Obermatt

SiS Distribution

SET:SIS · TH0776010009
Electronic Equipment, Instruments & ComponentsSmall

360

94
EV / EBIT71
Price / Owner Earnings48
Owner Earnings Yield91
Dividend Yield89
Price/Sales92
EV / Gross Profit78
Price/Book59
Return on Capital93
Cash Return on Capital99
Return on Equity98
EBIT Margin61
Gross Profitability70
Cash Conversion41
Accruals50
Owner Earnings Margin65
Sales growth17
Profit Growth23
Long-Term EPS Growth52
Owner Earnings Growth83
Reinvestment10
Price momentum50
Debt load62
Refinancing74
Debt Payback45
Liquidity80
Analyst ratings100
Opinion Changes50
Price Target Upside33
Market mood63
Value Creation18/20strong 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

SiS Distribution generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryThailand
IndustryElectronic Equipment, Instruments & Components
SizeSmall
TypePublic Company
ExchangeSET
Founded1998
Employees190
ISINTH0776010009
Last UpdateApr 2, 2026
Themes
HardwareInformation TechnologySoftware

Description

SiS Distribution (Thailand) Public Company Limited primarily focuses on the distribution of computer components, smartphones, and office automation equipment. The company engages in the sales of these products but also in the service and rental of co…

Analysis

Hidden champion

SiS Distribution (Thailand) Public Company Limited is what we call a hidden champion: a strong business that the market is not pricing as one. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is attractive. You pay 7.1× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone.

The trajectory is moderate and the balance sheet is adequate. The company scores 18/20 on our value-creation score: strong value creator.

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
88
2026

All-time high

88

Jun 2026

All-time low

88

Jun 2026

Average rank

88

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
92
Price/Earnings
65
Price/Book
59
Dividend Yield
89
Value (overall)
90

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 SiS Distribution with its peers
Metrodata Electronics
JKT:MTDL
89
CountryIndonesia
IndustryElectronic Equipment, Instruments & Components
SizeMedium
Full Stock Analysis →
Cal-Comp Electronics
SET:CCET
28
CountryThailand
IndustryElectronic Equipment, Instruments & Components
SizeLarge
Full Stock Analysis →
Interlink Communication
SET:ILINK
59
CountryThailand
IndustryElectronic Equipment, Instruments & Components
SizeSmall
Full Stock Analysis →
Synnex (Thailand)
SET:SYNEX
18
CountryThailand
IndustryElectronic Equipment, Instruments & Components
SizeMedium
Full Stock Analysis →
V.S. Industry
KLS:VS
43
CountryMalaysia
IndustryElectronic Equipment, Instruments & Components
SizeMedium
Full Stock Analysis →
SVI
SET:SVI
68
CountryThailand
IndustryElectronic Equipment, Instruments & Components
SizeMedium
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 →