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PT Jasa Armada Indonesia Tbk (IPCM) Fair Value & Analysis

Industrials · ID · Market cap 1.7T IDR

PJ PT Jasa Armada Indonesia Tbk IPCM · JK
Price304.00 IDR
Fair Value605.10 IDR
Upside+99.0%
Quality80/100
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Healthy Growth
Solidly profitable · 13.5% net margin
generates free cash flow
Ranks above peers (10/13)
Moderate moat 61/100
Evidence: High Range 453.82 IDR – 756.37 IDR Share as image

Fair value as of: Jul 18, 2026

From 24 valuation models · updated 23 days ago

Fair value updated Jul 18, 2026, revised from 780.58 IDR to 605.10 IDR (−22.5%) since Jun 25, 2026. Share price −1.9% over the past month.

A strong business, screening 99% undervalued on our models.

What matters now

  • The rarer combination: high quality (80/100) AND below fair value. That earns a closer look rather than a quick verdict.
  • The price is below even our cautious bear case (453.82 IDR). The market is more pessimistic than our downside scenario.
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Price vs Fair Value (5 years)

342.26 IDR 172.09 IDR Fair Value 605.10 IDR Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range 172.09 IDR – 342.26 IDR · fair‑value band 453.82 IDR – 756.37 IDR · the 304.00 IDR price screens below the 605.10 IDR fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.

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Analysis

PT Jasa Armada Indonesia Tbk (IPCM) currently trades at 304.00 IDR, while our model-based Fair Value estimate is 605.10 IDR, implying the stock looks roughly 99.0% undervalued today. The Quality Score stands at 80/100 (high quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, PT Jasa Armada Indonesia Tbk generated revenue of 1.5T IDR at a net margin of 13.5%. Revenue declined 2.3% year over year. It earns a return on equity of 14.7%. The balance sheet holds a net cash position of 481B IDR. Fundamentals as of Jul 18, 2026

Our scenario range runs from 453.82 IDR (bear case) to 756.37 IDR (bull case); at 304.00 IDR, the current price sits below 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 17% below its 52-week high and 17% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at 67% fair-value upside, at 99%, IPCM screens cheaper 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 258.42 IDR 340.31 IDR 956.21 IDR 76
Growth DCF 972.90 IDR 1,737 IDR 3,162 IDR 72
Growth-Adj P/E 535.56 IDR 765.09 IDR 994.62 IDR 68
All 24 models by family
DCF Models
FCF DCF 984.33 IDR 1,829 IDR 3,435 IDR 38
Owner Earnings 991.54 IDR 1,843 IDR 3,462 IDR 31
5Y Revenue Exit 615.25 IDR 951.26 IDR 1,403 IDR 39
5Y EBITDA Exit 861.28 IDR 1,475 IDR 2,261 IDR 41
5Y P/E Exit 752.65 IDR 1,244 IDR 1,815 IDR 38
10Y Revenue Exit 712.81 IDR 1,084 IDR 1,652 IDR 36
10Y EBITDA Exit 895.08 IDR 1,485 IDR 2,411 IDR 37
10Y P/E Exit 820.39 IDR 1,308 IDR 2,017 IDR 35
Earnings-Based
Graham-Dodd 252.76 IDR 1,306 IDR 1,806 IDR 54
Lynch FV 356.98 IDR 509.98 IDR 662.97 IDR 50
PEG = 1.0 356.98 IDR 509.98 IDR 662.97 IDR 46
EPV 456.79 IDR 518.89 IDR 574.09 IDR 59
Multiples
P/E Multiple 585.43 IDR 780.58 IDR 975.72 IDR 63
P/S Multiple 418.60 IDR 558.13 IDR 697.66 IDR 58
P/B Multiple 473.92 IDR 631.89 IDR 789.87 IDR 55
EV/EBIT 695.46 IDR 892.32 IDR 1,089 IDR 53
EV/EBITDA 855.30 IDR 1,105 IDR 1,356 IDR 54
EV/Revenue 456.49 IDR 607.19 IDR 757.88 IDR 43
Asset-Based
NCAV (Graham) 128.65 IDR 172.39 IDR 257.30 IDR 50
Growth DCF
Growth DCF 972.90 IDR 1,737 IDR 3,162 IDR 72
Rev-Margin DCF 615.25 IDR 947.74 IDR 1,393 IDR 67
Economic Profit
Residual Income 258.42 IDR 340.31 IDR 956.21 IDR 76
ROIC Compounder 516.06 IDR 675.05 IDR 887.86 IDR 67
Growth Earnings
Growth-Adj P/E 535.56 IDR 765.09 IDR 994.62 IDR 68

Widest divergence: DCF Models (1,308 IDR) versus Asset-Based (172.39 IDR). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 1.5T IDR
Revenue growth (YoY) -2.3%
Net margin 13.5%
Return on equity 14.7%
Free cash flow 326B IDR FY2025
P/E ratio 8.2
More key figures
Operating margin 16.0%
EPS (TTM) 37.45 IDR
EPS growth (YoY) +2.9%
Net cash 481B IDR FY2025

Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 80/100

Of which business quality 80 · Market factors (momentum, volatility) 59

Profitability 58
Margins and returns on capital today
Quality Growth 61
Are margins and returns improving?
Cashflow 89
Earnings quality: real cash, not paper profit
Fin. Strength 100
Balance sheet, leverage, solvency risk
Investment 84
Disciplined investing over empire-building
Low Volatility 93
Calm price path (market factor)
Momentum 42
Price trend over the last 3–12 months (market factor)
52W Momentum 49
Distance to the 52-week high (market factor)
Net Issuance 82
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 Jasa Armada Indonesia Tbk offers sea transportation services in Indonesia. The company provides sea port services; domestic and international sea transportation, river and lake transportation, sea transportation in port waters; warehousing and storage; machine repair; and cargo handling services.

Full company description

PT Jasa Armada Indonesia Tbk offers sea transportation services in Indonesia. The company provides sea port services; domestic and international sea transportation, river and lake transportation, sea transportation in port waters; warehousing and storage; machine repair; and cargo handling services. It also offers vessel, freight, and fleet management services. The company was founded in 1960 and is headquartered in Jakarta Utara, Indonesia. PT Jasa Armada Indonesia Tbk operates as a subsidiary of PT Pelindo Jasa Maritim.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

PT Jasa Armada Indonesia Tbk reported revenue of 1.5T IDR in FY2025 versus 820B IDR in FY2021, a compound +15.8%/yr. Reported net income was 196B IDR in FY2025, compounding +9.5%/yr from FY2021.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
1.5T IDR
Latest YoY
+9.6%
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.
+14.6%
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.
+16.2%
Avg. growth/yr (11Y) 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.
+17.6%
Revenue +15.8%/yr
FY21 820B IDR
FY22 980B IDR
FY23 1.1T IDR
FY24 1.3T IDR
FY25 1.5T IDR
Net income +9.5%/yr
FY21 137B IDR
FY22 151B IDR
FY23 158B IDR
FY24 167B IDR
FY25 196B IDR
Character of growth · EPS growth decomposed (2014-2025) −20.0 % p.a.
Revenue per share −16.6 pp

of which total revenue +8.2 pp · buybacks/dilution −24.8 pp

EBIT margin −4.9 pp
Tax rate +1.0 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).

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Cite: Fair Value Calculator (2026). "PT Jasa Armada Indonesia Tbk Fair Value". https://www.fairvalue-calculator.com/stock/IPCM

Peer Group

Marine Shipping · 231 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 80 · Top 25%
Fair Value upside +99% · Top 25%
Return on equity (TTM) 15% · Top 25%
Return on assets 9% · Top 25%
Net margin (TTM) 13% · Above median
Operating margin (TTM) 16% · Above median
Revenue growth -2% · Below median
Dividend yield (TTM) 0.0% · Bottom 25%

Valuation Multiples vs Marine Shipping median · lower = cheaper

P/E (TTM) 8.5× · Cheaper than median
P/B 1.24× · Pricier than median
P/S (TTM) 1.15× · Cheaper than median
P/FCF 0.0× · Cheaper than 75% of peers
EV/EBITDA 4.0× · 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 100 · sector 29
FUTURE 0 · sector 18
PAST 59 · sector 27
HEALTH 0 · sector 88
DIVIDEND 0 · sector 47

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 Marine Shipping stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

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Shanghai International Port (Group) Co 600018 ¥5.17 ¥6.57 +27%
HMM Co 011200 20,050 KRW 33,855 KRW +69%
Ningbo Zhoushan Port Company 601018 ¥3.35 ¥5.58 +67%
Qingdao Port International Co 601298 ¥8.88 ¥15.97 +80%
JSW Infrastructure Limited JSWINFRA ₹330.05 ₹126.31 -62%
Wan Hai Lines Ltd 2615 80.70 TWD 212.79 TWD +164%
Wallenius Wilhelmsen ASA WAWI kr 137.70 kr 50.56 -63%

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Frequently asked questions

Is PT Jasa Armada Indonesia Tbk (IPCM) overvalued or undervalued?
As of Jul 18, 2026, our model estimates a fair value of 605.10 IDR versus a price of 304.00 IDR, about +99% (undervalued).
What is the fair value of IPCM?
Our model-based fair value for PT Jasa Armada Indonesia Tbk is 605.10 IDR (as of Jul 18, 2026), built from audited fundamentals. The current price is 304.00 IDR.
What is the quality score of IPCM?
PT Jasa Armada Indonesia Tbk has a Quality Score of 80/100. 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 Jasa Armada Indonesia Tbk (IPCM)?
PT Jasa Armada Indonesia Tbk reported trailing-twelve-month revenue of about 1.5T IDR (latest available figure, as of Jul 18, 2026).
What is the net profit margin of IPCM?
The net profit margin of PT Jasa Armada Indonesia Tbk is about 13.5%, meaning it keeps roughly 13.5% of revenue as net income. Based on the latest reported figures.

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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