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KEJU.JK$600.00+4.35%
Fair $600.00+0.0%

KEJU.JK

PT Mulia Boga Raya Tbk

Consumer Defensive / Packaged FoodsJakarta

$600.00

+25.00 (+4.35%)

Fairly Valued+0.0%Fair Value $600.00Fund rank 23/100 · Data gapFallback financials|
SA 37/D
F-Score: 3/9

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 16%

FCF escenarios

weak_data · normalized FCF $43.9B · quality 32.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

37/100

D

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: 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 · KEJU.JKLocal privado en este navegador · PT Mulia Boga Raya 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

$3.37T

P/E

18.8x

↑

EV/EBITDA

13.6x

↑

ROE

21.2%

↑

Gross Margin

30.2%

↑

Debt/Equity

N/A

•
52-Week Range$600
$498$835

TradingView lightweight chart

KEJU.JK price, volumen y niveles de valoración

Último $600.00Periodo +100.0%
Fair value: $600.00

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

+13.0%

FCF CAGR

—

FCF margin

2.9%

FCF / Net income

0.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.51T · net income $179.45B · FCF $43.93B

2022-FY → 2025-FY

Gross margin

30.2%+1.9% pts

Operating margin

14.0%+0.7% pts

Net margin

11.9%+0.7% pts

FCF margin

2.9%+4.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1506.30B$1506.30B$1264.34B$1019.67B$1044.37B
Net Income$179.45B$179.45B$146.88B$80.34B$117.37B
EBITDA$228.37B$228.37B$188.71B$111.28B$158.79B
EPS31.9031.9026.1214.2820.87
Gross Margin30.2%30.2%29.6%25.8%28.3%
Operating Margin14.0%14.0%14.2%9.7%13.3%
Net Margin11.9%11.9%11.6%7.9%11.2%
Balance Sheet
Debt/Equity————0.00
Current Ratio1.841.84———
Cash Flow
Free Cash Flow$43.93B$43.93B$212.26B$35.04B$-19.81B
Returns
ROE21.2%21.2%19.9%12.0%16.7%
Valuation
P/E18.8018.8045.5621.7617.89
EV/EBITDA13.6513.6533.9414.3312.41
P/B3.993.999.052.612.99
Growth & Yield
Revenue Growth19.1%19.1%24.0%-2.4%—
EPS Growth22.1%22.1%82.9%-31.6%—
Dividend Yield2.7%2.7%———

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

18.6%

exigente

EPS terminal req.

$53.24

Spread vs growth

3.5%

5Y implied EPS CAGR

15.1%

exigente

EPS terminal req.

$64.42

Spread vs growth

7.0%

10Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$103.75

Spread vs growth

9.6%

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 +1.8%

Total return

+1.8%

Start / end P/E

23.2x → 18.8x

EPS bridge

26.12 → 31.90

Residual

-4.2%

EPS growth+22.1%
Multiple rerating-18.8%
Dividend+2.7%
Residual / FX / buybacks / cross-term-4.2%

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.