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PT Panin Sekuritas Tbk, (PANS) Fair Value & Analysis

Financial Services · ID · Market cap 1.1T IDR

PP PT Panin Sekuritas Tbk, PANS · JK
Price1,545 IDR
Fair Value3,050 IDR
Upside+97.4%
Quality74/100
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Mixed Growth
Highly profitable · 42.8% net margin
Low debt · generates free cash flow
Ranks above peers (11/14)
Wide moat 71/100
Evidence: High Range 2,288 IDR – 3,813 IDR Share as image

Fair value as of: Jul 12, 2026

From 13 valuation models · updated 29 days ago

Fair value updated Jul 12, 2026, revised from 3,133 IDR to 3,050 IDR (−2.7%) since Jun 26, 2026. Share price +1.3% over the past month.

A solid business, screening 97% undervalued on our models.

What matters now

  • The rarer combination: high quality (74/100) AND below fair value. That earns a closer look rather than a quick verdict.
  • The price is below even our cautious bear case (2,288 IDR). The market is more pessimistic than our downside scenario.
  • 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)

1,610 IDR 606.64 IDR Fair Value 3,050 IDR Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.

How to read this chart

60‑month range 606.64 IDR – 1,610 IDR · fair‑value band 2,288 IDR – 3,813 IDR · the 1,545 IDR price screens below the 3,050 IDR fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 12, 2026.

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Analysis

PT Panin Sekuritas Tbk, (PANS) currently trades at 1,545 IDR, while our model-based Fair Value estimate is 3,050 IDR, implying the stock looks roughly 97.4% undervalued today. The Quality Score stands at 74/100 (solid quality), in the Financial Services 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 Panin Sekuritas Tbk, generated revenue of 514B IDR at a net margin of 42.8%. Revenue grew 109.8% year over year. It earns a return on equity of 14.4%. Net debt stands at 33.8B IDR. Fundamentals as of Jul 12, 2026

Our scenario range runs from 2,288 IDR (bear case) to 3,813 IDR (bull case); at 1,545 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 14% below its 52-week high and 19% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 11% fair-value upside, at 97%, PANS 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
Growth DCF 1,179 IDR 2,271 IDR 3,947 IDR 80
Residual Income 2,111 IDR 2,500 IDR 4,687 IDR 76
Rev-Margin DCF 445.32 IDR 1,085 IDR 1,845 IDR 74
All 13 models by family
DCF Models
Owner Earnings 2,563 IDR 4,719 IDR 8,263 IDR 31
5Y P/E Exit 1,427 IDR 2,944 IDR 4,565 IDR 38
10Y P/E Exit 1,315 IDR 2,631 IDR 4,297 IDR 35
Earnings-Based
Graham-Dodd 1,826 IDR 6,228 IDR 8,356 IDR 54
Lynch FV 1,431 IDR 2,044 IDR 2,657 IDR 50
Dividend Discount
Gordon GGM 1,443 IDR 3,150 IDR 5,300 IDR 70
DDM Multi-Stage 1,443 IDR 2,539 IDR 3,283 IDR 61
Multiples
P/E Multiple 2,618 IDR 3,491 IDR 4,364 IDR 63
P/B Multiple 2,350 IDR 3,133 IDR 3,917 IDR 55
Asset-Based
NCAV (Graham) 1,119 IDR 1,500 IDR 2,238 IDR 50
Growth DCF
Growth DCF 1,179 IDR 2,271 IDR 3,947 IDR 80
Rev-Margin DCF 445.32 IDR 1,085 IDR 1,845 IDR 74
Economic Profit
Residual Income 2,111 IDR 2,500 IDR 4,687 IDR 76

Widest divergence: Multiples (3,133 IDR) versus Growth DCF (1,085 IDR). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 514B IDR
Revenue growth (YoY) +110%
Net margin 42.8%
Return on equity 14.4%
Free cash flow 112B IDR FY2025
P/E ratio 5.1
More key figures
Operating margin 23.1%
EPS (TTM) 309.39 IDR
EPS growth (YoY) -4.7%
Net debt 33.8B IDR FY2025

Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 74/100

Of which business quality 70 · Market factors (momentum, volatility) 72

Profitability 46
Margins and returns on capital today
Quality Growth 76
Are margins and returns improving?
Cashflow 72
Earnings quality: real cash, not paper profit
Fin. Strength 69
Balance sheet, leverage, solvency risk
Investment 86
Disciplined investing over empire-building
Low Volatility 93
Calm price path (market factor)
Momentum 58
Price trend over the last 3–12 months (market factor)
52W Momentum 73
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 Panin Sekuritas Tbk, together with its subsidiaries, provides securities brokerage, underwriting, and investment management services in Indonesia. The company engages in the stock, fixed income, and margin trading; regular and sharia online trading; corporate finance and e-IPO; and reverse REPO activities. It also provides asset management services.

