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ONEE-R.BK$2.78+0.00%
Fair $2.78+0.0%

ONEE-R.BK

The ONE Enterprise Public Company Limited

Communication Services / EntertainmentThailand

$2.78

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2.78Fund rank 37/100 · Data gapFallback financials|
SA 58/C
F-Score: 5/9
Margin Compression

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 $663.4M · quality 78.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

58/100

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: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · ONEE-R.BKLocal privado en este navegador · The ONE Enterprise 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

$6.6B

P/E

12.6x

↓

EV/EBITDA

3.0x

↓

ROE

6.3%

↑

Gross Margin

35.1%

↓

Debt/Equity

0.03

↓
52-Week Range$3
$2$3

TradingView lightweight chart

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

Último $2.581Periodo -71.5%
Fair value: $2.780

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

+5.8%

FCF CAGR

+37.9%

FCF margin

11.9%

FCF / Net income

1.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.27B · net income $450.5M · FCF $863.3M

2022-FY → 2025-FY

Gross margin

35.1%-6.9% pts

Operating margin

6.6%-7.5% pts

Net margin

6.2%-5.9% pts

FCF margin

11.9%+6.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.27B$7.27B$6.65B$6.43B$6.13B
Net Income$450.5M$450.5M$421.0M$505.1M$738.5M
EBITDA$1.93B$1.93B$2.00B$2.08B$2.28B
EPS0.190.190.180.210.31
Gross Margin35.1%35.1%39.2%39.2%42.0%
Operating Margin6.6%6.6%7.7%10.0%14.0%
Net Margin6.2%6.2%6.3%7.9%12.1%
Balance Sheet
Debt/Equity0.030.030.010.010.03
Current Ratio1.851.85———
Cash Flow
Free Cash Flow$863.3M$863.3M$663.4M$387.7M$329.2M
Returns
ROE6.3%6.3%6.0%7.1%10.4%
Valuation
P/E12.6412.6425.4523.6324.49
EV/EBITDA2.972.974.674.967.31
P/B0.920.921.551.662.53
Growth & Yield
Revenue Growth9.3%9.3%3.4%5.0%—
EPS Growth5.6%5.6%-14.3%-32.3%—
Dividend Yield7.0%7.0%———

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

9.1%

razonable

EPS terminal req.

$0.25

Spread vs growth

-3.5%

5Y implied EPS CAGR

9.5%

razonable

EPS terminal req.

$0.30

Spread vs growth

-3.9%

10Y implied EPS CAGR

9.7%

razonable

EPS terminal req.

$0.48

Spread vs growth

-4.2%

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 +5.5%

Total return

+5.5%

Start / end P/E

14.6x → 13.6x

EPS bridge

0.18 → 0.19

Residual

-0.4%

EPS growth+5.6%
Multiple rerating-6.7%
Dividend+7.0%
Residual / FX / buybacks / cross-term-0.4%

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.