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ASRM.JK$272.00-0.73%
Fair $272.00+0.0%

ASRM.JK

PT Asuransi Ramayana Tbk

Financial Services / Insurance - Property & CasualtyJakarta

$272.00

-2.00 (-0.73%)

Fairly Valued+0.0%Fair Value $272.00Fund rank 25/100 · Data gapFallback financials|
SA 27/D
F-Score: 2/9
Declining RevenueLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 42.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

27/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Revenue has declined for 2 consecutive years ROE is 3.1%, below the 5% threshold
Thesis & Journal · ASRM.JKLocal privado en este navegador · PT Asuransi Ramayana 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

$347.6B

P/E

18.2x

↑

EV/EBITDA

N/A

•

ROE

3.1%

↓

Gross Margin

N/A

•

Debt/Equity

0.20

↓
52-Week Range$272
$250$524

TradingView lightweight chart

ASRM.JK price, volumen y niveles de valoración

Último $272.00Periodo +383.7%
Fair value: $272.00

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

-11.2%

FCF CAGR

-65.4%

FCF margin

0.3%

FCF / Net income

0.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.43T · net income $21.65B · FCF $3.79B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

1.5%-2.7% pts

FCF margin

0.3%-4.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1434.64B$1434.64B$1671.08B$2062.15B$2051.02B
Net Income$21.65B$21.65B$48.16B$88.79B$86.49B
EPS16.9416.9437.6869.5267.62
Net Margin1.5%1.5%2.9%4.3%4.2%
Balance Sheet
Debt/Equity0.200.200.240.020.02
Current Ratio13.6613.66———
Cash Flow
Free Cash Flow$3.79B$3.79B$-226.51B$-54.79B$91.53B
Returns
ROE3.1%3.1%7.2%13.7%14.1%
Valuation
P/E18.2218.228.595.335.72
P/B0.490.490.620.730.81
Growth & Yield
Revenue Growth-14.1%-14.1%-19.0%0.5%—
EPS Growth-55.1%-55.1%-45.8%2.8%—
Dividend Yield1.1%1.1%———

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

12.5%

razonable

EPS terminal req.

$24.14

Spread vs growth

-67.6%

5Y implied EPS CAGR

11.5%

razonable

EPS terminal req.

$29.20

Spread vs growth

-66.6%

10Y implied EPS CAGR

10.8%

razonable

EPS terminal req.

$47.03

Spread vs growth

-65.8%

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 -0.4%

Total return

-0.4%

Start / end P/E

7.3x → 16.1x

EPS bridge

37.68 → 16.94

Residual

-65.6%

EPS growth-55.1%
Multiple rerating+119.1%
Dividend+1.1%
Residual / FX / buybacks / cross-term-65.6%

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.