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MREI.JK$975.00-1.02%
Fair $975.00+0.0%

MREI.JK

PT Maskapai Reasuransi Indonesia Tbk

Financial Services / Insurance - ReinsuranceJakarta

$975.00

-10.00 (-1.02%)

Fairly Valued+0.0%Fair Value $975.00Fund rank 24/100 · Data gapFallback financials|
SA 34/D
F-Score: 2/9
Low 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 12.0/100

Data gap 24/100
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

34/100

D

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); financial Book/ROE targets are disabled until manually verified. ROE is 3.5%, below the 5% threshold
Thesis & Journal · MREI.JKLocal privado en este navegador · PT Maskapai Reasuransi Indonesia 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

$504.8B

P/E

5.5x

↓

EV/EBITDA

N/A

•

ROE

3.5%

↓

Gross Margin

N/A

•

Debt/Equity

N/A

•
52-Week Range$975
$660$1590

TradingView lightweight chart

MREI.JK price, volumen y niveles de valoración

Último $975.00Periodo +718.9%
Fair value: $975.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+6.2%

FCF CAGR

—

FCF margin

2.9%

FCF / Net income

1.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.29T · net income $50.81B · FCF $67.02B

2021-FY → 2024-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

2.2%+17.4% pts

FCF margin

2.9%+10.5% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$2291.06B$2291.06B$2042.41B$1877.06B$1912.79B
Net Income$50.81B$50.81B$61.36B$37.59B$-291.04B
EPS98.0098.00118.0073.00-562.00
Net Margin2.2%2.2%3.0%2.0%-15.2%
Balance Sheet
Current Ratio0.450.45———
Cash Flow
Free Cash Flow$67.02B$67.02B$50.26B$-48.34B$-144.79B
Returns
ROE3.5%3.5%4.2%2.7%-21.0%
Valuation
P/E5.485.4817.0364.38—
P/B0.350.350.721.741.62
Growth & Yield
Revenue Growth12.2%12.2%8.8%-1.9%—
EPS Growth-16.9%-16.9%61.6%113.0%—
Dividend Yield1.5%1.5%———

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

-4.1%

fácil

EPS terminal req.

$86.52

Spread vs growth

-12.9%

5Y implied EPS CAGR

1.3%

fácil

EPS terminal req.

$104.68

Spread vs growth

-18.3%

10Y implied EPS CAGR

5.6%

razonable

EPS terminal req.

$168.59

Spread vs growth

-22.5%

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 +36.0%

Total return

+36.0%

Start / end P/E

6.1x → 9.9x

EPS bridge

118.00 → 98.00

Residual

-10.5%

EPS growth-16.9%
Multiple rerating+61.9%
Dividend+1.5%
Residual / FX / buybacks / cross-term-10.5%

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.