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PSGO.JK$189.00-1.05%
Fair $189.00+0.0%

PSGO.JK

PT Palma Serasih Tbk

Consumer Defensive / Farm ProductsJakarta

$189.00

-2.00 (-1.05%)

Fairly Valued+0.0%Fair Value $189.00Fund rank 36/100 · Data gapFallback financials|
SA 57/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 $448.1B · quality 74.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

57/100

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 · PSGO.JKLocal privado en este navegador · PT Palma Serasih 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

$3.56T

P/E

8.3x

↓

EV/EBITDA

5.3x

↓

ROE

16.2%

↑

Gross Margin

31.0%

↑

Debt/Equity

0.37

↑
52-Week Range$189
$160$290

TradingView lightweight chart

PSGO.JK price, volumen y niveles de valoración

Último $189.00Periodo +6.2%
Fair value: $189.00

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

+9.0%

FCF CAGR

+5.5%

FCF margin

17.6%

FCF / Net income

1.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.55T · net income $442.85B · FCF $448.07B

2022-FY → 2025-FY

Gross margin

31.0%+2.4% pts

Operating margin

22.7%-0.1% pts

Net margin

17.3%+4.3% pts

FCF margin

17.6%-1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2552.82B$2552.82B$2127.99B$2049.49B$1972.82B
Net Income$442.85B$442.85B$350.65B$549.24B$257.68B
EBITDA$648.87B$648.87B$551.54B$806.54B$470.30B
EPS23.4923.4918.6029.1413.67
Gross Margin31.0%31.0%31.2%27.8%28.6%
Operating Margin22.7%22.7%23.3%19.6%22.8%
Net Margin17.3%17.3%16.5%26.8%13.1%
Balance Sheet
Debt/Equity0.370.370.500.711.28
Current Ratio2.782.78———
Cash Flow
Free Cash Flow$448.07B$448.07B$223.83B$499.29B$381.60B
Returns
ROE16.2%16.2%14.4%24.6%15.3%
Valuation
P/E8.298.2910.384.6011.41
EV/EBITDA5.305.306.723.189.14
P/B1.311.311.491.131.74
Growth & Yield
Revenue Growth20.0%20.0%3.8%3.9%—
EPS Growth26.3%26.3%-36.2%113.2%—
Dividend Yield3.1%3.1%———

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

-10.6%

fácil

EPS terminal req.

$16.77

Spread vs growth

36.9%

5Y implied EPS CAGR

-2.9%

fácil

EPS terminal req.

$20.29

Spread vs growth

29.2%

10Y implied EPS CAGR

3.4%

fácil

EPS terminal req.

$32.68

Spread vs growth

22.9%

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 +1.6%

Total return

+1.6%

Start / end P/E

10.3x → 8.0x

EPS bridge

18.60 → 23.49

Residual

-5.8%

EPS growth+26.3%
Multiple rerating-22.1%
Dividend+3.1%
Residual / FX / buybacks / cross-term-5.8%

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.