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TAN.BK$3.70+0.54%
Fair $3.70+0.0%

TAN.BK

Tanachira Retail Corporation Public Company Limited

Consumer Cyclical / Luxury GoodsThailand

$3.70

+0.02 (+0.54%)

Fairly Valued+0.0%Fair Value $3.70Fund rank 35/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9
Low Profitability

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 $108.1M · quality 69.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

42/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 2.9%, below the 5% threshold
Thesis & Journal · TAN.BKLocal privado en este navegador · Tanachira Retail Corporation 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

24.7x

↑

EV/EBITDA

4.1x

↓

ROE

2.9%

↓

Gross Margin

63.1%

↑

Debt/Equity

0.54

↑
52-Week Range$4
$3$5

TradingView lightweight chart

TAN.BK price, volumen y niveles de valoración

Último $3.700Periodo -77.4%
Fair value: $3.700

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

+13.8%

FCF CAGR

-15.4%

FCF margin

5.9%

FCF / Net income

2.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.86B · net income $46.2M · FCF $109.9M

2022-FY → 2025-FY

Gross margin

63.1%+3.3% pts

Operating margin

6.2%-9.7% pts

Net margin

2.5%-7.4% pts

FCF margin

5.9%-8.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.86B$1.86B$1.74B$1.41B$1.27B
Net Income$46.2M$46.2M$130.1M$166.8M$125.3M
EBITDA$453.4M$453.4M$484.9M$470.3M$391.4M
EPS——0.430.840.42
Gross Margin63.1%63.1%64.7%64.1%59.8%
Operating Margin6.2%6.2%11.7%18.1%16.0%
Net Margin2.5%2.5%7.5%11.8%9.9%
Balance Sheet
Debt/Equity0.540.540.440.323.76
Current Ratio1.341.34———
Cash Flow
Free Cash Flow$109.9M$109.9M$108.1M$65.5M$181.7M
Returns
ROE2.9%2.9%8.0%10.8%37.7%
Valuation
P/E24.6724.6714.8816.43—
EV/EBITDA4.094.095.146.50—
P/B0.710.711.181.76—
Growth & Yield
Revenue Growth7.3%7.3%22.8%11.7%—
EPS Growth——-48.8%101.1%—
Dividend Yield7.3%7.3%———

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 -10.8%

Total return

-10.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.43 → n/d

Residual

-18.1%

EPS growthn/d
Multiple reratingn/d
Dividend+7.3%
Residual / FX / buybacks / cross-term-18.1%

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.