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SENX.BK$0.22+4.76%
Fair $0.22+0.0%

SENX.BK

SEN X Public Company Limited

Real Estate / Real Estate - DevelopmentThailand

$0.22

+0.01 (+4.76%)

Fairly Valued+0.0%Fair Value $0.22Fund rank 27/100 · Data gapFallback financials|
SA 36/D
F-Score: 5/9
Low Profitability

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 7.0/100

Data gap 27/100
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

36/100

D

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is 1.7%, below the 5% threshold
Thesis & Journal · SENX.BKLocal privado en este navegador · SEN X 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

$921M

P/E

11.0x

↓

EV/EBITDA

18.8x

↑

ROE

1.7%

↓

Gross Margin

32.3%

↓

Debt/Equity

0.40

↓
52-Week Range$0
$0$0

TradingView lightweight chart

SENX.BK price, volumen y niveles de valoración

Último $0.220Periodo -93.4%
Fair value: $0.220

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

+7.2%

FCF CAGR

+4.9%

FCF margin

38.2%

FCF / Net income

5.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $994.7M · net income $66.2M · FCF $380.4M

2022-FY → 2025-FY

Gross margin

32.3%+3.3% pts

Operating margin

7.4%+33.2% pts

Net margin

6.6%+31.2% pts

FCF margin

38.2%-2.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$994.7M$994.7M$725.1M$995.6M$806.4M
Net Income$66.2M$66.2M$152.9M$60.5M$-197.8M
EBITDA$126.9M$126.9M$187.1M$154.9M$-32.8M
EPS0.020.020.040.01-0.05
Gross Margin32.3%32.3%33.0%37.8%29.0%
Operating Margin7.4%7.4%-11.3%6.1%-25.9%
Net Margin6.6%6.6%21.1%6.1%-24.5%
Balance Sheet
Debt/Equity0.400.400.500.380.52
Current Ratio4.214.21———
Cash Flow
Free Cash Flow$380.4M$380.4M$-78.6M$48.9M$329.9M
Returns
ROE1.7%1.7%4.0%1.6%-5.4%
Valuation
P/E11.0011.008.2437.50—
EV/EBITDA18.7618.7616.3122.50—
P/B0.240.240.330.611.28
Growth & Yield
Revenue Growth37.2%37.2%-27.2%23.5%—
EPS Growth-56.9%-56.9%152.8%130.6%—
Dividend Yield2.2%2.2%———

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

7.5%

razonable

EPS terminal req.

$0.02

Spread vs growth

-64.4%

5Y implied EPS CAGR

8.5%

razonable

EPS terminal req.

$0.02

Spread vs growth

-65.4%

10Y implied EPS CAGR

9.3%

razonable

EPS terminal req.

$0.04

Spread vs growth

-66.1%

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 -2.1%

Total return

-2.1%

Start / end P/E

6.3x → 14.0x

EPS bridge

0.04 → 0.02

Residual

-69.2%

EPS growth-56.9%
Multiple rerating+121.8%
Dividend+2.2%
Residual / FX / buybacks / cross-term-69.2%

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.