Obermatt

Betagro

SET:BTG · TH0612010007
Food ProductsLarge

360

67
EV / EBIT68
Price / Owner Earnings89
Owner Earnings Yield92
Dividend Yield71
Price/Sales86
EV / Gross Profit59
Price/Book77
Return on Capital68
Cash Return on Capital92
Return on Equity82
EBIT Margin39
Gross Profitability64
Cash Conversion64
Accruals78
Owner Earnings Margin80
Sales growth38
Profit Growth68
Long-Term EPS Growth1
Owner Earnings Growth54
Reinvestment94
Price momentum40
Debt load34
Refinancing88
Debt Payback51
Liquidity49
Analyst ratings26
Opinion Changes50
Price Target Upside34
Market mood84
Value Creation12/20creating 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

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

Profile

CountryThailand
IndustryFood Products
SizeLarge
TypePublic Company
ExchangeSET
Founded1996
ISINTH0612010007
Last UpdateApr 2, 2026
Themes
Animal FeedLivestockPet CareFast-Moving Consumer GoodsPet Food and SuppliesAquacultureFarmingFood and BeverageManufacturing

Description

Betagro Public Company Limited primarily engaged in the agro-industry, focusing on consumer foods, non-package meat products, livestock, and pet-related businesses. Business Segments The company operates through nine distinct reportable segments: A…

Analysis

Hidden champion

Betagro Public Company Limited is what we call a hidden champion: a strong business that the market is not pricing as one.

The price is attractive. You pay 4.7× 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 -14% 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 12/20 on our value-creation score: creating some value. Analyst sentiment is cautious.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
78
2026

All-time high

78

Jun 2026

All-time low

11

Feb 2026

Average rank

42

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
86
Price/Earnings
76
Price/Book
77
Dividend Yield
71
Value (overall)
86

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 →