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JAYA.JK$128.00-0.78%
Fair $128.00+0.0%

JAYA.JK

PT Armada Berjaya Trans Tbk

Industrials / TruckingJakarta

$128.00

-1.00 (-0.78%)

Fairly Valued+0.0%Fair Value $128.00Fund rank 25/100 · Data gapFallback financials|
SA 42/C
F-Score: 2/9
Low Profitability

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 17%

FCF escenarios

weak_data · normalized FCF $12.8B · quality 40.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

42/100

C

Piotroski

2/9

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. ROE is 3.6%, below the 5% threshold
Thesis & Journal · JAYA.JKLocal privado en este navegador · PT Armada Berjaya Trans 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

$101.1B

P/E

15.7x

↓

EV/EBITDA

9.6x

↓

ROE

3.6%

↓

Gross Margin

45.0%

↑

Debt/Equity

0.64

↑
52-Week Range$128
$88$260

TradingView lightweight chart

JAYA.JK price, volumen y niveles de valoración

Último $128.00Periodo -65.1%
Fair value: $128.00

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

-2.3%

FCF CAGR

—

FCF margin

-11.6%

FCF / Net income

-1.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $73.91B · net income $4.48B · FCF $-8.55B

2022-FY → 2025-FY

Gross margin

45.0%+16.4% pts

Operating margin

11.8%+3.1% pts

Net margin

6.1%+0.6% pts

FCF margin

-11.6%+1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$73.91B$73.91B$100.71B$84.81B$79.24B
Net Income$4.48B$4.48B$6.15B$10.23B$4.34B
EBITDA$18.75B$18.75B$19.55B$20.71B$11.27B
EPS5.625.627.7012.855.57
Gross Margin45.0%45.0%33.8%32.5%28.6%
Operating Margin11.8%11.8%11.8%10.6%8.7%
Net Margin6.1%6.1%6.1%12.1%5.5%
Balance Sheet
Debt/Equity0.640.640.460.190.07
Current Ratio0.300.30———
Cash Flow
Free Cash Flow$-8.55B$-8.55B$12.78B$17.40B$-10.47B
Returns
ROE3.6%3.6%5.0%8.4%3.7%
Valuation
P/E15.6715.6712.349.2619.21
EV/EBITDA9.589.586.305.317.42
P/B0.820.820.610.780.71
Growth & Yield
Revenue Growth-26.6%-26.6%18.8%7.0%—
EPS Growth-27.0%-27.0%-40.1%130.7%—
Dividend Yield7.8%7.8%———

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

26.4%

muy exigente

EPS terminal req.

$11.36

Spread vs growth

-53.4%

5Y implied EPS CAGR

19.6%

exigente

EPS terminal req.

$13.74

Spread vs growth

-46.6%

10Y implied EPS CAGR

14.7%

razonable

EPS terminal req.

$22.13

Spread vs growth

-41.7%

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 +51.6%

Total return

+51.6%

Start / end P/E

11.6x → 22.8x

EPS bridge

7.70 → 5.62

Residual

-26.2%

EPS growth-27.0%
Multiple rerating+97.0%
Dividend+7.8%
Residual / FX / buybacks / cross-term-26.2%

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.