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FTREIT Fair Value & Analysis

Real Estate · TH · Market cap 40.4B THB

F FTREIT FTREIT · BK
Price12.90 THB
Fair Value12.42 THB
Upside-3.7%
Quality65/100
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Healthy Growth
Highly profitable · 141.6% net margin
Low debt · generates free cash flow
0.53% dividend yield
Ranks above peers (10/14)
Moderate moat 52/100
Evidence: High Range 8.79 THB – 17.77 THB Share as image

Fair value as of: Jul 13, 2026

From 15 valuation models · updated 28 days ago

Share price +7.5% over the past month.

A solid business, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • A fairly wide model range (8.79 THB to 17.77 THB) leaves room in how you read the outcome.
  • As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
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Price vs Fair Value (5 years)

13.00 THB 6.87 THB Fair Value 12.42 THB Feb 2021 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

60‑month range 6.87 THB – 13.00 THB · fair‑value band 8.79 THB – 17.77 THB · the 12.90 THB price screens above the 12.42 THB fair value. Dashed = 300-day average. As of Jul 13, 2026.

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Analysis

FTREIT (FTREIT) currently trades at 12.90 THB, while our model-based Fair Value estimate is 12.42 THB, implying the stock looks roughly 3.7% fairly valued today. The Quality Score stands at 65/100 (solid quality), in the Real Estate 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).

Trailing-twelve-month revenue stands at 2.1B THB. It earns a return on equity of 19.4%. Net debt stands at 14.4B THB. The stock trades on a trailing P/E of 11.7. Fundamentals as of Jul 13, 2026

Our scenario range runs from 8.79 THB (bear case) to 17.77 THB (bull case); at 12.90 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 near its 52-week high and 61% above its 52-week low, currently above its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -45% fair-value upside, at -4%, FTREIT 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
Growth DCF 8.65 THB 22.34 THB 45.98 THB 80
Residual Income 9.78 THB 10.74 THB 14.49 THB 76
Gordon GGM 6.94 THB 14.43 THB 22.90 THB 70
All 15 models by family
DCF Models
FCF DCF 9.11 THB 19.66 THB 47.42 THB 38
5Y Revenue Exit 4.24 THB 10.94 THB 20.89 THB 39
5Y EBITDA Exit 8.22 THB 19.88 THB 36.32 THB 41
10Y Revenue Exit 5.44 THB 12.94 THB 24.15 THB 36
10Y EBITDA Exit 8.44 THB 19.98 THB 39.80 THB 37
Dividend Discount
Gordon GGM 6.94 THB 14.43 THB 22.90 THB 70
DDM Multi-Stage 6.94 THB 12.17 THB 15.15 THB 61
Multiples
P/S Multiple 6.26 THB 8.35 THB 10.44 THB 58
P/B Multiple 13.45 THB 17.94 THB 22.42 THB 55
EV/EBIT 12.02 THB 17.45 THB 22.88 THB 53
EV/EBITDA 8.33 THB 12.53 THB 16.73 THB 54
EV/Revenue 2.03 THB 4.73 THB 7.43 THB 43
Asset-Based
NCAV (Graham) 5.61 THB 7.51 THB 11.21 THB 50
Growth DCF
Growth DCF 8.65 THB 22.34 THB 45.98 THB 80
Economic Profit
Residual Income 9.78 THB 10.74 THB 14.49 THB 76

Widest divergence: Growth DCF (22.34 THB) versus Asset-Based (7.51 THB). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 2.1B THB
Revenue growth (YoY) +380%
Net margin 142%
Return on equity 19.4%
Free cash flow 3.0B THB FY2025
P/E ratio 12.4
More key figures
Operating margin 68.3%
EPS (TTM) 0.9900 THB
Dividend yield 0.5%
EPS growth (YoY) -3.0%
Net debt 14.4B THB FY2025

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

Quality Score breakdown

Overall quality 65/100

Of which business quality 65 · Market factors (momentum, volatility) 81

Profitability 40
Margins and returns on capital today
Quality Growth 63
Are margins and returns improving?
Cashflow 81
Earnings quality: real cash, not paper profit
Fin. Strength 58
Balance sheet, leverage, solvency risk
Investment 87
Disciplined investing over empire-building
Low Volatility 92
Calm price path (market factor)
Momentum 66
Price trend over the last 3–12 months (market factor)
52W Momentum 94
Distance to the 52-week high (market factor)
Net Issuance 70
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

Frasers Property Thailand Industrial Freehold & Leasehold REIT is a real estate investment trust externally managed by TICON Management Company Limited. The firm acquire, lease and/or sub-lease of immovable properties.

