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PT Asuransi Ramayana Tbk (ASRM) Fair Value & Analysis

Financial Services · ID · Market cap 330B IDR

PA PT Asuransi Ramayana Tbk ASRM · JK
Price272.00 IDR
Fair Value220.20 IDR
Upside-19.0%
Quality46/100
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Weak Growth
Thin margins · 1.5% net margin
Low debt · generates free cash flow
1.18% dividend yield
Trails peers (4/14)
Narrow moat 32/100
Evidence: High Range 165.15 IDR – 275.25 IDR Share as image

Fair value as of: Jul 17, 2026

From 4 valuation models · updated 24 days ago

Share price +9.7% over the past month.

Below-average quality, and screening another 19% overvalued on our models.

What matters now

  • Solid but not exceptional quality (46/100) and above fair value, neither a clear bargain nor a standout compounder.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

1,070 IDR 234.00 IDR Fair Value 220.20 IDR Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.

How to read this chart

60‑month range 234.00 IDR – 1,070 IDR · fair‑value band 165.15 IDR – 275.25 IDR · the 272.00 IDR price screens above the 220.20 IDR fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.

Full chart & analysis →

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Analysis

PT Asuransi Ramayana Tbk (ASRM) currently trades at 272.00 IDR, while our model-based Fair Value estimate is 220.20 IDR, implying the stock looks roughly 19.0% overvalued today. The Quality Score stands at 46/100 (below-average quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, PT Asuransi Ramayana Tbk generated revenue of 1.2T IDR at a net margin of 1.5%. Revenue declined 7.1% year over year. It earns a return on equity of 2.5%. Net debt stands at 60.1B IDR. Fundamentals as of Jul 17, 2026

Our scenario range runs from 165.15 IDR (bear case) to 275.25 IDR (bull case); at 272.00 IDR, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 75% below its 52-week high and 27% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 8% fair-value upside, at -19%, ASRM screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income 408.07 IDR 398.55 IDR 344.68 IDR 76
P/E Multiple 165.15 IDR 220.20 IDR 275.25 IDR 63
P/B Multiple 215.96 IDR 287.95 IDR 359.94 IDR 55
All 4 models by family
Multiples
P/E Multiple 165.15 IDR 220.20 IDR 275.25 IDR 63
P/B Multiple 215.96 IDR 287.95 IDR 359.94 IDR 55
Asset-Based
NCAV (Graham) 276.90 IDR 371.05 IDR 553.81 IDR 50
Economic Profit
Residual Income 408.07 IDR 398.55 IDR 344.68 IDR 76

Widest divergence: Economic Profit (398.55 IDR) versus Multiples (220.20 IDR). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 1.2T IDR
Revenue growth (YoY) -7.1%
Net margin 1.5%
Return on equity 2.5%
Free cash flow 14.3B IDR FY2025
P/E ratio 16.1
More key figures
Operating margin 6.1%
EPS (TTM) 14.95 IDR
Dividend yield 1.3%
EPS growth (YoY) -24.1%
Net debt 60.1B IDR FY2025

Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 46/100

Of which business quality 48 · Market factors (momentum, volatility) 35

Profitability 49
Margins and returns on capital today
Quality Growth 55
Are margins and returns improving?
Cashflow 37
Earnings quality: real cash, not paper profit
Fin. Strength 53
Balance sheet, leverage, solvency risk
Investment 92
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 32
Price trend over the last 3–12 months (market factor)
52W Momentum 23
Distance to the 52-week high (market factor)
Net Issuance 15
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

PT Asuransi Ramayana Tbk operates as a general insurance company in Indonesia. It operates in two segments, General Insurance and Rental of Office Buildings.

Full company description

PT Asuransi Ramayana Tbk operates as a general insurance company in Indonesia. It operates in two segments, General Insurance and Rental of Office Buildings. The company offers property, vehicle, health, freight, ship frame, surety and customs bond, engineering, money, heavy equipment, and personal accident insurance products; land, sea, and air freight insurance products; and construction and erection all risk, contractor plant and machinery/equipment, machinery breakdown, electronic equipment, and civil engineering completed risk insurance products. It also provides general, public, professional, automobile, golfer indemnity, director and officer, garage keeper, and warehouse liability insurance products; and sharia products. In addition, the company engages in the rental of office buildings and cars. PT Asuransi Ramayana Tbk was founded in 1956 and is headquartered in Jakarta, Indonesia.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

