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ARNA.JK$438.00-1.79%
Fair $438.00+0.0%

ARNA.JK

PT Arwana Citramulia Tbk

Industrials / Building Products & EquipmentJakarta

$438.00

-8.00 (-1.79%)

Fairly Valued+0.0%Fair Value $438.00Fund rank 36/100 · Data gapFallback financials|
SA 42/C
F-Score: 3/9
Margin Compression

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $361.4B · quality 75.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

42/100

C

Piotroski

3/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · ARNA.JKLocal privado en este navegador · PT Arwana Citramulia 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

$3.08T

P/E

8.3x

↓

EV/EBITDA

5.3x

↓

ROE

21.1%

↑

Gross Margin

30.3%

↑

Debt/Equity

0.04

↓
52-Week Range$438
$432$625

TradingView lightweight chart

ARNA.JK price, volumen y niveles de valoración

Último $438.00Periodo +1151.4%
Fair value: $438.00

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

+4.1%

FCF CAGR

+4.3%

FCF margin

12.4%

FCF / Net income

0.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.91T · net income $400.48B · FCF $361.43B

2022-FY → 2025-FY

Gross margin

30.3%-10.4% pts

Operating margin

18.1%-10.8% pts

Net margin

13.7%-8.5% pts

FCF margin

12.4%+0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2914.33B$2914.33B$2632.31B$2447.44B$2586.67B
Net Income$400.48B$400.48B$425.97B$445.29B$576.21B
EBITDA$534.73B$534.73B$562.86B$587.48B$753.21B
EPS55.9355.9359.2161.2979.25
Gross Margin30.3%30.3%34.4%36.9%40.7%
Operating Margin18.1%18.1%20.8%23.2%28.9%
Net Margin13.7%13.7%16.2%18.2%22.3%
Balance Sheet
Debt/Equity0.040.040.060.090.03
Current Ratio1.991.99———
Cash Flow
Free Cash Flow$361.43B$361.43B$423.41B$144.22B$318.12B
Returns
ROE21.1%21.1%23.1%24.4%31.9%
Valuation
P/E8.288.2811.6510.9312.62
EV/EBITDA5.295.298.317.839.14
P/B1.651.652.692.674.03
Growth & Yield
Revenue Growth10.7%10.7%7.6%-5.4%—
EPS Growth-5.5%-5.5%-3.4%-22.7%—
Dividend Yield10.1%10.1%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-11.4%

fácil

EPS terminal req.

$38.87

Spread vs growth

5.9%

5Y implied EPS CAGR

-3.4%

fácil

EPS terminal req.

$47.03

Spread vs growth

-2.1%

10Y implied EPS CAGR

3.1%

fácil

EPS terminal req.

$75.74

Spread vs growth

-8.6%

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 -19.3%

Total return

-19.3%

Start / end P/E

10.5x → 7.8x

EPS bridge

59.21 → 55.93

Residual

+1.4%

EPS growth-5.5%
Multiple rerating-25.2%
Dividend+10.1%
Residual / FX / buybacks / cross-term+1.4%

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.