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DELTA-R.BK$353.00+0.00%
Fair $353.00+0.0%

DELTA-R.BK

Delta Electronics (Thailand) Public Company Limited

Industrials / Electrical Equipment & PartsThailand

$353.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $353.00Fund 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $13.1B · quality 65.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · DELTA-R.BKLocal privado en este navegador · Delta Electronics (Thailand) 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

$4.40T

P/E

224.8x

↑

EV/EBITDA

118.0x

↑

ROE

25.7%

↑

Gross Margin

27.1%

↑

Debt/Equity

0.02

↓
52-Week Range$353
$106$199

TradingView lightweight chart

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

Último $199.00Periodo +812.8%
Fair value: $353.00

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

+18.7%

FCF CAGR

+32.3%

FCF margin

6.6%

FCF / Net income

0.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $198.15B · net income $24.81B · FCF $13.09B

2022-FY → 2025-FY

Gross margin

27.1%+3.5% pts

Operating margin

13.6%+1.0% pts

Net margin

12.5%-0.4% pts

FCF margin

6.6%+1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$198.15B$198.15B$164.73B$146.37B$118.56B
Net Income$24.81B$24.81B$18.94B$18.42B$15.34B
EBITDA$37.14B$37.14B$26.65B$24.21B$19.02B
EPS1.991.991.521.481.23
Gross Margin27.1%27.1%24.6%22.9%23.6%
Operating Margin13.6%13.6%11.3%12.4%12.6%
Net Margin12.5%12.5%11.5%12.6%12.9%
Balance Sheet
Debt/Equity0.020.020.020.050.04
Current Ratio1.941.94———
Cash Flow
Free Cash Flow$13.09B$13.09B$16.32B$1.72B$5.66B
Returns
ROE25.7%25.7%23.7%27.3%28.1%
Valuation
P/E224.84224.8465.2667.0347.80
EV/EBITDA118.04118.0445.8950.9438.13
P/B45.5245.5215.4818.3213.41
Growth & Yield
Revenue Growth20.3%20.3%12.5%23.5%—
EPS Growth30.9%30.9%2.7%20.3%—
Dividend Yield0.2%0.2%———

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

150.6%

muy exigente

EPS terminal req.

$31.32

Spread vs growth

-119.7%

5Y implied EPS CAGR

80.3%

muy exigente

EPS terminal req.

$37.90

Spread vs growth

-49.4%

10Y implied EPS CAGR

40.8%

muy exigente

EPS terminal req.

$61.04

Spread vs growth

-9.9%

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 +81.1%

Total return

+81.1%

Start / end P/E

72.4x → 100.0x

EPS bridge

1.52 → 1.99

Residual

+11.8%

EPS growth+30.9%
Multiple rerating+38.2%
Dividend+0.2%
Residual / FX / buybacks / cross-term+11.8%

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.