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Information and Communication Networks Public Company (ICN) Fair Value & Analysis

Communication Services · TH · Market cap 1.5B THB

IA Information and Communication Networks Public Company ICN · BK
Price2.14 THB
Fair Value2.78 THB
Upside+29.9%
Quality42/100
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Mixed Growth
Thin margins · 6.4% net margin
Low debt · negative free cash flow
6.82% dividend yield
Ranks above peers (10/13)
Moderate moat 46/100
Evidence: High Range 2.01 THB – 3.54 THB Share as image

Fair value as of: Jul 17, 2026

From 16 valuation models · updated 25 days ago

Share price +0.9% over the past month.

Below-average quality, screening 30% undervalued on our models.

What matters now

  • Our model range runs from 2.01 THB (bear) to 3.54 THB (bull), base 2.78 THB. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 42/100 (below-average quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

6.48 THB 1.47 THB Fair Value 2.78 THB Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.

How to read this chart

60‑month range 1.47 THB – 6.48 THB · fair‑value band 2.01 THB – 3.54 THB · the 2.14 THB price screens below the 2.78 THB fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.

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Analysis

Information and Communication Networks Public Company (ICN) currently trades at 2.14 THB, while our model-based Fair Value estimate is 2.78 THB, implying the stock looks roughly 29.9% undervalued today. The Quality Score stands at 42/100 (below-average quality), in the Communication 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: high), always confirm before acting.

Over the trailing twelve months, Information and Communication Networks Public Company generated revenue of 2.1B THB at a net margin of 6.4%. It earns a return on equity of 14.3%. Net debt stands at 186M THB. The stock trades on a trailing P/E of 10.0. Fundamentals as of Jul 17, 2026

Our scenario range runs from 2.01 THB (bear case) to 3.54 THB (bull case); at 2.14 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 3% below its 52-week high and 51% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at 32% fair-value upside, at 30%, ICN 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 1.14 THB 1.26 THB 1.67 THB 76
ROIC Compounder 1.36 THB 1.57 THB 1.81 THB 72
Gordon GGM 1.24 THB 2.09 THB 3.00 THB 70
All 16 models by family
DCF Models
Owner Earnings 3.61 THB 4.88 THB 6.49 THB 31
Earnings-Based
Graham-Dodd 1.03 THB 2.60 THB 3.37 THB 54
PEG = 1.0 0.4800 THB 0.6800 THB 0.8900 THB 46
EPV 1.35 THB 1.51 THB 1.65 THB 59
Dividend Discount
Gordon GGM 1.24 THB 2.09 THB 3.00 THB 70
DDM Multi-Stage 1.24 THB 1.78 THB 2.28 THB 61
Multiples
P/E Multiple 2.50 THB 3.34 THB 4.17 THB 63
P/S Multiple 1.93 THB 2.58 THB 3.22 THB 58
P/B Multiple 1.93 THB 2.58 THB 3.22 THB 55
EV/EBIT 2.43 THB 3.20 THB 3.96 THB 53
EV/EBITDA 3.98 THB 5.26 THB 6.54 THB 54
EV/Revenue 1.88 THB 2.62 THB 3.37 THB 43
Asset-Based
NCAV (Graham) 0.6500 THB 0.8700 THB 1.31 THB 50
Economic Profit
Residual Income 1.14 THB 1.26 THB 1.67 THB 76
ROIC Compounder 1.36 THB 1.57 THB 1.81 THB 72
Growth Earnings
Growth-Adj P/E 1.93 THB 2.75 THB 3.58 THB 68

Widest divergence: DCF Models (4.88 THB) versus Asset-Based (0.8700 THB). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 2.1B THB
Revenue growth (YoY) +358%
Net margin 6.4%
Return on equity 14.3%
Free cash flow −357M THB FY2025
P/E ratio 10.0
More key figures
Operating margin 6.0%
EPS (TTM) 0.2000 THB
Dividend yield 7.4%
EPS growth (YoY) +121%
Net debt 186M THB FY2025

Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 42/100

Of which business quality 39 · Market factors (momentum, volatility) 77

Profitability 37
Margins and returns on capital today
Quality Growth 27
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 59
Balance sheet, leverage, solvency risk
Investment 68
Disciplined investing over empire-building
Low Volatility 88
Calm price path (market factor)
Momentum 73
Price trend over the last 3–12 months (market factor)
52W Momentum 72
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

Information and Communication Networks Public Company Limited operates as a telecommunication system integrator company in Thailand.

