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IRC-R.BK$12.00+0.00%
Fair $12.00+0.0%

IRC-R.BK

Inoue Rubber (Thailand) Public Company Limited

Consumer Cyclical / Auto PartsThailand

$12.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $12.00Fund rank 36/100 · Data gapFallback financials|
SA 42/C
F-Score: 6/9
Low Profitability

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $301.8M · quality 74.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

42/100

C

Piotroski

6/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 4.5%, below the 5% threshold
Thesis & Journal · IRC-R.BKLocal privado en este navegador · Inoue Rubber (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

$2.3B

P/E

9.5x

↓

EV/EBITDA

2.8x

↓

ROE

4.5%

↓

Gross Margin

12.1%

↓

Debt/Equity

0.00

↓
52-Week Range$12
$11$12

TradingView lightweight chart

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

Último $11.20Periodo -7.4%
Fair value: $12.00

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

-7.7%

FCF CAGR

+83.9%

FCF margin

6.0%

FCF / Net income

1.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.62B · net income $184.3M · FCF $277.8M

2022-FY → 2025-FY

Gross margin

12.1%+4.6% pts

Operating margin

4.0%+2.7% pts

Net margin

4.0%+2.1% pts

FCF margin

6.0%+5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.62B$4.62B$4.58B$5.42B$5.88B
Net Income$184.3M$184.3M$311.5M$159.8M$109.9M
EBITDA$534.1M$534.1M$678.7M$513.0M$483.3M
EPS0.960.961.620.830.57
Gross Margin12.1%12.1%12.0%9.1%7.5%
Operating Margin4.0%4.0%3.7%2.5%1.3%
Net Margin4.0%4.0%6.8%2.9%1.9%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio5.365.36———
Cash Flow
Free Cash Flow$277.8M$277.8M$307.6M$301.8M$44.7M
Returns
ROE4.5%4.5%7.5%4.1%2.9%
Valuation
P/E9.529.528.4616.5125.44
EV/EBITDA2.782.782.872.903.91
P/B0.560.560.630.670.73
Growth & Yield
Revenue Growth0.9%0.9%-15.4%-7.9%—
EPS Growth-40.7%-40.7%95.2%45.6%—
Dividend Yield4.4%4.4%———

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

3.5%

fácil

EPS terminal req.

$1.06

Spread vs growth

-44.3%

5Y implied EPS CAGR

6.1%

razonable

EPS terminal req.

$1.29

Spread vs growth

-46.8%

10Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$2.07

Spread vs growth

-48.8%

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 -3.8%

Total return

-3.8%

Start / end P/E

7.5x → 11.7x

EPS bridge

1.62 → 0.96

Residual

-22.4%

EPS growth-40.7%
Multiple rerating+54.9%
Dividend+4.4%
Residual / FX / buybacks / cross-term-22.4%

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.