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TRU-R.BK$3.82+0.00%
Fair $3.82+0.0%

TRU-R.BK

Thai Rung Union Car Public Company Limited

Consumer Cyclical / Auto PartsThailand

$3.82

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $3.82Fund rank 36/100 · Data gapFallback financials|
SA 46/C
F-Score: 2/9
Declining Revenue

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 $255.0M · quality 82.0/100

Data gap 36/100
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

46/100

C

Piotroski

2/9

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. Revenue has declined for 3 consecutive years
Thesis & Journal · TRU-R.BKLocal privado en este navegador · Thai Rung Union Car 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

$2.5B

P/E

10.3x

↓

EV/EBITDA

5.8x

↓

ROE

7.0%

↑

Gross Margin

12.9%

↓

Debt/Equity

0.00

↓
52-Week Range$4
$3$4

TradingView lightweight chart

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

Último $3.803Periodo +40.9%
Fair value: $3.820

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

-14.1%

FCF CAGR

-19.8%

FCF margin

10.4%

FCF / Net income

0.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.83B · net income $275.1M · FCF $190.6M

2022-FY → 2025-FY

Gross margin

12.9%-9.8% pts

Operating margin

1.1%-11.3% pts

Net margin

15.1%+1.4% pts

FCF margin

10.4%-2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.83B$1.83B$2.27B$2.41B$2.88B
Net Income$275.1M$275.1M$380.2M$183.2M$394.1M
EBITDA$407.6M$407.6M$523.5M$348.2M$614.4M
EPS0.410.410.570.270.59
Gross Margin12.9%12.9%14.4%13.1%22.7%
Operating Margin1.1%1.1%3.1%2.5%12.5%
Net Margin15.1%15.1%16.7%7.6%13.7%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio5.225.22———
Cash Flow
Free Cash Flow$190.6M$190.6M$313.6M$255.0M$369.1M
Returns
ROE7.0%7.0%9.7%5.0%10.8%
Valuation
P/E10.3210.325.7916.079.85
EV/EBITDA5.765.763.667.435.74
P/B0.660.660.570.791.06
Growth & Yield
Revenue Growth-19.7%-19.7%-5.7%-16.4%—
EPS Growth-28.1%-28.1%111.1%-54.3%—
Dividend Yield6.6%6.6%———

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

-6.1%

fácil

EPS terminal req.

$0.34

Spread vs growth

-21.9%

5Y implied EPS CAGR

0.0%

fácil

EPS terminal req.

$0.41

Spread vs growth

-28.1%

10Y implied EPS CAGR

4.9%

fácil

EPS terminal req.

$0.66

Spread vs growth

-33.0%

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 +23.8%

Total return

+23.8%

Start / end P/E

5.7x → 9.3x

EPS bridge

0.57 → 0.41

Residual

-17.7%

EPS growth-28.1%
Multiple rerating+63.0%
Dividend+6.6%
Residual / FX / buybacks / cross-term-17.7%

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.