Full company description

PT Panin Sekuritas Tbk, together with its subsidiaries, provides securities brokerage, underwriting, and investment management services in Indonesia. The company engages in the stock, fixed income, and margin trading; regular and sharia online trading; corporate finance and e-IPO; and reverse REPO activities. It also provides asset management services. In addition, it offers construction, agriculture, transportation, and printing services. The company was formerly known as PT Nusamas Panin and changed its name to PT Panin Sekuritas Tbk in June 1995. PT Panin Sekuritas Tbk was founded in 1989 and is headquartered in Jakarta Selatan, Indonesia.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

PT Panin Sekuritas Tbk, reported revenue of 469B IDR in FY2025 versus 367B IDR in FY2021, a compound +6.3%/yr. Reported net income was 191B IDR in FY2025, compounding +5.9%/yr from FY2021.

Growth Quality 83/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
469B IDR
Latest YoY
+44.4%
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.
+10.4%
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.
+10.0%
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.
+13.5%
Revenue +6.3%/yr
FY21 367B IDR
FY22 348B IDR
FY23 318B IDR
FY24 325B IDR
FY25 469B IDR
Net income +5.9%/yr
FY21 152B IDR
FY22 248B IDR
FY23 130B IDR
FY24 113B IDR
FY25 191B IDR
Character of growth · EPS growth decomposed (2014-2025) −4.7 % p.a.
Revenue per share −0.1 pp

of which total revenue −0.2 pp · buybacks/dilution +0.1 pp

EBIT margin −4.6 pp
Tax rate −0.1 pp
Residual (interest, one-offs) +0.2 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 Panin Sekuritas Tbk, Fair Value". https://www.fairvalue-calculator.com/stock/PANS

Peer Group

Capital Markets · 423 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 75 · Top 25%
Fair Value upside +97% · Top 25%
Return on equity (TTM) 14% · Above median
Return on assets 10% · Top 25%
Net margin (TTM) 43% · Top 25%
Operating margin (TTM) 23% · Below median
Revenue growth 110% · Top 25%
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.36× · Higher than median

Valuation Multiples vs Capital Markets median · lower = cheaper

P/E (TTM) 4.9× · Cheaper than 75% of peers
P/B 0.68× · Cheaper than median
P/S (TTM) 2.11× · Cheaper than median
P/FCF 0.0× · Cheaper than 75% of peers
EV/EBITDA 8.1× · 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 9
FUTURE 100 · sector 96
PAST 57 · sector 30
HEALTH 82 · sector 93
DIVIDEND 0 · sector 36

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 Capital Markets stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).

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Mirae Asset Securities Co 006800 38,750 KRW 31,645 KRW -18%
Meritz Financial Group 138040 117,000 KRW 87,706 KRW -25%
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NH Investment & Securities Co 005940 31,000 KRW 37,133 KRW +20%
Samsung Securities Co 016360 107,700 KRW 126,487 KRW +17%
Motilal Oswal Financial Services Limited MOTILALOFS ₹967.00 ₹299.65 -69%
Kiwoom Securities Co 039490 322,000 KRW 358,091 KRW +11%
SSI Securities Corporation SSI 24,250 VND 28,021 VND +16%
Bolsas y Mercados Argentinos S.A BYMA 313.75 ARS 120.22 ARS -62%

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Frequently asked questions

Is PT Panin Sekuritas Tbk, (PANS) overvalued or undervalued?
As of Jul 12, 2026, our model estimates a fair value of 3,050 IDR versus a price of 1,545 IDR, about +97% (undervalued).
What is the fair value of PANS?
Our model-based fair value for PT Panin Sekuritas Tbk, is 3,050 IDR (as of Jul 12, 2026), built from audited fundamentals. The current price is 1,545 IDR.
What is the quality score of PANS?
PT Panin Sekuritas Tbk, has a Quality Score of 74/100. 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 Panin Sekuritas Tbk, (PANS)?
PT Panin Sekuritas Tbk, reported trailing-twelve-month revenue of about 514B IDR (latest available figure, as of Jul 12, 2026).
What is the net profit margin of PANS?
The net profit margin of PT Panin Sekuritas Tbk, is about 42.8%, meaning it keeps roughly 42.8% 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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