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BMSR.JK$296.00-1.99%
Fair $296.00+0.0%

BMSR.JK

PT Bintang Mitra Semestaraya Tbk

Basic Materials / ChemicalsJakarta

$296.00

-6.00 (-1.99%)

Fairly Valued+0.0%Fair Value $296.00Fund rank 28/100 · Data gapFallback financials|
SA 51/C
F-Score: 6/9
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 19%

FCF escenarios

weak_data · normalized FCF $36.9B · quality 48.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

51/100

C

Piotroski

6/9

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 4.9%, below the 5% threshold
Thesis & Journal · BMSR.JKLocal privado en este navegador · PT Bintang Mitra Semestaraya 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

$343.1B

P/E

3.5x

↓

EV/EBITDA

6.3x

↓

ROE

4.9%

↑

Gross Margin

7.1%

↓

Debt/Equity

0.38

↑
52-Week Range$296
$230$386

TradingView lightweight chart

BMSR.JK price, volumen y niveles de valoración

Último $296.00Periodo +270.0%
Fair value: $296.00

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

-9.2%

FCF CAGR

-48.7%

FCF margin

1.1%

FCF / Net income

0.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.62T · net income $46.67B · FCF $39.98B

2022-FY → 2025-FY

Gross margin

7.1%-5.2% pts

Operating margin

1.0%-8.0% pts

Net margin

1.3%-6.5% pts

FCF margin

1.1%-5.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3621.55B$3621.55B$3013.06B$3859.88B$4830.29B
Net Income$46.67B$46.67B$9.77B$174.80B$375.49B
EBITDA$102.60B$102.60B$55.32B$236.93B$436.84B
EPS40.2640.268.42150.79323.92
Gross Margin7.1%7.1%6.3%8.1%12.4%
Operating Margin1.0%1.0%0.3%3.6%9.0%
Net Margin1.3%1.3%0.3%4.5%7.8%
Balance Sheet
Debt/Equity0.380.380.400.340.27
Current Ratio2.072.07———
Cash Flow
Free Cash Flow$39.98B$39.98B$36.92B$-14.58B$296.90B
Returns
ROE4.9%4.9%1.2%21.2%55.5%
Valuation
P/E3.483.4837.532.252.24
EV/EBITDA6.286.2811.582.231.83
P/B0.360.360.440.481.24
Growth & Yield
Revenue Growth20.2%20.2%-21.9%-20.1%—
EPS Growth378.1%378.1%-94.4%-53.4%—

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

-13.3%

fácil

EPS terminal req.

$26.27

Spread vs growth

391.4%

5Y implied EPS CAGR

-4.6%

fácil

EPS terminal req.

$31.78

Spread vs growth

382.8%

10Y implied EPS CAGR

2.4%

fácil

EPS terminal req.

$51.18

Spread vs growth

375.7%

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 +16.5%

Total return

+16.5%

Start / end P/E

30.2x → 7.4x

EPS bridge

8.42 → 40.26

Residual

-286.0%

EPS growth+378.1%
Multiple rerating-75.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-286.0%

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.