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KCM-R.BK$0.28+0.00%
Fair $0.28+0.0%

KCM-R.BK

K.C. Metalsheet Public Company Limited

Industrials / Metal FabricationThailand

$0.28

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.28Fund rank 24/100 · Data gapFallback financials|
SA 11/F
F-Score: 6/9
Declining RevenueLow 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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-18.9M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

11/100

F

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: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is -4.3%, below the 5% threshold
Thesis & Journal · KCM-R.BKLocal privado en este navegador · K.C. Metalsheet 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

$190M

P/E

N/A

•

EV/EBITDA

25.4x

↑

ROE

-4.3%

↓

Gross Margin

21.7%

↓

Debt/Equity

0.48

↑
52-Week Range$0
$0$0

TradingView lightweight chart

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

Último $0.150Periodo -86.1%
Fair value: $0.280

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

-4.6%

FCF CAGR

-1.3%

FCF margin

12.9%

FCF / Net income

-2.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $306.4M · net income $-16.9M · FCF $39.6M

2022-FY → 2025-FY

Gross margin

21.7%-2.5% pts

Operating margin

-2.7%+0.6% pts

Net margin

-5.5%-1.7% pts

FCF margin

12.9%+1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$306.4M$306.4M$356.3M$381.2M$352.8M
Net Income$-16.9M$-16.9M$-21.9M$-2.8M$-13.3M
EBITDA$14.6M$14.6M$10.4M$30.4M$12.9M
EPS-0.02-0.02-0.03-0.00-0.02
Gross Margin21.7%21.7%21.4%25.5%24.2%
Operating Margin-2.7%-2.7%-3.4%1.8%-3.3%
Net Margin-5.5%-5.5%-6.1%-0.7%-3.8%
Balance Sheet
Debt/Equity0.480.480.540.440.34
Current Ratio0.800.80———
Cash Flow
Free Cash Flow$39.6M$39.6M$-28.4M$-18.9M$41.2M
Returns
ROE-4.3%-4.3%-5.4%-0.7%-3.1%
Valuation
EV/EBITDA25.4325.4357.7418.6045.51
P/B0.490.490.950.911.03
Growth & Yield
Revenue Growth-14.0%-14.0%-6.5%8.0%—
EPS Growth23.0%23.0%-685.4%79.0%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -28.6%

Total return

-28.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.03 → -0.02

Residual

-28.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-28.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.