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BCPG Public Company (BCPG) Fair Value & Analysis

Utilities · TH · Market cap 22.5B THB

BP BCPG Public Company BCPG · BK
Price7.05 THB
Fair Value4.09 THB
Upside-42.0%
Quality50/100
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Mixed Growth
Highly profitable · 36.3% net margin
Moderate debt · generates free cash flow
4.86% dividend yield
Mixed vs. peers (8/15)
Narrow moat 43/100
Evidence: High Range 2.83 THB – 6.07 THB Share as image

Fair value as of: Jul 19, 2026

From 17 valuation models · updated 21 days ago

Fair value updated Jul 19, 2026, revised from 4.04 THB to 4.09 THB (+1.2%) since Jul 14, 2026. Share price +1.4% over the past month.

A solid business, but screening 42% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (6.07 THB). The favourable scenario is already priced in.
  • Solid but not exceptional quality (50/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (2.83 THB to 6.07 THB) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

13.02 THB 4.68 THB Fair Value 4.09 THB Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.

How to read this chart

60‑month range 4.68 THB – 13.02 THB · fair‑value band 2.83 THB – 6.07 THB · the 7.05 THB price screens above the 4.09 THB fair value. Dashed = 300-day average. As of Jul 19, 2026.

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Analysis

BCPG Public Company (BCPG) currently trades at 7.05 THB, while our model-based Fair Value estimate is 4.09 THB, implying the stock looks roughly 42.0% overvalued today. The Quality Score stands at 50/100 (solid quality), in the Utilities 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: high).

Over the trailing twelve months, BCPG Public Company generated revenue of 3.9B THB at a net margin of 36.3%. Revenue grew 50.3% year over year. It earns a return on equity of 4.7%. Net debt stands at 22.6B THB. Fundamentals as of Jul 19, 2026

Our scenario range runs from 2.83 THB (bear case) to 6.07 THB (bull case); at 7.05 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 about 24% below its 52-week high and 41% above its 52-week low, currently below its 200-day average. For context, the median of 10 Utilities peers we cover trades at -30% fair-value upside, at -42%, BCPG 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 BearBaseBull Evidence
Highest evidence
Growth DCF 0.5400 THB 2.60 THB 6.37 THB 80
Residual Income 6.88 THB 6.79 THB 5.85 THB 76
Gordon GGM 2.57 THB 3.06 THB 3.61 THB 70
All 17 models by family
DCF Models
FCF DCF 0.3000 THB 2.39 THB 6.60 THB 38
Owner Earnings 1.53 THB 31
5Y EBITDA Exit 0.4900 THB 2.80 THB 41
5Y P/E Exit 0.2400 THB 2.20 THB 38
10Y EBITDA Exit 0.7500 THB 2.28 THB 37
10Y P/E Exit 0.5800 THB 1.90 THB 35
Earnings-Based
Graham-Dodd 1.94 THB 3.07 THB 3.69 THB 54
Dividend Discount
Gordon GGM 2.57 THB 3.06 THB 3.61 THB 70
DDM Multi-Stage 2.57 THB 3.40 THB 4.45 THB 61
Multiples
P/E Multiple 3.85 THB 5.14 THB 6.42 THB 63
P/S Multiple 2.22 THB 2.97 THB 3.71 THB 58
P/B Multiple 3.64 THB 4.85 THB 6.07 THB 55
EV/EBITDA 1.23 THB 54
Asset-Based
NCAV (Graham) 4.70 THB 6.30 THB 9.40 THB 50
Growth DCF
Growth DCF 0.5400 THB 2.60 THB 6.37 THB 80
Economic Profit
Residual Income 6.88 THB 6.79 THB 5.85 THB 76
Growth Earnings
Growth-Adj P/E 2.74 THB 3.91 THB 5.09 THB 68

Widest divergence: Economic Profit (6.79 THB) versus DCF Models (0.5800 THB). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 3.9B THB
Revenue growth (YoY) +50.3%
Net margin 36.3%
Return on equity 4.7%
Free cash flow 1.8B THB FY2025
P/E ratio 15.6
More key figures
Operating margin 3.0%
EPS (TTM) 0.4800 THB
Dividend yield 4.9%
EPS growth (YoY) +373%
Net debt 22.6B THB FY2025

Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 50/100

Of which business quality 50 · Market factors (momentum, volatility) 47

Profitability 31
Margins and returns on capital today
Quality Growth 20
Are margins and returns improving?
Cashflow 84
Earnings quality: real cash, not paper profit
Fin. Strength 30
Balance sheet, leverage, solvency risk
Investment 65
Disciplined investing over empire-building
Low Volatility 53
Calm price path (market factor)
Momentum 45
Price trend over the last 3–12 months (market factor)
52W Momentum 42
Distance to the 52-week high (market factor)
Net Issuance 78
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

BCPG Public Company Limited, a renewable energy company, engages in the solar power, hydropower, wind power, and natural gas businesses in Thailand, Japan, Laos, and Taiwan. It operates through Production and Distribution of Electricity; and Oil Storage and Seaport Service segments.

