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BKI Holdings (BKIH) Fair Value & Analysis

Financial Services · TH · Market cap 38.7B THB

BH BKI Holdings BKIH · BK
Price375.00 THB
Fair Value588.97 THB
Upside+57.1%
Quality61/100
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Weak Growth
Solidly profitable · 10.9% net margin
generates free cash flow
3.70% dividend yield
Ranks above peers (11/13)
Moderate moat 52/100
Evidence: Medium Range 441.73 THB – 736.21 THB Share as image

Fair value as of: Jul 13, 2026

From 6 valuation models · updated 27 days ago

Share price +1.1% over the past month.

A solid business, screening 57% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (441.73 THB). The market is more pessimistic than our downside scenario.
  • Solid quality (61/100) at a price below fair value, the discount is the argument here, not the business quality.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (2 years)

375.00 THB 243.26 THB Fair Value 588.97 THB Jun 2024 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 13, 2026.

How to read this chart

26‑month range 243.26 THB – 375.00 THB · fair‑value band 441.73 THB – 736.21 THB · the 375.00 THB price screens below the 588.97 THB fair value. Dashed = 300-day average. As of Jul 13, 2026.

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Analysis

BKI Holdings (BKIH) currently trades at 375.00 THB, while our model-based Fair Value estimate is 588.97 THB, implying the stock looks roughly 57.1% undervalued today. The Quality Score stands at 61/100 (solid quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.

Over the trailing twelve months, BKI Holdings generated revenue of 33.5B THB at a net margin of 10.9%. Revenue grew 8.1% year over year. It earns a return on equity of 12.3%. The stock trades on a trailing P/E of 10.6. Fundamentals as of Jul 13, 2026

Our scenario range runs from 441.73 THB (bear case) to 736.21 THB (bull case); at 375.00 THB, the current price sits below 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 1% below its 52-week high and 44% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -12% fair-value upside, at 57%, BKIH screens cheaper 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
Residual Income 251.47 THB 280.88 THB 428.01 THB 76
Gordon GGM 162.51 THB 228.31 THB 295.65 THB 70
P/E Multiple 287.12 THB 382.83 THB 478.54 THB 63
All 6 models by family
Dividend Discount
Gordon GGM 162.51 THB 228.31 THB 295.65 THB 70
DDM Multi-Stage 162.51 THB 227.25 THB 302.88 THB 61
Multiples
P/E Multiple 287.12 THB 382.83 THB 478.54 THB 63
P/B Multiple 295.26 THB 393.68 THB 492.09 THB 55
Asset-Based
NCAV (Graham) 140.60 THB 188.40 THB 281.20 THB 50
Economic Profit
Residual Income 251.47 THB 280.88 THB 428.01 THB 76

Widest divergence: Multiples (382.83 THB) versus Asset-Based (188.40 THB). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 33.5B THB
Revenue growth (YoY) +8.1%
Net margin 10.9%
Return on equity 12.3%
Free cash flow 2.2B THB FY2025
P/E ratio 10.6
More key figures
Operating margin 13.9%
EPS (TTM) 34.93 THB
Dividend yield 3.7%
EPS growth (YoY) +102%

Figures from reported company fundamentals · as of Jul 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 61/100

Of which business quality 57 · Market factors (momentum, volatility) 86

Profitability 41
Margins and returns on capital today
Quality Growth 36
Are margins and returns improving?
Cashflow 49
Earnings quality: real cash, not paper profit
Fin. Strength 57
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 100
Calm price path (market factor)
Momentum 76
Price trend over the last 3–12 months (market factor)
52W Momentum 88
Distance to the 52-week high (market factor)
Net Issuance 80
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

BKI Holdings Public Company Limited engages in the provision of non-life insurance in Thailand. It operates through Motor, Non-motor, Total insurance segments, and Others segments.

