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LPCK.JK$500.00-2.91%
Fair $500.00+0.0%

LPCK.JK

PT Lippo Cikarang Tbk

Real Estate / Real Estate - DevelopmentJakarta

$500.00

-15.00 (-2.91%)

Fairly Valued+0.0%Fair Value $500.00Fund rank 25/100 · Data gapFallback financials|
SA 45/C
F-Score: 5/9
Margin CompressionLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 11.0/100

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

45/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Operating margin has declined for 3 consecutive years ROE is 3.2%, below the 5% threshold
Thesis & Journal · LPCK.JKLocal privado en este navegador · PT Lippo Cikarang 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

$2.57T

P/E

47.4x

↑

EV/EBITDA

8.0x

↓

ROE

3.2%

↓

Gross Margin

15.5%

↓

Debt/Equity

0.10

↓
52-Week Range$500
$422$1165

TradingView lightweight chart

LPCK.JK price, volumen y niveles de valoración

Último $500.00Periodo +154.0%
Fair value: $500.00

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

+52.6%

FCF CAGR

—

FCF margin

-21.5%

FCF / Net income

-4.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.42T · net income $215.77B · FCF $-948.20B

2022-FY → 2025-FY

Gross margin

15.5%-36.7% pts

Operating margin

5.0%-25.3% pts

Net margin

4.9%-20.0% pts

FCF margin

-21.5%-14.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4419.09B$4419.09B$1890.61B$1028.82B$1243.61B
Net Income$215.77B$215.77B$-1612.49B$161.92B$309.20B
EBITDA$334.89B$334.89B$-1499.78B$264.85B$436.43B
EPS48.0048.00-595.7959.38113.81
Gross Margin15.5%15.5%28.2%46.7%52.1%
Operating Margin5.0%5.0%11.8%20.7%30.4%
Net Margin4.9%4.9%-85.3%15.7%24.9%
Balance Sheet
Debt/Equity0.100.100.100.120.12
Current Ratio2.762.76———
Cash Flow
Free Cash Flow$-948.20B$-948.20B$77.97B$18.79B$-88.13B
Returns
ROE3.2%3.2%-26.9%2.4%4.6%
Valuation
P/E47.3947.39—12.218.43
EV/EBITDA7.987.98—9.657.36
P/B0.340.340.230.290.39
Growth & Yield
Revenue Growth133.7%133.7%83.8%-17.3%—
EPS Growth108.1%108.1%-1103.3%-47.8%—

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

-2.6%

fácil

EPS terminal req.

$44.37

Spread vs growth

110.6%

5Y implied EPS CAGR

2.3%

fácil

EPS terminal req.

$53.68

Spread vs growth

105.8%

10Y implied EPS CAGR

6.1%

razonable

EPS terminal req.

$86.46

Spread vs growth

102.0%

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 -1.0%

Total return

-1.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-595.79 → 48.00

Residual

-1.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-1.0%

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.