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MAGURO-R.BK$17.60-0.56%
Fair $17.60+0.0%

MAGURO-R.BK

Maguro Group Public Company Limited

Consumer Cyclical / RestaurantsThailand

$17.60

-0.10 (-0.56%)

Fairly Valued+0.0%Fair Value $17.60Fund rank 29/100 · Data gapFallback financials|
SA 38/D
F-Score: 6/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $52.9M · quality 53.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 45/100Data 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

38/100

D

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: 0unknown: 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.
Thesis & Journal · MAGURO-R.BKLocal privado en este navegador · Maguro Group 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

$2.2B

P/E

N/A

•

EV/EBITDA

5.6x

↓

ROE

20.3%

↑

Gross Margin

47.6%

↑

Debt/Equity

1.07

↑
52-Week Range$18
$14$27

TradingView lightweight chart

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

Último $17.60Periodo -9.3%
Fair value: $17.60

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

+43.9%

FCF CAGR

—

FCF margin

6.6%

FCF / Net income

0.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.98B · net income $148.5M · FCF $130.0M

2022-FY → 2025-FY

Gross margin

47.6%+5.7% pts

Operating margin

11.1%+3.7% pts

Net margin

7.5%+2.7% pts

FCF margin

6.6%+6.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.98B$1.98B$1.37B$1.04B$664.3M
Net Income$148.5M$148.5M$96.6M$72.5M$31.8M
EBITDA$480.2M$480.2M$311.5M$218.5M$115.8M
EPS——0.820.580.25
Gross Margin47.6%47.6%45.9%45.2%41.9%
Operating Margin11.1%11.1%10.8%10.3%7.4%
Net Margin7.5%7.5%7.0%6.9%4.8%
Balance Sheet
Debt/Equity1.071.070.841.510.91
Current Ratio0.980.98———
Cash Flow
Free Cash Flow$130.0M$130.0M$48.1M$52.9M$-2.1M
Returns
ROE20.3%20.3%14.8%27.1%11.4%
Valuation
P/E——25.24——
EV/EBITDA5.635.638.72——
P/B3.033.033.72——
Growth & Yield
Revenue Growth44.2%44.2%31.6%57.1%—
EPS Growth——42.6%128.2%—

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 +4.8%

Total return

+4.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.82 → n/d

Residual

+4.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+4.8%

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.