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GoTo Gojek Tokopedia Community
IDX:GOTO Community
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GoTo Gojek Tokopedia
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GoTo Gojek Tokopedia
AN
AnalystHighTarget
Consensus Narrative from 25 Analysts
Rapid Smartphone Penetration And Cashless Trends Will Fuel Market Expansion
Key Takeaways Accelerating operating leverage and unique data advantages could drive stronger-than-expected margin and earnings improvements, outperforming current analyst projections. GoTo's integrated ecosystem, scale, and rising adoption in Southeast Asia position it for sustained growth, market leadership, and increased pricing power.
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Rp129.19
FV
52.0% undervalued
intrinsic discount
20.77%
Revenue growth p.a.
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about 15 hours ago
author updated this narrative
GoTo Gojek Tokopedia
AN
AnalystLowTarget
Consensus Narrative from 25 Analysts
Tight Indonesian Regulation Will Constrain Fintech Yet Yield Modest Resilience
Key Takeaways Regulatory pressures, competition, and evolving compliance demands may limit GoTo's ability to fully capitalize on Indonesia's digital growth and sustain profit improvements. Reliance on incentives, challenges in retaining merchants and drivers, and rising logistics costs threaten both profitability and customer loyalty amid increased market rivalry.
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Rp73.00
FV
15.1% undervalued
intrinsic discount
12.06%
Revenue growth p.a.
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17 days ago
author updated this narrative
GoTo Gojek Tokopedia
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Premium Services And AI Integration Will Empower Future Success
Key Takeaways Focusing on high-spending users and expanding premium services is expected to enhance net margins and drive revenue growth. Leveraging AI for operational efficiencies aims to reduce expenses and potentially increase net margins over time.
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Rp98.40
FV
37.0% undervalued
intrinsic discount
15.70%
Revenue growth p.a.
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0
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2 days ago
author updated this narrative
Your Valuation for
GOTO
GOTO
GoTo Gojek Tokopedia
Your Fair Value
Rp
Current Price
Rp62.00
237.1% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-87t
30t
2015
2018
2021
2024
2025
2027
2030
Revenue Rp29.7t
Earnings Rp1.7t
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