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TC-R.BK$5.60+0.00%
Fair $5.60+0.0%

TC-R.BK

Tropical Canning (Thailand) Public Company Limited

Consumer Defensive / Packaged FoodsThailand

$5.60

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $5.60Fund rank 26/100 · Data gapFallback financials|
SA 47/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-144.6M · quality 45.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

47/100

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

$1.8B

P/E

8.8x

↓

EV/EBITDA

5.1x

↓

ROE

7.4%

↑

Gross Margin

7.8%

↓

Debt/Equity

0.09

↓
52-Week Range$6
$5$6

TradingView lightweight chart

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

Último $5.450Periodo +186.8%
Fair value: $5.600

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

+1.9%

FCF CAGR

+20.2%

FCF margin

5.3%

FCF / Net income

1.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.41B · net income $207.6M · FCF $342.4M

2022-FY → 2025-FY

Gross margin

7.8%-4.0% pts

Operating margin

3.5%-3.8% pts

Net margin

3.2%-4.3% pts

FCF margin

5.3%+2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.41B$6.41B$6.57B$4.92B$6.05B
Net Income$207.6M$207.6M$329.4M$43.5M$457.9M
EBITDA$379.0M$379.0M$564.3M$183.0M$584.8M
EPS——1.000.131.39
Gross Margin7.8%7.8%10.9%5.2%11.8%
Operating Margin3.5%3.5%6.5%0.9%7.3%
Net Margin3.2%3.2%5.0%0.9%7.6%
Balance Sheet
Debt/Equity0.090.090.180.100.05
Current Ratio3.343.34———
Cash Flow
Free Cash Flow$342.4M$342.4M$-144.6M$-196.6M$197.4M
Returns
ROE7.4%7.4%12.3%1.8%18.2%
Valuation
P/E8.758.756.9442.698.35
EV/EBITDA5.075.074.6010.636.09
P/B0.660.660.850.771.52
Growth & Yield
Revenue Growth-2.5%-2.5%33.6%-18.8%—
EPS Growth——669.2%-90.6%—
Dividend Yield5.5%5.5%———

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 -8.7%

Total return

-8.7%

Start / end P/E

n/dx → n/dx

EPS bridge

1.00 → n/d

Residual

-14.2%

EPS growthn/d
Multiple reratingn/d
Dividend+5.5%
Residual / FX / buybacks / cross-term-14.2%

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.