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ALDO.JK$680.00-0.73%
Fair $680.00+0.0%

ALDO.JK

PT Alkindo Naratama Tbk

Basic Materials / Paper & Paper ProductsJakarta

$680.00

-5.00 (-0.73%)

Fairly Valued+0.0%Fair Value $680.00Fund rank 23/100 · Data gapFallback financials|
SA 50/C
F-Score: 4/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-14.0B · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

50/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 3.3%, below the 5% threshold
Thesis & Journal · ALDO.JKLocal privado en este navegador · PT Alkindo Naratama Tbk
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.83T

P/E

44.4x

↑

EV/EBITDA

23.6x

↑

ROE

3.3%

↑

Gross Margin

14.8%

↓

Debt/Equity

0.58

↑
52-Week Range$680
$460$850

TradingView lightweight chart

ALDO.JK price, volumen y niveles de valoración

Último $680.00Periodo +799.3%
Fair value: $680.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+14.8%

FCF CAGR

—

FCF margin

-3.4%

FCF / Net income

-2.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.12T · net income $35.12B · FCF $-72.60B

2022-FY → 2025-FY

Gross margin

14.8%-3.4% pts

Operating margin

4.7%-2.7% pts

Net margin

1.7%-3.0% pts

FCF margin

-3.4%+19.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2119.24B$2119.24B$1856.91B$1652.50B$1401.91B
Net Income$35.12B$35.12B$-8.64B$2.72B$65.30B
EBITDA$100.89B$100.89B$41.36B$53.18B$106.89B
EPS——-3.201.0224.80
Gross Margin14.8%14.8%12.9%13.8%18.2%
Operating Margin4.7%4.7%2.5%2.8%7.4%
Net Margin1.7%1.7%-0.5%0.2%4.7%
Balance Sheet
Debt/Equity0.580.580.570.720.68
Current Ratio1.211.21———
Cash Flow
Free Cash Flow$-72.60B$-72.60B$2.70B$-13.96B$-326.65B
Returns
ROE3.3%3.3%-0.8%0.3%8.6%
Valuation
P/E44.4444.44—351.2216.13
EV/EBITDA23.5623.5647.7426.5914.34
P/B1.751.751.481.191.39
Growth & Yield
Revenue Growth14.1%14.1%12.4%17.9%—
EPS Growth——-412.2%-95.9%—
Dividend Yield0.1%0.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +38.8%

Total return

+38.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-3.20 → n/d

Residual

+38.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.1%
Residual / FX / buybacks / cross-term+38.8%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.