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ERW-R.BK$2.86+0.00%
Fair $2.86+0.0%

ERW-R.BK

The Erawan Group Public Company Limited

Consumer Cyclical / LodgingThailand

$2.86

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2.86Fund rank 22/100 · Data gapFallback financials|
SA 29/D
F-Score: 5/9

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 16%

FCF escenarios

weak_data · normalized FCF $728685.00 · quality 26.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

29/100

D

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: 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 · ERW-R.BKLocal privado en este navegador · The Erawan 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

$14.0B

P/E

15.9x

↓

EV/EBITDA

10.2x

↑

ROE

9.3%

↑

Gross Margin

58.7%

↑

Debt/Equity

1.63

↑
52-Week Range$3
$2$3

TradingView lightweight chart

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

Último $2.461Periodo +36.7%
Fair value: $2.860

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

+19.5%

FCF CAGR

+39.9%

FCF margin

16.8%

FCF / Net income

1.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.91B · net income $838.1M · FCF $1.33B

2022-FY → 2025-FY

Gross margin

58.7%+8.0% pts

Operating margin

19.5%+17.4% pts

Net margin

10.6%+15.4% pts

FCF margin

16.8%+6.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.91B$7.91B$7.87B$6.99B$4.63B
Net Income$838.1M$838.1M$1.28B$742.7M$-224.2M
EBITDA$2.62B$2.62B$3.01B$2.23B$1.09B
EPS0.170.170.270.16-0.05
Gross Margin58.7%58.7%58.4%56.6%50.7%
Operating Margin19.5%19.5%20.4%17.4%2.1%
Net Margin10.6%10.6%16.3%10.6%-4.8%
Balance Sheet
Debt/Equity1.631.631.692.422.50
Current Ratio0.620.62———
Cash Flow
Free Cash Flow$1.33B$1.33B$-211.9M$728685.00$485.6M
Returns
ROE9.3%9.3%14.7%11.7%-3.9%
Valuation
P/E15.8915.8913.9228.54—
EV/EBITDA10.2010.2010.2515.8531.25
P/B1.561.562.053.353.73
Growth & Yield
Revenue Growth0.4%0.4%12.7%50.9%—
EPS Growth-36.8%-36.8%70.7%421.0%—
Dividend Yield2.8%2.8%———

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

14.0%

razonable

EPS terminal req.

$0.25

Spread vs growth

-50.7%

5Y implied EPS CAGR

12.4%

razonable

EPS terminal req.

$0.31

Spread vs growth

-49.1%

10Y implied EPS CAGR

11.2%

razonable

EPS terminal req.

$0.49

Spread vs growth

-48.0%

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 -10.6%

Total return

-10.6%

Start / end P/E

10.5x → 14.3x

EPS bridge

0.27 → 0.17

Residual

-13.6%

EPS growth-36.8%
Multiple rerating+36.9%
Dividend+2.8%
Residual / FX / buybacks / cross-term-13.6%

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.