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SMPC-R.BK$9.05+0.00%
Fair $9.05+0.0%

SMPC-R.BK

Sahamitr Pressure Container Public Company Limited

Consumer Cyclical / Packaging & ContainersThailand

$9.05

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $9.05Fund rank 37/100 · Data gapFallback financials|
SA 52/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $860.4M · quality 78.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

52/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · SMPC-R.BKLocal privado en este navegador · Sahamitr Pressure Container 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

$4.8B

P/E

7.7x

↓

EV/EBITDA

6.8x

↓

ROE

18.3%

↑

Gross Margin

23.3%

↓

Debt/Equity

0.03

↓
52-Week Range$9
$8$9

TradingView lightweight chart

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

Último $9.071Periodo +174.9%
Fair value: $9.050

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

-9.7%

FCF CAGR

+8.8%

FCF margin

24.7%

FCF / Net income

1.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.87B · net income $600.2M · FCF $956.7M

2022-FY → 2025-FY

Gross margin

23.3%-2.4% pts

Operating margin

15.5%-4.1% pts

Net margin

15.5%-0.3% pts

FCF margin

24.7%+10.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.87B$3.87B$4.58B$3.81B$5.25B
Net Income$600.2M$600.2M$597.6M$371.2M$828.9M
EBITDA$720.9M$720.9M$747.8M$561.1M$1.11B
EPS1.121.121.120.691.55
Gross Margin23.3%23.3%22.5%17.6%25.7%
Operating Margin15.5%15.5%14.0%11.8%19.6%
Net Margin15.5%15.5%13.1%9.7%15.8%
Balance Sheet
Debt/Equity0.030.030.100.150.39
Current Ratio4.254.25———
Cash Flow
Free Cash Flow$956.7M$956.7M$463.4M$860.4M$742.4M
Returns
ROE18.3%18.3%19.7%13.4%30.5%
Valuation
P/E7.677.678.3515.518.39
EV/EBITDA6.796.796.9510.557.16
P/B1.481.481.652.072.56
Growth & Yield
Revenue Growth-15.4%-15.4%20.1%-27.4%—
EPS Growth0.0%0.0%62.3%-55.5%—
Dividend Yield7.7%7.7%———

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

-10.5%

fácil

EPS terminal req.

$0.80

Spread vs growth

10.5%

5Y implied EPS CAGR

-2.8%

fácil

EPS terminal req.

$0.97

Spread vs growth

2.8%

10Y implied EPS CAGR

3.4%

fácil

EPS terminal req.

$1.56

Spread vs growth

-3.4%

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 +8.5%

Total return

+8.5%

Start / end P/E

8.0x → 8.1x

EPS bridge

1.12 → 1.12

Residual

+0.0%

EPS growth+0.0%
Multiple rerating+0.8%
Dividend+7.7%
Residual / FX / buybacks / cross-term+0.0%

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.