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ESSA.JK$670.00-3.60%
Fair $670.00+0.0%

ESSA.JK

PT ESSA Industries Indonesia Tbk.

Basic Materials / ChemicalsJakarta

$670.00

-25.00 (-3.60%)

Fairly Valued+0.0%Fair Value $670.00Fund rank 38/100 · Data gapFallback financials|
SA 45/C
F-Score: 3/9
Declining Revenue

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $137.8M · quality 85.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

45/100

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: 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. Revenue has declined for 3 consecutive years
Thesis & Journal · ESSA.JKLocal privado en este navegador · PT ESSA Industries Indonesia 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

$11.54T

P/E

12.7x

↓

EV/EBITDA

153830.9x

↑

ROE

9.0%

↑

Gross Margin

33.5%

↑

Debt/Equity

0.00

↓
52-Week Range$670
$525$995

TradingView lightweight chart

ESSA.JK price, volumen y niveles de valoración

Último $670.00Periodo +738.5%
Fair value: $670.00

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

-26.1%

FCF CAGR

-32.8%

FCF margin

32.6%

FCF / Net income

2.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $295.0M · net income $40.3M · FCF $96.1M

2022-FY → 2025-FY

Gross margin

33.5%-13.1% pts

Operating margin

24.0%-17.3% pts

Net margin

13.7%-5.3% pts

FCF margin

32.6%-10.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$295.0M$295.0M$301.4M$345.0M$731.5M
Net Income$40.3M$40.3M$45.2M$34.6M$138.8M
EBITDA$75.0M$75.0M$84.4M$76.1M$302.7M
EPS0.000.000.000.000.01
Gross Margin33.5%33.5%35.8%29.9%46.6%
Operating Margin24.0%24.0%27.2%22.3%41.3%
Net Margin13.7%13.7%15.0%10.0%19.0%
Balance Sheet
Debt/Equity0.000.000.220.420.77
Current Ratio11.4611.46———
Cash Flow
Free Cash Flow$96.1M$96.1M$137.8M$148.6M$317.3M
Returns
ROE9.0%9.0%10.8%9.1%39.4%
Valuation
P/E12.7212.72320244.00280373.8389678.51
EV/EBITDA153830.92153830.92171396.72127440.4041136.07
P/B25844.1625844.1634735.2625587.5035331.77
Growth & Yield
Revenue Growth-2.1%-2.1%-12.6%-52.8%—
EPS Growth-10.8%-10.8%29.0%-77.1%—
Dividend Yield1.0%1.0%———

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

2840.2%

muy exigente

EPS terminal req.

$59.45

Spread vs growth

-2851.0%

5Y implied EPS CAGR

689.9%

muy exigente

EPS terminal req.

$71.94

Spread vs growth

-700.7%

10Y implied EPS CAGR

194.8%

muy exigente

EPS terminal req.

$115.85

Spread vs growth

-205.6%

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 · 1Y approxreconcilia total +15.6%

Total return

+15.6%

Start / end P/E

223027.1x → 286447.2x

EPS bridge

0.00 → 0.00

Residual

-3.1%

EPS growth-10.8%
Multiple rerating+28.4%
Dividend+1.0%
Residual / FX / buybacks / cross-term-3.1%

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.