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S11-R.BK$4.00+4.71%
Fair $4.00+0.0%

S11-R.BK

S 11 Group Public Company Limited

Financial Services / Credit ServicesThailand

$4.00

+0.18 (+4.71%)

Fairly Valued+0.0%Fair Value $4.00Fund rank 26/100 · Data gapFallback financials|
SA 45/C
F-Score: 5/9
Declining Revenue

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 28.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

45/100

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); financial Book/ROE targets are disabled until manually verified. Revenue has declined for 3 consecutive years
Thesis & Journal · S11-R.BKLocal privado en este navegador · S 11 Group 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

$2.5B

P/E

6.2x

↓

EV/EBITDA

8.3x

↓

ROE

10.3%

↑

Gross Margin

N/A

•

Debt/Equity

0.71

↑
52-Week Range$4
$3$4

TradingView lightweight chart

S11-R.BK price, volumen y niveles de valoración

Último $4.000Periodo -54.8%
Fair value: $4.000

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

-12.2%

FCF CAGR

+330.9%

FCF margin

37.7%

FCF / Net income

1.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.06B · net income $374.1M · FCF $401.0M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

48.3%+11.6% pts

Net margin

35.1%+12.8% pts

FCF margin

37.7%+37.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.06B$1.06B$1.16B$1.45B$1.57B
Net Income$374.1M$374.1M$116.6M$49.5M$351.7M
EBITDA$602.7M$602.7M$323.6M$231.6M$540.6M
EPS——0.190.080.57
Operating Margin48.3%48.3%29.3%22.8%36.6%
Net Margin35.1%35.1%10.1%3.4%22.4%
Balance Sheet
Debt/Equity0.710.710.841.140.79
Current Ratio3.233.23———
Cash Flow
Free Cash Flow$401.0M$401.0M$813.2M$-984.5M$5.0M
Returns
ROE10.3%10.3%3.4%1.5%10.7%
Valuation
P/E6.156.1512.2162.508.77
EV/EBITDA8.278.2713.0528.8810.39
P/B0.680.680.420.950.94
Growth & Yield
Revenue Growth-8.2%-8.2%-19.9%-8.0%—
EPS Growth——137.5%-86.0%—
Dividend Yield9.2%9.2%———

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 +52.0%

Total return

+52.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.19 → n/d

Residual

+42.9%

EPS growthn/d
Multiple reratingn/d
Dividend+9.2%
Residual / FX / buybacks / cross-term+42.9%

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.