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The 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. As of today (2026-09-07), PT Indika Energy Tbk's 3-Year Sortino Ratio is 0.80.
PT Indika Energy Tbk (ISX:INDY) 3-Year Sortino Ratio Explanation
The 3-Year Sortino Ratio inidicates the risk-adjusted return of an investment over the past three year. It is calculated as the annualized result of the average three-year monthly excess returns divided by the standard deviation of negative returns in the three-year period. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.
Differnt from the Sharpe Ratio that penalizes both upside and downside volatility equally, the Sortino Ratio penalizes only those returns falling below a user-specified target or required rate of return. The expected returns here is set to the risk-free rate as well.
PT Indika Energy Tbk 3-Year Sortino Ratio Related Terms
PT Indika Energy Tbk 3-Year Sortino Ratio Competitor Comparison
For the Thermal Coal subindustry, PT Indika Energy Tbk's 3-Year Sortino Ratio, along with its competitors' market caps and 3-Year Sortino Ratio data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
PT Indika Energy Tbk 3-Year Sortino Ratio vs Other Energy Sources Industry
For the Other Energy Sources industry and Energy sector, PT Indika Energy Tbk's 3-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where PT Indika Energy Tbk's 3-Year Sortino Ratio falls into.
PT Indika Energy Tbk 3-Year Sortino Ratio Calculation
The 3-Year Sortino Ratio measures the risk-adjusted return of an investment asset or portfolio in the last three year, focusing specifically on downside risk rather than total risk. A stock / portfolio's 3-Year Sortino Ratio can be calculated by dividing the difference between the three-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the downside risks over the past three year.
A downside risk is a potential loss from the asset or investment. The Downside risk here is measured by the downside deviation, which is the standard deviation of negative returns.
PT Indika Energy Tbk (ISX:INDY) has a 3-Year Sortino Ratio of 0.80 as of Sep. 07, 2026. 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. View historical data for PT Indika Energy Tbk and its competitors.
Is PT Indika Energy Tbk's 3-Year Sortino Ratio too high?
PT Indika Energy Tbk's current 3-Year Sortino Ratio is 0.80. Overall, PT Indika Energy Tbk has a GF Score™ of 73/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does PT Indika Energy Tbk's 3-Year Sortino Ratio compare to competitors?
PT Indika Energy Tbk's 3-Year Sortino Ratio of 0.80 can be compared against companies in the Other Energy Sources industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Sortino Ratio for an Other Energy Sources company?
A good 3-Year Sortino Ratio depends on the Other Energy Sources industry context. However, 3-Year Sortino Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year Sortino Ratio mean?
A high 3-Year Sortino Ratio can signal that a stock is expensive relative to its fundamentals. 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. View historical data for PT Indika Energy Tbk and its competitors. PT Indika Energy Tbk's current 3-Year Sortino Ratio is 0.80. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is PT Indika Energy Tbk stock overvalued right now?
Based on GuruFocus' analysis, PT Indika Energy Tbk (ISX:INDY) is currently considered Significantly Overvalued. The stock's GF Value™ is Rp1,377.07, compared to a current price of Rp2,790.00 — trading 102.6% above its estimated fair value. The current 3-Year Sortino Ratio is 0.80. PT Indika Energy Tbk's overall GF Score™ is 73/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Sortino Ratio calculated?
3-Year Sortino Ratio is calculated from a company's financial statements. For PT Indika Energy Tbk (ISX:INDY), the current 3-Year Sortino Ratio is 0.80 as of Sep. 07, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is PT Indika Energy Tbk (ISX:INDY) Overvalued in 2026?
Based on GuruFocus' analysis, PT Indika Energy Tbk stock appears to be overvalued.
The current stock price of Rp2,790.00 is trading 102.6% above its estimated GF Value™ of Rp1,377.07.
GuruFocus considers PT Indika Energy Tbk to be Significantly Overvalued.
Key valuation signals for ISX:INDY:
3-Year Sortino Ratio: 0.80
GF Value™: Rp1,377.07 vs. price of Rp2,790.00 (102.6% above fair value)
No single metric tells the full story. See the ISX:INDY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
PT Indika Energy Tbk is an Indonesia-based integrated energy company engaged in exploring, producing, and processing coal. The company and its subsidiaries are principally organized and based on Energy resources, Energy services, Logistics and infrastructure, Green business, Mineral, Digital Ventures, and Other segments. The company derives maximum revenue from Energy resources engaged in the field exploration of coal resources, production, and trading.
73GF Score
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