Obermatt

Bumrungrad Hospital

SET:BH · TH0168A10Z01
Health Care Providers & ServicesLarge

360

72
EV / EBIT58
Price / Owner Earnings38
Owner Earnings Yield75
Dividend Yield69
Price/Sales20
EV / Gross Profit36
Price/Book16
Return on Capital99
Cash Return on Capital94
Return on Equity92
EBIT Margin99
Gross Profitability85
Cash Conversion11
Accruals11
Owner Earnings Margin97
Sales growth11
Profit Growth88
Long-Term EPS Growth37
Owner Earnings Growth22
Reinvestment96
Price momentum89
Debt load93
Refinancing51
Debt Payback100
Liquidity100
Analyst ratings58
Opinion Changes33
Price Target Upside26
Market mood100
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

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

Profile

CountryThailand
IndustryHealth Care Providers & Services
SizeLarge
TypePublic Company
ExchangeSET
Founded1993
ISINTH0168A10Z01
Last UpdateApr 2, 2026
Themes
Health DiagnosticsEar Nose & Throat (ENT)FertilityCardiovascularChronic DiseasesNeurologyOrthopaedicsHealth Care

Description

Bumrungrad Hospital Public Company Limited is a healthcare provider that focuses on delivering high-quality medical services. The company operates a multi-specialty hospital equipped with state-of-the-art facilities and highly trained medical profess…

Analysis

Quality compounder

Bumrungrad Hospital Public Company Limited is a quality compounder: a well-run business trading at a price that reflects what it is worth. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is fair. You pay 23.3× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone. At today's price, the market is assuming roughly 8% yearly growth; analysts expect 4%. The gap between price and consensus is worth watching: demanding expectations.

The trajectory is moderate and the balance sheet is sturdy. The company scores 12/20 on our value-creation score: creating some value.

What to watch: Some accounting patterns deserve a closer look. 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
93
2023202420252026

All-time high

96

Jan 2024

All-time low

57

Jan 2023

Average rank

81

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
20
27
14
13
Price/Earnings
32
55
43
9
Price/Book
16
21
15
22
Dividend Yield
69
78
76
75
Value (overall)
31
37
30
19

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 →