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ARROW-R.BK$5.25+0.00%
Fair $5.25+0.0%

ARROW-R.BK

Arrow Syndicate Public Company Limited

Industrials / Building Products & EquipmentThailand

$5.25

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $5.25Fund rank 32/100 · Data gapFallback financials|
SA 51/C
F-Score: 6/9
Declining Revenue

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $230.3M · quality 61.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

51/100

C

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 3 consecutive years
Thesis & Journal · ARROW-R.BKLocal privado en este navegador · Arrow Syndicate 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

$1.3B

P/E

9.5x

↓

EV/EBITDA

6.2x

↓

ROE

10.3%

↑

Gross Margin

28.6%

↑

Debt/Equity

0.14

↓
52-Week Range$5
$5$5

TradingView lightweight chart

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

Último $5.150Periodo -70.2%
Fair value: $5.250

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

-23.3%

FCF margin

1.0%

FCF / Net income

0.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.19B · net income $136.7M · FCF $12.5M

2022-FY → 2025-FY

Gross margin

28.6%+11.4% pts

Operating margin

13.4%+5.9% pts

Net margin

11.5%+4.6% pts

FCF margin

1.0%-1.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.19B$1.19B$1.29B$1.34B$1.35B
Net Income$136.7M$136.7M$112.1M$101.6M$92.6M
EBITDA$219.5M$219.5M$189.7M$176.6M$167.5M
EPS0.530.530.440.400.36
Gross Margin28.6%28.6%24.1%20.3%17.2%
Operating Margin13.4%13.4%10.2%8.0%7.5%
Net Margin11.5%11.5%8.7%7.6%6.9%
Balance Sheet
Debt/Equity0.140.140.060.110.26
Current Ratio3.803.80———
Cash Flow
Free Cash Flow$12.5M$12.5M$230.3M$316.2M$27.6M
Returns
ROE10.3%10.3%8.8%8.1%7.5%
Valuation
P/E9.559.5512.6617.5020.69
EV/EBITDA6.196.197.1410.5113.01
P/B1.021.021.121.431.54
Growth & Yield
Revenue Growth-7.8%-7.8%-3.5%-0.7%—
EPS Growth20.5%20.5%10.0%11.1%—
Dividend Yield7.8%7.8%———

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

-4.2%

fácil

EPS terminal req.

$0.47

Spread vs growth

24.7%

5Y implied EPS CAGR

1.2%

fácil

EPS terminal req.

$0.56

Spread vs growth

19.2%

10Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$0.91

Spread vs growth

14.9%

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 +6.8%

Total return

+6.8%

Start / end P/E

11.8x → 9.7x

EPS bridge

0.44 → 0.53

Residual

-3.6%

EPS growth+20.5%
Multiple rerating-17.8%
Dividend+7.8%
Residual / FX / buybacks / cross-term-3.6%

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.