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NTF.BK$15.40+0.65%
Fair $15.40+0.0%

NTF.BK

NTF Intergroup (Thailand) Public Company Limited

Consumer Defensive / Food DistributionThailand

$15.40

+0.10 (+0.65%)

Fairly Valued+0.0%Fair Value $15.40Fund rank 31/100 · Data gapFallback financials|
SA 52/C
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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $13.3M · quality 60.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data 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

52/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

8/100

SEC 0%

Latest source: unknownPeriods: 2Warnings: 0unknown: 2
No SEC-backed annual rows; valuation uses fallback financial data. Limited financial history; valuation confidence should be treated as provisional. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · NTF.BKLocal privado en este navegador · NTF Intergroup (Thailand) 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

$3.1B

P/E

9.6x

↓

EV/EBITDA

7.4x

↓

ROE

50.6%

↑

Gross Margin

19.5%

↓

Debt/Equity

0.41

↑
52-Week Range$15
$5$19

TradingView lightweight chart

NTF.BK price, volumen y niveles de valoración

Último $15.40Periodo +136.9%
Fair value: $15.40

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2024–2025 · 1 años de histórico normalizado

Revenue CAGR

+126.2%

FCF CAGR

—

FCF margin

-0.4%

FCF / Net income

-0.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.52B · net income $229.6M · FCF $-10.2M

2024-FY → 2025-FY

Gross margin

19.5%+3.5% pts

Operating margin

11.4%+3.4% pts

Net margin

9.1%+3.3% pts

FCF margin

-0.4%-3.7% pts
MetricTTM
2025
2024
Income Statement
Revenue$2.52B$2.52B$1.11B
Net Income$229.6M$229.6M$64.3M
EBITDA$309.8M$309.8M$93.8M
EPS1.601.600.32
Gross Margin19.5%19.5%16.0%
Operating Margin11.4%11.4%8.1%
Net Margin9.1%9.1%5.8%
Balance Sheet
Debt/Equity0.410.411.47
Current Ratio2.692.69—
Cash Flow
Free Cash Flow$-10.2M$-10.2M$36.7M
Returns
ROE50.6%50.6%77.6%
Valuation
P/E9.639.63—
EV/EBITDA7.367.36—
P/B4.874.87—
Growth & Yield
Revenue Growth126.2%126.2%—
EPS Growth397.9%397.9%—
Dividend Yield3.0%3.0%—

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

-5.1%

fácil

EPS terminal req.

$1.37

Spread vs growth

403.0%

5Y implied EPS CAGR

0.7%

fácil

EPS terminal req.

$1.65

Spread vs growth

397.2%

10Y implied EPS CAGR

5.2%

razonable

EPS terminal req.

$2.66

Spread vs growth

392.6%

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 · available periodreconcilia total +139.9%

Total return

+139.9%

Start / end P/E

20.2x → 9.6x

EPS bridge

0.32 → 1.60

Residual

-208.5%

EPS growth+397.9%
Multiple rerating-52.4%
Dividend+3.0%
Residual / FX / buybacks / cross-term-208.5%

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.