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MC-R.BK$11.20+0.00%
Fair $11.20+0.0%

MC-R.BK

MC Group Public Company Limited

Consumer Cyclical / Apparel ManufacturingThailand

$11.20

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $11.20Fund rank 37/100 · Data gapFallback financials|
SA 59/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $835.8M · quality 74.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

59/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · MC-R.BKLocal privado en este navegador · MC 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

$8.9B

P/E

12.2x

↓

EV/EBITDA

6.9x

↓

ROE

20.5%

↑

Gross Margin

63.9%

↑

Debt/Equity

0.31

↓
52-Week Range$11
$10$13

TradingView lightweight chart

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

Último $10.64Periodo -48.8%
Fair value: $11.20

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

+12.4%

FCF CAGR

+6.9%

FCF margin

24.3%

FCF / Net income

1.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.15B · net income $760.4M · FCF $1.01B

2022-FY → 2025-FY

Gross margin

63.9%-0.8% pts

Operating margin

22.9%+2.0% pts

Net margin

18.3%+1.7% pts

FCF margin

24.3%-4.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.15B$4.15B$4.05B$3.67B$2.92B
Net Income$760.4M$760.4M$713.2M$643.6M$485.8M
EBITDA$1.38B$1.38B$1.34B$1.20B$989.7M
EPS0.960.960.900.810.61
Gross Margin63.9%63.9%64.2%64.8%64.7%
Operating Margin22.9%22.9%22.9%22.1%20.9%
Net Margin18.3%18.3%17.6%17.5%16.6%
Balance Sheet
Debt/Equity0.310.310.330.260.23
Current Ratio7.537.53———
Cash Flow
Free Cash Flow$1.01B$1.01B$835.8M$335.9M$825.5M
Returns
ROE20.5%20.5%19.1%17.3%13.3%
Valuation
P/E12.1712.1713.2614.6715.12
EV/EBITDA6.926.927.638.247.28
P/B2.392.392.532.531.99
Growth & Yield
Revenue Growth2.4%2.4%10.5%25.6%—
EPS Growth6.7%6.7%11.1%32.8%—
Dividend Yield9.8%9.8%———

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

1.2%

fácil

EPS terminal req.

$0.99

Spread vs growth

5.5%

5Y implied EPS CAGR

4.6%

fácil

EPS terminal req.

$1.20

Spread vs growth

2.1%

10Y implied EPS CAGR

7.3%

razonable

EPS terminal req.

$1.94

Spread vs growth

-0.6%

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 +16.1%

Total return

+16.1%

Start / end P/E

11.1x → 11.1x

EPS bridge

0.90 → 0.96

Residual

-0.0%

EPS growth+6.7%
Multiple rerating-0.3%
Dividend+9.8%
Residual / FX / buybacks / cross-term-0.0%

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.