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SEAOIL-R.BK$3.16-8.16%
Fair $3.16+0.0%

SEAOIL-R.BK

Sea Oil Public Company Limited

Energy / Oil & Gas Refining & MarketingThailand

$3.16

-0.28 (-8.16%)

Fairly Valued+0.0%Fair Value $3.16Fund rank 29/100 · Data gapFallback financials|
SA 51/C
F-Score: 4/9

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 $172.6M · quality 50.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

51/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · SEAOIL-R.BKLocal privado en este navegador · Sea Oil 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

$2.3B

P/E

8.3x

↓

EV/EBITDA

2.8x

↓

ROE

9.9%

↑

Gross Margin

2.4%

↓

Debt/Equity

0.02

↓
52-Week Range$3
$2$4

TradingView lightweight chart

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

Último $3.160Periodo +36.9%
Fair value: $3.160

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

-3.0%

FCF CAGR

—

FCF margin

0.9%

FCF / Net income

0.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $19.77B · net income $263.3M · FCF $172.6M

2022-FY → 2025-FY

Gross margin

2.4%+0.6% pts

Operating margin

0.7%+0.6% pts

Net margin

1.3%-0.7% pts

FCF margin

0.9%+1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$19.77B$19.77B$17.50B$13.83B$21.69B
Net Income$263.3M$263.3M$357.2M$346.8M$440.6M
EBITDA$356.4M$356.4M$423.8M$427.3M$515.0M
EPS0.360.360.480.470.60
Gross Margin2.4%2.4%2.6%3.0%1.8%
Operating Margin0.7%0.7%0.9%0.9%0.1%
Net Margin1.3%1.3%2.0%2.5%2.0%
Balance Sheet
Debt/Equity0.020.020.040.010.14
Current Ratio1.921.92———
Cash Flow
Free Cash Flow$172.6M$172.6M$171.5M$365.1M$-109.2M
Returns
ROE9.9%9.9%13.9%14.2%21.0%
Valuation
P/E8.328.325.216.596.38
EV/EBITDA2.772.771.773.375.28
P/B0.870.870.720.941.34
Growth & Yield
Revenue Growth13.0%13.0%26.5%-36.3%—
EPS Growth-26.3%-26.3%3.0%-21.3%—
Dividend Yield5.2%5.2%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-7.7%

fácil

EPS terminal req.

$0.28

Spread vs growth

-18.6%

5Y implied EPS CAGR

-1.0%

fácil

EPS terminal req.

$0.34

Spread vs growth

-25.3%

10Y implied EPS CAGR

4.4%

fácil

EPS terminal req.

$0.55

Spread vs growth

-30.7%

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 +30.6%

Total return

+30.6%

Start / end P/E

5.2x → 8.9x

EPS bridge

0.48 → 0.36

Residual

-18.4%

EPS growth-26.3%
Multiple rerating+70.1%
Dividend+5.2%
Residual / FX / buybacks / cross-term-18.4%

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.