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KOBX.JK$142.00+0.71%
Fair $142.00+0.0%

KOBX.JK

PT Kobexindo Tractors Tbk

Industrials / Farm & Heavy Construction MachineryJakartaID

$142.00

+1.00 (+0.71%)

Fairly Valued+0.0%Fair Value $142.00Fund rank 25/100 · Data gapFallback financials|
SA 5/F
F-Score: 3/9
High DebtLow 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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $-497.7B · quality 31.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

5/100

F

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: eodhdPeriods: 17Warnings: 2eodhd: 17
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. Debt-to-Equity ratio is 2.58, above the 2.0 threshold ROE is -28.5%, below the 5% threshold
Thesis & Journal · KOBX.JKLocal privado en este navegador · PT Kobexindo Tractors 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

$322.7B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-28.5%

↓

Gross Margin

12.5%

↓

Debt/Equity

2.58

↑
52-Week Range$142
$129$290

TradingView lightweight chart

KOBX.JK price, volumen y niveles de valoración

Último $142.00Periodo -69.1%
Fair value: $142.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+8.3%

FCF CAGR

+15.7%

FCF margin

16.6%

FCF / Net income

-1.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.68T · net income $-160.32B · FCF $278.16B

2009-FY → 2025-FY

Gross margin

12.5%— pts

Operating margin

-3.5%-11.8% pts

Net margin

-9.6%— pts

FCF margin

16.6%+10.9% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$1675.48B$1675.48B$2101.58B$1962.28B$2502.93B$1705.70B$741.17B$1010.65B$1445.01B$1001.86B$562.91B$639.99B$926.25B$1008.33B$131.8M$1306.67B$741.77B$469.25B
Net Income$-160.32B$-160.32B$-56.63B$-84.76B$61.85B$193.31B$-152.19B$1.31B$42.19B$20.55B$-77.84B$-83.93B$7.53B$6.11B$5.2M———
EBITDA$64.05B$64.05B$227.12B$76.56B$206.37B$298.39B$-32.11B$76.15B$127.32B$86.03B$-19.16B$-31.96B$61.84B$69.83B————
EPS-70.55-70.55-24.92-37.3025.5585.00-66.730.6018.509.05-34.07-38.012.762.30-5.19———
Gross Margin12.5%12.5%16.5%15.2%17.3%17.6%13.6%19.0%19.0%19.0%13.1%12.2%21.1%22.4%————
Operating Margin-3.5%-3.5%5.4%-1.9%7.3%7.3%-10.3%1.4%7.6%7.7%-7.4%-7.6%4.5%4.4%5.9%8.7%5.2%8.3%
Net Margin-9.6%-9.6%-2.7%-4.3%2.5%11.3%-20.5%0.1%2.9%2.1%-13.8%-13.1%0.8%0.6%3.9%———
Balance Sheet
Debt/Equity2.582.584.682.730.700.412.681.400.230.681.481.190.830.82————
Current Ratio0.730.730.850.900.950.970.951.081.121.421.601.301.341.37————
Cash Flow
Free Cash Flow$278.16B$278.16B$-497.69B$-1271.88B$271.44B$661.05B$-229.92B$-595.77B$218.41B$354.19B$-19.77B$-116.62B$11.00B$261.87B—$94.72B$147.90B$26.90B
Returns
ROE-28.5%-28.5%-14.5%-17.7%10.8%38.5%-49.9%0.3%9.2%5.2%-20.8%-18.1%1.5%1.3%12.9%———
Growth & Yield
Revenue Growth-20.3%-20.3%7.1%-21.6%46.7%130.1%-26.7%-30.1%44.2%78.0%-12.0%-30.9%-8.1%765099.4%-100.0%76.2%58.1%—
EPS Growth-183.1%-183.1%33.2%-246.0%-69.9%227.4%-11163.9%-96.7%104.5%126.6%10.4%-1479.4%20.0%144.3%————

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -6.6%

Total return

-6.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-24.92 → -70.55

Residual

-6.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-6.6%

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.