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SIDO.JK$384.00-4.95%
Fair $384.00+0.0%

SIDO.JK

PT Industri Jamu dan Farmasi Sido Muncul Tbk

Healthcare / Drug Manufacturers - Specialty & GenericJakarta

$384.00

-20.00 (-4.95%)

Fairly Valued+0.0%Fair Value $384.00Fund rank 39/100 · Data gapFallback financials|
SA 51/C
F-Score: 4/9

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 $1.1T · quality 84.0/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 89/100Data 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

51/100

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: 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 · SIDO.JKLocal privado en este navegador · PT Industri Jamu dan Farmasi Sido Muncul 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

$11.30T

P/E

9.9x

↓

EV/EBITDA

6.8x

↓

ROE

39.4%

↑

Gross Margin

58.0%

↑

Debt/Equity

0.00

↓
52-Week Range$384
$378$585

TradingView lightweight chart

SIDO.JK price, volumen y niveles de valoración

Último $384.00Periodo +10.6%
Fair value: $384.00

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

+1.8%

FCF CAGR

+8.8%

FCF margin

29.3%

FCF / Net income

0.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.08T · net income $1.23T · FCF $1.19T

2022-FY → 2025-FY

Gross margin

58.0%+1.9% pts

Operating margin

37.3%+1.8% pts

Net margin

30.1%+1.6% pts

FCF margin

29.3%+5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4079.66B$4079.66B$3919.08B$3565.93B$3865.52B
Net Income$1229.20B$1229.20B$1171.03B$950.65B$1104.71B
EBITDA$1601.96B$1601.96B$1522.70B$1229.55B$1426.99B
EPS41.3641.3639.0331.6936.82
Gross Margin58.0%58.0%58.7%56.6%56.1%
Operating Margin37.3%37.3%37.6%33.9%35.6%
Net Margin30.1%30.1%29.9%26.7%28.6%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio5.875.87———
Cash Flow
Free Cash Flow$1194.86B$1194.86B$1105.19B$1005.01B$928.73B
Returns
ROE39.4%39.4%33.6%28.1%31.5%
Valuation
P/E9.949.9414.8616.4120.23
EV/EBITDA6.846.8410.8712.0215.02
P/B3.663.664.994.616.38
Growth & Yield
Revenue Growth4.1%4.1%9.9%-7.8%—
EPS Growth6.0%6.0%23.2%-13.9%—
Dividend Yield9.6%9.6%———

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

-6.3%

fácil

EPS terminal req.

$34.07

Spread vs growth

12.2%

5Y implied EPS CAGR

-0.1%

fácil

EPS terminal req.

$41.23

Spread vs growth

6.0%

10Y implied EPS CAGR

4.8%

fácil

EPS terminal req.

$66.40

Spread vs growth

1.1%

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 -19.2%

Total return

-19.2%

Start / end P/E

13.8x → 9.3x

EPS bridge

39.03 → 41.36

Residual

-2.0%

EPS growth+6.0%
Multiple rerating-32.9%
Dividend+9.6%
Residual / FX / buybacks / cross-term-2.0%

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.