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PAP-R.BK$2.48+0.00%
Fair $2.48+0.0%

PAP-R.BK

Pacific Pipe Public Company Limited

Basic Materials / SteelThailand

$2.48

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2.48Fund rank 22/100 · Data gapFallback financials|
SA 38/D
F-Score: 6/9
Declining RevenueLow Profitability

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $120.9M · quality 36.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

38/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 3 consecutive years ROE is 4.3%, below the 5% threshold
Thesis & Journal · PAP-R.BKLocal privado en este navegador · Pacific Pipe 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

$1.6B

P/E

10.8x

↓

EV/EBITDA

12.8x

↑

ROE

4.3%

↑

Gross Margin

6.4%

↓

Debt/Equity

0.84

↑
52-Week Range$2
$2$2

TradingView lightweight chart

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

Último $2.140Periodo +55.1%
Fair value: $2.480

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

-9.7%

FCF CAGR

-44.3%

FCF margin

1.7%

FCF / Net income

1.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.21B · net income $80.4M · FCF $120.9M

2022-FY → 2025-FY

Gross margin

6.4%+6.3% pts

Operating margin

1.8%+5.0% pts

Net margin

1.1%+4.4% pts

FCF margin

1.7%-5.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.21B$7.21B$7.41B$8.64B$9.79B
Net Income$80.4M$80.4M$-203.8M$-56.2M$-325.3M
EBITDA$232.4M$232.4M$-38.5M$114.6M$-160.7M
EPS——-0.31-0.09-0.49
Gross Margin6.4%6.4%2.0%3.3%0.1%
Operating Margin1.8%1.8%-2.2%-0.3%-3.1%
Net Margin1.1%1.1%-2.8%-0.6%-3.3%
Balance Sheet
Debt/Equity0.840.840.970.820.93
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$120.9M$120.9M$-53.5M$258.2M$699.6M
Returns
ROE4.3%4.3%-11.3%-2.8%-15.9%
Valuation
P/E10.7810.78———
EV/EBITDA12.8312.83—29.22—
P/B0.870.870.590.971.24
Growth & Yield
Revenue Growth-2.6%-2.6%-14.3%-11.7%—
EPS Growth——-244.4%81.6%—
Dividend Yield3.7%3.7%———

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 +33.4%

Total return

+33.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.31 → n/d

Residual

+29.7%

EPS growthn/d
Multiple reratingn/d
Dividend+3.7%
Residual / FX / buybacks / cross-term+29.7%

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.