Obermatt

Sansiri

SET:SIRI · TH0577C10Z04
Real Estate Management & DevelopmentLarge

360

45
EV / EBIT15
Price / Owner Earnings70
Owner Earnings Yield50
Dividend Yield100
Price/Sales69
EV / Gross Profit36
Price/Book50
Return on Capital43
Cash Return on Capital48
Return on Equity65
EBIT Margin39
Gross Profitability49
Cash Conversion60
Accruals53
Owner Earnings Margin54
Sales growth43
Profit Growth47
Long-Term EPS Growth8
Owner Earnings Growth76
Reinvestment82
Price momentum81
Debt load10
Refinancing81
Debt Payback21
Liquidity15
Analyst ratings70
Opinion Changes50
Price Target Upside48
Market mood55
Value Creation8/20creating some value
  • 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

Sansiri clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryThailand
IndustryReal Estate Management & Development
SizeLarge
TypePublic Company
ExchangeSET
Founded1995
Employees450
ISINTH0577C10Z04
Last UpdateApr 2, 2026
Themes
Vacation RentalReal Estate TechnologyConstructionInfrastructureReal Estate

Description

Sansiri Public Company Limited is a prominent organization in Thailand primarily engaged in property development. The company operates a range of businesses including residential projects, retail, hotel management, and real estate brokerage services.…

Analysis

Middle-of-the-road

Sansiri Public Company Limited sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

On valuation, the picture is attractive. The owner-earnings multiple stands at 4.8×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around -14% a year, against analyst forecasts of -2%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is stretched. The company scores 8/20 on our value-creation score: creating some value.

Flags to be aware of: 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
90
2023202420252026

All-time high

90

Jun 2026

All-time low

68

Jan 2024

Average rank

83

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
69
88
95
97
Price/Earnings
54
72
75
56
Price/Book
50
77
76
93
Dividend Yield
100
95
92
78
Value (overall)
84
83
90
87

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

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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 →