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v0.1
SPMA.JK$208.00-0.95%
Fair $208.00+0.0%

SPMA.JK

PT Suparma Tbk

Basic Materials / Paper & Paper ProductsJakarta

$208.00

-2.00 (-0.95%)

Fairly Valued+0.0%Fair Value $208.00Fund rank 39/100 · Data gapFallback financials|
SA 42/C
F-Score: 3/9
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $655.0B · quality 85.0/100

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

42/100

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: 1unknown: 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. ROE is 4.3%, below the 5% threshold
Thesis & Journal · SPMA.JKLocal privado en este navegador · PT Suparma 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

$852.9B

P/E

8.2x

↓

EV/EBITDA

7.4x

↓

ROE

4.3%

↑

Gross Margin

15.9%

↓

Debt/Equity

0.29

↑
52-Week Range$208
$191$338

TradingView lightweight chart

SPMA.JK price, volumen y niveles de valoración

Último $208.00Periodo +68.1%
Fair value: $208.00

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

-4.4%

FCF CAGR

-14.5%

FCF margin

19.6%

FCF / Net income

5.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.74T · net income $106.23B · FCF $538.43B

2022-FY → 2025-FY

Gross margin

15.9%-7.1% pts

Operating margin

7.3%-9.5% pts

Net margin

3.9%-6.8% pts

FCF margin

19.6%-7.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2740.74B$2740.74B$2729.64B$2658.52B$3138.05B
Net Income$106.23B$106.23B$104.84B$178.66B$336.14B
EBITDA$185.07B$185.07B$177.59B$276.65B$467.60B
EPS26.0026.0026.0043.8582.31
Gross Margin15.9%15.9%15.1%17.7%22.9%
Operating Margin7.3%7.3%7.0%9.6%16.8%
Net Margin3.9%3.9%3.8%6.7%10.7%
Balance Sheet
Debt/Equity0.290.290.250.270.34
Current Ratio1.901.90———
Cash Flow
Free Cash Flow$538.43B$538.43B$669.04B$654.95B$862.15B
Returns
ROE4.3%4.3%4.4%7.7%15.7%
Valuation
P/E8.228.228.766.744.50
EV/EBITDA7.397.397.115.544.17
P/B0.340.340.390.520.71
Growth & Yield
Revenue Growth0.4%0.4%2.7%-15.3%—
EPS Growth0.0%0.0%-40.7%-46.7%—

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

-10.8%

fácil

EPS terminal req.

$18.46

Spread vs growth

10.8%

5Y implied EPS CAGR

-3.0%

fácil

EPS terminal req.

$22.33

Spread vs growth

3.0%

10Y implied EPS CAGR

3.3%

fácil

EPS terminal req.

$35.97

Spread vs growth

-3.3%

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 +4.8%

Total return

+4.8%

Start / end P/E

7.6x → 8.0x

EPS bridge

26.00 → 26.00

Residual

+0.0%

EPS growth+0.0%
Multiple rerating+4.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term+0.0%

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.