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IRSX.JK$374.00+8.09%
Fair $374.00+0.0%

IRSX.JK

PT Folago Global Nusantara Tbk

Technology / Software - ApplicationJakarta

$374.00

+28.00 (+8.09%)

Fairly Valued+0.0%Fair Value $374.00Fund rank 25/100 · Data gapFallback financials|
SA 47/C
F-Score: 4/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-6.7B · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

47/100

C

Piotroski

4/9

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 · IRSX.JKLocal privado en este navegador · PT Folago Global Nusantara 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

$3.19T

P/E

82.6x

↑

EV/EBITDA

75.3x

↑

ROE

8.4%

↑

Gross Margin

13.2%

↓

Debt/Equity

0.01

↓
52-Week Range$374
$24$880

TradingView lightweight chart

IRSX.JK price, volumen y niveles de valoración

Último $374.00Periodo +263.1%
Fair value: $374.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

+171.0%

FCF CAGR

—

FCF margin

-1.6%

FCF / Net income

-0.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $410.11B · net income $25.26B · FCF $-6.74B

2021-FY → 2025-FY

Gross margin

13.2%-30.3% pts

Operating margin

8.5%-0.3% pts

Net margin

6.2%-0.9% pts

FCF margin

-1.6%+3.8% pts
MetricTTM
2025
2024
2023
2021
Income Statement
Revenue$410.11B$410.11B$841.60B$248.81B$7.60B
Net Income$25.26B$25.26B$-541.1M$-2.32B$539.1M
EBITDA$36.15B$36.15B$-322.7M$-2.36B$813.1M
EPS3.343.34-0.06-0.340.08
Gross Margin13.2%13.2%0.6%1.6%43.5%
Operating Margin8.5%8.5%-0.1%-1.2%8.8%
Net Margin6.2%6.2%-0.1%-0.9%7.1%
Balance Sheet
Debt/Equity0.010.010.000.000.02
Current Ratio5.725.72———
Cash Flow
Free Cash Flow$-6.74B$-6.74B$78.7M$-76.30B$-414.3M
Returns
ROE8.4%8.4%-0.3%-1.4%10.5%
Valuation
P/E82.5682.56———
EV/EBITDA75.3275.32———
P/B9.419.412.522.12—
Growth & Yield
Revenue Growth-51.3%-51.3%238.2%3174.5%—
EPS Growth5850.0%5850.0%83.0%-535.9%—
Dividend Yield0.1%0.1%———

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

115.0%

muy exigente

EPS terminal req.

$33.19

Spread vs growth

5735.0%

5Y implied EPS CAGR

64.5%

muy exigente

EPS terminal req.

$40.16

Spread vs growth

5785.6%

10Y implied EPS CAGR

34.5%

muy exigente

EPS terminal req.

$64.67

Spread vs growth

5815.5%

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 +1338.5%

Total return

+1338.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.06 → 3.34

Residual

+1338.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.1%
Residual / FX / buybacks / cross-term+1338.5%

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.