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LALIN-R.BK$4.40+0.00%
Fair $4.40+0.0%

LALIN-R.BK

Lalin Property Public Company Limited

Real Estate / Real Estate - DevelopmentThailand

$4.40

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $4.40Fund rank 24/100 · Data gapFallback financials|
SA 32/D
F-Score: 2/9
Declining RevenueMargin CompressionLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 31.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

32/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is 4.8%, below the 5% threshold
Thesis & Journal · LALIN-R.BKLocal privado en este navegador · Lalin Property 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

$4.1B

P/E

9.2x

↓

EV/EBITDA

15.6x

↑

ROE

4.8%

↑

Gross Margin

38.3%

↓

Debt/Equity

0.64

↓
52-Week Range$4
$5$5

TradingView lightweight chart

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

Último $4.561Periodo +39.1%
Fair value: $4.400

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

-21.3%

FCF CAGR

—

FCF margin

6.4%

FCF / Net income

0.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.04B · net income $462.3M · FCF $192.9M

2022-FY → 2025-FY

Gross margin

38.3%-0.6% pts

Operating margin

20.1%-5.7% pts

Net margin

15.2%-5.2% pts

FCF margin

6.4%+8.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.04B$3.04B$3.67B$4.77B$6.22B
Net Income$462.3M$462.3M$588.0M$834.3M$1.27B
EBITDA$654.0M$654.0M$809.3M$1.10B$1.64B
EPS0.500.500.640.901.37
Gross Margin38.3%38.3%38.6%38.6%39.0%
Operating Margin20.1%20.1%20.8%22.2%25.8%
Net Margin15.2%15.2%16.0%17.5%20.4%
Balance Sheet
Debt/Equity0.640.640.630.540.33
Current Ratio3.243.24———
Cash Flow
Free Cash Flow$192.9M$192.9M$-511.6M$-1.76B$-110.1M
Returns
ROE4.8%4.8%6.2%9.1%14.2%
Valuation
P/E9.179.179.389.566.68
EV/EBITDA15.6315.6314.1811.656.92
P/B0.420.420.590.860.95
Growth & Yield
Revenue Growth-17.3%-17.3%-23.1%-23.3%—
EPS Growth-21.9%-21.9%-28.9%-34.3%—
Dividend Yield6.6%6.6%———

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

-7.9%

fácil

EPS terminal req.

$0.39

Spread vs growth

-14.0%

5Y implied EPS CAGR

-1.1%

fácil

EPS terminal req.

$0.47

Spread vs growth

-20.7%

10Y implied EPS CAGR

4.3%

fácil

EPS terminal req.

$0.76

Spread vs growth

-26.2%

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 -7.4%

Total return

-7.4%

Start / end P/E

8.3x → 9.1x

EPS bridge

0.64 → 0.50

Residual

-2.2%

EPS growth-21.9%
Multiple rerating+10.1%
Dividend+6.6%
Residual / FX / buybacks / cross-term-2.2%

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.