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LOXLEY-R.BK$1.62+0.00%
Fair $1.62+0.0%

LOXLEY-R.BK

Loxley Public Company Limited

Industrials / ConglomeratesThailand

$1.62

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.62Fund rank 26/100 · Data gapFallback financials|
SA 42/C
F-Score: 7/9

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 18%

FCF escenarios

weak_data · normalized FCF $-1.6M · quality 44.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · LOXLEY-R.BKLocal privado en este navegador · Loxley 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

$3.7B

P/E

8.1x

↓

EV/EBITDA

4.2x

↓

ROE

7.4%

↑

Gross Margin

16.9%

↓

Debt/Equity

0.39

↑
52-Week Range$2
$3$3

TradingView lightweight chart

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

Último $2.660Periodo +14.7%
Fair value: $1.620

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

-2.0%

FCF CAGR

—

FCF margin

-0.0%

FCF / Net income

-0.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.70B · net income $470.0M · FCF $-1.6M

2022-FY → 2025-FY

Gross margin

16.9%+4.8% pts

Operating margin

1.0%+1.1% pts

Net margin

4.0%+3.3% pts

FCF margin

-0.0%-2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.70B$11.70B$11.28B$11.08B$12.45B
Net Income$470.0M$470.0M$50.2M$359.1M$87.6M
EBITDA$971.5M$971.5M$492.1M$714.1M$532.4M
EPS0.210.210.020.160.04
Gross Margin16.9%16.9%14.7%15.7%12.1%
Operating Margin1.0%1.0%-2.1%-0.3%-0.1%
Net Margin4.0%4.0%0.4%3.2%0.7%
Balance Sheet
Debt/Equity0.390.390.500.480.60
Current Ratio1.561.56———
Cash Flow
Free Cash Flow$-1.6M$-1.6M$-73.9M$271.0M$341.6M
Returns
ROE7.4%7.4%0.8%5.9%1.5%
Valuation
P/E8.068.06———
EV/EBITDA4.184.18———
P/B0.580.58———
Growth & Yield
Revenue Growth3.8%3.8%1.8%-11.0%—
EPS Growth950.0%950.0%-87.5%300.0%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-11.9%

fácil

EPS terminal req.

$0.14

Spread vs growth

961.9%

5Y implied EPS CAGR

-3.7%

fácil

EPS terminal req.

$0.17

Spread vs growth

953.7%

10Y implied EPS CAGR

2.9%

fácil

EPS terminal req.

$0.28

Spread vs growth

947.1%

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 +0.0%

Total return

+0.0%

Start / end P/E

133.0x → 12.7x

EPS bridge

0.02 → 0.21

Residual

-859.5%

EPS growth+950.0%
Multiple rerating-90.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-859.5%

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.