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PORT.JK$865.00-6.99%
Fair $865.00+0.0%

PORT.JK

PT Nusantara Pelabuhan Handal Tbk

Industrials / Marine ShippingJakarta

$865.00

-65.00 (-6.99%)

Fairly Valued+0.0%Fair Value $865.00Fund rank 36/100 · Data gapFallback financials|
SA 41/C
F-Score: 5/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $259.5B · quality 76.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 88/100Data 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

41/100

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); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · PORT.JKLocal privado en este navegador · PT Nusantara Pelabuhan Handal 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

$2.43T

P/E

20.0x

↑

EV/EBITDA

9.9x

↓

ROE

11.2%

↑

Gross Margin

29.7%

↑

Debt/Equity

0.81

↑
52-Week Range$865
$740$2030

TradingView lightweight chart

PORT.JK price, volumen y niveles de valoración

Último $865.00Periodo +50.4%
Fair value: $865.00

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

-0.3%

FCF CAGR

+0.5%

FCF margin

24.3%

FCF / Net income

2.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.24T · net income $128.39B · FCF $302.72B

2022-FY → 2025-FY

Gross margin

29.7%+14.1% pts

Operating margin

22.6%+14.9% pts

Net margin

10.3%+8.7% pts

FCF margin

24.3%+0.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1244.21B$1244.21B$1270.71B$1143.95B$1256.22B
Net Income$128.39B$128.39B$-75.23B$62.66B$20.47B
EBITDA$298.27B$298.27B$69.52B$194.56B$120.31B
EPS45.6345.63-26.7322.277.27
Gross Margin29.7%29.7%27.8%23.2%15.6%
Operating Margin22.6%22.6%21.0%15.5%7.7%
Net Margin10.3%10.3%-5.9%5.5%1.6%
Balance Sheet
Debt/Equity0.810.811.180.240.80
Current Ratio3.953.95———
Cash Flow
Free Cash Flow$302.72B$302.72B$259.48B$238.91B$298.44B
Returns
ROE11.2%11.2%-7.8%6.0%2.1%
Valuation
P/E20.0020.00—31.66125.86
EV/EBITDA9.889.8844.5410.3425.47
P/B2.122.122.361.902.60
Growth & Yield
Revenue Growth-2.1%-2.1%11.1%-8.9%—
EPS Growth270.7%270.7%-220.0%206.3%—

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

18.9%

exigente

EPS terminal req.

$76.75

Spread vs growth

251.8%

5Y implied EPS CAGR

15.3%

exigente

EPS terminal req.

$92.87

Spread vs growth

255.4%

10Y implied EPS CAGR

12.6%

razonable

EPS terminal req.

$149.57

Spread vs growth

258.1%

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 +3.6%

Total return

+3.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-26.73 → 45.63

Residual

+3.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+3.6%

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.