AALI vs SGRO: Aple to aple comparison

AALI vs SGRO: Aple to aple comparison

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Date: 26-07-10 FINANCIAL RATIO COMPARISON
Sector: CPO
Ranked by: ROE
www.investdata.net

|-- ---- ------- --- --- --- ---- ---- --- ---------- ===--------- ===------ --------- ----------- ----------- ----- ------ --------
| | | |(1) (2) (3)| (4) (5)|(6)| (7) | (10) | (8) | (9) |(11)(12)(13|(14)(15)(16| (17)| (18) | MARKET|
| | | SALES |GRS OPR NET| |ROA| ROE | PER | COP | CLOP |YoY GROWTH |Q2/Q1 GROWT| | LAST | CAP. |
|NO|STOC|bio Rp |MAR PRF PRF| PBV DER| | |*LAST*| | | | OPR NET| OPR NET| PEG |PRICE |bio Rp |
| | |mio USD| % % % | | | Q1 Q2|QUARTR|TDY Q2 Q1|TDY Q2 Q1|TDY Q2 Q1|SAL PRF PRF|SAL PRF PRF| | |mio Usd|
|-- ---- ------- === === === ==== ==== === === ---****** --- -- -- === -- -- === -- -- --- --- === --- *** *** =====|======|=======|
| 1 AALI 3.517| 34 27 18| 5,3| 0,2| 16| 16 20|23 22|25| 23 35|17| 15 22|17| 16 23| -0 -17|-17| 15 18| 34|-1,47|20.650| 32.518|
| 2 SGRO 745| 36 25 17| 2,5| 0,3| 10| 9 14|19 13|17| 16 27|12| 11 18|13| 12 20| 33 29| 37| 46 99|105| 0,47| 2.475| 4.677|
|-- ---- ------- === === === ==== ==== === === --- ====== -- -- -- === -- -- === -- -- --- --- === --- --- === =====|======|=======|

1. GRS MRG: Gross Margin to Sales (in %)
2. OPR PRF: Operating Profit to Sales (in %)
3. NET PRF: Net Profit to Sales (in %)
4. PBV: Stock Price to Book value
5. DER: Debt Equity Ratio
6. ROA: Return On Asset (in %)
7. ROE: Return On Equity (in %)
QTR: ROE Quartely, using Most Recent Quarter's Net Profit
8. COP: Capitalisation to Operating Profit (in years)
9. CLOP: Capitalisation + Liability to Operating profit (in years)
10. PER: Price Earning Ratio
QTR: PER using Most Recent Quarter's Net Profit
11. Sales Growth in % (Year on Year comparison)
12. Operating Profit Growth in % (YOY comparison)
13. Net Profit Growth in % - (YOY comparison)
14. Sales Growth in % - (Most Recent Quarter comparison)
15. Operating Profit Growth in % - (MRQ comparison)
16. Net Profit Growth in % - (MRQ comparison)
17. PEG = PER / Net Profit Growth

- http://www.investdata.net/QZA2CPO6.TXT

AALI Date : 27-07-10
Financial Performance (in billion Rp)
www.investdata.net

2010 2009| 2008|
27-07-10 ....Q2 ....Q1|....Q4 ....Q3 ....Q2 ....Q1|....Q4 ....Q3|
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales 3.517 1.633 7.424 5.463 3.537 1.408 8.161 6.696
COGS 2.291 1.071 4.322 3.207 2.158 1.026 4.357 3.289
Gross Marg 1.226 561 3.101 2.255 1.378 381 3.803 3.407
GM (%) 34 34 41 41 38 27 46 50
Opr Profit 953 436| 2.610 1.912 1.155 278| 3.377 3.108
OP (%) 27 26 35 35 32 19 41 46
Net Profit 636 271| 1.660 1.248 769 217| 2.631 2.129
NP (%) 18 16 22 22 21 15 32 31
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Stk Price 20.500 19.350 24.600|22.750 21.050 16.850 14.100| 9.800 12.950
Book Value 3.893 4.126| 3.953 3.911 3.608 3.412| 3.274 2.956
PBV 5,27 4,97 5,96| 5,75 5,38 4,67 4,13| 2,99 4,38
DER 0,27 0,27| 0,22 0,27 0,32 0,31| 0,26 0,65
---------- ------ ====== ------|------ ------ ====== ------|------ ------
ROE (%) 20 16| 26 27 27 16| 51 61
ROE (Qtr) 23 16 26 31 38 16 38 45
ROA (%) 16 13| 21 21 20 12| 40 36
Opr prof/share 605 277| 1.657 1.214 733 177| 2.144 1.973
EPS 404 172| 1.054 792 488 138| 1.670 1.352
EPS (Qtr) 231 172| 262 303 350 138| 318 338
EPS (Annu) 808 690| 1.054 1.056 977 553| 1.670 1.803
PER 25,36 23,94 35,61| 21,57 19,92 17,23 25,50| 5,87 7,18
PER (Qtr) 22,14 20,90 35,61| 21,71 17,33 12,01 25,50| 7,70 9,58
---------- ------ ====== ------|------ ------ ====== ------|------ ------
COP (year) 16,92 15,97 22,18 13,73 13,00 11,48 19,92 4,57 4,92
CLOP(year) 17,78 16,83 23,17 14,24 13,66 12,28 21,41 4,97 5,66
CLOP(Qtr) 16,40 15,52 23,17 13,33 11,49 8,09 21,41 15,62 7,74
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales Growth(%) -0 15 -9 -18
Op.Prof Growth(%) -17 56 -22 -38
Net.Prof/EPS Grow -17 24 -36 -41
PEG (<1) -1,38 1,43| -0,58 -0,48
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales(Qtr) 1.884 1.633 1.961 1.925 2.129 1.408 1.464 2.052
COGS (Qtr) 1.219 1.071 1.114 1.049 1.132 1.026 1.068 1.182
Gross Marg(Qtr) 664 561 846 876 997 381 395 869
GM (%) 35 34 43 45 46 27 27 42
OP.PR (Qtr) 517 436 697 757 876 278 268 757
OP % 27 26 35 39 41 19 18 36
NET.PR (Qtr) 364 271 412 478 552 217 501 532
NP % 19 16 21 24 25 15 34 25
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Asset 7.772 8.222| 7.571 7.840 7.528 7.038| 6.519 7.704
Liability 1.642 1.724| 1.345 1.680 1.846 1.664| 1.363 3.049
Equity 6.130 6.498| 6.226 6.160 5.682 5.373| 5.156 4.655
Capitalis. 32.282 30.471 38.738|35.825 33.148 26.534 22.203|15.432 20.392
Share(mil) 1.574 1.574 1.574 1.574 1.574 1.574 1.574 1.574
---------- ------ ====== ------|------ ------ ====== ------|------ ------

