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YUASA-R.BK$14.30+0.00%
Fair $14.30+0.0%

YUASA-R.BK

Yuasa Battery (Thailand) Public Company Limited

Consumer Cyclical / Auto PartsThailand

$14.30

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $14.30Fund rank 30/100 · Data gapFallback financials|
SA 61/B
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $240.1M · quality 52.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

61/100

B

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 · YUASA-R.BKLocal privado en este navegador · Yuasa Battery (Thailand) 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

$1.5B

P/E

6.2x

↓

EV/EBITDA

2.4x

↓

ROE

17.5%

↑

Gross Margin

27.2%

↓

Debt/Equity

0.00

↓
52-Week Range$14
$10$15

TradingView lightweight chart

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

Último $14.80Periodo +770.9%
Fair value: $14.30

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

+3.6%

FCF CAGR

+43.8%

FCF margin

8.4%

FCF / Net income

0.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.86B · net income $242.8M · FCF $240.1M

2022-FY → 2025-FY

Gross margin

27.2%+5.5% pts

Operating margin

9.1%+4.1% pts

Net margin

8.5%+4.2% pts

FCF margin

8.4%+5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.86B$2.86B$2.88B$2.65B$2.58B
Net Income$242.8M$242.8M$172.4M$123.0M$109.4M
EBITDA$344.5M$344.5M$261.4M$209.1M$191.8M
EPS2.262.261.601.141.02
Gross Margin27.2%27.2%23.8%22.6%21.7%
Operating Margin9.1%9.1%6.8%5.6%5.1%
Net Margin8.5%8.5%6.0%4.6%4.2%
Balance Sheet
Debt/Equity0.000.000.010.010.01
Current Ratio3.473.47———
Cash Flow
Free Cash Flow$240.1M$240.1M$363.4M$-126.2M$80.8M
Returns
ROE17.5%17.5%14.1%11.2%10.7%
Valuation
P/E6.196.198.7512.2813.14
EV/EBITDA2.362.363.646.065.41
P/B1.111.111.231.371.41
Growth & Yield
Revenue Growth-0.7%-0.7%8.7%2.9%—
EPS Growth41.2%41.2%40.4%11.8%—
Dividend Yield6.1%6.1%———

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

-17.5%

fácil

EPS terminal req.

$1.27

Spread vs growth

58.8%

5Y implied EPS CAGR

-7.4%

fácil

EPS terminal req.

$1.54

Spread vs growth

48.7%

10Y implied EPS CAGR

0.9%

fácil

EPS terminal req.

$2.47

Spread vs growth

40.3%

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 +49.8%

Total return

+49.8%

Start / end P/E

6.4x → 6.6x

EPS bridge

1.60 → 2.26

Residual

+0.7%

EPS growth+41.2%
Multiple rerating+1.8%
Dividend+6.1%
Residual / FX / buybacks / cross-term+0.7%

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.