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BCPG-R.BK$6.75+0.00%
Fair $6.75+0.0%

BCPG-R.BK

BCPG Public Company Limited

Utilities / Utilities - RenewableThailand

$6.75

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $6.75Fund rank 34/100 · Data gapFallback financials|
SA 34/D
F-Score: 3/9
Declining RevenueMargin CompressionLow Profitability

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 $1.8B · quality 67.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

34/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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 Operating margin has declined for 3 consecutive years ROE is 3.0%, below the 5% threshold
Thesis & Journal · BCPG-R.BKLocal privado en este navegador · BCPG 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

$20.2B

P/E

14.1x

↓

EV/EBITDA

10.4x

↑

ROE

3.0%

↓

Gross Margin

39.0%

↑

Debt/Equity

0.96

↑
52-Week Range$7
$5$10

TradingView lightweight chart

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

Último $6.388Periodo -49.3%
Fair value: $6.750

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

-13.0%

FCF CAGR

+16.6%

FCF margin

50.1%

FCF / Net income

2.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.55B · net income $855.5M · FCF $1.78B

2022-FY → 2025-FY

Gross margin

39.0%-24.4% pts

Operating margin

25.2%-23.0% pts

Net margin

24.1%-24.6% pts

FCF margin

50.1%+29.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.55B$3.55B$4.32B$5.03B$5.41B
Net Income$855.5M$855.5M$1.82B$1.10B$2.63B
EBITDA$4.11B$4.11B$5.48B$4.45B$5.52B
EPS0.290.290.610.380.90
Gross Margin39.0%39.0%42.4%49.2%63.4%
Operating Margin25.2%25.2%36.5%38.7%48.1%
Net Margin24.1%24.1%42.1%21.9%48.7%
Balance Sheet
Debt/Equity0.960.960.951.390.86
Current Ratio1.011.01———
Cash Flow
Free Cash Flow$1.78B$1.78B$1.12B$2.58B$1.12B
Returns
ROE3.0%3.0%5.9%3.7%9.0%
Valuation
P/E14.0614.069.0325.0211.26
EV/EBITDA10.4310.437.1913.446.42
P/B0.720.720.540.941.02
Growth & Yield
Revenue Growth-17.8%-17.8%-14.1%-6.9%—
EPS Growth-52.5%-52.5%60.5%-57.8%—
Dividend Yield5.5%5.5%———

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

27.3%

muy exigente

EPS terminal req.

$0.60

Spread vs growth

-79.8%

5Y implied EPS CAGR

20.1%

exigente

EPS terminal req.

$0.72

Spread vs growth

-72.6%

10Y implied EPS CAGR

14.9%

razonable

EPS terminal req.

$1.17

Spread vs growth

-67.4%

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 -2.8%

Total return

-2.8%

Start / end P/E

11.4x → 22.0x

EPS bridge

0.61 → 0.29

Residual

-48.7%

EPS growth-52.5%
Multiple rerating+92.9%
Dividend+5.5%
Residual / FX / buybacks / cross-term-48.7%

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.