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PZZA.JK$190.00+0.53%
Fair $190.00+0.0%

PZZA.JK

PT Sarimelati Kencana Tbk

Consumer Cyclical / RestaurantsJakarta

$190.00

+1.00 (+0.53%)

Fairly Valued+0.0%Fair Value $190.00Fund rank 30/100 · Data gapFallback financials|
SA 38/D
F-Score: 5/9
Low Profitability

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $364.0B · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

38/100

D

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: 1unknown: 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. ROE is 2.4%, below the 5% threshold
Thesis & Journal · PZZA.JKLocal privado en este navegador · PT Sarimelati Kencana 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

$571.0B

P/E

18.9x

↑

EV/EBITDA

1.9x

↓

ROE

2.4%

↓

Gross Margin

69.9%

↑

Debt/Equity

0.35

↓
52-Week Range$190
$154$310

TradingView lightweight chart

PZZA.JK price, volumen y niveles de valoración

Último $190.00Periodo -82.8%
Fair value: $190.00

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

-5.5%

FCF CAGR

—

FCF margin

12.0%

FCF / Net income

14.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.05T · net income $24.75B · FCF $366.33B

2022-FY → 2025-FY

Gross margin

69.9%+2.7% pts

Operating margin

3.7%+2.6% pts

Net margin

0.8%+1.5% pts

FCF margin

12.0%+18.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3052.70B$3052.70B$2798.98B$3543.98B$3612.32B
Net Income$24.75B$24.75B$-72.84B$-96.22B$-23.46B
EBITDA$457.84B$457.84B$348.44B$374.47B$400.36B
EPS——-24.23-32.02-7.80
Gross Margin69.9%69.9%69.1%66.6%67.2%
Operating Margin3.7%3.7%-1.0%-0.6%1.0%
Net Margin0.8%0.8%-2.6%-2.7%-0.6%
Balance Sheet
Debt/Equity0.350.350.590.740.67
Current Ratio0.710.71———
Cash Flow
Free Cash Flow$366.33B$366.33B$364.02B$138.28B$-231.41B
Returns
ROE2.4%2.4%-7.2%-8.9%-2.0%
Valuation
P/E18.9118.91———
EV/EBITDA1.931.932.505.005.81
P/B0.550.550.331.041.36
Growth & Yield
Revenue Growth9.1%9.1%-21.0%-1.9%—
EPS Growth——24.3%-310.5%—
Dividend Yield0.9%0.9%———

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 +18.9%

Total return

+18.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-24.23 → n/d

Residual

+18.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.9%
Residual / FX / buybacks / cross-term+18.0%

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.