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Bangkok Aviation Fuel Services Public Company (BAFS) Fair Value & Analysis

Industrials · TH · Market cap 6.6B THB

BA Bangkok Aviation Fuel Services Public Company BAFS · BK
Price11.20 THB
Fair Value6.98 THB
Upside-37.7%
Quality46/100
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Expensive Growth
Thin margins · 6.0% net margin
High debt · generates free cash flow
3.20% dividend yield
Trails peers (5/15)
Moderate moat 50/100
Evidence: Medium Range 4.20 THB – 7.06 THB Share as image

Fair value as of: Jul 15, 2026

From 16 valuation models · updated 26 days ago

Share price +3.7% over the past month.

Below-average quality, and screening another 38% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (7.06 THB). The favourable scenario is already priced in.
  • Solid but not exceptional quality (46/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

31.81 THB 6.46 THB Fair Value 6.98 THB Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.

How to read this chart

60‑month range 6.46 THB – 31.81 THB · fair‑value band 4.20 THB – 7.06 THB · the 11.20 THB price screens above the 6.98 THB fair value. Dashed = 300-day average. As of Jul 15, 2026.

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Analysis

Bangkok Aviation Fuel Services Public Company (BAFS) currently trades at 11.20 THB, while our model-based Fair Value estimate is 6.98 THB, implying the stock looks roughly 37.7% overvalued today. The Quality Score stands at 46/100 (below-average quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, Bangkok Aviation Fuel Services Public Company generated revenue of 3.7B THB at a net margin of 6.0%. It earns a return on equity of 2.5%. Net debt stands at 14.9B THB. The stock trades on a trailing P/E of 33.0. Fundamentals as of Jul 15, 2026

Our scenario range runs from 4.20 THB (bear case) to 7.06 THB (bull case); at 11.20 THB, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 71% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -29% fair-value upside, at -38%, BAFS screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income 5.18 THB 5.26 THB 5.00 THB 76
Gordon GGM 3.67 THB 7.30 THB 11.06 THB 70
Growth-Adj P/E 4.20 THB 6.00 THB 7.80 THB 68
All 16 models by family
DCF Models
5Y Revenue Exit 0.5000 THB 39
5Y EBITDA Exit 1.85 THB 14.02 THB 28.14 THB 41
10Y EBITDA Exit 7.08 THB 19.42 THB 37
Earnings-Based
Graham-Dodd 2.26 THB 6.42 THB 8.45 THB 54
Lynch FV 1.31 THB 1.87 THB 2.43 THB 50
PEG = 1.0 1.31 THB 1.87 THB 2.43 THB 46
Dividend Discount
Gordon GGM 3.67 THB 7.30 THB 11.06 THB 70
DDM Multi-Stage 3.67 THB 5.73 THB 7.71 THB 61
Multiples
P/E Multiple 5.24 THB 6.98 THB 8.73 THB 63
P/S Multiple 4.24 THB 5.65 THB 7.06 THB 58
P/B Multiple 4.24 THB 5.65 THB 7.06 THB 55
EV/EBIT 0.9600 THB 6.14 THB 11.32 THB 53
EV/EBITDA 10.93 THB 19.43 THB 27.94 THB 54
Asset-Based
NCAV (Graham) 3.40 THB 4.56 THB 6.80 THB 50
Economic Profit
Residual Income 5.18 THB 5.26 THB 5.00 THB 76
Growth Earnings
Growth-Adj P/E 4.20 THB 6.00 THB 7.80 THB 68

Widest divergence: DCF Models (7.08 THB) versus Earnings-Based (1.87 THB). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 3.7B THB
Net margin 6.0%
Return on equity 2.5%
Free cash flow 357M THB FY2025
P/E ratio 38.5
Operating margin 32.4%
More key figures
EPS (TTM) 0.2700 THB
Dividend yield 3.2%
EPS growth (YoY) +6.5%
Net debt 14.9B THB FY2025

Figures from reported company fundamentals · as of Jul 15, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 46/100

Of which business quality 42 · Market factors (momentum, volatility) 84

Profitability 20
Margins and returns on capital today
Quality Growth 41
Are margins and returns improving?
Cashflow 62
Earnings quality: real cash, not paper profit
Fin. Strength 7
Balance sheet, leverage, solvency risk
Investment 67
Disciplined investing over empire-building
Low Volatility 81
Calm price path (market factor)
Momentum 82
Price trend over the last 3–12 months (market factor)
52W Momentum 90
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Bangkok Aviation Fuel Services Public Company Limited provides aviation fuel storage and aircraft refueling services at Bangkok International Airport in Thailand. It operates in three segments: Aviation, Utilities and Power, and Business Solution.

