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SMO-R.BK$3.96+1.02%
Fair $3.96+0.0%

SMO-R.BK

SMO-R.BK

Consumer Defensive / Farm ProductsThailand

$3.96

+0.04 (+1.02%)

Fairly Valued+0.0%Fair Value $3.96Fund rank 27/100 · Data gapFallback financials|
SA 47/C
F-Score: 6/9

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 20%

FCF escenarios

weak_data · normalized FCF $159.2M · quality 43.0/100

Data gap 27/100
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

47/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · SMO-R.BKLocal privado en este navegador · SMO-R.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

$3.6B

P/E

4.2x

↓

EV/EBITDA

3.4x

↓

ROE

22.5%

↑

Gross Margin

10.8%

↓

Debt/Equity

0.41

↑
52-Week Range$4
$3$5

TradingView lightweight chart

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

Último $3.960Periodo -3.4%
Fair value: $3.960

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+29.6%

FCF CAGR

-31.3%

FCF margin

1.6%

FCF / Net income

0.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.88B · net income $678.9M · FCF $159.2M

2023-FY → 2025-FY

Gross margin

10.8%+1.5% pts

Operating margin

6.7%+1.8% pts

Net margin

6.9%+3.2% pts

FCF margin

1.6%-4.1% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$9.88B$9.88B$6.25B$5.88B
Net Income$678.9M$678.9M$259.8M$218.4M
EBITDA$993.2M$993.2M$557.5M$434.9M
EPS0.940.940.280.24
Gross Margin10.8%10.8%11.7%9.3%
Operating Margin6.7%6.7%7.1%4.9%
Net Margin6.9%6.9%4.2%3.7%
Balance Sheet
Debt/Equity0.410.411.290.90
Current Ratio1.311.31——
Cash Flow
Free Cash Flow$159.2M$159.2M$-102.2M$337.2M
Returns
ROE22.5%22.5%18.0%16.8%
Valuation
P/E4.214.21——
EV/EBITDA3.403.40——
P/B0.950.95——
Growth & Yield
Revenue Growth58.0%58.0%6.3%—
EPS Growth232.8%232.8%19.0%—

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

-28.0%

fácil

EPS terminal req.

$0.35

Spread vs growth

260.8%

5Y implied EPS CAGR

-14.7%

fácil

EPS terminal req.

$0.43

Spread vs growth

247.5%

10Y implied EPS CAGR

-3.1%

fácil

EPS terminal req.

$0.68

Spread vs growth

236.0%

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 · available periodreconcilia total -3.4%

Total return

-3.4%

Start / end P/E

14.5x → 4.2x

EPS bridge

0.28 → 0.94

Residual

-165.3%

EPS growth+232.8%
Multiple rerating-71.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-165.3%

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.