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ARGO.JK$875.00+8.70%
Fair $875.00+0.0%

ARGO.JK

PT Argo Pantes Tbk

Consumer Cyclical / Textile ManufacturingJakarta

$875.00

+70.00 (+8.70%)

Fairly Valued+0.0%Fair Value $875.00Fund rank 19/100 · Data gapFallback financials|
SA 31/D
F-Score: 4/9
High Debt

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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $14.4B · quality 15.3/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

31/100

D

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 3.32, above the 2.0 threshold
Thesis & Journal · ARGO.JKLocal privado en este navegador · PT Argo Pantes 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

$2.78T

P/E

39.1x

↑

EV/EBITDA

45.9x

↑

ROE

36.9%

↑

Gross Margin

95.3%

↑

Debt/Equity

3.32

↑
52-Week Range$875
$600$2100

TradingView lightweight chart

ARGO.JK price, volumen y niveles de valoración

Último $875.00Periodo +16.7%
Fair value: $875.00

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

+6.7%

FCF CAGR

—

FCF margin

45.7%

FCF / Net income

0.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $112.32B · net income $71.19B · FCF $51.33B

2022-FY → 2025-FY

Gross margin

95.3%+92.7% pts

Operating margin

19.1%+28.1% pts

Net margin

63.4%+168.7% pts

FCF margin

45.7%+63.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$112.32B$112.32B$103.00B$103.14B$92.45B
Net Income$71.19B$71.19B$-8.13B$-35.14B$-97.33B
EBITDA$73.64B$73.64B$10.07B$-13.22B$-68.07B
EPS——-2.56-20.54-290.05
Gross Margin95.3%95.3%99.8%12.1%2.6%
Operating Margin19.1%19.1%14.2%-3.7%-8.9%
Net Margin63.4%63.4%-7.9%-34.1%-105.3%
Balance Sheet
Debt/Equity3.323.324.994.45-0.81
Current Ratio0.490.49———
Cash Flow
Free Cash Flow$51.33B$51.33B$14.35B$5.64B$-16.16B
Returns
ROE36.9%36.9%-6.7%-26.9%7.0%
Valuation
P/E39.0639.06———
EV/EBITDA45.9245.92362.41——
P/B14.3914.3925.0012.84—
Growth & Yield
Revenue Growth9.1%9.1%-0.1%11.6%—
EPS Growth——87.5%92.9%—

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 +44.6%

Total return

+44.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.56 → n/d

Residual

+44.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+44.6%

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.