PT Asuransi Ramayana Tbk reported revenue of 1.4T IDR in FY2025 versus 1.7T IDR in FY2021, a compound −4.0%/yr. Reported net income was 21.6B IDR in FY2025, compounding −24.0%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
1.4T IDR
Latest YoY
−16.0%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−11.6%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+0.3%
Avg. growth/yr (25Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+12.6%
Revenue −4.0%/yr
FY21 1.7T IDR
FY22 2.1T IDR
FY23 2.1T IDR
FY24 1.7T IDR
FY25 1.4T IDR
Net income −24.0%/yr
FY21 65.0B IDR
FY22 86.5B IDR
FY23 88.8B IDR
FY24 32.4B IDR
FY25 21.6B IDR
Character of growth · EPS growth decomposed (2014-2025) −14.2 % p.a.
Revenue per share −3.0 pp

of which total revenue +9.9 pp · buybacks/dilution −12.9 pp

EBIT margin −11.2 pp
Tax rate −0.5 pp
Residual (interest, one-offs) +0.4 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

ASRM screens 19% overvalued. Compare with The Progressive Corporation →

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Cite: Fair Value Calculator (2026). "PT Asuransi Ramayana Tbk Fair Value". https://www.fairvalue-calculator.com/stock/ASRM

Peer Group

Insurance - Property & Casualty · 120 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 47 · Bottom 25%
Fair Value upside −19% · Below median
Return on equity (TTM) 3% · Bottom 25%
Return on assets 3% · Below median
Net margin (TTM) 2% · Bottom 25%
Operating margin (TTM) 6% · Below median
Revenue growth -7% · Bottom 25%
Dividend yield (TTM) 1.2% · Below median
Debt / equity 0.19× · Higher than median

Valuation Multiples vs Insurance - Property & Casualty median · lower = cheaper

P/E (TTM) 17.3× · Pricier than 75% of peers
P/B 0.47× · Cheaper than 75% of peers
P/S (TTM) 0.27× · Cheaper than 75% of peers
P/FCF 0.0× · Cheaper than 75% of peers
EV/EBITDA 5.4× · Cheaper than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 8 · sector 42
FUTURE 0 · sector 31
PAST 10 · sector 56
HEALTH 90 · sector 92
DIVIDEND 24 · sector 48

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Insurance - Property & Casualty stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).

Stock Price Fair Value vs Fair Value
The Progressive Corporation PGR $234.48 $252.50 +8%
Chubb Limited CB $337.44 $345.56 +2%
The Travelers Companies, Inc TRV $368.98 $384.42 +4%
The Allstate Corporation ALL $251.61 $503.22 +100%
The People's Insurance Company 601319 ¥7.06 ¥13.71 +94%
Intact Financial Corporation IFC C$294.02 C$247.44 -16%
Fairfax Financial Holdings FFH C$2,327 C$3,252 +40%
QBE Insurance Group QBE A$25.47 A$19.42 -24%
Samsung Fire & Marine Insurance Co 000810 648,000 KRW 658,771 KRW +2%
Powszechny Zaklad Ubezpieczen SA PZU 69.80 PLN 100.85 PLN +44%

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Frequently asked questions

Is PT Asuransi Ramayana Tbk (ASRM) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of 220.20 IDR versus a price of 272.00 IDR, about −19% (overvalued).
What is the fair value of ASRM?
Our model-based fair value for PT Asuransi Ramayana Tbk is 220.20 IDR (as of Jul 17, 2026), built from audited fundamentals. The current price is 272.00 IDR.
What is the quality score of ASRM?
PT Asuransi Ramayana Tbk has a Quality Score of 46/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of PT Asuransi Ramayana Tbk (ASRM)?
PT Asuransi Ramayana Tbk reported trailing-twelve-month revenue of about 1.2T IDR (latest available figure, as of Jul 17, 2026).
What is the net profit margin of ASRM?
The net profit margin of PT Asuransi Ramayana Tbk is about 1.5%, meaning it keeps roughly 1.5% of revenue as net income. Based on the latest reported figures.
Does PT Asuransi Ramayana Tbk pay a dividend?
PT Asuransi Ramayana Tbk currently shows a dividend yield of about 1.26% relative to its recent price (as of Jul 17, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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