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CHAO-R.BK$4.18+0.00%
Fair $4.18+0.0%

CHAO-R.BK

CHAO-R.BK

Consumer Defensive / Packaged FoodsThailand

$4.18

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $4.18Fund rank 27/100 · Data gapFallback financials|
SA 36/D
F-Score: 3/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $84.1M · quality 47.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

36/100

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: 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 · CHAO-R.BKLocal privado en este navegador · CHAO-R.BK
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

$1.2B

P/E

18.2x

↑

EV/EBITDA

9.1x

↑

ROE

6.7%

↑

Gross Margin

35.7%

↑

Debt/Equity

0.13

↓
52-Week Range$4
$4$4

TradingView lightweight chart

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

Último $4.180Periodo +0.0%
Fair value: $4.180

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

+0.0%

FCF CAGR

—

FCF margin

-11.9%

FCF / Net income

-2.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.42B · net income $70.3M · FCF $-168.3M

2022-FY → 2025-FY

Gross margin

35.7%+4.8% pts

Operating margin

6.3%-1.6% pts

Net margin

5.0%-1.2% pts

FCF margin

-11.9%-11.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.42B$1.42B$1.57B$1.49B$1.41B
Net Income$70.3M$70.3M$133.4M$161.6M$86.6M
EBITDA$138.1M$138.1M$200.5M$235.2M$154.3M
EPS0.230.230.480.540.29
Gross Margin35.7%35.7%36.5%37.9%30.9%
Operating Margin6.3%6.3%9.9%12.5%7.9%
Net Margin5.0%5.0%8.5%10.8%6.1%
Balance Sheet
Debt/Equity0.130.130.090.130.10
Current Ratio3.593.59———
Cash Flow
Free Cash Flow$-168.3M$-168.3M$84.1M$189.4M$-6.1M
Returns
ROE6.7%6.7%12.9%27.0%12.3%
Valuation
P/E18.1718.17———
EV/EBITDA9.119.11———
P/B1.201.20———
Growth & Yield
Revenue Growth-9.7%-9.7%4.9%5.6%—
EPS Growth-52.1%-52.1%-10.9%86.7%—

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

17.3%

exigente

EPS terminal req.

$0.37

Spread vs growth

-69.4%

5Y implied EPS CAGR

14.3%

razonable

EPS terminal req.

$0.45

Spread vs growth

-66.4%

10Y implied EPS CAGR

12.1%

razonable

EPS terminal req.

$0.72

Spread vs growth

-64.2%

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

8.7x → 18.2x

EPS bridge

0.48 → 0.23

Residual

-56.6%

EPS growth-52.1%
Multiple rerating+108.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-56.6%

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.