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BTG-R.BK$19.90+0.00%
Fair $19.90+0.0%

BTG-R.BK

Betagro Public Company Limited

Consumer Defensive / Farm ProductsThailand

$19.90

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $19.90Fund rank 29/100 · Data gapFallback financials|
SA 51/C
F-Score: 8/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $546.3M · quality 49.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

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: 0unknown: 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.
Thesis & Journal · BTG-R.BKLocal privado en este navegador · Betagro 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

$38.1B

P/E

5.8x

↓

EV/EBITDA

4.0x

↓

ROE

20.7%

↑

Gross Margin

16.9%

↓

Debt/Equity

0.59

↑
52-Week Range$20
$20$20

TradingView lightweight chart

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

Último $19.90Periodo +0.0%
Fair value: $19.90

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

+2.8%

FCF CAGR

+15.7%

FCF margin

9.6%

FCF / Net income

1.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $122.37B · net income $6.68B · FCF $11.69B

2022-FY → 2025-FY

Gross margin

16.9%-2.0% pts

Operating margin

6.7%-2.0% pts

Net margin

5.5%-1.6% pts

FCF margin

9.6%+2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$122.37B$122.37B$114.23B$108.64B$112.63B
Net Income$6.68B$6.68B$2.47B$-1.40B$7.94B
EBITDA$13.92B$13.92B$9.25B$4.33B$14.52B
EPS3.463.461.27-0.725.05
Gross Margin16.9%16.9%13.5%9.9%18.9%
Operating Margin6.7%6.7%3.5%-0.3%8.7%
Net Margin5.5%5.5%2.2%-1.3%7.0%
Balance Sheet
Debt/Equity0.590.591.020.980.83
Current Ratio1.701.70———
Cash Flow
Free Cash Flow$11.69B$11.69B$546.3M$-1.25B$7.56B
Returns
ROE20.7%20.7%9.1%-5.6%27.9%
Valuation
P/E5.755.75———
EV/EBITDA4.054.05———
P/B1.191.19———
Growth & Yield
Revenue Growth7.1%7.1%5.1%-3.5%—
EPS Growth172.4%172.4%276.4%-114.3%—

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

-20.1%

fácil

EPS terminal req.

$1.77

Spread vs growth

192.5%

5Y implied EPS CAGR

-9.2%

fácil

EPS terminal req.

$2.14

Spread vs growth

181.6%

10Y implied EPS CAGR

-0.1%

fácil

EPS terminal req.

$3.44

Spread vs growth

172.5%

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

15.7x → 5.8x

EPS bridge

1.27 → 3.46

Residual

-109.1%

EPS growth+172.4%
Multiple rerating-63.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-109.1%

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.