EN DE

PT Jhonlin Agro Raya Tbk (JARR) Fair Value & Analysis

Consumer Defensive · ID · Market cap 17.1T IDR

PJ PT Jhonlin Agro Raya Tbk JARR · JK
Price1,915 IDR
Fair Value610.80 IDR
Upside-68.1%
Quality55/100
Watch PT Jhonlin Agro Raya Tbk for free, get notified when fair value or trend changes. Watch for free
Healthy Growth
Thin margins · 6.0% net margin
Moderate debt · generates free cash flow
Mixed vs. peers (6/14)
Narrow moat 44/100
Evidence: High Range 382.72 IDR – 894.32 IDR Share as image

Fair value as of: Jul 17, 2026

From 26 valuation models · updated 23 days ago

Share price +7.6% over the past month.

A solid business, but screening 68% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (894.32 IDR). The favourable scenario is already priced in.
  • Solid but not exceptional quality (55/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (382.72 IDR to 894.32 IDR) leaves room in how you read the outcome.
Share this valuation: 𝕏 WhatsApp

Price vs Fair Value (4 years)

8,148 IDR 147.35 IDR Fair Value 610.80 IDR Aug 2022 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

48‑month range 147.35 IDR – 8,148 IDR · fair‑value band 382.72 IDR – 894.32 IDR · the 1,915 IDR price screens above the 610.80 IDR fair value. Dashed = 300-day average. As of Jul 17, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

PT Jhonlin Agro Raya Tbk (JARR) currently trades at 1,915 IDR, while our model-based Fair Value estimate is 610.80 IDR, implying the stock looks roughly 68.1% overvalued today. The Quality Score stands at 55/100 (solid quality), in the Consumer Defensive 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 Jhonlin Agro Raya Tbk generated revenue of 4.2T IDR at a net margin of 6.0%. Revenue declined 8.5% year over year. It earns a return on equity of 13.5%. Net debt stands at 1.4T IDR. Fundamentals as of Jul 17, 2026

Our scenario range runs from 382.72 IDR (bear case) to 894.32 IDR (bull case); at 1,915 IDR, the current price sits above 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. For context, the median of 10 Consumer Defensive peers we cover trades at 102% fair-value upside, at -68%, JARR 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 BearBaseBull Evidence
Highest evidence
Growth DCF 368.46 IDR 916.86 IDR 1,838 IDR 80
Residual Income 205.71 IDR 275.42 IDR 875.33 IDR 76
Rev-Margin DCF 428.39 IDR 908.40 IDR 1,911 IDR 74
All 26 models by family
DCF Models
FCF DCF 399.32 IDR 727.99 IDR 1,803 IDR 38
Owner Earnings 367.97 IDR 1,047 IDR 2,535 IDR 31
5Y Revenue Exit 373.34 IDR 777.28 IDR 1,625 IDR 39
5Y EBITDA Exit 502.51 IDR 1,039 IDR 2,092 IDR 41
5Y P/E Exit 356.87 IDR 964.48 IDR 1,792 IDR 38
10Y Revenue Exit 370.92 IDR 1,054 IDR 1,512 IDR 36
10Y EBITDA Exit 488.60 IDR 1,339 IDR 2,847 IDR 37
10Y P/E Exit 379.89 IDR 1,018 IDR 2,066 IDR 35
Earnings-Based
Graham-Dodd 197.78 IDR 1,379 IDR 1,936 IDR 54
Lynch FV 712.60 IDR 1,018 IDR 1,323 IDR 50
PEG = 1.0 712.60 IDR 1,018 IDR 1,323 IDR 46
EPV 272.97 IDR 345.39 IDR 409.75 IDR 59
Dividend Discount
Gordon GGM 54.35 IDR 118.65 IDR 199.63 IDR 70
DDM Multi-Stage 54.35 IDR 97.19 IDR 123.65 IDR 61
Multiples
P/E Multiple 458.10 IDR 610.80 IDR 763.50 IDR 63
P/S Multiple 370.84 IDR 494.46 IDR 618.07 IDR 58
P/B Multiple 370.84 IDR 494.46 IDR 618.07 IDR 55
EV/EBIT 489.57 IDR 698.54 IDR 907.52 IDR 53
EV/EBITDA 509.26 IDR 724.80 IDR 940.35 IDR 54
EV/Revenue 310.09 IDR 501.86 IDR 693.63 IDR 43
Asset-Based
NCAV (Graham) 103.84 IDR 139.14 IDR 207.68 IDR 50
Growth DCF
Growth DCF 368.46 IDR 916.86 IDR 1,838 IDR 80
Rev-Margin DCF 428.39 IDR 908.40 IDR 1,911 IDR 74
Economic Profit
Residual Income 205.71 IDR 275.42 IDR 875.33 IDR 76
ROIC Compounder 364.48 IDR 579.49 IDR 799.47 IDR 72
Growth Earnings
Growth-Adj P/E 932.08 IDR 1,332 IDR 1,731 IDR 68

Widest divergence: Growth Earnings (1,332 IDR) versus Dividend Discount (97.19 IDR). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 4.2T IDR
Revenue growth (YoY) -8.5%
Net margin 6.0%
Return on equity 13.5%
Free cash flow 277B IDR FY2025
P/E ratio 47.4
More key figures
Operating margin 10.0%
EPS (TTM) 27.11 IDR
EPS growth (YoY) -30.8%
Net debt 1.4T IDR FY2025

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

Quality Score breakdown

Overall quality 55/100

Of which business quality 55 · Market factors (momentum, volatility) 47

Profitability 50
Margins and returns on capital today
Quality Growth 70
Are margins and returns improving?
Cashflow 51
Earnings quality: real cash, not paper profit
Fin. Strength 57
Balance sheet, leverage, solvency risk
Investment 65
Disciplined investing over empire-building
Low Volatility 32
Calm price path (market factor)
Momentum 49
Price trend over the last 3–12 months (market factor)
52W Momentum 58
Distance to the 52-week high (market factor)
Net Issuance 40
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 Jhonlin Agro Raya Tbk engages in the oil palm plantation business in Indonesia. It operates through Biodiesel and Fresh Fruit Bunches. The company owns an area of 27,936.72 hectares of oil palm plantations located in Tanah Bumbu Regency and Kotabaru Regency in South Kalimantan province.

