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LPGI.JK$700.00+0.00%
Fair $700.00+0.0%

LPGI.JK

PT Lippo General Insurance Tbk

Financial Services / Insurance - DiversifiedJakarta

$700.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $700.00Fund rank 25/100 · Data gapFallback financials|
SA 49/C
F-Score: 3/9

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 34.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

49/100

C

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · LPGI.JKLocal privado en este navegador · PT Lippo General Insurance 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

$2.10T

P/E

14.6x

↑

EV/EBITDA

N/A

•

ROE

14.1%

↑

Gross Margin

N/A

•

Debt/Equity

N/A

•
52-Week Range$700
$368$960

TradingView lightweight chart

LPGI.JK price, volumen y niveles de valoración

Último $700.00Periodo +94.4%
Fair value: $700.00

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

+17.8%

FCF CAGR

—

FCF margin

13.2%

FCF / Net income

3.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.64T · net income $144.73B · FCF $480.42B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

4.0%+0.7% pts

FCF margin

13.2%+13.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3644.62B$3644.62B$2957.72B$3150.31B$2231.39B
Net Income$144.73B$144.73B$64.13B$24.89B$73.84B
EPS48.0048.0021.008.0024.60
Net Margin4.0%4.0%2.2%0.8%3.3%
Balance Sheet
Debt/Equity——0.000.000.00
Current Ratio0.950.95———
Cash Flow
Free Cash Flow$480.42B$480.42B$113.91B$-19.13B$-3.64B
Returns
ROE14.1%14.1%7.1%2.9%10.1%
Valuation
P/E14.5814.5815.2449.3823.98
P/B2.042.041.071.402.42
Growth & Yield
Revenue Growth23.2%23.2%-6.1%41.2%—
EPS Growth128.6%128.6%162.5%-67.5%—
Dividend Yield1.4%1.4%———

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

9.0%

razonable

EPS terminal req.

$62.11

Spread vs growth

119.6%

5Y implied EPS CAGR

9.4%

razonable

EPS terminal req.

$75.16

Spread vs growth

119.2%

10Y implied EPS CAGR

9.7%

razonable

EPS terminal req.

$121.04

Spread vs growth

118.9%

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 +68.1%

Total return

+68.1%

Start / end P/E

20.0x → 14.6x

EPS bridge

21.00 → 48.00

Residual

-34.8%

EPS growth+128.6%
Multiple rerating-27.1%
Dividend+1.4%
Residual / FX / buybacks / cross-term-34.8%

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.