StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
SMKL.JK$120.00+3.45%
Fair $120.00+0.0%

SMKL.JK

PT Satyamitra Kemas Lestari Tbk

Consumer Cyclical / Packaging & ContainersJakartaID

$120.00

+4.00 (+3.45%)

Fairly Valued+0.0%Fair Value $120.00Fund rank 22/100 · Data gapFallback financials|
SA 20/D
F-Score: 6/9
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 24%

FCF escenarios

weak_data · normalized FCF $-122.9B · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

20/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: eodhdPeriods: 10Warnings: 1eodhd: 10
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 4.0%, below the 5% threshold
Thesis & Journal · SMKL.JKLocal privado en este navegador · PT Satyamitra Kemas Lestari 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

$410.2B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

4.0%

↓

Gross Margin

20.3%

↓

Debt/Equity

1.11

↑
52-Week Range$120
$105$240

TradingView lightweight chart

SMKL.JK price, volumen y niveles de valoración

Último $120.00Periodo -53.5%
Fair value: $120.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2016–2025 · 9 años de histórico normalizado

Revenue CAGR

+3.8%

FCF CAGR

—

FCF margin

-15.0%

FCF / Net income

-6.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.89T · net income $41.51B · FCF $-283.71B

2016-FY → 2025-FY

Gross margin

20.3%+0.2% pts

Operating margin

5.6%-3.8% pts

Net margin

2.2%-2.5% pts

FCF margin

-15.0%-12.6% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Income Statement
Revenue$1888.52B$1888.52B$1776.16B$1739.30B$2223.93B$2119.87B$1697.78B$1938.65B$2178.70B$1666.58B$1354.49B
Net Income$41.51B$41.51B$22.39B$11.85B$77.09B$106.53B$40.45B$14.00B$44.74B$33.18B$64.21B
EBITDA$174.20B$174.20B$148.55B$139.52B$222.65B$256.60B$183.79B$167.43B$227.00B$196.13B$207.38B
EPS12.1512.156.553.4722.6331.2613.366.105.894.378.45
Gross Margin20.3%20.3%17.8%15.7%15.6%16.6%17.7%18.1%17.5%22.0%20.1%
Operating Margin5.6%5.6%4.1%3.9%5.9%8.5%7.2%6.2%6.1%7.0%9.4%
Net Margin2.2%2.2%1.3%0.7%3.5%5.0%2.4%0.7%2.1%2.0%4.7%
Balance Sheet
Debt/Equity1.111.110.910.760.840.850.931.051.521.991.57
Current Ratio0.910.911.000.911.051.091.021.020.950.990.84
Cash Flow
Free Cash Flow$-283.71B$-283.71B$-122.93B$157.89B$-87.48B$17.49B$76.55B$16.66B$-35.23B$-181.08B$-33.02B
Returns
ROE4.0%4.0%2.4%1.3%8.0%12.9%5.5%2.0%8.5%8.6%18.1%
Growth & Yield
Revenue Growth6.3%6.3%2.1%-21.8%4.9%24.9%-12.4%-11.0%30.7%23.0%—
EPS Growth85.4%85.4%89.0%-84.7%-27.6%134.1%118.8%3.7%34.9%-48.3%—

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

-4.3%

fácil

EPS terminal req.

$10.65

Spread vs growth

89.7%

5Y implied EPS CAGR

1.2%

fácil

EPS terminal req.

$12.88

Spread vs growth

84.2%

10Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$20.75

Spread vs growth

79.9%

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 -21.1%

Total return

-21.1%

Start / end P/E

23.2x → 9.9x

EPS bridge

6.55 → 12.15

Residual

-49.0%

EPS growth+85.4%
Multiple rerating-57.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-49.0%

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.