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TPAC-R.BK$8.65+0.00%
Fair $8.65+0.0%

TPAC-R.BK

Thai Plaspac Public Company Limited

Consumer Cyclical / Packaging & ContainersThailand

$8.65

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $8.65Fund rank 34/100 · Data gapFallback financials|
SA 48/C
F-Score: 7/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $568.9M · quality 70.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

48/100

C

Piotroski

7/9

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 · TPAC-R.BKLocal privado en este navegador · Thai Plaspac 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

$2.8B

P/E

5.7x

↓

EV/EBITDA

4.3x

↓

ROE

16.4%

↑

Gross Margin

24.3%

↓

Debt/Equity

1.07

↑
52-Week Range$9
$8$10

TradingView lightweight chart

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

Último $8.951Periodo +35.6%
Fair value: $8.650

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

-0.8%

FCF CAGR

+24.7%

FCF margin

11.7%

FCF / Net income

1.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.82B · net income $477.0M · FCF $797.0M

2022-FY → 2025-FY

Gross margin

24.3%+7.8% pts

Operating margin

11.8%+3.7% pts

Net margin

7.0%+2.4% pts

FCF margin

11.7%+5.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.82B$6.82B$7.21B$6.80B$7.00B
Net Income$477.0M$477.0M$414.1M$490.2M$318.8M
EBITDA$1.30B$1.30B$1.27B$1.32B$1.07B
EPS1.461.461.271.500.98
Gross Margin24.3%24.3%22.5%21.5%16.5%
Operating Margin11.8%11.8%10.2%12.0%8.1%
Net Margin7.0%7.0%5.7%7.2%4.6%
Balance Sheet
Debt/Equity1.071.071.211.271.48
Current Ratio0.930.93———
Cash Flow
Free Cash Flow$797.0M$797.0M$568.9M$460.0M$411.0M
Returns
ROE16.4%16.4%14.6%20.1%14.4%
Valuation
P/E5.695.698.1910.6813.06
EV/EBITDA4.324.325.156.206.71
P/B0.970.971.202.141.89
Growth & Yield
Revenue Growth-5.4%-5.4%6.0%-2.8%—
EPS Growth15.0%15.0%-15.3%53.1%—
Dividend Yield4.9%4.9%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-19.3%

fácil

EPS terminal req.

$0.77

Spread vs growth

34.3%

5Y implied EPS CAGR

-8.7%

fácil

EPS terminal req.

$0.93

Spread vs growth

23.6%

10Y implied EPS CAGR

0.2%

fácil

EPS terminal req.

$1.50

Spread vs growth

14.7%

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 +16.1%

Total return

+16.1%

Start / end P/E

6.3x → 6.1x

EPS bridge

1.27 → 1.46

Residual

-0.5%

EPS growth+15.0%
Multiple rerating-3.3%
Dividend+4.9%
Residual / FX / buybacks / cross-term-0.5%

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.