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SIRI-R.BK$1.43+0.00%
Fair $1.43+0.0%

SIRI-R.BK

Sansiri Public Company Limited

Real Estate / Real Estate - DevelopmentThailand

$1.43

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.43Fund rank 25/100 · Data gapFallback financials|
SA 31/D
F-Score: 4/9

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 42.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

31/100

D

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 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.
Thesis & Journal · SIRI-R.BKLocal privado en este navegador · Sansiri 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

$25.0B

P/E

4.9x

↓

EV/EBITDA

15.1x

↑

ROE

9.1%

↑

Gross Margin

31.8%

↓

Debt/Equity

1.68

↑
52-Week Range$1
$2$2

TradingView lightweight chart

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

Último $1.730Periodo +124.3%
Fair value: $1.430

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

-0.3%

FCF CAGR

—

FCF margin

36.5%

FCF / Net income

2.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.87B · net income $4.51B · FCF $12.37B

2022-FY → 2025-FY

Gross margin

31.8%-2.2% pts

Operating margin

12.7%-0.4% pts

Net margin

13.3%+0.8% pts

FCF margin

36.5%+40.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$33.87B$33.87B$38.56B$36.89B$34.22B
Net Income$4.51B$4.51B$5.25B$6.06B$4.28B
EBITDA$6.76B$6.76B$7.61B$9.28B$6.78B
EPS0.240.240.280.350.26
Gross Margin31.8%31.8%32.5%34.9%34.0%
Operating Margin12.7%12.7%12.2%16.8%13.0%
Net Margin13.3%13.3%13.6%16.4%12.5%
Balance Sheet
Debt/Equity1.681.681.841.761.71
Current Ratio1.761.76———
Cash Flow
Free Cash Flow$12.37B$12.37B$10.31B$-1.74B$-1.17B
Returns
ROE9.1%9.1%10.9%13.2%10.1%
Valuation
P/E4.934.936.075.816.49
EV/EBITDA15.1315.1314.9512.0214.07
P/B0.500.500.620.720.61
Growth & Yield
Revenue Growth-12.2%-12.2%4.5%7.8%—
EPS Growth-16.1%-16.1%-17.6%31.1%—

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

-19.0%

fácil

EPS terminal req.

$0.13

Spread vs growth

2.9%

5Y implied EPS CAGR

-8.5%

fácil

EPS terminal req.

$0.15

Spread vs growth

-7.7%

10Y implied EPS CAGR

0.3%

fácil

EPS terminal req.

$0.25

Spread vs growth

-16.5%

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 +0.0%

Total return

+0.0%

Start / end P/E

6.1x → 7.2x

EPS bridge

0.28 → 0.24

Residual

-3.1%

EPS growth-16.1%
Multiple rerating+19.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-3.1%

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.