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SEI.BK$1.56-3.70%
Fair $1.56+0.0%

SEI.BK

SEI.BK

Healthcare / Medical DistributionThailand

$1.56

-0.06 (-3.70%)

Fairly Valued+0.0%Fair Value $1.56Fund rank 29/100 · Data gapFallback financials|
SA 45/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 23%

FCF escenarios

weak_data · normalized FCF $35.6M · quality 47.3/100

Data gap 29/100
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

45/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · SEI.BKLocal privado en este navegador · SEI.BK
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

$265M

P/E

8.2x

↓

EV/EBITDA

2.5x

↓

ROE

14.9%

↑

Gross Margin

34.8%

↓

Debt/Equity

0.32

↑
52-Week Range$2
$1$3

TradingView lightweight chart

SEI.BK price, volumen y niveles de valoración

Último $1.560Periodo -75.2%
Fair value: $1.560

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

+11.9%

FCF CAGR

+2.5%

FCF margin

7.9%

FCF / Net income

0.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $449.7M · net income $46.5M · FCF $35.6M

2022-FY → 2025-FY

Gross margin

34.8%+3.1% pts

Operating margin

12.8%+5.5% pts

Net margin

10.3%+4.8% pts

FCF margin

7.9%-2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$449.7M$449.7M$444.0M$393.6M$320.5M
Net Income$46.5M$46.5M$52.2M$21.9M$17.9M
EBITDA$75.6M$75.6M$82.0M$45.6M$42.2M
EPS0.270.270.390.130.11
Gross Margin34.8%34.8%34.8%29.6%31.6%
Operating Margin12.8%12.8%14.7%7.6%7.3%
Net Margin10.3%10.3%11.8%5.6%5.6%
Balance Sheet
Debt/Equity0.320.320.341.553.21
Current Ratio2.232.23———
Cash Flow
Free Cash Flow$35.6M$35.6M$39.6M$-30.3M$33.1M
Returns
ROE14.9%14.9%18.5%27.6%63.0%
Valuation
P/E8.218.2110.51——
EV/EBITDA2.512.515.77——
P/B0.850.851.95——
Growth & Yield
Revenue Growth1.3%1.3%12.8%22.8%—
EPS Growth-30.8%-30.8%203.1%22.4%—
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

-20.0%

fácil

EPS terminal req.

$0.14

Spread vs growth

-10.8%

5Y implied EPS CAGR

-9.1%

fácil

EPS terminal req.

$0.17

Spread vs growth

-21.7%

10Y implied EPS CAGR

-0.0%

fácil

EPS terminal req.

$0.27

Spread vs growth

-30.8%

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 -44.2%

Total return

-44.2%

Start / end P/E

8.2x → 5.8x

EPS bridge

0.39 → 0.27

Residual

+9.1%

EPS growth-30.8%
Multiple rerating-29.6%
Dividend+7.0%
Residual / FX / buybacks / cross-term+9.1%

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.