Obermatt

Thai Union Feedmill

SET:TFM · THA506010Z09
Food ProductsSmall

360

97
Medium confidence — indicative
EV / EBIT68
Price / Owner Earnings32
Owner Earnings Yield86
Dividend Yield1
Price/Sales48
EV / Gross Profit35
Price/Book29
Return on Capital96
Cash Return on Capital96
Return on Equity92
EBIT Margin92
Gross Profitability78
Cash Conversion36
Accruals34
Owner Earnings Margin86
Sales growth58
Profit Growth60
Long-Term EPS Growth82
Owner Earnings Growth89
Reinvestment14
Price momentum81
Debt load79
Refinancing41
Debt Payback100
Liquidity74
Analyst ratings60
Expectations trend50
Market mood3
Value Creation20/20strong 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

Thai Union Feedmill generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryThailand
IndustryFood Products
SizeSmall
TypePublic Company
ExchangeSET
Founded2000
ISINTHA506010Z09
Last UpdateApr 2, 2026
Themes
AquacultureAnimal FeedLivestock

Description

Thai Union Feedmill Public Company Limited, together with its subsidiaries, engages in the manufacture and distribution of animal feeds. Business Segments The company operates through shrimp feed products, fish feed products, livestock feed product…

Analysis

Quality compounder

Thai Union Feedmill 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 attractive. You pay 9.7× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone.

The trajectory is solid and the balance sheet is sturdy. The company scores 20/20 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
10
2026

All-time high

58

Mar 2026

All-time low

10

Jun 2026

Average rank

34

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
48
Price/Earnings
65
Price/Book
29
Dividend Yield
1
Value (overall)
32

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 →