Obermatt

Flags

Earnings warning

Smothong

SET:SMO · THD373010004
Food ProductsSmall

360

91
EV / EBIT69
Price / Owner Earnings54
Owner Earnings Yield83
Dividend Yield100
Price/Sales86
EV / Gross Profit34
Price/Book76
Return on Capital94
Cash Return on Capital90
Return on Equity100
EBIT Margin70
Gross Profitability46
Cash Conversion7
Accruals1
Owner Earnings Margin73
Sales growth60
Profit Growth78
Long-Term EPS Growth67
Owner Earnings Growth81
Reinvestment42
Price momentum45
Debt load19
Refinancing76
Debt Payback46
Liquidity55
Analyst ratings
Expectations trend94
Market mood1
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

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

Profile

CountryThailand
IndustryFood Products
SizeSmall
TypePublic Company
ExchangeSET
ISINTHD373010004
Last UpdateApr 2, 2026

Description

Analysis

Middle-of-the-road

Smothong Group Public Company Limited sits in the middle of our grid: average quality, average price, no obvious signal in either direction. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is attractive. The owner-earnings multiple stands at 6.3×; owner earnings: the cash an owner could take out each year.

Growth is solid; the safety picture is adequate. The company scores 18/20 on our value-creation score: strong value creator. Analysts lean positive.

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.

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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 →