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CPH-R.BK$7.80-2.50%
Fair $7.80+0.0%

CPH-R.BK

Castle Peak Holdings Public Company Limited

Consumer Cyclical / Apparel ManufacturingThailand

$7.80

-0.20 (-2.50%)

Fairly Valued+0.0%Fair Value $7.80Fund rank 33/100 · Data gapFallback financials|
SA 54/C
F-Score: 7/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $93.0M · quality 60.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 49/100Data 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

54/100

C

Piotroski

7/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · CPH-R.BKLocal privado en este navegador · Castle Peak Holdings 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

$312M

P/E

6.3x

↓

EV/EBITDA

2.8x

↓

ROE

5.0%

↑

Gross Margin

15.0%

↓

Debt/Equity

0.31

↓
52-Week Range$8
$7$11

TradingView lightweight chart

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

Último $7.800Periodo +15.6%
Fair value: $7.800

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

-6.7%

FCF CAGR

-32.2%

FCF margin

8.9%

FCF / Net income

2.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.78B · net income $57.6M · FCF $158.0M

2022-FY → 2025-FY

Gross margin

15.0%-9.4% pts

Operating margin

4.5%-11.4% pts

Net margin

3.2%-10.2% pts

FCF margin

8.9%-14.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.78B$1.78B$1.67B$1.26B$2.19B
Net Income$57.6M$57.6M$40.4M$78.3M$295.0M
EBITDA$142.3M$142.3M$120.3M$161.1M$408.5M
EPS1.441.441.011.967.37
Gross Margin15.0%15.0%15.7%21.0%24.4%
Operating Margin4.5%4.5%4.5%7.3%15.9%
Net Margin3.2%3.2%2.4%6.2%13.5%
Balance Sheet
Debt/Equity0.310.310.360.260.32
Current Ratio2.712.71———
Cash Flow
Free Cash Flow$158.0M$158.0M$15.1M$93.0M$507.3M
Returns
ROE5.0%5.0%3.6%7.2%30.5%
Valuation
P/E6.296.298.8110.054.04
EV/EBITDA2.832.834.165.493.38
P/B0.270.270.320.721.23
Growth & Yield
Revenue Growth6.6%6.6%32.3%-42.5%—
EPS Growth42.6%42.6%-48.5%-73.4%—
Dividend Yield9.4%9.4%———

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

-21.7%

fácil

EPS terminal req.

$0.69

Spread vs growth

64.2%

5Y implied EPS CAGR

-10.3%

fácil

EPS terminal req.

$0.84

Spread vs growth

52.8%

10Y implied EPS CAGR

-0.7%

fácil

EPS terminal req.

$1.35

Spread vs growth

43.2%

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 · 1Y approxreconcilia total +10.1%

Total return

+10.1%

Start / end P/E

7.7x → 5.4x

EPS bridge

1.01 → 1.44

Residual

-12.5%

EPS growth+42.6%
Multiple rerating-29.4%
Dividend+9.4%
Residual / FX / buybacks / cross-term-12.5%

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.