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NETBAY-R.BK$9.55-46.27%
Fair $9.55+0.0%

NETBAY-R.BK

Netbay Public Company Limited

Technology / Software - ApplicationThailand

$9.55

-8.23 (-46.27%)

Fairly Valued+0.0%Fair Value $9.55Fund rank 38/100 · Data gapFallback financials|
SA 56/C
F-Score: 5/9

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 $194.0M · quality 79.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

56/100

C

Piotroski

5/9

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 · NETBAY-R.BKLocal privado en este navegador · Netbay 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

$1.9B

P/E

8.3x

↓

EV/EBITDA

4.8x

↓

ROE

52.7%

↑

Gross Margin

73.0%

↑

Debt/Equity

0.04

↓
52-Week Range$10
$10$25

TradingView lightweight chart

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

Último $9.550Periodo -41.8%
Fair value: $9.550

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

+16.8%

FCF CAGR

+27.4%

FCF margin

38.1%

FCF / Net income

1.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $728.2M · net income $265.6M · FCF $277.4M

2022-FY → 2025-FY

Gross margin

73.0%-5.7% pts

Operating margin

45.8%-0.5% pts

Net margin

36.5%-0.7% pts

FCF margin

38.1%+8.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$728.2M$728.2M$581.5M$487.4M$457.2M
Net Income$265.6M$265.6M$215.9M$180.3M$169.7M
EBITDA$364.6M$364.6M$299.0M$241.3M$228.7M
EPS——1.080.900.85
Gross Margin73.0%73.0%79.7%79.1%78.8%
Operating Margin45.8%45.8%46.7%45.3%46.4%
Net Margin36.5%36.5%37.1%37.0%37.1%
Balance Sheet
Debt/Equity0.040.040.040.050.01
Current Ratio3.793.79———
Cash Flow
Free Cash Flow$277.4M$277.4M$120.9M$194.0M$134.2M
Returns
ROE52.7%52.7%39.0%34.7%33.9%
Valuation
P/E8.308.3016.0722.7631.89
EV/EBITDA4.774.7711.3216.7423.47
P/B3.793.796.277.8910.82
Growth & Yield
Revenue Growth25.2%25.2%19.3%6.6%—
EPS Growth——20.0%5.9%—
Dividend Yield6.8%6.8%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -43.0%

Total return

-43.0%

Start / end P/E

n/dx → n/dx

EPS bridge

1.08 → n/d

Residual

-49.8%

EPS growthn/d
Multiple reratingn/d
Dividend+6.8%
Residual / FX / buybacks / cross-term-49.8%

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.