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BR-R.BK$1.71+0.00%
Fair $1.71+0.0%

BR-R.BK

Bangkok Ranch Public Company Limited

Consumer Defensive / Farm ProductsThailand

$1.71

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.71Fund rank 28/100 · Data gapFallback financials|
SA 41/C
F-Score: 8/9
Low 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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $367.9M · quality 45.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

41/100

C

Piotroski

8/9

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. ROE is 2.9%, below the 5% threshold
Thesis & Journal · BR-R.BKLocal privado en este navegador · Bangkok Ranch 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

$1.6B

P/E

8.6x

↓

EV/EBITDA

6.7x

↓

ROE

2.9%

↓

Gross Margin

20.4%

↓

Debt/Equity

0.82

↑
52-Week Range$2
$2$2

TradingView lightweight chart

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

Último $1.580Periodo -94.9%
Fair value: $1.710

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

+35.6%

FCF margin

10.6%

FCF / Net income

5.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.53B · net income $141.5M · FCF $796.3M

2022-FY → 2025-FY

Gross margin

20.4%-0.8% pts

Operating margin

6.1%-2.6% pts

Net margin

1.9%-2.6% pts

FCF margin

10.6%+6.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.53B$7.53B$7.39B$8.00B$8.52B
Net Income$141.5M$141.5M$121.5M$300.4M$385.6M
EBITDA$808.1M$808.1M$821.7M$1.08B$1.09B
EPS0.150.150.130.330.42
Gross Margin20.4%20.4%19.7%20.5%21.2%
Operating Margin6.1%6.1%6.1%8.8%8.7%
Net Margin1.9%1.9%1.6%3.8%4.5%
Balance Sheet
Debt/Equity0.820.821.031.101.19
Current Ratio0.980.98———
Cash Flow
Free Cash Flow$796.3M$796.3M$367.9M$-242.3M$319.6M
Returns
ROE2.9%2.9%2.6%6.3%8.8%
Valuation
P/E8.558.5514.158.556.92
EV/EBITDA6.716.717.787.056.77
P/B0.320.320.350.540.60
Growth & Yield
Revenue Growth2.0%2.0%-7.7%-6.1%—
EPS Growth15.4%15.4%-60.6%-21.4%—
Dividend Yield1.3%1.3%———

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

0.4%

fácil

EPS terminal req.

$0.15

Spread vs growth

15.0%

5Y implied EPS CAGR

4.1%

fácil

EPS terminal req.

$0.18

Spread vs growth

11.3%

10Y implied EPS CAGR

7.0%

razonable

EPS terminal req.

$0.30

Spread vs growth

8.4%

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 +0.0%

Total return

+0.0%

Start / end P/E

12.3x → 10.5x

EPS bridge

0.13 → 0.15

Residual

-2.2%

EPS growth+15.4%
Multiple rerating-14.4%
Dividend+1.3%
Residual / FX / buybacks / cross-term-2.2%

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.