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SELIC-R.BK$2.68+0.00%
Fair $2.68+0.0%

SELIC-R.BK

Selic Corp Public Company Limited

Basic Materials / Specialty ChemicalsThailand

$2.68

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2.68Fund rank 33/100 · Data gapFallback financials|
SA 59/C
F-Score: 7/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $159.2M · quality 62.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

59/100

C

Piotroski

7/9

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 · SELIC-R.BKLocal privado en este navegador · Selic Corp 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

$1.7B

P/E

11.7x

↓

EV/EBITDA

5.8x

↓

ROE

12.7%

↑

Gross Margin

32.8%

↑

Debt/Equity

0.68

↑
52-Week Range$3
$2$3

TradingView lightweight chart

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

Último $2.428Periodo +32.7%
Fair value: $2.680

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

+8.0%

FCF CAGR

+67.4%

FCF margin

16.8%

FCF / Net income

2.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.04B · net income $147.1M · FCF $341.2M

2022-FY → 2025-FY

Gross margin

32.8%+11.0% pts

Operating margin

14.5%+9.4% pts

Net margin

7.2%+4.7% pts

FCF margin

16.8%+12.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.04B$2.04B$2.12B$1.90B$1.62B
Net Income$147.1M$147.1M$127.6M$80.1M$40.6M
EBITDA$372.1M$372.1M$367.5M$280.8M$135.6M
EPS0.230.230.200.130.06
Gross Margin32.8%32.8%29.6%27.1%21.9%
Operating Margin14.5%14.5%12.9%10.6%5.0%
Net Margin7.2%7.2%6.0%4.2%2.5%
Balance Sheet
Debt/Equity0.680.680.680.860.92
Current Ratio1.651.65———
Cash Flow
Free Cash Flow$341.2M$341.2M$159.2M$36.7M$72.7M
Returns
ROE12.7%12.7%10.9%7.8%4.2%
Valuation
P/E11.6511.6515.4117.8641.62
EV/EBITDA5.825.826.717.8017.55
P/B1.471.471.671.391.75
Growth & Yield
Revenue Growth-4.0%-4.0%11.9%17.3%—
EPS Growth15.3%15.3%59.5%98.5%—
Dividend Yield1.5%1.5%———

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

1.0%

fácil

EPS terminal req.

$0.24

Spread vs growth

14.3%

5Y implied EPS CAGR

4.5%

fácil

EPS terminal req.

$0.29

Spread vs growth

10.8%

10Y implied EPS CAGR

7.2%

razonable

EPS terminal req.

$0.46

Spread vs growth

8.1%

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 -14.1%

Total return

-14.1%

Start / end P/E

14.4x → 10.5x

EPS bridge

0.20 → 0.23

Residual

-4.1%

EPS growth+15.3%
Multiple rerating-26.8%
Dividend+1.5%
Residual / FX / buybacks / cross-term-4.1%

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.