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TALF.JK$685.00+3.79%
Fair $685.00+0.0%

TALF.JK

PT Tunas Alfin Tbk

Consumer Cyclical / Packaging & ContainersJakartaID

$685.00

+25.00 (+3.79%)

Fairly Valued+0.0%Fair Value $685.00Fund rank 25/100 · Data gapFallback financials|
SA 47/C
F-Score: 9/9
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 25%

FCF escenarios

weak_data · normalized FCF $62.5B · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

9/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: eodhdPeriods: 16Warnings: 1eodhd: 16
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 · TALF.JKLocal privado en este navegador · PT Tunas Alfin 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

$927.1B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

4.0%

↓

Gross Margin

10.7%

↓

Debt/Equity

0.21

↓
52-Week Range$685
$264$1000

TradingView lightweight chart

TALF.JK price, volumen y niveles de valoración

Último $685.00Periodo +66.7%
Fair value: $685.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+10.3%

FCF CAGR

+42.7%

FCF margin

5.6%

FCF / Net income

1.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.43T · net income $51.84B · FCF $80.43B

2007-FY → 2025-FY

Gross margin

10.7%— pts

Operating margin

5.1%+1.6% pts

Net margin

3.6%— pts

FCF margin

5.6%+5.6% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2008
2007
Income Statement
Revenue$1432.93B$1432.93B$1343.16B$1262.90B$1318.10B$1047.89B$1022.10B$924.65B$926.32B$646.09B$569.42B$476.38B$558.08B$423.28B$362.73B$278.94B$245.21B
Net Income$51.84B$51.84B$18.08B$38.08B$42.17B$20.59B$17.65B$26.75B$50.39B$21.47B$30.14B$33.72B$57.89B$38.39B$41.90B——
EBITDA$119.21B$119.21B$88.25B$109.97B$118.36B$81.44B$71.03B$73.04B$97.15B$47.67B$47.48B$46.46B$80.74B$51.87B$57.00B——
EPS38.3038.3013.3628.1431.1515.2113.0419.7732.4915.8622.2724.9142.6028.3630.96——
Gross Margin10.7%10.7%8.9%11.3%10.4%9.5%9.6%11.5%13.9%10.6%13.0%14.9%18.7%16.8%20.9%——
Operating Margin5.1%5.1%2.8%5.3%5.7%4.3%3.8%5.1%7.9%4.8%6.3%6.8%12.8%10.2%13.6%8.9%3.5%
Net Margin3.6%3.6%1.3%3.0%3.2%2.0%1.7%2.9%5.4%3.3%5.3%7.1%10.4%9.1%11.6%——
Balance Sheet
Debt/Equity0.210.210.280.250.310.280.240.130.030.030.030.030.06—0.02——
Current Ratio1.951.951.712.021.681.961.862.702.592.752.924.383.694.986.57——
Cash Flow
Free Cash Flow$80.43B$80.43B$-15.19B$62.50B$-88.40B$-71.12B$-85.80B$-11.75B$9.47B$-27.14B$-43.34B$-873.4M$41.01B$27.25B$-4.97B$22.86B$134.4M
Returns
ROE4.0%4.0%1.5%3.2%3.7%2.0%1.8%2.7%5.8%2.8%4.0%9.6%18.1%14.1%15.9%——
Growth & Yield
Revenue Growth6.7%6.7%6.4%-4.2%25.8%2.5%10.5%-0.2%43.4%13.5%19.5%-14.6%31.8%16.7%30.0%13.8%—
EPS Growth186.7%186.7%-52.5%-9.7%104.8%16.7%-34.0%-39.2%104.9%-28.8%-10.6%-41.5%50.2%-8.4%———

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

16.6%

exigente

EPS terminal req.

$60.78

Spread vs growth

170.1%

5Y implied EPS CAGR

13.9%

razonable

EPS terminal req.

$73.55

Spread vs growth

172.8%

10Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$118.45

Spread vs growth

174.8%

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 +122.4%

Total return

+122.4%

Start / end P/E

23.1x → 17.9x

EPS bridge

13.36 → 38.30

Residual

-41.9%

EPS growth+186.7%
Multiple rerating-22.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-41.9%

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.