Full company description

BCPG Public Company Limited, a renewable energy company, engages in the solar power, hydropower, wind power, and natural gas businesses in Thailand, Japan, Laos, and Taiwan. It operates through Production and Distribution of Electricity; and Oil Storage and Seaport Service segments. The company offers smart energy solutions, including blockchain-based peer-to-peer energy trading project; energy management system; district cooling system; battery; and decarbonization solutions. It also develops transmission line systems and oil terminal. In addition, the company operates as an EPC contractor that provides operation and maintenance services. Further, it provides project development, construction, and operation management; investment management; and asset management services. The company was incorporated in 2015 and is headquartered in Bangkok, Thailand. BCPG Public Company Limited is a subsidiary of Bangchak Corporation Public Company Limited.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

BCPG Public Company reported revenue of 3.6B THB in FY2025 versus 4.7B THB in FY2021, a compound −6.6%/yr. Reported net income was 855M THB in FY2025, compounding −19.2%/yr from FY2021.

Growth Quality 55/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
3.6B THB
Latest YoY
−17.8%
Avg. growth/yr (3Y)
−13.0%
Avg. growth/yr (5Y)
−3.4%
Avg. growth/yr (12Y)
+7.7%
Revenue −6.6%/yr
FY21 4.7B THB
FY22 5.4B THB
FY23 5.1B THB
FY24 4.3B THB
FY25 3.6B THB
Net income −19.2%/yr
FY21 2.0B THB
FY22 2.6B THB
FY23 1.1B THB
FY24 1.8B THB
FY25 855M THB

BCPG screens 42% overvalued. Compare with China Yangtze Power Co →

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Cite: Fair Value Calculator (2026). "BCPG Public Company Fair Value". https://www.fairvalue-calculator.com/stock/BCPG

Peer Group

Utilities - Renewable · 220 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 50 · Above median
Fair Value upside −42% · Below median
Return on equity (TTM) 5% · Above median
Return on assets 1% · Below median
Net margin (TTM) 36% · Top 25%
Operating margin (TTM) 3% · Below median
Revenue growth 50% · Top 25%
Dividend yield (TTM) 4.9% · Top 25%
Debt / equity 0.76× · Higher than median

Valuation Multiples vs Utilities - Renewable median · lower = cheaper

P/E (TTM) 15.6× · Cheaper than median
P/B 0.80× · Cheaper than median
P/S (TTM) 5.73× · Pricier than 75% of peers
P/FCF 0.4× · Cheaper than median
EV/EBITDA 16.2× · Pricier than 75% of peers
PEG 1.69× · 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 15
FUTURE 100 · sector 0
PAST 19 · sector 12
HEALTH 62 · sector 68
DIVIDEND 97 · sector 48

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 Utilities - Renewable stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).

Stock Price Fair Value vs Fair Value
China Yangtze Power Co 600900 ¥27.99 ¥25.13 -10%
Ørsted A/S ORSTED kr 149.70 kr 31.40 -79%
Huaneng Lancang River Hydropower Inc 600025 ¥9.81 ¥5.57 -43%
Adani Green Energy Limited ADANIGREEN ₹1,537 ₹170.50 -89%
AXIA Energia SA AXIAP $10.74 $9.65 -10%
VERBUND AG OEWA €58.65 €66.19 +13%
BEP BEP $32.33 $73.35 +127%
BEPUN BEPUN C$44.56 C$10.15 -77%
Fortum Oyj FORTUM €19.89 €13.90 -30%
China Longyuan Power Group 001289 ¥16.21 ¥8.23 -49%

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Frequently asked questions

Is BCPG Public Company (BCPG) overvalued or undervalued?
As of Jul 19, 2026, our model estimates a fair value of 4.09 THB versus a price of 7.05 THB, about −42% (overvalued).
What is the fair value of BCPG?
Our model-based fair value for BCPG Public Company is 4.09 THB (as of Jul 19, 2026), built from audited fundamentals. The current price is 7.05 THB.
What is the quality score of BCPG?
BCPG Public Company has a Quality Score of 50/100. 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 BCPG Public Company (BCPG)?
BCPG Public Company reported trailing-twelve-month revenue of about 3.9B THB (latest available figure, as of Jul 19, 2026).
What is the net profit margin of BCPG?
The net profit margin of BCPG Public Company is about 36.3%, meaning it keeps roughly 36.3% of revenue as net income. Based on the latest reported figures.
Does BCPG Public Company pay a dividend?
BCPG Public Company currently shows a dividend yield of about 5.26% relative to its recent price (as of Jul 19, 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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