Full company description

Bangkok Aviation Fuel Services Public Company Limited provides aviation fuel storage and aircraft refueling services at Bangkok International Airport in Thailand. It operates in three segments: Aviation, Utilities and Power, and Business Solution. The company offers into-plane, hydrant network, and fuel pipeline transportation services, as well as assembles and maintains hydrant dispensers. It also generates and distributes electricity from solar power; invests in solar power, renewable energy, and environment projects; provides management and technical services; and designs, develops, manufactures, and sells innovation and digital products. The company was incorporated in 1981 and is headquartered in Bangkok, Thailand.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Bangkok Aviation Fuel Services Public Company reported revenue of 3.6B THB in FY2025 versus 1.6B THB in FY2021, a compound +22.3%/yr. Reported net income was 212M THB in FY2025.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
3.6B THB
Latest YoY
+5.0%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+18.2%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+14.9%
Avg. growth/yr (25Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+5.9%
Revenue +22.3%/yr
FY21 1.6B THB
FY22 2.2B THB
FY23 3.0B THB
FY24 3.4B THB
FY25 3.6B THB
Net income
FY21 −884M THB
FY22 −401M THB
FY23 −138M THB
FY24 103M THB
FY25 212M THB
Character of growth · EPS growth decomposed (2014-2025) −17.1 % p.a.
Revenue per share +0.8 pp

of which total revenue +0.8 pp · buybacks/dilution +0.0 pp

EBIT margin −6.2 pp
Tax rate −5.3 pp
Residual (interest, one-offs) −6.4 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

BAFS screens 38% overvalued. Compare with Aena S.M.E., S.A →

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Cite: Fair Value Calculator (2026). "Bangkok Aviation Fuel Services Public Company Fair Value". https://www.fairvalue-calculator.com/stock/BAFS

Peer Group

Airports & Air Services · 55 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 46 · Bottom 25%
Fair Value upside −38% · Bottom 25%
Return on equity (TTM) 3% · Bottom 25%
Return on assets 2% · Below median
Net margin (TTM) 6% · Below median
Operating margin (TTM) 32% · Top 25%
Revenue growth 0% · Bottom 25%
Dividend yield (TTM) 3.2% · Above median
Debt / equity 2.25× · Higher than 75% of peers

Valuation Multiples vs Airports & Air Services median · lower = cheaper

P/E (TTM) 38.5× · Pricier than 75% of peers
P/B 1.53× · Cheaper than median
P/S (TTM) 1.79× · Cheaper than median
P/FCF 0.6× · Cheaper than 75% of peers
EV/EBITDA 9.6× · Pricier than median
PEG 2.57× · Pricier than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 36
FUTURE 0 · sector 31
PAST 10 · sector 45
HEALTH 0 · sector 90
DIVIDEND 64 · sector 46

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Airports & Air Services stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).

Stock Price Fair Value vs Fair Value
Aena S.M.E., S.A AENA €26.24 €28.41 +8%
Airports of Thailand Public Company TATD 2.44 SGD 1.25 SGD -49%
Grupo Aeroportuario del Pacífico, S.A. PAC $220.91 $246.06 +11%
GMR Airports Limited GMRINFRA ₹112.80 ₹22.29 -80%
Flughafen Zürich AG FHZN CHF 237.20 CHF 121.30 -49%
Shanghai International Airport Co 600009 ¥24.08 ¥17.09 -29%
Auckland International Airport Limited AIA A$7.11 A$2.80 -61%
Fraport AG FRA €69.35 €49.83 -28%
Københavns Lufthavne A/S KBHL kr 5,660 kr 1,821 -68%
SATS Ltd S58 4.82 SGD 4.03 SGD -16%

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Frequently asked questions

Is Bangkok Aviation Fuel Services Public Company (BAFS) overvalued or undervalued?
As of Jul 15, 2026, our model estimates a fair value of 6.98 THB versus a price of 11.20 THB, about −38% (overvalued).
What is the fair value of BAFS?
Our model-based fair value for Bangkok Aviation Fuel Services Public Company is 6.98 THB (as of Jul 15, 2026), built from audited fundamentals. The current price is 11.20 THB.
What is the quality score of BAFS?
Bangkok Aviation Fuel Services Public Company has a Quality Score of 46/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Bangkok Aviation Fuel Services Public Company (BAFS)?
Bangkok Aviation Fuel Services Public Company reported trailing-twelve-month revenue of about 3.7B THB (latest available figure, as of Jul 15, 2026).
What is the net profit margin of BAFS?
The net profit margin of Bangkok Aviation Fuel Services Public Company is about 6.0%, meaning it keeps roughly 6.0% of revenue as net income. Based on the latest reported figures.
Does Bangkok Aviation Fuel Services Public Company pay a dividend?
Bangkok Aviation Fuel Services Public Company currently shows a dividend yield of about 3.61% relative to its recent price (as of Jul 15, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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