Full company description

Frasers Property Thailand Industrial Freehold & Leasehold REIT is a real estate investment trust externally managed by TICON Management Company Limited. The firm acquire, lease and/or sub-lease of immovable properties. It will take the transfer of the ownership and/or leasehold rights and/or sub-leasehold rights therein and seek benefits from those properties by way of lease, sub-lease, transferring and/or disposing of immovable properties the Trust invests in or acquires. Frasers Property Thailand Industrial Freehold & Leasehold REIT was formed on December 12, 2014 and is based in Bangkok, Thailand.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

FTREIT reported revenue of 4.2B THB in FY2025 versus 3.4B THB in FY2021, a compound +5.8%/yr. Reported net income was 3.5B THB in FY2025, compounding +12.6%/yr from FY2021.

Growth Quality 84/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
4.2B THB
Latest YoY
+6.7%
Avg. growth/yr (3Y)
+5.2%
Avg. growth/yr (5Y)
+7.3%
Avg. growth/yr (11Y)
+36.3%
Revenue +5.8%/yr
FY21 3.4B THB
FY22 3.6B THB
FY23 3.8B THB
FY24 4.0B THB
FY25 4.2B THB
Net income +12.6%/yr
FY21 2.2B THB
FY22 2.4B THB
FY23 2.9B THB
FY24 2.4B THB
FY25 3.5B THB

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

Peer Group

REIT - Industrial · 63 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 66 · Above median
Fair Value upside −4% · Above median
Return on equity (TTM) 19% · Top 25%
Return on assets 4% · Top 25%
Net margin (TTM) 142% · Top 25%
Operating margin (TTM) 68% · Above median
Revenue growth 380% · Top 25%
Dividend yield (TTM) 0.5% · Bottom 25%
Debt / equity 0.40× · Lower than median

Valuation Multiples vs REIT - Industrial median · lower = cheaper

P/E (TTM) 12.4× · Cheaper than median
P/B 1.10× · Pricier than median
P/S (TTM) 18.83× · Pricier than 75% of peers
P/FCF 0.4× · Cheaper than 75% of peers
EV/EBITDA 16.8× · 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 28 · sector 5
FUTURE 100 · sector 19
PAST 78 · sector 27
HEALTH 80 · sector 76
DIVIDEND 11 · sector 100

Insider activity: 40/100

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

Stock Price Fair Value vs Fair Value
Prologis, Inc PLD $143.42 $61.28 -57%
Public Storage, a member of the S&P 500, PSA $322.48 $172.80 -46%
Extra Space Storage Inc EXR $147.71 $78.38 -47%
EastGroup Properties, Inc EGP $213.10 $81.41 -62%
Lineage, Inc LINE $41.42 $47.91 +16%
CapitaLand Ascendas REIT (CLAR) A17U 2.51 SGD 2.00 SGD -20%
CubeSmart CUBE $42.09 $25.06 -40%
First Industrial Realty Trust, Inc FR $66.99 $21.48 -68%
Rexford Industrial Realty, Inc REXR $39.00 $21.35 -45%
STAG Industrial, Inc STAG $41.11 $24.31 -41%

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Frequently asked questions

Is FTREIT overvalued or undervalued?
As of Jul 13, 2026, our model estimates a fair value of 12.42 THB versus a price of 12.90 THB, about −4% (fairly valued).
What is the fair value of FTREIT?
Our model-based fair value for FTREIT is 12.42 THB (as of Jul 13, 2026), built from audited fundamentals. The current price is 12.90 THB.
What is the quality score of FTREIT?
FTREIT has a Quality Score of 65/100. 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 FTREIT?
FTREIT reported trailing-twelve-month revenue of about 2.1B THB (latest available figure, as of Jul 13, 2026).
What is the net profit margin of FTREIT?
The net profit margin of FTREIT is about 141.6%, meaning it keeps roughly 141.6% of revenue as net income. Based on the latest reported figures.
Does FTREIT pay a dividend?
FTREIT currently shows a dividend yield of about 0.57% 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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