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PNLF.JK$242.00+1.68%
Fair $242.00+0.0%

PNLF.JK

PT Panin Financial Tbk

Financial Services / Banks - RegionalJakarta

$242.00

+4.00 (+1.68%)

Fairly Valued+0.0%Fair Value $242.00Fund rank 29/100 · Data gapFallback financials|
SA 32/D
F-Score: 4/9

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 22.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

32/100

D

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: 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 · PNLF.JKLocal privado en este navegador · PT Panin Financial 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

$7.75T

P/E

3.7x

↓

EV/EBITDA

N/A

•

ROE

5.5%

↓

Gross Margin

N/A

•

Debt/Equity

0.28

↓
52-Week Range$242
$222$334

TradingView lightweight chart

PNLF.JK price, volumen y niveles de valoración

Último $242.00Periodo +120.0%
Fair value: $242.00

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

+0.5%

FCF CAGR

—

FCF margin

-20.0%

FCF / Net income

-1.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.13T · net income $1.74T · FCF $-2.23T

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

15.7%-2.7% pts

FCF margin

-20.0%-10.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11128.61B$11128.61B$10671.00B$13181.67B$10978.37B
Net Income$1744.33B$1744.33B$1540.62B$1510.48B$2017.56B
EPS54.4754.4748.1147.1763.01
Net Margin15.7%15.7%14.4%11.5%18.4%
Balance Sheet
Debt/Equity0.280.280.270.230.31
Cash Flow
Free Cash Flow$-2227.81B$-2227.81B$18602.47B$3472.16B$-1042.21B
Returns
ROE5.5%5.5%5.2%5.4%7.7%
Valuation
P/E3.663.669.065.604.92
P/B0.240.240.470.300.38
Growth & Yield
Revenue Growth4.3%4.3%-19.0%20.1%—
EPS Growth13.2%13.2%2.0%-25.1%—

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

-26.7%

fácil

EPS terminal req.

$21.47

Spread vs growth

39.9%

5Y implied EPS CAGR

-13.8%

fácil

EPS terminal req.

$25.98

Spread vs growth

27.0%

10Y implied EPS CAGR

-2.6%

fácil

EPS terminal req.

$41.85

Spread vs growth

15.8%

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 -16.6%

Total return

-16.6%

Start / end P/E

6.0x → 4.4x

EPS bridge

48.11 → 54.47

Residual

-3.5%

EPS growth+13.2%
Multiple rerating-26.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-3.5%

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.