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2S-R.BK$3.08+0.00%
Fair $3.08+0.0%

2S-R.BK

2S Metal Public Company Limited

Basic Materials / SteelThailand

$3.08

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $3.08Fund rank 30/100 · Data gapFallback financials|
SA 55/C
F-Score: 5/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $60.6M · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

55/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 2S-R.BKLocal privado en este navegador · 2S Metal Public Company Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.7B

P/E

3.1x

↓

EV/EBITDA

6.1x

↓

ROE

7.1%

↑

Gross Margin

6.9%

↓

Debt/Equity

0.00

↓
52-Week Range$3
$3$3

TradingView lightweight chart

2S-R.BK price, volumen y niveles de valoración

Último $3.080Periodo +0.0%
Fair value: $3.080

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+4.0%

FCF CAGR

-31.9%

FCF margin

1.0%

FCF / Net income

0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.54B · net income $144.5M · FCF $72.2M

2022-FY → 2025-FY

Gross margin

6.9%+5.3% pts

Operating margin

1.4%+3.6% pts

Net margin

1.9%+3.7% pts

FCF margin

1.0%-2.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.54B$7.54B$7.45B$6.78B$6.71B
Net Income$144.5M$144.5M$23.6M$160.1M$-122.2M
EBITDA$239.7M$239.7M$90.0M$221.4M$-72.6M
EPS0.260.260.040.29-0.23
Gross Margin6.9%6.9%4.3%6.3%1.6%
Operating Margin1.4%1.4%-0.3%2.2%-2.2%
Net Margin1.9%1.9%0.3%2.4%-1.8%
Balance Sheet
Debt/Equity0.000.000.000.000.08
Current Ratio4.084.08———
Cash Flow
Free Cash Flow$72.2M$72.2M$345000.00$60.6M$229.0M
Returns
ROE7.1%7.1%1.2%7.9%-6.1%
Valuation
P/E3.143.14———
EV/EBITDA6.086.08———
P/B0.830.83———
Growth & Yield
Revenue Growth1.3%1.3%9.9%1.0%—
EPS Growth550.0%550.0%-86.2%226.1%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

1.7%

fácil

EPS terminal req.

$0.27

Spread vs growth

548.3%

5Y implied EPS CAGR

4.9%

fácil

EPS terminal req.

$0.33

Spread vs growth

545.1%

10Y implied EPS CAGR

7.4%

razonable

EPS terminal req.

$0.53

Spread vs growth

542.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · available periodreconcilia total +0.0%

Total return

+0.0%

Start / end P/E

77.0x → 11.8x

EPS bridge

0.04 → 0.26

Residual

-465.4%

EPS growth+550.0%
Multiple rerating-84.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-465.4%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.