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VARO-R.BK$4.02+0.00%
Fair $4.02+0.0%

VARO-R.BK

Varopakorn Public Company Limited

Basic Materials / AluminumThailand

$4.02

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $4.02Fund rank 23/100 · Data gapFallback financials|
SA 29/D
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 17%

FCF escenarios

weak_data · normalized FCF $16.9M · quality 35.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

29/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · VARO-R.BKLocal privado en este navegador · Varopakorn 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

$402M

P/E

5.7x

↓

EV/EBITDA

5.9x

↓

ROE

6.9%

↑

Gross Margin

6.7%

↓

Debt/Equity

0.81

↑
52-Week Range$4
$4$4

TradingView lightweight chart

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

Último $4.300Periodo -26.5%
Fair value: $4.020

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

-9.5%

FCF CAGR

-9.9%

FCF margin

9.1%

FCF / Net income

3.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.78B · net income $69.5M · FCF $254.2M

2022-FY → 2025-FY

Gross margin

6.7%+4.2% pts

Operating margin

3.4%+3.4% pts

Net margin

2.5%+4.1% pts

FCF margin

9.1%-0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.78B$2.78B$2.98B$2.51B$3.75B
Net Income$69.5M$69.5M$130.4M$-108.5M$-58.8M
EBITDA$201.4M$201.4M$281.5M$52.4M$74.3M
EPS0.700.701.31-1.09-0.59
Gross Margin6.7%6.7%8.2%1.4%2.6%
Operating Margin3.4%3.4%4.7%-2.4%0.0%
Net Margin2.5%2.5%4.4%-4.3%-1.6%
Balance Sheet
Debt/Equity0.810.811.231.311.23
Current Ratio1.281.28———
Cash Flow
Free Cash Flow$254.2M$254.2M$-29.8M$16.9M$347.3M
Returns
ROE6.9%6.9%14.5%-14.1%-6.7%
Valuation
P/E5.745.743.28——
EV/EBITDA5.885.885.2127.4924.71
P/B0.400.400.480.560.91
Growth & Yield
Revenue Growth-6.7%-6.7%18.9%-33.2%—
EPS Growth-46.6%-46.6%220.2%-84.7%—

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

-20.1%

fácil

EPS terminal req.

$0.36

Spread vs growth

-26.4%

5Y implied EPS CAGR

-9.2%

fácil

EPS terminal req.

$0.43

Spread vs growth

-37.3%

10Y implied EPS CAGR

-0.1%

fácil

EPS terminal req.

$0.70

Spread vs growth

-46.5%

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

3.3x → 6.1x

EPS bridge

1.31 → 0.70

Residual

-40.6%

EPS growth-46.6%
Multiple rerating+87.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-40.6%

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.