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PT Panin Financial Tbk (PNLF) Fair Value & Analysis

Financial Services · ID · Market cap 7.3T IDR

PP PT Panin Financial Tbk PNLF · JK
Price228.00 IDR
Fair Value456.00 IDR
Upside+100.0%
Quality39/100
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Expensive Growth
Solidly profitable · 19.6% net margin
Low debt · negative free cash flow
Ranks above peers (8/11)
Moderate moat 61/100
Evidence: Medium Range 342.00 IDR – 570.00 IDR Share as image

Fair value as of: Jul 18, 2026

From 6 valuation models · updated 23 days ago

Fair value updated Jul 18, 2026, revised from 432.00 IDR to 456.00 IDR (+5.6%) since Jun 26, 2026. Share price +5.6% over the past month.

Below-average quality, screening 100% undervalued on our models.

What matters now

  • The large discount to fair value meets weak quality (39/100). That raises the risk this is a value trap rather than a bargain.
  • The price is below even our cautious bear case (342.00 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)

745.00 IDR 163.12 IDR Fair Value 456.00 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 163.12 IDR – 745.00 IDR · fair‑value band 342.00 IDR – 570.00 IDR · the 228.00 IDR price screens below the 456.00 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.

Full chart & analysis →

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Analysis

PT Panin Financial Tbk (PNLF) currently trades at 228.00 IDR, while our model-based Fair Value estimate is 456.00 IDR, implying the stock looks roughly 100.0% undervalued today. The Quality Score stands at 39/100 (below-average 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: medium), always confirm before acting.

Over the trailing twelve months, PT Panin Financial Tbk generated revenue of 10.8T IDR at a net margin of 19.6%. Revenue grew 14.0% year over year. It earns a return on equity of 5.8%. The balance sheet holds a net cash position of 9.8T IDR. Fundamentals as of Jul 18, 2026

Our scenario range runs from 342.00 IDR (bear case) to 570.00 IDR (bull case); at 228.00 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 32% below its 52-week high and 20% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 42% fair-value upside, at 100%, PNLF 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 BearBaseBull Evidence
Highest evidence
Residual Income 779.88 IDR 797.94 IDR 798.84 IDR 76
Gordon GGM 58.48 IDR 127.68 IDR 214.83 IDR 70
P/E Multiple 531.11 IDR 708.15 IDR 885.18 IDR 63
All 6 models by family
Dividend Discount
Gordon GGM 58.48 IDR 127.68 IDR 214.83 IDR 70
DDM Multi-Stage 58.48 IDR 104.59 IDR 133.06 IDR 61
Multiples
P/E Multiple 531.11 IDR 708.15 IDR 885.18 IDR 63
P/B Multiple 694.53 IDR 926.04 IDR 1,158 IDR 55
Asset-Based
NCAV (Graham) 495.71 IDR 664.25 IDR 991.42 IDR 50
Economic Profit
Residual Income 779.88 IDR 797.94 IDR 798.84 IDR 76

Widest divergence: Economic Profit (797.94 IDR) versus Dividend Discount (104.59 IDR). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 10.8T IDR
Revenue growth (YoY) +14.0%
Net margin 19.6%
Return on equity 5.8%
Free cash flow −1.5T IDR FY2025
P/E ratio 3.1
More key figures
Operating margin 47.6%
EPS (TTM) 66.11 IDR
EPS growth (YoY) +84.5%
Net cash 9.8T IDR FY2025

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

Quality Score breakdown

Overall quality 39/100

Of which business quality 31 · Market factors (momentum, volatility) 36

Profitability 22
Margins and returns on capital today
Quality Growth 42
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 16
Balance sheet, leverage, solvency risk
Investment 59
Disciplined investing over empire-building
Low Volatility 70
Calm price path (market factor)
Momentum 22
Price trend over the last 3–12 months (market factor)
52W Momentum 23
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 Financial Tbk provides Sharia banking and financial services in Indonesia. It operates in two segments, Life Insurance and Business Consulting Service; and Banking and Multi-finance.

Full company description

PT Panin Financial Tbk provides Sharia banking and financial services in Indonesia. It operates in two segments, Life Insurance and Business Consulting Service; and Banking and Multi-finance. The company offers life insurance products, including death, whole life, annuity, endowment, endowment combine, universal life, unit-linked, personal accident, and health insurance, as well as business consulting, management, and administration services. It also provides management consulting services in the field of archives; and mutual fund and investing services. The company was formerly known as PT Panin Life Tbk and changed its name to PT Panin Financial Tbk in 2010. PT Panin Financial Tbk was founded in 1974 and is headquartered in Jakarta, Indonesia. PT Panin Financial Tbk operates as a subsidiary of PT Paninvest Tbk.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

PT Panin Financial Tbk reported revenue of 18.3T IDR in FY2025 versus 2.9T IDR in FY2021, a compound +59.1%/yr. Reported net income was 1.7T IDR in FY2025, compounding +7.1%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
18.3T IDR
Latest YoY
+42.3%
Avg. growth/yr (3Y)
+18.6%
Avg. growth/yr (5Y)
+43.8%
Avg. growth/yr (25Y)
+21.8%
Revenue +59.1%/yr
FY21 2.9T IDR
FY22 11.0T IDR
FY23 13.2T IDR
FY24 12.9T IDR
FY25 18.3T IDR
Net income +7.1%/yr
FY21 1.3T IDR
FY22 2.0T IDR
FY23 1.5T IDR
FY24 1.7T IDR
FY25 1.7T IDR

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Cite: Fair Value Calculator (2026). "PT Panin Financial Tbk Fair Value". https://www.fairvalue-calculator.com/stock/PNLF

Peer Group

Banks - Regional · 1083 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 38 · Bottom 25%
Fair Value upside +100% · Top 25%
Return on equity (TTM) 6% · Bottom 25%
Return on assets 2% · Top 25%
Net margin (TTM) 20% · Bottom 25%
Operating margin (TTM) 48% · Above median
Revenue growth 14% · Above median
Debt / equity 0.12× · Lower than median

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 3.4× · Cheaper than 75% of peers
P/B 0.23× · Cheaper than 75% of peers
P/S (TTM) 0.68× · Cheaper 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 100 · sector 39
FUTURE 70 · sector 44
PAST 23 · sector 41
HEALTH 94 · sector 85
DIVIDEND 0 · sector 49

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 Banks - Regional stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

Stock Price Fair Value vs Fair Value
PT Bank Central Asia Tbk BBCA 6,175 IDR 6,087 IDR -1%
KB Financial Group 105560 184,400 KRW 213,797 KRW +16%
PT Bank Rakyat Indonesia (Persero) Tbk BBRI 2,970 IDR 4,891 IDR +65%
PT Bank Mandiri (Persero) Tbk BMRI 4,310 IDR 7,841 IDR +82%
Banco Bradesco S.A BBD 5,120 ARS 10,240 ARS +100%
Shinhan Financial Group 055550 107,900 KRW 137,259 KRW +27%
Hana Financial Group 086790 136,800 KRW 193,969 KRW +42%
Lloyds Banking Group LYG 4,138 ARS 8,275 ARS +100%
Banco de Chile, CHILE 193.10 CLP 152.55 CLP -21%
Joint Stock Commercial Bank for Foreign Trade of Vietnam, VCB 59,400 VND 84,201 VND +42%

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Frequently asked questions

Is PT Panin Financial Tbk (PNLF) overvalued or undervalued?
As of Jul 18, 2026, our model estimates a fair value of 456.00 IDR versus a price of 228.00 IDR, about +100% (undervalued).
What is the fair value of PNLF?
Our model-based fair value for PT Panin Financial Tbk is 456.00 IDR (as of Jul 18, 2026), built from audited fundamentals. The current price is 228.00 IDR.
What is the quality score of PNLF?
PT Panin Financial Tbk has a Quality Score of 39/100. 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 Financial Tbk (PNLF)?
PT Panin Financial Tbk reported trailing-twelve-month revenue of about 10.8T IDR (latest available figure, as of Jul 18, 2026).
What is the net profit margin of PNLF?
The net profit margin of PT Panin Financial Tbk is about 19.6%, meaning it keeps roughly 19.6% 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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