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LANNA-R.BK$14.30+0.00%
Fair $14.30+0.0%

LANNA-R.BK

Lanna Resources Public Company Limited

Energy / Thermal CoalThailand

$14.30

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $14.30Fund rank 38/100 · Data gapFallback financials|
SA 46/C
F-Score: 3/9
Declining RevenueMargin Compression

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.4B · quality 85.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

46/100

C

Piotroski

3/9

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 3 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · LANNA-R.BKLocal privado en este navegador · Lanna Resources 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

$7.5B

P/E

11.8x

↓

EV/EBITDA

2.0x

↓

ROE

8.6%

↑

Gross Margin

39.1%

↑

Debt/Equity

0.19

↓
52-Week Range$14
$15$17

TradingView lightweight chart

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

Último $15.31Periodo -15.4%
Fair value: $14.30

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

-15.6%

FCF CAGR

-21.7%

FCF margin

16.6%

FCF / Net income

3.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.15B · net income $697.6M · FCF $2.51B

2022-FY → 2025-FY

Gross margin

39.1%-18.8% pts

Operating margin

11.0%-19.4% pts

Net margin

4.6%-7.2% pts

FCF margin

16.6%-4.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.15B$15.15B$20.78B$22.87B$25.19B
Net Income$697.6M$697.6M$1.66B$2.09B$2.97B
EBITDA$3.12B$3.12B$5.61B$6.77B$8.93B
EPS1.331.333.173.985.65
Gross Margin39.1%39.1%45.6%48.9%57.9%
Operating Margin11.0%11.0%20.1%22.8%30.5%
Net Margin4.6%4.6%8.0%9.1%11.8%
Balance Sheet
Debt/Equity0.190.190.180.220.28
Current Ratio2.842.84———
Cash Flow
Free Cash Flow$2.51B$2.51B$3.94B$3.42B$5.23B
Returns
ROE8.6%8.6%19.5%25.8%39.9%
Valuation
P/E11.8211.825.023.802.92
EV/EBITDA2.022.021.401.190.86
P/B0.930.930.980.981.16
Growth & Yield
Revenue Growth-27.1%-27.1%-9.1%-9.2%—
EPS Growth-58.0%-58.0%-20.4%-29.6%—
Dividend Yield6.5%6.5%———

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

-1.6%

fácil

EPS terminal req.

$1.27

Spread vs growth

-56.5%

5Y implied EPS CAGR

2.9%

fácil

EPS terminal req.

$1.54

Spread vs growth

-61.0%

10Y implied EPS CAGR

6.4%

razonable

EPS terminal req.

$2.47

Spread vs growth

-64.4%

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 +6.6%

Total return

+6.6%

Start / end P/E

4.8x → 11.5x

EPS bridge

3.17 → 1.33

Residual

-80.4%

EPS growth-58.0%
Multiple rerating+138.5%
Dividend+6.5%
Residual / FX / buybacks / cross-term-80.4%

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.