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TINS.JK$3150.00-1.87%
Fair $3150.00+0.0%

TINS.JK

PT TIMAH Tbk

Basic Materials / Other Industrial Metals & MiningJakarta

$3150.00

-60.00 (-1.87%)

Fairly Valued+0.0%Fair Value $3150.00Fund rank 34/100 · Data gapFallback financials|
SA 47/C
F-Score: 3/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $660.4B · quality 65.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 54/100Data 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

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: 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 · TINS.JKLocal privado en este navegador · PT TIMAH 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

$23.46T

P/E

8.7x

↓

EV/EBITDA

12.2x

↑

ROE

15.6%

↑

Gross Margin

23.9%

↑

Debt/Equity

0.19

↓
52-Week Range$3150
$980$4720

TradingView lightweight chart

TINS.JK price, volumen y niveles de valoración

Último $3,150Periodo +2768.5%
Fair value: $3,150

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

-2.6%

FCF CAGR

-32.0%

FCF margin

5.7%

FCF / Net income

0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.55T · net income $1.31T · FCF $660.42B

2022-FY → 2025-FY

Gross margin

23.9%+3.7% pts

Operating margin

15.0%+4.0% pts

Net margin

11.4%+3.0% pts

FCF margin

5.7%-11.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11552.73B$11552.73B$10856.42B$8391.91B$12504.30B
Net Income$1313.63B$1313.63B$1249.35B$-449.69B$1041.48B
EBITDA$1909.77B$1909.77B$1902.70B$-205.07B$1650.11B
EPS176.00176.00168.00-60.00140.00
Gross Margin23.9%23.9%25.3%5.6%20.2%
Operating Margin15.0%15.0%16.6%-4.4%11.0%
Net Margin11.4%11.4%11.5%-5.4%8.3%
Balance Sheet
Debt/Equity0.190.190.270.570.43
Current Ratio2.762.76———
Cash Flow
Free Cash Flow$660.42B$660.42B$2182.83B$11.80B$2096.30B
Returns
ROE15.6%15.6%16.5%-7.1%14.8%
Valuation
P/E8.708.706.28—8.18
EV/EBITDA12.2412.244.16—6.25
P/B2.792.791.040.751.21
Growth & Yield
Revenue Growth6.4%6.4%29.4%-32.9%—
EPS Growth4.8%4.8%380.0%-142.9%—
Dividend Yield2.0%2.0%———

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

16.7%

exigente

EPS terminal req.

$279.51

Spread vs growth

-11.9%

5Y implied EPS CAGR

14.0%

razonable

EPS terminal req.

$338.21

Spread vs growth

-9.2%

10Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$544.69

Spread vs growth

-7.2%

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 +183.2%

Total return

+183.2%

Start / end P/E

6.7x → 17.9x

EPS bridge

168.00 → 176.00

Residual

+8.0%

EPS growth+4.8%
Multiple rerating+168.5%
Dividend+2.0%
Residual / FX / buybacks / cross-term+8.0%

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.