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PJW-R.BK$2.02+0.00%
Fair $2.02+0.0%

PJW-R.BK

Panjawattana Plastic Public Company Limited

Consumer Cyclical / Packaging & ContainersThailand

$2.02

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2.02Fund rank 28/100 · Data gapFallback financials|
SA 40/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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $80.2M · quality 43.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

40/100

C

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: 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 · PJW-R.BKLocal privado en este navegador · Panjawattana Plastic 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

$1.2B

P/E

8.1x

↓

EV/EBITDA

5.0x

↓

ROE

11.5%

↑

Gross Margin

19.6%

↓

Debt/Equity

1.07

↑
52-Week Range$2
$2$2

TradingView lightweight chart

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

Último $2.320Periodo +45.0%
Fair value: $2.020

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

+4.0%

FCF CAGR

-0.8%

FCF margin

6.1%

FCF / Net income

1.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.78B · net income $164.5M · FCF $231.3M

2022-FY → 2025-FY

Gross margin

19.6%+2.9% pts

Operating margin

6.7%+2.0% pts

Net margin

4.4%+1.9% pts

FCF margin

6.1%-0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.78B$3.78B$3.72B$3.48B$3.36B
Net Income$164.5M$164.5M$127.4M$152.3M$83.5M
EBITDA$519.1M$519.1M$482.4M$494.2M$400.6M
EPS0.280.280.200.230.13
Gross Margin19.6%19.6%18.9%20.0%16.8%
Operating Margin6.7%6.7%6.0%7.3%4.8%
Net Margin4.4%4.4%3.4%4.4%2.5%
Balance Sheet
Debt/Equity1.071.071.060.921.01
Current Ratio0.900.90———
Cash Flow
Free Cash Flow$231.3M$231.3M$-143.3M$80.2M$237.0M
Returns
ROE11.5%11.5%8.9%11.1%6.7%
Valuation
P/E8.088.0812.3917.5732.22
EV/EBITDA5.025.026.297.789.63
P/B0.820.821.101.952.15
Growth & Yield
Revenue Growth1.5%1.5%7.0%3.5%—
EPS Growth38.5%38.5%-10.1%82.4%—
Dividend Yield4.7%4.7%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-14.2%

fácil

EPS terminal req.

$0.18

Spread vs growth

52.8%

5Y implied EPS CAGR

-5.2%

fácil

EPS terminal req.

$0.22

Spread vs growth

43.8%

10Y implied EPS CAGR

2.1%

fácil

EPS terminal req.

$0.35

Spread vs growth

36.4%

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 +7.4%

Total return

+7.4%

Start / end P/E

11.0x → 8.2x

EPS bridge

0.20 → 0.28

Residual

-10.0%

EPS growth+38.5%
Multiple rerating-25.9%
Dividend+4.7%
Residual / FX / buybacks / cross-term-10.0%

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.