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CAMP.JK$189.00+0.53%
Fair $189.00+0.0%

CAMP.JK

PT Campina Ice Cream Industry, Tbk.

Consumer Defensive / Packaged FoodsJakarta

$189.00

+1.00 (+0.53%)

Fairly Valued+0.0%Fair Value $189.00Fund rank 26/100 · Data gapFallback financials|
SA 33/D
F-Score: 1/9
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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $20.5B · quality 38.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

33/100

D

Piotroski

1/9

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 · CAMP.JKLocal privado en este navegador · PT Campina Ice Cream Industry, 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

$1.11T

P/E

14.6x

↓

EV/EBITDA

5.7x

↓

ROE

7.4%

↑

Gross Margin

54.9%

↑

Debt/Equity

N/A

•
52-Week Range$189
$170$242

TradingView lightweight chart

CAMP.JK price, volumen y niveles de valoración

Último $189.00Periodo -61.7%
Fair value: $189.00

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

+1.3%

FCF CAGR

-71.7%

FCF margin

0.2%

FCF / Net income

0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.17T · net income $74.77B · FCF $2.30B

2022-FY → 2025-FY

Gross margin

54.9%-0.8% pts

Operating margin

7.9%-6.1% pts

Net margin

6.4%-4.4% pts

FCF margin

0.2%-8.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1173.94B$1173.94B$1158.49B$1135.79B$1129.36B
Net Income$74.77B$74.77B$97.11B$127.43B$121.26B
EBITDA$167.97B$167.97B$188.55B$217.40B$224.58B
EPS——16.5021.6520.60
Gross Margin54.9%54.9%58.0%59.0%55.7%
Operating Margin7.9%7.9%10.3%13.2%14.0%
Net Margin6.4%6.4%8.4%11.2%10.7%
Balance Sheet
Current Ratio4.444.44———
Cash Flow
Free Cash Flow$2.30B$2.30B$20.53B$47.27B$101.74B
Returns
ROE7.4%7.4%10.4%13.4%12.9%
Valuation
P/E14.5914.5915.2718.0115.15
EV/EBITDA5.715.717.079.425.92
P/B1.101.101.592.411.95
Growth & Yield
Revenue Growth1.3%1.3%2.0%0.6%—
EPS Growth——-23.8%5.1%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -2.1%

Total return

-2.1%

Start / end P/E

n/dx → n/dx

EPS bridge

16.50 → n/d

Residual

-2.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-2.1%

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.