Full company description

BKI Holdings Public Company Limited engages in the provision of non-life insurance in Thailand. It operates through Motor, Non-motor, Total insurance segments, and Others segments. The company offers travel accident, personal accident, motor, health, property, third party liability, business all risks, engineering, marine and cargo, aviation, transportation, and miscellaneous insurance products, as well as insurance for homes, shops, and business establishments. BKI Holdings Public Company Limited was incorporated in 1947 and is headquartered in Bangkok, Thailand.

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

Revenue & earnings trend

FY2023 – FY2025 · reported fiscal years

BKI Holdings reported revenue of 23.0B THB in FY2025 versus 20.6B THB in FY2023, a compound +5.6%/yr. Reported net income was 3.1B THB in FY2025, compounding +0.3%/yr from FY2023.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
23.0B THB
Latest YoY
+0.1%
Revenue +5.6%/yr
FY23 20.6B THB
FY24 23.0B THB
FY25 23.0B THB
Net income +0.3%/yr
FY23 3.0B THB
FY24 3.0B THB
FY25 3.1B THB

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Cite: Fair Value Calculator (2026). "BKI Holdings Fair Value". https://www.fairvalue-calculator.com/stock/BKIH

Peer Group

Insurance - Diversified · 84 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 61 · Above median
Fair Value upside +57% · Top 25%
Return on equity (TTM) 12% · Above median
Return on assets 4% · Top 25%
Net margin (TTM) 11% · Above median
Operating margin (TTM) 14% · Above median
Revenue growth 8% · Above median
Dividend yield (TTM) 3.7% · Above median

Valuation Multiples vs Insurance - Diversified median · lower = cheaper

P/E (TTM) 10.6× · Cheaper than median
P/B 1.32× · Cheaper than median
P/S (TTM) 1.16× · Pricier than median
P/FCF 0.5× · Cheaper than median
EV/EBITDA 8.7× · 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 100 · sector 44
FUTURE 41 · sector 31
PAST 49 · sector 49
HEALTH 0 · sector 89
DIVIDEND 74 · sector 45

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 Insurance - Diversified stocks, each showing price versus our Fair Value estimate (as of Jul 13, 2026).

Stock Price Fair Value vs Fair Value
Berkshire Hathaway Inc BRKB 8,562 MXN 10,844 MXN +27%
Allianz SE ALV €421.00 €369.31 -12%
Zurich Insurance Group ZURN CHF 624.40 CHF 619.80 -1%
AXA SA AXAN 888.28 MXN 1,249 MXN +41%
Assicurazioni Generali S.p.A G €42.90 €12.18 -72%
Sun Life Financial Inc SLF C$114.20 C$87.83 -23%
BB Seguridade Participações S.A BBSE3 R$40.71 R$60.39 +48%
Tryg A/S TRYG kr 154.00 kr 116.45 -24%
PT Sinar Mas Multiartha Tbk SMMA 20,625 IDR 4,176 IDR -80%
Caixa Seguridade Participações S.A CXSE3 R$21.77 R$18.60 -15%

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Frequently asked questions

Is BKI Holdings (BKIH) overvalued or undervalued?
As of Jul 13, 2026, our model estimates a fair value of 588.97 THB versus a price of 375.00 THB, about +57% (undervalued).
What is the fair value of BKIH?
Our model-based fair value for BKI Holdings is 588.97 THB (as of Jul 13, 2026), built from audited fundamentals. The current price is 375.00 THB.
What is the quality score of BKIH?
BKI Holdings has a Quality Score of 61/100. 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 BKI Holdings (BKIH)?
BKI Holdings reported trailing-twelve-month revenue of about 33.5B THB (latest available figure, as of Jul 13, 2026).
What is the net profit margin of BKIH?
The net profit margin of BKI Holdings is about 10.9%, meaning it keeps roughly 10.9% of revenue as net income. Based on the latest reported figures.
Does BKI Holdings pay a dividend?
BKI Holdings currently shows a dividend yield of about 3.81% relative to its recent price (as of Jul 13, 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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