Full company description

PT Jhonlin Agro Raya Tbk engages in the oil palm plantation business in Indonesia. It operates through Biodiesel and Fresh Fruit Bunches. The company owns an area of 27,936.72 hectares of oil palm plantations located in Tanah Bumbu Regency and Kotabaru Regency in South Kalimantan province. It also involved in the plasma plantations; and production of biodiesel. PT Jhonlin Agro Raya Tbk was founded in 2014 and is based in Tanah Bumbu, Indonesia. PT Jhonlin Agro Raya Tbk is a subsidiary of PT Eshan Agro Sentosa.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

PT Jhonlin Agro Raya Tbk reported revenue of 4.3T IDR in FY2025 versus 620B IDR in FY2021, a compound +62.1%/yr. Reported net income was 268B IDR in FY2025, compounding +102.8%/yr from FY2021.

Growth Quality 90/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
4.3T IDR
Latest YoY
+10.7%
Avg. growth/yr (3Y)
−3.1%
Avg. growth/yr (5Y)
+189.5%
Avg. growth/yr (6Y)
+169.5%
Revenue +62.1%/yr
FY21 620B IDR
FY22 4.7T IDR
FY23 4.4T IDR
FY24 3.9T IDR
FY25 4.3T IDR
Net income +102.8%/yr
FY21 15.9B IDR
FY22 41.7B IDR
FY23 77.3B IDR
FY24 261B IDR
FY25 268B IDR

JARR screens 68% overvalued. Compare with Muyuan Foods Group →

Share or link this analysis
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Cite: Fair Value Calculator (2026). "PT Jhonlin Agro Raya Tbk Fair Value". https://www.fairvalue-calculator.com/stock/JARR

Peer Group

Farm Products · 291 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 55 · Above median
Fair Value upside −68% · Bottom 25%
Return on equity (TTM) 13% · Top 25%
Return on assets 7% · Top 25%
Net margin (TTM) 6% · Above median
Operating margin (TTM) 10% · Above median
Revenue growth -9% · Bottom 25%
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.87× · Higher than 75% of peers

Valuation Multiples vs Farm Products median · lower = cheaper

P/E (TTM) 68.4× · Pricier than 75% of peers
P/B 8.91× · Pricier than 75% of peers
P/S (TTM) 4.06× · Pricier than 75% of peers
P/FCF 0.0× · Cheaper than 75% of peers
EV/EBITDA 30.6× · Pricier than 75% of peers

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 0 · sector 26
FUTURE 0 · sector 21
PAST 54 · sector 17
HEALTH 57 · sector 94
DIVIDEND 0 · sector 38

VALUE 0: the price sits above our fair-value range.

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 Farm Products stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).

Stock Price Fair Value vs Fair Value
Muyuan Foods Group 002714 ¥40.90 ¥48.19 +18%
Wens Foodstuff Group 300498 ¥14.51 ¥12.08 -17%
Mowi ASA MOWI kr 188.40 kr 262.59 +39%
PT Charoen Pokphand Indonesia Tbk, CPIN 3,120 IDR 7,076 IDR +127%
Charoen Pokphand Foods Public Company CPF 22.00 THB 55.71 THB +153%
PT Triputra Agro Persada Tbk TAPG 1,540 IDR 3,105 IDR +102%
PT FAP Agri Tbk FAPA 7,300 IDR 7,463 IDR +2%
PT Japfa Comfeed Indonesia Tbk JPFA 2,070 IDR 7,231 IDR +249%
Thaifoods Group TFGR 10.60 THB 23.53 THB +122%
PT Nusantara Sawit Sejahtera Tbk NSSS 700.00 IDR 448.40 IDR -36%

Compare PT Jhonlin Agro Raya Tbk with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Consumer Defensive stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Frequently asked questions

Is PT Jhonlin Agro Raya Tbk (JARR) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of 610.80 IDR versus a price of 1,915 IDR, about −68% (overvalued).
What is the fair value of JARR?
Our model-based fair value for PT Jhonlin Agro Raya Tbk is 610.80 IDR (as of Jul 17, 2026), built from audited fundamentals. The current price is 1,915 IDR.
What is the quality score of JARR?
PT Jhonlin Agro Raya Tbk has a Quality Score of 55/100. 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 Jhonlin Agro Raya Tbk (JARR)?
PT Jhonlin Agro Raya Tbk reported trailing-twelve-month revenue of about 4.2T IDR (latest available figure, as of Jul 17, 2026).
What is the net profit margin of JARR?
The net profit margin of PT Jhonlin Agro Raya Tbk is about 6.0%, meaning it keeps roughly 6.0% 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.

14 days Pro free · no card

Track PT Jhonlin Agro Raya Tbk and try Pro for 14 days

One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.

Zero risk: nothing is ever charged. After 14 days you decide whether to stay.