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STP.BK$10.90-2.68%
Fair $10.90+0.0%

STP.BK

Sahathai Printing & Packaging Public Company Limited

Basic Materials / Paper & Paper ProductsThailand

$10.90

-0.30 (-2.68%)

Fairly Valued+0.0%Fair Value $10.90Fund rank 37/100 · Data gapFallback financials|
SA 57/C
F-Score: 5/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $106.0M · quality 77.3/100

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

57/100

C

Piotroski

5/9

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 · STP.BKLocal privado en este navegador · Sahathai Printing & Packaging 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

$1.1B

P/E

6.4x

↓

EV/EBITDA

4.4x

↓

ROE

18.6%

↑

Gross Margin

34.2%

↑

Debt/Equity

0.10

↓
52-Week Range$11
$9$12

TradingView lightweight chart

STP.BK price, volumen y niveles de valoración

Último $10.90Periodo -42.0%
Fair value: $10.90

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

+12.1%

FCF CAGR

-11.9%

FCF margin

13.9%

FCF / Net income

0.64x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $762.5M · net income $165.5M · FCF $106.0M

2022-FY → 2025-FY

Gross margin

34.2%-0.9% pts

Operating margin

25.9%+1.0% pts

Net margin

21.7%+1.5% pts

FCF margin

13.9%-14.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$762.5M$762.5M$692.1M$511.9M$541.6M
Net Income$165.5M$165.5M$153.1M$86.7M$109.6M
EBITDA$263.5M$263.5M$245.1M$150.4M$170.9M
EPS——1.530.871.23
Gross Margin34.2%34.2%35.1%32.0%35.0%
Operating Margin25.9%25.9%27.1%20.1%24.9%
Net Margin21.7%21.7%22.1%16.9%20.2%
Balance Sheet
Debt/Equity0.100.100.120.140.18
Current Ratio10.1810.18———
Cash Flow
Free Cash Flow$106.0M$106.0M$132.5M$80.9M$154.9M
Returns
ROE18.6%18.6%19.3%12.6%17.2%
Valuation
P/E6.376.377.5211.3211.87
EV/EBITDA4.384.384.957.068.18
P/B1.221.221.451.432.03
Growth & Yield
Revenue Growth10.2%10.2%35.2%-5.5%—
EPS Growth——75.9%-29.3%—
Dividend Yield6.1%6.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +15.1%

Total return

+15.1%

Start / end P/E

n/dx → n/dx

EPS bridge

1.53 → n/d

Residual

+9.0%

EPS growthn/d
Multiple reratingn/d
Dividend+6.1%
Residual / FX / buybacks / cross-term+9.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.