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ALUCON-R.BK$238.00+0.00%
Fair $238.00+0.0%

ALUCON-R.BK

Alucon Public Company Limited

Basic Materials / AluminumThailand

$238.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $238.00Fund rank 30/100 · Data gapFallback financials|
SA 29/D
F-Score: 6/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $900.5M · quality 50.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

29/100

D

Piotroski

6/9

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 · ALUCON-R.BKLocal privado en este navegador · Alucon 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

$10.3B

P/E

18.9x

↑

EV/EBITDA

7.1x

↓

ROE

13.5%

↑

Gross Margin

15.9%

↓

Debt/Equity

N/A

•
52-Week Range$238
$180$180

TradingView lightweight chart

ALUCON-R.BK price, volumen y niveles de valoración

Último $179.50Periodo +88.9%
Fair value: $238.00

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

-0.1%

FCF CAGR

-12.6%

FCF margin

4.9%

FCF / Net income

0.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.91B · net income $1.01B · FCF $336.5M

2022-FY → 2025-FY

Gross margin

15.9%+2.7% pts

Operating margin

14.2%+3.6% pts

Net margin

14.7%+5.2% pts

FCF margin

4.9%-2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.91B$6.91B$6.22B$6.12B$6.93B
Net Income$1.01B$1.01B$781.1M$506.5M$659.4M
EBITDA$1.27B$1.27B$1.19B$961.6M$1.12B
EPS23.4823.4818.0811.7215.26
Gross Margin15.9%15.9%15.5%11.4%13.2%
Operating Margin14.2%14.2%13.5%9.7%10.6%
Net Margin14.7%14.7%12.6%8.3%9.5%
Balance Sheet
Current Ratio11.5411.54———
Cash Flow
Free Cash Flow$336.5M$336.5M$900.5M$1.76B$503.3M
Returns
ROE13.5%13.5%11.1%7.7%10.1%
Valuation
P/E18.9218.929.9315.3212.35
EV/EBITDA7.087.086.097.256.12
P/B1.371.371.101.181.25
Growth & Yield
Revenue Growth11.1%11.1%1.5%-11.6%—
EPS Growth29.9%29.9%54.3%-23.2%—

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

-3.5%

fácil

EPS terminal req.

$21.12

Spread vs growth

33.3%

5Y implied EPS CAGR

1.7%

fácil

EPS terminal req.

$25.55

Spread vs growth

28.2%

10Y implied EPS CAGR

5.8%

razonable

EPS terminal req.

$41.15

Spread vs growth

24.1%

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 · 1Y approxreconcilia total +0.0%

Total return

+0.0%

Start / end P/E

9.9x → 7.6x

EPS bridge

18.08 → 23.48

Residual

-6.9%

EPS growth+29.9%
Multiple rerating-23.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-6.9%

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.