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EPG-R.BK$5.80+0.00%
Fair $5.80+0.0%

EPG-R.BK

Eastern Polymer Group Public Company Limited

Basic Materials / Specialty ChemicalsThailand

$5.80

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $5.80Fund rank 33/100 · Data gapFallback financials|
SA 45/C
F-Score: 5/9
Margin Compression

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 $650.4M · quality 63.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

45/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · EPG-R.BKLocal privado en este navegador · Eastern Polymer Group 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

$16.2B

P/E

13.8x

↓

EV/EBITDA

8.9x

↓

ROE

6.3%

↑

Gross Margin

33.5%

↑

Debt/Equity

0.40

↑
52-Week Range$6
$2$4

TradingView lightweight chart

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

Último $3.095Periodo -77.0%
Fair value: $5.800

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

+5.6%

FCF CAGR

+13.4%

FCF margin

3.7%

FCF / Net income

0.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.86B · net income $796.0M · FCF $517.9M

2022-FY → 2025-FY

Gross margin

33.5%+1.7% pts

Operating margin

5.9%-6.1% pts

Net margin

5.7%-7.8% pts

FCF margin

3.7%+0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.86B$13.86B$13.23B$12.13B$11.77B
Net Income$796.0M$796.0M$1.19B$1.08B$1.60B
EBITDA$2.17B$2.17B$2.43B$2.22B$2.57B
EPS0.280.280.420.380.57
Gross Margin33.5%33.5%32.0%32.9%31.8%
Operating Margin5.9%5.9%6.3%8.8%12.0%
Net Margin5.7%5.7%9.0%8.9%13.6%
Balance Sheet
Debt/Equity0.400.400.390.390.24
Current Ratio1.971.97———
Cash Flow
Free Cash Flow$517.9M$517.9M$1.45B$650.4M$355.0M
Returns
ROE6.3%6.3%9.5%9.1%13.6%
Valuation
P/E13.8113.8115.8620.8016.12
EV/EBITDA8.958.959.1811.6710.82
P/B1.301.301.511.882.18
Growth & Yield
Revenue Growth4.8%4.8%9.1%3.0%—
EPS Growth-33.0%-33.0%10.4%-32.6%—
Dividend Yield6.5%6.5%———

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

21.9%

exigente

EPS terminal req.

$0.51

Spread vs growth

-54.9%

5Y implied EPS CAGR

17.0%

exigente

EPS terminal req.

$0.62

Spread vs growth

-50.0%

10Y implied EPS CAGR

13.4%

razonable

EPS terminal req.

$1.00

Spread vs growth

-46.5%

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 +8.1%

Total return

+8.1%

Start / end P/E

7.2x → 10.9x

EPS bridge

0.42 → 0.28

Residual

-17.1%

EPS growth-33.0%
Multiple rerating+51.8%
Dividend+6.5%
Residual / FX / buybacks / cross-term-17.1%

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.