROA) of 13.26%, both significantly above the median for the investment management industry. These figures suggest strong asset utilization and capital efficiency. The operating margin, calculated as operating income of 969.7 million TRY on revenue of 2.75 billion TRY, is 35.23%, which is robust and indicates effective cost control. The company's revenue is concentrated in a single business segment, as disclosed in its latest financials, with no geographic diversification provided in the available data. This lack of segmental or geographic breakdown limits visibility into potential conc

Business. Sumer Varlik Yonetim AS (SMRVA.IS) is an investment management and fund operator headquartered in Turkey. The company operates within the Banking & Investment Services industry, generating revenue primarily through fee-based investment management services. It is listed on the Borsa Istanbul exchange. Specific details regarding operating segments or geographic revenue breakdowns are not available.

Classification92 %
SectorFinancials
Business sectorBanking & Investment Services
IndustryInvestment Management & Fund Operators
ActivityBanking & Investment Services
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
28,9 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning SMRVA.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials · THIS SECTOR−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to SMRVA.IS. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Sumer Varlik Yonetim AS (SMRVA.IS) is an investment management and fund operator headquartered in Turkey. The company operates within the Banking & Investment Services industry, generating revenue primarily through fee-based investment management services. It is listed on the Borsa Istanbul exchange. Specific details regarding operating segments or geographic revenue breakdowns are not available.

    Classification92 %
    SectorFinancials
    Business sectorBanking & Investment Services
    IndustryInvestment Management & Fund Operators
    ActivityBanking & Investment Services
    AI synthesis
    GENERATED

    Sumer Varlik Yonetim AS maintains a debt-to-equity ratio of 0.9, indicating a moderate reliance on debt financing relative to equity. The company's liquidity position is assessed as medium, with a negative net cash position after subtracting total debt, suggesting potential short-term liquidity constraints. Free cash flow of 672.6 million TRY provides some flexibility for reinvestment or shareholder returns, though the operating cash flow of 76.13 million TRY is relatively low compared to the company's asset base.

    Profitability metrics show a return on equity (ROE) of 28.88% and a return on assets (ROA) of 13.26%, both significantly above the median for the investment management industry. These figures suggest strong asset utilization and capital efficiency. The operating margin, calculated as operating income of 969.7 million TRY on revenue of 2.75 billion TRY, is 35.23%, which is robust and indicates effective cost control.

    The company's revenue is concentrated in a single business segment, as disclosed in its latest financials, with no geographic diversification provided in the available data. This lack of segmental or geographic breakdown limits visibility into potential concentration risks.

    Growth trajectory is not explicitly outlined in the available data, but the company's revenue of 2.75 billion TRY and net income of 679.7 million TRY suggest a stable performance. The absence of forward-looking guidance or historical growth rates makes it difficult to assess future momentum.

    Risk factors include a medium liquidity risk due to the negative net cash position and a debt-to-equity ratio of 0.9, which could constrain financial flexibility. Dilution risk is assessed as low, with no recent or disclosed share issuance activity and no difference between basic and diluted shares outstanding.

    Recent events include the latest financial filing, which provides a snapshot of the company's financial position as of the reporting period. No significant corporate actions or regulatory changes are disclosed in the available data.

    Key takeaways
    • Sumer Varlik Yonetim AS demonstrates strong profitability with a ROE of 28.88% and ROA of 13.26%.
    • The company's liquidity position is medium, with a negative net cash position after subtracting total debt.
    • The debt-to-equity ratio of 0.9 indicates a moderate reliance on debt financing.
    • Revenue and net income figures suggest a stable performance, though growth trajectory is not clearly defined.
    • Dilution risk is low, with no recent share issuance activity.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $16,30
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $2.35B
    Net cash
    -$2.12B
    Current ratio
    Debt / equity
    0.9
    ROA
    13.3%
    ROE
    28.9%
    Cash conversion
    11.0%
    CapEx / revenue
    -0.9%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin35,2 %Above median
    Net Margin24,7 %Below median
    ROE28,9 %Best in class
    Capex / Rev-0,9 %Above median
    D/E0,90Bottom quartile
    Cash Conv0,11Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Sumer Varlik Yonetim AS Market data — financials · 2026-05-29

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    SMRVA.ISCanonical
    Borsa Istanbul · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage