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Bangkok Sheet Metal Public Company (BM) Fair Value & Analysis

Industrials · TH · Market cap 764M THB

BS Bangkok Sheet Metal Public Company BM · BK
Price1.15 THB
Fair Value1.68 THB
Upside+45.9%
Quality50/100
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Expensive Growth
Thin margins · 3.6% net margin
Low debt · generates free cash flow
4.27% dividend yield
Ranks above peers (12/14)
Narrow moat 35/100
Evidence: High Range 1.00 THB – 2.09 THB Share as image

Fair value as of: Jul 16, 2026

From 26 valuation models · updated 25 days ago

Fair value updated Jul 16, 2026, revised from 2.06 THB to 1.68 THB (−18.6%) since Jun 25, 2026. Share price −3.4% over the past month.

A solid business, screening 46% undervalued on our models.

What matters now

  • Solid quality (50/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (1.00 THB to 2.09 THB) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

4.80 THB 0.9419 THB Fair Value 1.68 THB Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range 0.9419 THB – 4.80 THB · fair‑value band 1.00 THB – 2.09 THB · the 1.15 THB price screens below the 1.68 THB fair value. Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

Bangkok Sheet Metal Public Company (BM) currently trades at 1.15 THB, while our model-based Fair Value estimate is 1.68 THB, implying the stock looks roughly 45.9% undervalued today. The Quality Score stands at 50/100 (solid quality), in the Industrials 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: high), always confirm before acting.

Over the trailing twelve months, Bangkok Sheet Metal Public Company generated revenue of 1.5B THB at a net margin of 3.6%. Revenue declined 4.7% year over year. It earns a return on equity of 5.9%. Net debt stands at 342M THB. Fundamentals as of Jul 16, 2026

Our scenario range runs from 1.00 THB (bear case) to 2.09 THB (bull case); at 1.15 THB, the current price sits within 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 38% below its 52-week high and 25% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -72% fair-value upside, at 46%, BM 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 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
Growth DCF 0.1000 THB 0.2200 THB 0.3800 THB 80
Residual Income 1.11 THB 1.18 THB 1.29 THB 76
Rev-Margin DCF 0.6100 THB 1.24 THB 1.98 THB 74
All 26 models by family
DCF Models
FCF DCF 0.1000 THB 0.2400 THB 0.4400 THB 38
Owner Earnings 0.2800 THB 0.5200 THB 0.8400 THB 31
5Y Revenue Exit 0.6100 THB 1.26 THB 2.12 THB 39
5Y EBITDA Exit 1.14 THB 2.27 THB 3.63 THB 41
5Y P/E Exit 0.9500 THB 1.90 THB 2.92 THB 38
10Y Revenue Exit 0.3700 THB 0.8700 THB 1.60 THB 36
10Y EBITDA Exit 0.7100 THB 1.52 THB 2.67 THB 37
10Y P/E Exit 0.5900 THB 1.28 THB 2.17 THB 35
Earnings-Based
Graham-Dodd 0.8200 THB 2.84 THB 3.81 THB 54
Lynch FV 0.6600 THB 0.9400 THB 1.22 THB 50
PEG = 1.0 0.6600 THB 0.9400 THB 1.22 THB 46
EPV 0.7400 THB 0.8700 THB 0.9800 THB 59
Dividend Discount
Gordon GGM 1.23 THB 2.21 THB 3.04 THB 70
DDM Multi-Stage 1.23 THB 2.00 THB 2.36 THB 61
Multiples
P/E Multiple 1.91 THB 2.54 THB 3.18 THB 63
P/S Multiple 1.54 THB 2.06 THB 2.57 THB 58
P/B Multiple 1.54 THB 2.06 THB 2.57 THB 55
EV/EBIT 1.49 THB 2.05 THB 2.61 THB 53
EV/EBITDA 2.07 THB 2.82 THB 3.58 THB 54
EV/Revenue 1.00 THB 1.52 THB 2.04 THB 43
Asset-Based
NCAV (Graham) 0.6800 THB 0.9100 THB 1.36 THB 50
Growth DCF
Growth DCF 0.1000 THB 0.2200 THB 0.3800 THB 80
Rev-Margin DCF 0.6100 THB 1.24 THB 1.98 THB 74
Economic Profit
Residual Income 1.11 THB 1.18 THB 1.29 THB 76
ROIC Compounder 0.7400 THB 0.8700 THB 0.9800 THB 72
Growth Earnings
Growth-Adj P/E 1.64 THB 2.34 THB 3.04 THB 68

Widest divergence: Growth Earnings (2.34 THB) versus Growth DCF (0.2200 THB). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 1.5B THB
Revenue growth (YoY) -4.7%
Net margin 3.6%
Return on equity 5.9%
Free cash flow 19.9M THB FY2025
P/E ratio 13.1
More key figures
Operating margin 6.7%
EPS (TTM) 0.0900 THB
Dividend yield 4.3%
EPS growth (YoY) -52.5%
Net debt 342M THB FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 50/100

Of which business quality 49 · Market factors (momentum, volatility) 43

Profitability 42
Margins and returns on capital today
Quality Growth 37
Are margins and returns improving?
Cashflow 35
Earnings quality: real cash, not paper profit
Fin. Strength 50
Balance sheet, leverage, solvency risk
Investment 83
Disciplined investing over empire-building
Low Volatility 72
Calm price path (market factor)
Momentum 40
Price trend over the last 3–12 months (market factor)
52W Momentum 14
Distance to the 52-week high (market factor)
Net Issuance 61
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 Sheet Metal Public Company Limited, together with its subsidiaries, manufactures and distributes metal forming products in Thailand and internationally.

Full company description

Bangkok Sheet Metal Public Company Limited, together with its subsidiaries, manufactures and distributes metal forming products in Thailand and internationally. The company offers metal trunking and white conduit products; communication racks, cabinets, and enclosures; electrical switchboards and lighting fixtures; fabrication and metalworking products; mold and die making products, and machine tools and equipment; and sheet metal, press, machine, and assembly parts. It also provides design, development, machinery, and automation services. The company offers its products under the BM, BSM, BS, and BEST brands. Its products are used for commercial and residential buildings; and factories and infrastructure projects. Bangkok Sheet Metal Public Company Limited was founded in 1995 and is headquartered in Samut Prakan, Thailand.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Bangkok Sheet Metal Public Company reported revenue of 1.5B THB in FY2025 versus 1.1B THB in FY2021, a compound +7.4%/yr. Reported net income was 78.3M THB in FY2025, compounding +1.4%/yr from FY2021.

Growth Quality 51/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
1.5B THB
Latest YoY
−4.6%
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.
+5.0%
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.
+8.5%
Avg. growth/yr (13Y) 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.
+6.2%
Revenue +7.4%/yr
FY21 1.1B THB
FY22 1.3B THB
FY23 1.4B THB
FY24 1.6B THB
FY25 1.5B THB
Net income +1.4%/yr
FY21 74.0M THB
FY22 55.1M THB
FY23 40.2M THB
FY24 82.8M THB
FY25 78.3M THB
Character of growth · EPS growth decomposed (2014-2025) −6.7 % p.a.
Revenue per share −1.5 pp

of which total revenue +7.4 pp · buybacks/dilution −8.9 pp

EBIT margin −6.2 pp
Tax rate +1.3 pp
Residual (interest, one-offs) −0.4 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).

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

Peer Group

Metal Fabrication · 243 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 +46% · Top 25%
Return on equity (TTM) 6% · Above median
Return on assets 3% · Above median
Net margin (TTM) 4% · Above median
Operating margin (TTM) 7% · Above median
Revenue growth -5% · Below median
Dividend yield (TTM) 4.3% · Top 25%
Debt / equity 0.17× · Higher than median

Valuation Multiples vs Metal Fabrication median · lower = cheaper

P/E (TTM) 13.1× · Cheaper than 75% of peers
P/B 0.87× · Cheaper than median
P/S (TTM) 0.51× · Cheaper than median
P/FCF 1.2× · Cheaper than median
EV/EBITDA 6.5× · Cheaper 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 95 · sector 0
FUTURE 0 · sector 37
PAST 24 · sector 21
HEALTH 92 · sector 95
DIVIDEND 85 · sector 25

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 Metal Fabrication stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

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Frequently asked questions

Is Bangkok Sheet Metal Public Company (BM) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of 1.68 THB versus a price of 1.15 THB, about +46% (undervalued).
What is the fair value of BM?
Our model-based fair value for Bangkok Sheet Metal Public Company is 1.68 THB (as of Jul 16, 2026), built from audited fundamentals. The current price is 1.15 THB.
What is the quality score of BM?
Bangkok Sheet Metal 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 Bangkok Sheet Metal Public Company (BM)?
Bangkok Sheet Metal Public Company reported trailing-twelve-month revenue of about 1.5B THB (latest available figure, as of Jul 16, 2026).
What is the net profit margin of BM?
The net profit margin of Bangkok Sheet Metal Public Company is about 3.6%, meaning it keeps roughly 3.6% of revenue as net income. Based on the latest reported figures.
Does Bangkok Sheet Metal Public Company pay a dividend?
Bangkok Sheet Metal Public Company currently shows a dividend yield of about 4.76% relative to its recent price (as of Jul 16, 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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