See ERROR and OMISSION

AALI: http://www.investdata.net/QQBAALI.TXT

SGRO Date : 26-07-10
Financial Performance (in billion Rp)
www.investdata.net

2010 2009| 2008|
26-07-10 ....Q2 ....Q1|....Q4 ....Q3 ....Q2 ....Q1|....Q4 ....Q3|
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales 745 302 1.815 1.185 559 156 2.288 1.858
COGS 471 192 1.216 756 349 102 1.512 1.160
Gross Marg 273 109 599 429 209 53 775 697
GM (%) 36 36 33 36 37 34 33 37
Opr Profit 192 64| 460 334 148 29| 611 570
OP (%) 25 21 25 28 26 18 26 30
Net Profit 130 42| 281 204 95 13| 439 399
NP (%) 17 14 15 17 16 8 19 21
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Stk Price 2.475 2.275 2.625| 2.700 2.075 1.640 1.270| 1.190 1.690
Book Value 958 996| 934 892 830 863| 855 840
PBV 2,58 2,37 2,63| 2,89 2,32 1,97 1,47| 1,39 2,01
DER 0,38 0,24| 0,28 0,30 0,45 0,34| 0,39 0,36
---------- ------ ====== ------|------ ------ ====== ------|------ ------
ROE (%) 14 9| 15 16 12 3| 28 33
ROE (Qtr) 19 9 17 25 20 3 10 15
ROA (%) 10 7| 12 12 8 2| 20 24
Opr prof/share 101 35| 243 176 78 16| 337 301
EPS 69 23| 149 108 50 7| 242 211
EPS (Qtr) 46 23| 41 57 43 7| 22 33
EPS (Annu) 138 94| 149 144 100 29| 242 281
PER 17,86 16,41 27,81| 18,11 14,41 16,31 42,98| 4,91 6,00
PER (Qtr) 13,26 12,19 27,81| 16,43 8,99 9,49 42,98| 13,50 12,58
---------- ------ ====== ------|------ ------ ====== ------|------ ------
COP (year) 12,15 11,17 18,55 11,09 8,80 10,45 19,46 3,53 4,20
CLOP(year) 13,92 12,94 20,26 12,17 9,92 12,85 23,90 4,52 4,96
CLOP(Qtr) 10,44 9,70 20,26 11,11 5,95 8,03 23,90 16,66 10,75
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales Growth(%) 33 93 -20 -36
Op.Prof Growth(%) 29 116 -24 -41
Net.Prof/EPS Grow 37 219 -35 -48
PEG (<1) 0,43 0,13| -0,50 -0,29
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Sales(Qtr) 443 302 629 625 403 156 429 360
COGS (Qtr) 279 192 459 406 247 102 351 264
Gross Marg(Qtr) 163 109 170 219 156 53 77 95
GM (%) 36 36 27 35 38 34 18 26
OP.PR (Qtr) 128 64 125 185 118 29 41 87
OP % 28 21 20 29 29 18 9 24
NET.PR (Qtr) 88 42 77 109 81 13 39 63
NP % 19 14 12 17 20 8 9 17
---------- ------ ====== ------|------ ------ ====== ------|------ ------
Asset 2.492 2.249| 2.261 2.185 2.278 2.094| 2.156 2.165
Liability 680 440| 496 497 709 526| 603 576
Equity 1.811 1.808| 1.765 1.687 1.569 1.567| 1.552 1.588
Capitalis. 4.677 4.299 4.762| 5.103 3.921 3.099 2.304| 2.159 3.194
Share(mil) 1.890 1.814 1.890 1.890 1.890 1.814 1.814 1.890
---------- ------ ====== ------|------ ------ ====== ------|------ ------

See ERROR and OMISSION

LSIP: http://www.investdata.net/QQBSGRO.TXT

- Kalo kita demen sama sector CPO, apakah anda akan menukarkan AALI menjadi SGRO ?

Note:
- Belum semua emiten mengeluarkan lap keuangan H1/2010, jadi analisa hanya baru dilakukan pada Emiten yg sudah mempublish lap. keuangannya.