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Financial Analysis

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SMBR.JK$167.00+0.60%
Fair $167.00+0.0%

SMBR.JK

PT Semen Baturaja (Persero) Tbk

Basic Materials / Building MaterialsJakarta

$167.00

+1.00 (+0.60%)

Fairly Valued+0.0%Fair Value $167.00Fund rank 38/100 · Data gapFallback financials|
SA 51/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 $193.5B · quality 77.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · SMBR.JKLocal privado en este navegador · PT Semen Baturaja (Persero) 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

$1.66T

P/E

12.0x

↓

EV/EBITDA

7.0x

↓

ROE

5.0%

↑

Gross Margin

30.2%

↑

Debt/Equity

0.15

↓
52-Week Range$167
$159$354

TradingView lightweight chart

SMBR.JK price, volumen y niveles de valoración

Último $168.00Periodo -70.5%
Fair value: $167.00

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

+7.9%

FCF CAGR

-7.3%

FCF margin

11.8%

FCF / Net income

1.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.36T · net income $171.92B · FCF $277.65B

2022-FY → 2025-FY

Gross margin

30.2%-10.7% pts

Operating margin

11.4%-2.5% pts

Net margin

7.3%+3.2% pts

FCF margin

11.8%-6.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2361.91B$2361.91B$2091.35B$2040.68B$1881.77B
Net Income$171.92B$171.92B$129.25B$121.57B$77.32B
EBITDA$305.65B$305.65B$269.32B$296.33B$304.54B
EPS——13.0012.008.00
Gross Margin30.2%30.2%28.6%31.6%40.9%
Operating Margin11.4%11.4%11.2%10.5%13.9%
Net Margin7.3%7.3%6.2%6.0%4.1%
Balance Sheet
Debt/Equity0.150.150.220.280.48
Current Ratio1.481.48———
Cash Flow
Free Cash Flow$277.65B$277.65B$145.17B$193.52B$348.13B
Returns
ROE5.0%5.0%4.0%3.8%2.5%
Valuation
P/E12.0112.0115.6923.3348.50
EV/EBITDA6.976.9710.1212.0615.79
P/B0.490.490.620.881.25
Growth & Yield
Revenue Growth12.9%12.9%2.5%8.4%—
EPS Growth——8.3%50.0%—
Dividend Yield2.1%2.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -30.7%

Total return

-30.7%

Start / end P/E

n/dx → n/dx

EPS bridge

13.00 → n/d

Residual

-32.8%

EPS growthn/d
Multiple reratingn/d
Dividend+2.1%
Residual / FX / buybacks / cross-term-32.8%

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.