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STECH-R.BK$1.03+0.00%
Fair $1.03+0.0%

STECH-R.BK

Siam Technic Concrete Public Company Limited

Basic Materials / Building MaterialsThailand

$1.03

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.03Fund rank 23/100 · Data gapFallback financials|
SA 48/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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-32.4M · quality 39.7/100

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

48/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · STECH-R.BKLocal privado en este navegador · Siam Technic Concrete 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

$747M

P/E

5.1x

↓

EV/EBITDA

4.8x

↓

ROE

8.7%

↑

Gross Margin

19.3%

↓

Debt/Equity

0.64

↑
52-Week Range$1
$1$1

TradingView lightweight chart

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

Último $1.053Periodo -66.6%
Fair value: $1.030

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

+1.0%

FCF CAGR

—

FCF margin

13.1%

FCF / Net income

2.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.18B · net income $142.2M · FCF $286.1M

2022-FY → 2025-FY

Gross margin

19.3%+4.3% pts

Operating margin

10.7%+3.6% pts

Net margin

6.5%+1.8% pts

FCF margin

13.1%+23.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.18B$2.18B$2.08B$1.97B$2.12B
Net Income$142.2M$142.2M$117.3M$127.4M$100.6M
EBITDA$356.9M$356.9M$341.9M$305.0M$262.2M
EPS0.200.200.160.180.14
Gross Margin19.3%19.3%20.3%18.2%15.0%
Operating Margin10.7%10.7%11.2%9.7%7.1%
Net Margin6.5%6.5%5.6%6.5%4.8%
Balance Sheet
Debt/Equity0.640.640.850.810.65
Current Ratio0.980.98———
Cash Flow
Free Cash Flow$286.1M$286.1M$-32.4M$-372.7M$-219.6M
Returns
ROE8.7%8.7%7.8%9.2%7.9%
Valuation
P/E5.155.157.0611.3314.71
EV/EBITDA4.774.775.948.408.33
P/B0.460.460.541.061.18
Growth & Yield
Revenue Growth4.7%4.7%5.7%-7.0%—
EPS Growth25.0%25.0%-11.1%28.6%—
Dividend Yield3.8%3.8%———

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

-23.0%

fácil

EPS terminal req.

$0.09

Spread vs growth

48.0%

5Y implied EPS CAGR

-11.2%

fácil

EPS terminal req.

$0.11

Spread vs growth

36.2%

10Y implied EPS CAGR

-1.2%

fácil

EPS terminal req.

$0.18

Spread vs growth

26.2%

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 +10.2%

Total return

+10.2%

Start / end P/E

6.2x → 5.3x

EPS bridge

0.16 → 0.20

Residual

-3.7%

EPS growth+25.0%
Multiple rerating-14.9%
Dividend+3.8%
Residual / FX / buybacks / cross-term-3.7%

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.