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ELSA.JK$630.00+3.28%
Fair $630.00+0.0%

ELSA.JK

PT Elnusa Tbk

Energy / Oil & Gas Equipment & ServicesJakarta

$630.00

+20.00 (+3.28%)

Fairly Valued+0.0%Fair Value $630.00Fund rank 39/100 · Data gapFallback financials|
SA 55/C
F-Score: 5/9

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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.2T · quality 85.0/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 88/100Data 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

55/100

C

Piotroski

5/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · ELSA.JKLocal privado en este navegador · PT Elnusa 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

$4.60T

P/E

6.4x

↓

EV/EBITDA

2.6x

↓

ROE

13.5%

↑

Gross Margin

10.0%

↓

Debt/Equity

0.12

↓
52-Week Range$630
$442$1050

TradingView lightweight chart

ELSA.JK price, volumen y niveles de valoración

Último $630.00Periodo +22.3%
Fair value: $630.00

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

+5.6%

FCF CAGR

+4.5%

FCF margin

8.6%

FCF / Net income

1.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.50T · net income $718.41B · FCF $1.24T

2022-FY → 2025-FY

Gross margin

10.0%+2.6% pts

Operating margin

6.0%+1.8% pts

Net margin

5.0%+1.9% pts

FCF margin

8.6%-0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14498.14B$14498.14B$13393.01B$12564.39B$12305.69B
Net Income$718.41B$718.41B$713.67B$503.13B$378.06B
EBITDA$971.79B$971.79B$985.41B$721.62B$561.95B
EPS98.4398.4397.7868.9451.80
Gross Margin10.0%10.0%9.9%9.3%7.4%
Operating Margin6.0%6.0%6.1%5.5%4.2%
Net Margin5.0%5.0%5.3%4.0%3.1%
Balance Sheet
Debt/Equity0.120.120.240.280.34
Current Ratio1.491.49———
Cash Flow
Free Cash Flow$1241.91B$1241.91B$1372.29B$906.86B$1088.78B
Returns
ROE13.5%13.5%14.6%11.4%9.2%
Valuation
P/E6.386.384.485.835.64
EV/EBITDA2.622.621.432.913.34
P/B0.870.870.650.660.52
Growth & Yield
Revenue Growth8.3%8.3%6.6%2.1%—
EPS Growth0.7%0.7%41.8%33.1%—
Dividend Yield6.4%6.4%———

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

-17.2%

fácil

EPS terminal req.

$55.90

Spread vs growth

17.9%

5Y implied EPS CAGR

-7.2%

fácil

EPS terminal req.

$67.64

Spread vs growth

7.9%

10Y implied EPS CAGR

1.0%

fácil

EPS terminal req.

$108.94

Spread vs growth

-0.4%

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 +35.5%

Total return

+35.5%

Start / end P/E

5.0x → 6.4x

EPS bridge

97.78 → 98.43

Residual

+0.2%

EPS growth+0.7%
Multiple rerating+28.2%
Dividend+6.4%
Residual / FX / buybacks / cross-term+0.2%

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.