SELEC.E (Selcuk Ecza Deposu Ticaret ve Sanayi AS) vs BIST 100 Comparison

SELEC.E

BIST 100

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SELEC.E

BIST 100

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SELEC.E

BIST 100

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BIST 100

SELEC.E

MCK

COR

0HF3

CAH

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Selcuk Ecza Deposu Ticaret ve Sanayi AS
Glance View

Market Cap

50.6B TRY

Industry

Health Care

In the dynamic landscape of Turkey's pharmaceutical industry, Selçuk Ecza Deposu Ticaret ve Sanayi A.Ş. stands as a formidable force, deftly operating as a bridge between pharmaceutical manufacturers and healthcare providers. Established in 1958, the company has cultivated an extensive distribution network that covers the length and breadth of Turkey. With a meticulously coordinated logistics framework, Selçuk Ecza ensures that a vast array of pharmaceutical products—from essential medicines to specialized healthcare solutions—reach pharmacies, hospitals, and healthcare institutions efficiently. This seamless operation is buoyed by the company’s ability to adapt to the ever-changing regulatory environment and consumer demands, thereby ensuring its relevance in the market for decades. The essence of Selçuk Ecza’s business model lies in its comprehensive approach to distribution, where it capitalizes on economies of scale to ensure cost-effectiveness while maintaining high-quality service standards. Revenue is generated primarily through the sales margins on the wide range of pharmaceuticals it distributes. The company’s proficiency in maintaining robust relationships with global pharmaceutical giants and local suppliers alike underpins its substantial market share. Furthermore, by embracing technological advancements, such as real-time inventory management systems, Selçuk Ecza optimizes its supply chain operations, minimizing delays and maximizing efficiency. This strategic prowess not only cements its position as a leading distributor in Turkey but also fosters sustainable growth by continuously aligning with the dynamic healthcare industry.

View SELEC.E Analysis

SELEC.E Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

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US		Mckesson Corp NYSE:MCK	Select
US		Cencora Inc NYSE:COR	Select
US	A	Amerisourcebergen Corp LSE:0HF3	Select
US		Cardinal Health Inc NYSE:CAH	Select
US		Henry Schein Inc NASDAQ:HSIC	Select
KR		Celltrion Healthcare Co Ltd KOSDAQ:091990	Select
CN		Sinopharm Group Co Ltd HKEX:1099	Select
CN		Huadong Medicine Co Ltd SZSE:000963	Select
CN		Shanghai Pharmaceuticals Holding Co Ltd SSE:601607	Select
IT		Amplifon SpA MIL:AMP	Select

US		Mckesson Corp NYSE:MCK	Add
US		Cencora Inc NYSE:COR	Add
US	A	Amerisourcebergen Corp LSE:0HF3	Add
US		Cardinal Health Inc NYSE:CAH	Add
US		Henry Schein Inc NASDAQ:HSIC	Add
KR		Celltrion Healthcare Co Ltd KOSDAQ:091990	Add
CN		Sinopharm Group Co Ltd HKEX:1099	Add
CN		Huadong Medicine Co Ltd SZSE:000963	Add
CN		Shanghai Pharmaceuticals Holding Co Ltd SSE:601607	Add
IT		Amplifon SpA MIL:AMP	Add

MX	M	Mexico S&P/BMV IPC INDX:MXX	Add
PK	K	Karachi 100 INDX:KSE100	Add
SA	T	Tadawul All Share INDX:TASI	Add
TH	S	SET Index INDX:SET	Add
ID	J	Jakarta Composite Index INDX:JKSE	Add
GR	A	Athens General Composite INDX:ATG	Add
BR	B	BOVESPA INDX:BVSP	Add
AR	S	S&P Merval INDX:MERV	Add
CZ	P	PX Prague Stock Index INDX:PX	Add
RU	M	MOEX Russia INDX:IMOEX	Add

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SELEC.E

vs

BIST 100

Stocks Performance
SELEC.E vs BIST 100

Performance Gap
SELEC.E vs BIST 100

Performance By Year
SELEC.E vs BIST 100

Competitors Performance
Selcuk Ecza Deposu Ticaret ve Sanayi AS vs Peers

Selcuk Ecza Deposu Ticaret ve Sanayi AS
Glance View

Company

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SELEC.E vs BIST 100

Stocks Performance SELEC.E vs BIST 100

Performance Gap SELEC.E vs BIST 100

Performance By Year SELEC.E vs BIST 100

Competitors Performance Selcuk Ecza Deposu Ticaret ve Sanayi AS vs Peers

Selcuk Ecza Deposu Ticaret ve Sanayi AS Glance View

Company

Help

Tools

Stocks

SELEC.E

vs

BIST 100

Stocks Performance
SELEC.E vs BIST 100

Performance Gap
SELEC.E vs BIST 100

Performance By Year
SELEC.E vs BIST 100

Competitors Performance
Selcuk Ecza Deposu Ticaret ve Sanayi AS vs Peers

Selcuk Ecza Deposu Ticaret ve Sanayi AS
Glance View