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BLOG.JK$346.00+0.58%
Fair $346.00+0.0%

BLOG.JK

BLOG.JK

Industrials / Integrated Freight & LogisticsJakarta

$346.00

+2.00 (+0.58%)

Fairly Valued+0.0%Fair Value $346.00Fund rank 25/100 · Data gapFallback financials|
SA 43/C
F-Score: 3/9

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 $-12.7B · quality 40.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

43/100

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: 0unknown: 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.
Thesis & Journal · BLOG.JKLocal privado en este navegador · BLOG.JK
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

$1.17T

P/E

7.7x

↓

EV/EBITDA

5.7x

↓

ROE

23.3%

↑

Gross Margin

20.2%

↓

Debt/Equity

0.55

↑
52-Week Range$346
$312$930

TradingView lightweight chart

BLOG.JK price, volumen y niveles de valoración

Último $346.00Periodo +10.9%
Fair value: $346.00

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

—

FCF CAGR

—

FCF margin

-6.5%

FCF / Net income

-0.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.33T · net income $144.46B · FCF $-86.73B

2022-FY → 2025-FY

Gross margin

20.2%— pts

Operating margin

14.3%— pts

Net margin

10.9%— pts

FCF margin

-6.5%— pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1327.76B$1327.76B$1079.43B$966.71B—
Net Income$144.46B$144.46B$111.86B$102.48B—
EBITDA$216.85B$216.85B$164.67B$149.24B—
EPS47.0047.0033.1030.3226.73
Gross Margin20.2%20.2%19.2%19.0%—
Operating Margin14.3%14.3%13.4%13.5%—
Net Margin10.9%10.9%10.4%10.6%—
Balance Sheet
Debt/Equity0.550.55—0.480.68
Current Ratio2.132.13———
Cash Flow
Free Cash Flow$-86.73B$-86.73B$-12.71B$91.74B—
Returns
ROE23.3%23.3%—27.3%—
Valuation
P/E7.707.70———
EV/EBITDA5.745.74———
P/B1.701.70———
Growth & Yield
Revenue Growth23.0%23.0%11.7%——
EPS Growth——9.2%13.4%—

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

-13.2%

fácil

EPS terminal req.

$30.70

Spread vs growth

36.2%

5Y implied EPS CAGR

-4.6%

fácil

EPS terminal req.

$37.15

Spread vs growth

27.6%

10Y implied EPS CAGR

2.4%

fácil

EPS terminal req.

$59.83

Spread vs growth

20.6%

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 · available periodreconcilia total +10.9%

Total return

+10.9%

Start / end P/E

9.4x → 7.4x

EPS bridge

33.10 → 47.00

Residual

-9.2%

EPS growth+42.0%
Multiple rerating-21.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-9.2%

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.