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CPW-R.BK$2.40+0.00%
Fair $2.40+0.0%

CPW-R.BK

Copperwired Public Company Limited

Technology / Electronics & Computer DistributionThailand

$2.40

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2.40Fund rank 33/100 · Data gapFallback financials|
SA 46/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $217.4M · quality 63.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data 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

46/100

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · CPW-R.BKLocal privado en este navegador · Copperwired 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

$1.4B

P/E

10.0x

↓

EV/EBITDA

4.8x

↓

ROE

14.4%

↑

Gross Margin

12.7%

↓

Debt/Equity

1.30

↑
52-Week Range$2
$2$3

TradingView lightweight chart

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

Último $2.100Periodo -19.5%
Fair value: $2.400

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

+14.1%

FCF CAGR

-9.4%

FCF margin

2.0%

FCF / Net income

1.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.74B · net income $127.4M · FCF $217.4M

2022-FY → 2025-FY

Gross margin

12.7%-0.1% pts

Operating margin

1.8%-0.2% pts

Net margin

1.2%-0.1% pts

FCF margin

2.0%-2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.74B$10.74B$8.74B$7.36B$7.23B
Net Income$127.4M$127.4M$103.8M$129.3M$89.8M
EBITDA$526.7M$526.7M$474.4M$484.0M$470.9M
EPS0.210.210.170.220.15
Gross Margin12.7%12.7%12.3%12.7%12.8%
Operating Margin1.8%1.8%1.8%2.3%2.0%
Net Margin1.2%1.2%1.2%1.8%1.2%
Balance Sheet
Debt/Equity1.301.300.900.700.64
Current Ratio1.091.09———
Cash Flow
Free Cash Flow$217.4M$217.4M$260.7M$186.8M$292.1M
Returns
ROE14.4%14.4%12.2%15.1%11.6%
Valuation
P/E10.0010.0012.9413.1526.53
EV/EBITDA4.814.814.084.475.82
P/B1.651.651.581.983.08
Growth & Yield
Revenue Growth22.9%22.9%18.7%1.8%—
EPS Growth23.5%23.5%-22.7%46.7%—
Dividend Yield9.1%9.1%———

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

0.5%

fácil

EPS terminal req.

$0.21

Spread vs growth

23.1%

5Y implied EPS CAGR

4.2%

fácil

EPS terminal req.

$0.26

Spread vs growth

19.4%

10Y implied EPS CAGR

7.0%

razonable

EPS terminal req.

$0.41

Spread vs growth

16.5%

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 · 1Y approxreconcilia total +13.0%

Total return

+13.0%

Start / end P/E

11.9x → 10.0x

EPS bridge

0.17 → 0.21

Residual

-3.7%

EPS growth+23.5%
Multiple rerating-15.8%
Dividend+9.1%
Residual / FX / buybacks / cross-term-3.7%

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.