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TGH-R.BK$10.70+0.00%
Fair $10.70+0.0%

TGH-R.BK

Thai Group Holdings Public Company Limited

Financial Services / Insurance - DiversifiedThailand

$10.70

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $10.70Fund rank 22/100 · Data gapFallback financials|
SA 34/D
F-Score: 5/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 30.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

34/100

D

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · TGH-R.BKLocal privado en este navegador · Thai Group Holdings 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

$8.0B

P/E

11.0x

↓

EV/EBITDA

3.9x

↓

ROE

10.1%

↑

Gross Margin

10.1%

↓

Debt/Equity

1.69

↑
52-Week Range$11
$30$30

TradingView lightweight chart

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

Último $30.00Periodo -16.6%
Fair value: $10.70

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

-7.5%

FCF CAGR

—

FCF margin

9.6%

FCF / Net income

1.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.25B · net income $1.07B · FCF $1.36B

2022-FY → 2025-FY

Gross margin

10.1%+5.3% pts

Operating margin

3.9%+5.3% pts

Net margin

7.5%-0.7% pts

FCF margin

9.6%+18.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.25B$14.25B$13.25B$15.69B$18.01B
Net Income$1.07B$1.07B$505.9M$55.3M$1.48B
EBITDA$5.66B$5.66B$4.87B$2.79B$3.95B
EPS——0.670.071.97
Gross Margin10.1%10.1%13.8%12.2%4.8%
Operating Margin3.9%3.9%5.9%-7.7%-1.4%
Net Margin7.5%7.5%3.8%0.4%8.2%
Balance Sheet
Debt/Equity1.691.691.932.141.98
Cash Flow
Free Cash Flow$1.36B$1.36B$1.21B$-887.8M$-1.62B
Returns
ROE10.1%10.1%5.2%0.6%15.8%
Valuation
P/E11.0311.0344.78428.5715.23
EV/EBITDA3.943.947.8113.889.58
P/B0.760.762.312.522.41
Growth & Yield
Revenue Growth7.5%7.5%-15.5%-12.9%—
EPS Growth——857.1%-96.4%—

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 +0.0%

Total return

+0.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.67 → n/d

Residual

+0.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+0.0%

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.