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PALM.JK$340.00+0.00%
Fair $340.00+0.0%

PALM.JK

PT Provident Investasi Bersama Tbk

Financial Services / Asset ManagementJakarta

$340.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $340.00Fund rank 27/100 · Data gapFallback financials|
SA 45/C
F-Score: 5/9

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 0.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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: 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 · PALM.JKLocal privado en este navegador · PT Provident Investasi Bersama 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

$5.34T

P/E

1.0x

↓

EV/EBITDA

3.8x

↓

ROE

31.1%

↑

Gross Margin

99.0%

↑

Debt/Equity

0.54

↑
52-Week Range$340
$320$496

TradingView lightweight chart

PALM.JK price, volumen y niveles de valoración

Último $340.00Periodo -27.7%
Fair value: $340.00

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

+147.7%

FCF CAGR

—

FCF margin

37.8%

FCF / Net income

0.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.21T · net income $1.85T · FCF $837.41B

2022-FY → 2025-FY

Gross margin

99.0%+11.2% pts

Operating margin

101.3%-74.9% pts

Net margin

83.4%-81.1% pts

FCF margin

37.8%+85.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2214.69B$2214.69B$140.32B$71.46B$145.66B
Net Income$1847.08B$1847.08B$-1983.03B$-3304.04B$239.55B
EBITDA$2173.32B$2173.32B$-1720.53B$-3185.13B$239.78B
EPS——-143.73-450.7332.68
Gross Margin99.0%99.0%85.1%72.1%87.8%
Operating Margin101.3%101.3%-1206.7%-4455.2%176.2%
Net Margin83.4%83.4%-1413.2%-4623.3%164.5%
Balance Sheet
Debt/Equity0.540.540.921.10—
Current Ratio11.3511.35———
Cash Flow
Free Cash Flow$837.41B$837.41B$-4604.09B$-2733.55B$-69.36B
Returns
ROE31.1%31.1%-48.5%-134.3%4.2%
Valuation
P/E0.960.96——19.89
EV/EBITDA3.773.77——19.50
P/B0.900.901.391.860.83
Growth & Yield
Revenue Growth1478.3%1478.3%96.3%-50.9%—
EPS Growth——68.1%-1479.2%—

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 -14.6%

Total return

-14.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-143.73 → n/d

Residual

-14.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-14.6%

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.