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PJAA.JK$480.00+0.84%
Fair $480.00+0.0%

PJAA.JK

PT Pembangunan Jaya Ancol Tbk

Consumer Cyclical / LeisureJakarta

$480.00

+4.00 (+0.84%)

Fairly Valued+0.0%Fair Value $480.00Fund rank 30/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9
Declining RevenueMargin Compression

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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $92.3B · quality 57.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

4/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · PJAA.JKLocal privado en este navegador · PT Pembangunan Jaya Ancol 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

$768.0B

P/E

5.0x

↓

EV/EBITDA

4.4x

↓

ROE

9.8%

↑

Gross Margin

45.6%

↑

Debt/Equity

0.46

↑
52-Week Range$480
$450$770

TradingView lightweight chart

PJAA.JK price, volumen y niveles de valoración

Último $480.00Periodo -6.3%
Fair value: $480.00

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

+5.4%

FCF CAGR

-22.0%

FCF margin

8.2%

FCF / Net income

0.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.12T · net income $180.19B · FCF $92.29B

2022-FY → 2025-FY

Gross margin

45.6%-11.2% pts

Operating margin

17.8%-15.2% pts

Net margin

16.1%-0.0% pts

FCF margin

8.2%-12.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1121.21B$1121.21B$1265.90B$1273.83B$957.88B
Net Income$180.19B$180.19B$177.79B$235.17B$154.23B
EBITDA$306.69B$306.69B$352.62B$463.94B$276.57B
EPS113.00113.00111.00147.0096.00
Gross Margin45.6%45.6%52.7%54.7%56.8%
Operating Margin17.8%17.8%26.9%30.9%33.0%
Net Margin16.1%16.1%14.0%18.5%16.1%
Balance Sheet
Debt/Equity0.460.460.520.590.79
Current Ratio2.412.41———
Cash Flow
Free Cash Flow$92.29B$92.29B$-16.36B$200.80B$194.70B
Returns
ROE9.8%9.8%10.4%14.3%10.0%
Valuation
P/E5.005.005.276.537.24
EV/EBITDA4.354.354.384.526.59
P/B0.420.420.550.930.72
Growth & Yield
Revenue Growth-11.4%-11.4%-0.6%33.0%—
EPS Growth1.8%1.8%-24.5%53.1%—
Dividend Yield5.4%5.4%———

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

-27.8%

fácil

EPS terminal req.

$42.59

Spread vs growth

29.6%

5Y implied EPS CAGR

-14.5%

fácil

EPS terminal req.

$51.54

Spread vs growth

16.3%

10Y implied EPS CAGR

-3.0%

fácil

EPS terminal req.

$83.00

Spread vs growth

4.8%

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 +4.6%

Total return

+4.6%

Start / end P/E

4.4x → 4.2x

EPS bridge

111.00 → 113.00

Residual

-0.0%

EPS growth+1.8%
Multiple rerating-2.6%
Dividend+5.4%
Residual / FX / buybacks / cross-term-0.0%

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.