Communication Services / Telecom ServicesThailand
$7.50
+1.28 (+20.54%)
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 33% · confianza 21%
FCF escenarios
weak_data · normalized FCF $312.3M · quality 49.3/100
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.
SA Score
61/100
B
Piotroski
6/9
balance/quality
Valuation
50/100
+0.0% upside
5Y CAGR
+0.0%
50/100
Data QA
16/100
SEC 0%
Sin guardar todavía.
Market Cap
$5.6B
P/E
9.9x
↓EV/EBITDA
6.4x
↓ROE
33.7%
↑Gross Margin
25.3%
↓Debt/Equity
0.50
↑TradingView lightweight chart
Absolute Values (Left Axis)
Ratios / Percentages (Right Axis)
Financial statement dashboard
2022–2025 · 3 años de histórico normalizado
Revenue CAGR
-0.6%
FCF CAGR
-11.2%
FCF margin
14.4%
FCF / Net income
0.53x
Latest source
Provider fallback
Margin decomposition
Último año: revenue $2.17B · net income $586.8M · FCF $312.3M
Gross margin
Operating margin
Net margin
FCF margin
| Metric | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Income Statement | |||||
| Revenue | $2.17B | $2.17B | $2.18B | $2.03B | $2.21B |
| Net Income | $586.8M | $586.8M | $430.4M | $299.5M | $301.9M |
| EBITDA | $956.9M | $956.9M | $869.9M | $787.4M | $862.5M |
| EPS | 0.78 | 0.78 | 0.57 | 0.40 | 0.40 |
| Gross Margin | 25.3% | 25.3% | 22.5% | 17.8% | 15.5% |
| Operating Margin | 10.7% | 10.7% | 18.4% | 4.1% | 3.5% |
| Net Margin | 27.0% | 27.0% | 19.7% | 14.8% | 13.6% |
| Balance Sheet | |||||
| Debt/Equity | 0.50 | 0.50 | 0.72 | 0.29 | 0.42 |
| Current Ratio | 1.19 | 1.19 | — | — | — |
| Cash Flow | |||||
| Free Cash Flow | $312.3M | $312.3M | $-299.6M | $438.9M | $445.5M |
| Returns | |||||
| ROE | 33.7% | 33.7% | 33.3% | 25.6% | 26.8% |
| Valuation | |||||
| P/E | 9.87 | 9.87 | 13.99 | 21.52 | 30.60 |
| EV/EBITDA | 6.43 | 6.43 | 7.70 | 8.37 | 11.01 |
| P/B | 3.24 | 3.24 | 4.66 | 5.50 | 8.17 |
| Growth & Yield | |||||
| Revenue Growth | -0.3% | -0.3% | 7.6% | -8.5% | — |
| EPS Growth | 36.8% | 36.8% | 42.5% | 0.0% | — |
| Dividend Yield | 6.1% | 6.1% | — | — | — |
Revenue, Net Income & Free Cash Flow ($B)
Margins (%)
Returns (%)
Leverage & Liquidity
3Y implied EPS CAGR
-5.2%
EPS terminal req.
$0.67
Spread vs growth
42.0%
5Y implied EPS CAGR
0.6%
EPS terminal req.
$0.81
Spread vs growth
36.2%
10Y implied EPS CAGR
5.2%
EPS terminal req.
$1.30
Spread vs growth
31.6%
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.
Total return
+32.5%
Start / end P/E
10.4x → 9.6x
EPS bridge
0.57 → 0.78
Residual
-2.8%
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.