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SMAR.JK$4900.00-0.20%
Fair $4900.00+0.0%

SMAR.JK

PT Sinar Mas Agro Resources and Technology Tbk

Consumer Defensive / Farm ProductsJakarta

$4900.00

-10.00 (-0.20%)

Fairly Valued+0.0%Fair Value $4900.00Fund rank 28/100 · Data gapFallback financials|
SA 47/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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $1.9T · quality 44.7/100

Data gap 28/100
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

47/100

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 · SMAR.JKLocal privado en este navegador · PT Sinar Mas Agro Resources and Technology 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

$14.07T

P/E

4.3x

↓

EV/EBITDA

6.2x

↓

ROE

11.5%

↑

Gross Margin

11.7%

↓

Debt/Equity

0.73

↑
52-Week Range$4900
$3300$7250

TradingView lightweight chart

SMAR.JK price, volumen y niveles de valoración

Último $4,900Periodo +1533.3%
Fair value: $4,900

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

+5.0%

FCF CAGR

+18.0%

FCF margin

5.3%

FCF / Net income

1.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $86.95T · net income $2.58T · FCF $4.62T

2022-FY → 2025-FY

Gross margin

11.7%-6.0% pts

Operating margin

4.1%-4.7% pts

Net margin

3.0%-4.4% pts

FCF margin

5.3%+1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$86946.07B$86946.07B$78835.44B$66530.55B$75045.56B
Net Income$2584.91B$2584.91B$1278.17B$917.81B$5500.52B
EBITDA$4590.69B$4590.69B$3018.55B$2581.65B$8370.27B
EPS——445.00320.001915.00
Gross Margin11.7%11.7%10.2%10.2%17.7%
Operating Margin4.1%4.1%2.6%2.2%8.8%
Net Margin3.0%3.0%1.6%1.4%7.3%
Balance Sheet
Debt/Equity0.730.730.970.840.95
Current Ratio1.961.96———
Cash Flow
Free Cash Flow$4622.93B$4622.93B$-2612.29B$1930.61B$2813.05B
Returns
ROE11.5%11.5%6.4%4.8%28.6%
Valuation
P/E4.294.298.0412.162.60
EV/EBITDA6.206.209.259.913.59
P/B0.630.630.520.590.74
Growth & Yield
Revenue Growth10.3%10.3%18.5%-11.3%—
EPS Growth——39.1%-83.3%—
Dividend Yield5.5%5.5%———

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 +40.5%

Total return

+40.5%

Start / end P/E

n/dx → n/dx

EPS bridge

445.00 → n/d

Residual

+35.0%

EPS growthn/d
Multiple reratingn/d
Dividend+5.5%
Residual / FX / buybacks / cross-term+35.0%

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.