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GZCO.JK$155.00+4.73%
Fair $155.00+0.0%

GZCO.JK

PT Gozco Plantations Tbk

Consumer Defensive / Farm ProductsJakarta

$155.00

+7.00 (+4.73%)

Fairly Valued+0.0%Fair Value $155.00Fund rank 36/100 · Data gapFallback financials|
SA 55/C
F-Score: 6/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $133.6B · quality 68.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

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: 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 · GZCO.JKLocal privado en este navegador · PT Gozco Plantations 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

$895.8B

P/E

9.8x

↓

EV/EBITDA

6.9x

↓

ROE

8.9%

↑

Gross Margin

25.9%

↓

Debt/Equity

0.32

↓
52-Week Range$155
$82$450

TradingView lightweight chart

GZCO.JK price, volumen y niveles de valoración

Último $155.00Periodo -32.4%
Fair value: $155.00

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

+16.3%

FCF CAGR

-46.2%

FCF margin

2.6%

FCF / Net income

0.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $872.99B · net income $105.36B · FCF $22.85B

2022-FY → 2025-FY

Gross margin

25.9%+3.8% pts

Operating margin

11.9%+3.5% pts

Net margin

12.1%-1.6% pts

FCF margin

2.6%-23.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$872.99B$872.99B$804.65B$744.27B$554.72B
Net Income$105.36B$105.36B$60.54B$2.14B$75.63B
EBITDA$168.76B$168.76B$125.51B$55.40B$145.13B
EPS17.7817.7810.090.3612.61
Gross Margin25.9%25.9%20.3%12.6%22.1%
Operating Margin11.9%11.9%6.6%-0.1%8.4%
Net Margin12.1%12.1%7.5%0.3%13.6%
Balance Sheet
Debt/Equity0.320.320.330.420.32
Current Ratio0.560.56———
Cash Flow
Free Cash Flow$22.85B$22.85B$133.57B$221.53B$146.81B
Returns
ROE8.9%8.9%5.1%0.2%6.8%
Valuation
P/E9.779.7711.40358.336.34
EV/EBITDA6.926.927.3815.984.63
P/B0.780.780.580.690.43
Growth & Yield
Revenue Growth8.5%8.5%8.1%34.2%—
EPS Growth76.2%76.2%2702.8%-97.1%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-8.2%

fácil

EPS terminal req.

$13.75

Spread vs growth

84.4%

5Y implied EPS CAGR

-1.3%

fácil

EPS terminal req.

$16.64

Spread vs growth

77.5%

10Y implied EPS CAGR

4.2%

fácil

EPS terminal req.

$26.80

Spread vs growth

72.0%

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 +56.6%

Total return

+56.6%

Start / end P/E

9.8x → 8.7x

EPS bridge

10.09 → 17.78

Residual

-8.5%

EPS growth+76.2%
Multiple rerating-11.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-8.5%

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.