Obermatt

Thai Airways International

SET:THAI · TH0245010002
AirlinesX-Large

360

55
EV / EBIT100
Price / Owner Earnings50
Owner Earnings Yield89
Dividend Yield61
Price/Sales71
EV / Gross Profit88
Price/Book34
Return on Capital88
Cash Return on Capital91
Return on Equity92
EBIT Margin77
Gross Profitability75
Cash Conversion16
Accruals16
Owner Earnings Margin75
Sales growth21
Profit Growth85
Long-Term EPS Growth59
Reinvestment91
Price momentum8
Debt load27
Refinancing8
Debt Payback100
Liquidity43
Analyst ratings13
Opinion Changes36
Price Target Upside50
Market mood68
Value Creation16/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Thai Airways International generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryThailand
IndustryAirlines
SizeX-Large
TypePublic Company
ExchangeSET
Founded1991
Employees2,121
ISINTH0245010002
Last UpdateApr 2, 2026
Themes
Freight ServicePassenger Aircraft ManufacturingTourismBusiness TravelAssociationTravel

Description

Thai Airways International Public Company Limited is a prominent player in the aviation sector, primarily engaged in air transportation, providing services for passengers, freight, and mail. The carrying out of its operations extends beyond mere tran…

Analysis

Bargain bin

Thai Airways International Public Company Limited falls in the bargain bin: the price is low relative to peers, but the business metrics give reason to pause. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is attractive. You pay 13.7× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly 1% yearly growth; analysts expect 8%. The price, in other words, assumes less than the experts do.

The trajectory is tepid and the balance sheet is adequate. The company scores 16/20 on our value-creation score: strong value creator. Analyst sentiment is cautious.

What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
24
2026

All-time high

24

Jun 2026

All-time low

4

Feb 2026

Average rank

17

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
71
100
Price/Earnings
77
100
Price/Book
34
92
Dividend Yield
61
1
Value (overall)
70
81

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

Similar Stocks

The companies this stock is ranked against.

Compare Thai Airways International with its peers
Garuda Indonesia (Persero)
JKT:GIAA
20
CountryIndonesia
IndustryAirlines
SizeLarge
Full Stock Analysis →
Bangkok Airways
SET:BA
90
CountryThailand
IndustryAirlines
SizeMedium
Full Stock Analysis →
InterGlobe Aviation
NSI:INDIGO
54
CountryIndia
IndustryAirlines
SizeX-Large
Full Stock Analysis →
Copa Holdings
NYQ:CPA
86
CountryPanama
IndustryAirlines
SizeX-Large
Full Stock Analysis →
Asia Aviation
SET:AAV
20
CountryThailand
IndustryAirlines
SizeLarge
Full Stock Analysis →
LATAM Airlines
SGO:LTM
93
CountryChile
IndustryAirlines
SizeX-Large
Full Stock Analysis →

Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →