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TMC-R.BK$0.70+0.00%
Fair $0.70+0.0%

TMC-R.BK

T.M.C. Industrial Public Company Limited

Industrials / Farm & Heavy Construction MachineryThailand

$0.70

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.70Fund rank 29/100 · Data gapFallback financials|
SA 23/D
F-Score: 5/9
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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-35.2M · quality 53.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

23/100

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: 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 -2.5%, below the 5% threshold
Thesis & Journal · TMC-R.BKLocal privado en este navegador · T.M.C. Industrial 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

$321M

P/E

N/A

•

EV/EBITDA

73.8x

↑

ROE

-2.5%

↓

Gross Margin

20.8%

↓

Debt/Equity

0.02

↓
52-Week Range$1
$1$2

TradingView lightweight chart

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

Último $0.500Periodo -58.8%
Fair value: $0.700

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

-6.0%

FCF CAGR

—

FCF margin

-12.7%

FCF / Net income

2.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $277.8M · net income $-14.4M · FCF $-35.2M

2022-FY → 2025-FY

Gross margin

20.8%-0.9% pts

Operating margin

2.1%-9.5% pts

Net margin

-5.2%-84.8% pts

FCF margin

-12.7%-21.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$277.8M$277.8M$265.4M$326.6M$334.7M
Net Income$-14.4M$-14.4M$-29.3M$14.7M$266.6M
EBITDA$3.3M$3.3M$-13.8M$28.5M$299.0M
EPS-0.03-0.03-0.060.030.58
Gross Margin20.8%20.8%16.7%18.5%21.8%
Operating Margin2.1%2.1%-11.5%5.4%11.7%
Net Margin-5.2%-5.2%-11.0%4.5%79.7%
Balance Sheet
Debt/Equity0.020.020.020.020.00
Current Ratio13.1313.13———
Cash Flow
Free Cash Flow$-35.2M$-35.2M$-53.2M$-7.6M$28.3M
Returns
ROE-2.5%-2.5%-4.9%2.4%44.8%
Valuation
P/E———79.623.21
EV/EBITDA73.7973.79—38.702.51
P/B0.550.551.841.901.43
Growth & Yield
Revenue Growth4.7%4.7%-18.8%-2.4%—
EPS Growth51.6%51.6%-313.3%-94.8%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -79.1%

Total return

-79.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.06 → -0.03

Residual

-79.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-79.1%

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.