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SPG-R.BK$10.80+0.00%
Fair $10.80+0.0%

SPG-R.BK

Siam Pan Group Public Company Limited

Basic Materials / Specialty ChemicalsThailand

$10.80

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $10.80Fund rank 37/100 · Data gapFallback financials|
SA 54/C
F-Score: 8/9

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 $485.5M · quality 76.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

54/100

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · SPG-R.BKLocal privado en este navegador · Siam Pan Group 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

$3.7B

P/E

8.7x

↓

EV/EBITDA

7.3x

↓

ROE

5.5%

↑

Gross Margin

31.4%

↑

Debt/Equity

0.01

↓
52-Week Range$11
$18$18

TradingView lightweight chart

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

Último $17.90Periodo -67.5%
Fair value: $10.80

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

-3.1%

FCF CAGR

+39.3%

FCF margin

27.9%

FCF / Net income

2.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.31B · net income $319.9M · FCF $643.9M

2022-FY → 2025-FY

Gross margin

31.4%+0.3% pts

Operating margin

14.4%+0.3% pts

Net margin

13.9%+0.3% pts

FCF margin

27.9%+18.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.31B$2.31B$2.04B$2.72B$2.53B
Net Income$319.9M$319.9M$246.7M$343.7M$344.1M
EBITDA$466.6M$466.6M$387.3M$526.4M$462.0M
EPS0.930.930.721.001.00
Gross Margin31.4%31.4%30.9%31.5%31.0%
Operating Margin14.4%14.4%12.4%14.9%14.2%
Net Margin13.9%13.9%12.1%12.6%13.6%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio15.1915.19———
Cash Flow
Free Cash Flow$643.9M$643.9M$266.9M$485.5M$238.2M
Returns
ROE5.5%5.5%4.4%6.1%6.2%
Valuation
P/E8.718.7124.8617.9017.90
EV/EBITDA7.347.3412.8110.9912.62
P/B0.640.641.101.091.11
Growth & Yield
Revenue Growth13.1%13.1%-25.0%7.3%—
EPS Growth29.2%29.2%-28.0%0.0%—

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

1.0%

fácil

EPS terminal req.

$0.96

Spread vs growth

28.2%

5Y implied EPS CAGR

4.5%

fácil

EPS terminal req.

$1.16

Spread vs growth

24.7%

10Y implied EPS CAGR

7.2%

razonable

EPS terminal req.

$1.87

Spread vs growth

21.9%

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

24.9x → 19.2x

EPS bridge

0.72 → 0.93

Residual

-6.6%

EPS growth+29.2%
Multiple rerating-22.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-6.6%

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.