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SGC.BK$1.34+7.20%
Fair $1.34+0.0%

SGC.BK

SG Capital Public Company Limited

Financial Services / Credit ServicesThailand

$1.34

+0.09 (+7.20%)

Fairly Valued+0.0%Fair Value $1.34Fund rank 27/100 · Data gapFallback financials|
SA 53/C
F-Score: 8/9
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 12.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

53/100

C

Piotroski

8/9

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. ROE is 4.7%, below the 5% threshold
Thesis & Journal · SGC.BKLocal privado en este navegador · SG Capital 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

$8.4B

P/E

16.8x

↑

EV/EBITDA

28.0x

↑

ROE

4.7%

↓

Gross Margin

80.0%

↑

Debt/Equity

0.82

↑
52-Week Range$1
$1$1

TradingView lightweight chart

SGC.BK price, volumen y niveles de valoración

Último $1.340Periodo -73.2%
Fair value: $1.340

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

+4.7%

FCF CAGR

—

FCF margin

23.7%

FCF / Net income

1.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.76B · net income $350.1M · FCF $653.3M

2022-FY → 2025-FY

Gross margin

80.0%+17.3% pts

Operating margin

16.9%-16.8% pts

Net margin

12.7%-15.1% pts

FCF margin

23.7%+152.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.76B$2.76B$1.81B$2.09B$2.40B
Net Income$350.1M$350.1M$90.5M$-2.28B$667.2M
EBITDA$485.3M$485.3M$144.5M$-2.81B$828.4M
EPS0.060.060.02-0.700.27
Gross Margin80.0%80.0%59.1%59.5%62.7%
Operating Margin16.9%16.9%6.6%-135.7%33.7%
Net Margin12.7%12.7%5.0%-108.9%27.8%
Balance Sheet
Debt/Equity0.820.820.943.241.96
Current Ratio25.8025.80———
Cash Flow
Free Cash Flow$653.3M$653.3M$839.3M$-819.9M$-3.10B
Returns
ROE4.7%4.7%1.3%-72.9%11.6%
Valuation
P/E16.7516.7555.00—16.58
EV/EBITDA28.0028.0075.09—23.40
P/B1.131.130.721.641.95
Growth & Yield
Revenue Growth52.4%52.4%-13.4%-12.9%—
EPS Growth154.5%154.5%103.2%-358.8%—

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

28.5%

muy exigente

EPS terminal req.

$0.12

Spread vs growth

126.0%

5Y implied EPS CAGR

20.8%

exigente

EPS terminal req.

$0.14

Spread vs growth

133.8%

10Y implied EPS CAGR

15.3%

exigente

EPS terminal req.

$0.23

Spread vs growth

139.3%

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 +61.4%

Total return

+61.4%

Start / end P/E

37.7x → 23.9x

EPS bridge

0.02 → 0.06

Residual

-56.5%

EPS growth+154.5%
Multiple rerating-36.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-56.5%

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.