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O39.SI$23.40+1.04%
Fair $23.40+0.0%

O39.SI

Oversea-Chinese Banking Corporation Limited

Financial Services / Banks - RegionalSES

$23.40

+0.24 (+1.04%)

Fairly Valued+0.0%Fair Value $23.40Fund rank 37/100 · Data gapFallback financials|
SA 48/C
F-Score: 4/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 49.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data 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

48/100

C

Piotroski

4/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · O39.SILocal privado en este navegador · Oversea-Chinese Banking Corporation 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

$105.1B

P/E

14.2x

↑

EV/EBITDA

N/A

•

ROE

11.9%

↑

Gross Margin

N/A

•

Debt/Equity

0.49

↑
52-Week Range$23
$16$24

TradingView lightweight chart

O39.SI price, volumen y niveles de valoración

Último $23.40Periodo +205.2%
Fair value: $23.40

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

+9.1%

FCF CAGR

-1.2%

FCF margin

56.0%

FCF / Net income

1.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.53B · net income $7.42B · FCF $8.14B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

51.1%+1.7% pts

FCF margin

56.0%-19.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.53B$14.53B$14.44B$13.44B$11.19B
Net Income$7.42B$7.42B$7.59B$7.02B$5.53B
EPS1.631.631.671.551.22
Net Margin51.1%51.1%52.6%52.3%49.4%
Balance Sheet
Debt/Equity0.490.490.540.490.43
Cash Flow
Free Cash Flow$8.14B$8.14B$3.35B$8.59B$8.45B
Returns
ROE11.9%11.9%12.8%13.0%10.8%
Valuation
P/E14.1814.189.928.2610.25
P/B1.691.691.261.061.10
Growth & Yield
Revenue Growth0.7%0.7%7.5%20.1%—
EPS Growth-2.4%-2.4%7.7%27.0%—
Dividend Yield3.6%3.6%———

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

8.4%

razonable

EPS terminal req.

$2.08

Spread vs growth

-10.8%

5Y implied EPS CAGR

9.0%

razonable

EPS terminal req.

$2.51

Spread vs growth

-11.4%

10Y implied EPS CAGR

9.5%

razonable

EPS terminal req.

$4.05

Spread vs growth

-11.9%

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 +47.8%

Total return

+47.8%

Start / end P/E

9.7x → 14.4x

EPS bridge

1.67 → 1.63

Residual

-1.1%

EPS growth-2.4%
Multiple rerating+47.7%
Dividend+3.6%
Residual / FX / buybacks / cross-term-1.1%

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.