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SKLT.JK$202.00+2.02%
Fair $202.00+0.0%

SKLT.JK

PT Sekar Laut Tbk

Consumer Defensive / Packaged FoodsJakarta

$202.00

+4.00 (+2.02%)

Fairly Valued+0.0%Fair Value $202.00Fund rank 26/100 · Data gapFallback financials|
SA 50/C
F-Score: 3/9

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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-115.8B · quality 54.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

50/100

C

Piotroski

3/9

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 · SKLT.JKLocal privado en este navegador · PT Sekar Laut 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

$1.26T

P/E

11.5x

↓

EV/EBITDA

7.9x

↓

ROE

15.0%

↑

Gross Margin

25.8%

↓

Debt/Equity

0.54

↑
52-Week Range$202
$158$368

TradingView lightweight chart

SKLT.JK price, volumen y niveles de valoración

Último $202.00Periodo +267.3%
Fair value: $202.00

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

+19.9%

FCF CAGR

—

FCF margin

-4.4%

FCF / Net income

-1.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.65T · net income $115.22B · FCF $-115.75B

2022-FY → 2025-FY

Gross margin

25.8%-0.7% pts

Operating margin

6.2%+0.3% pts

Net margin

4.3%-0.5% pts

FCF margin

-4.4%-2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2650.81B$2650.81B$2293.27B$1794.35B$1539.31B
Net Income$115.22B$115.22B$109.71B$77.85B$75.15B
EBITDA$199.96B$199.96B$179.20B$121.73B$112.01B
EPS18.4918.4917.6275.1212.09
Gross Margin25.8%25.8%25.4%26.2%26.5%
Operating Margin6.2%6.2%6.1%5.8%5.9%
Net Margin4.3%4.3%4.8%4.3%4.9%
Balance Sheet
Debt/Equity0.540.540.340.300.25
Current Ratio1.521.52———
Cash Flow
Free Cash Flow$-115.75B$-115.75B$-148.43B$-16.98B$-33.33B
Returns
ROE15.0%15.0%15.6%12.6%12.8%
Valuation
P/E11.4911.4911.073.7816.13
EV/EBITDA7.947.947.361.8811.27
P/B1.641.641.730.482.07
Growth & Yield
Revenue Growth15.6%15.6%27.8%16.6%—
EPS Growth4.9%4.9%-76.5%521.4%—
Dividend Yield4.0%4.0%———

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

-1.0%

fácil

EPS terminal req.

$17.92

Spread vs growth

6.0%

5Y implied EPS CAGR

3.2%

fácil

EPS terminal req.

$21.69

Spread vs growth

1.7%

10Y implied EPS CAGR

6.6%

razonable

EPS terminal req.

$34.93

Spread vs growth

-1.6%

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 +10.4%

Total return

+10.4%

Start / end P/E

10.8x → 10.9x

EPS bridge

17.62 → 18.49

Residual

+0.1%

EPS growth+4.9%
Multiple rerating+1.3%
Dividend+4.0%
Residual / FX / buybacks / cross-term+0.1%

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.