Full company description

Information and Communication Networks Public Company Limited operates as a telecommunication system integrator company in Thailand. The company provides construction services for telecommunication networks; various services for the expansion of the telecommunication system and network; services for the network improvement of telecommunication systems; and design and installation of construction and electrical systems. It also distributes telecommunication spare parts; and offers maintenance services. In addition, the company provides preventive, corrective, and proactive/adaptive maintenance services for mobile exchange, mobile equipment of the base stations, optical and microwave networks, and IP routers/carrier switches, as well as IP networks for voice, video telephony, images, and data. Information and Communication Networks Public Company Limited was incorporated in 2007 and is based in Bangkok, Thailand.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Information and Communication Networks Public Company reported revenue of 1.1B THB in FY2025 versus 1.8B THB in FY2021, a compound −10.9%/yr. Reported net income was 102M THB in FY2025, compounding −10.2%/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)
1.1B THB
Latest YoY
−22.0%
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.
−8.4%
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.
−5.5%
Avg. growth/yr (11Y) 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.
+14.8%
Revenue −10.9%/yr
FY21 1.8B THB
FY22 1.4B THB
FY23 1.9B THB
FY24 1.4B THB
FY25 1.1B THB
Net income −10.2%/yr
FY21 157M THB
FY22 133M THB
FY23 175M THB
FY24 148M THB
FY25 102M THB
Character of growth · EPS growth decomposed (2014-2025) +27.4 % p.a.
Revenue per share +8.1 pp

of which total revenue +12.8 pp · buybacks/dilution −4.7 pp

EBIT margin +15.2 pp
Tax rate +2.4 pp
Residual (interest, one-offs) +1.8 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). "Information and Communication Networks Public Company Fair Value". https://www.fairvalue-calculator.com/stock/ICN

Peer Group

Telecom Services · 250 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 42 · Bottom 25%
Fair Value upside +30% · Above median
Return on equity (TTM) 14% · Above median
Return on assets 5% · Above median
Net margin (TTM) 6% · Above median
Operating margin (TTM) 6% · Below median
Revenue growth 358% · Top 25%
Dividend yield (TTM) 6.8% · Top 25%
Debt / equity 0.02× · Lower than median

Valuation Multiples vs Telecom Services median · lower = cheaper

P/E (TTM) 10.8× · Cheaper than 75% of peers
P/B 1.65× · Pricier than median
P/S (TTM) 0.70× · Cheaper than median
EV/EBITDA 4.7× · 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 73 · sector 29
FUTURE 100 · sector 15
PAST 57 · sector 28
HEALTH 99 · sector 88
DIVIDEND 100 · sector 73

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 Telecom Services stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).

Stock Price Fair Value vs Fair Value
China Mobile Limited 600941 ¥89.98 ¥109.88 +22%
T-Mobile US, Inc TMUS $187.61 $172.67 -8%
Bharti Airtel Limited BHARTIARTL ₹1,922 ₹941.55 -51%
China Telecom Corporation 601728 ¥6.01 ¥8.36 +39%
América Móvil, S.A. AMXB 23.07 MXN 30.35 MXN +32%
Vodafone Group VODN 259.50 MXN 507.27 MXN +95%
Advanced Info Service Public Company ADVANC 379.00 THB 286.77 THB -24%
Chunghwa Telecom Co 2412 133.50 TWD 100.00 TWD -25%
China Unicom (Hong Kong) Limited 0762 HK$6.50 HK$13.03 +100%
Telefónica, S.A TEFN 75.67 MXN 111.01 MXN +47%

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Frequently asked questions

Is Information and Communication Networks Public Company (ICN) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of 2.78 THB versus a price of 2.14 THB, about +30% (undervalued).
What is the fair value of ICN?
Our model-based fair value for Information and Communication Networks Public Company is 2.78 THB (as of Jul 17, 2026), built from audited fundamentals. The current price is 2.14 THB.
What is the quality score of ICN?
Information and Communication Networks Public Company has a Quality Score of 42/100. 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 Information and Communication Networks Public Company (ICN)?
Information and Communication Networks Public Company reported trailing-twelve-month revenue of about 2.1B THB (latest available figure, as of Jul 17, 2026).
What is the net profit margin of ICN?
The net profit margin of Information and Communication Networks Public Company is about 6.4%, meaning it keeps roughly 6.4% of revenue as net income. Based on the latest reported figures.
Does Information and Communication Networks Public Company pay a dividend?
Information and Communication Networks Public Company currently shows a dividend yield of about 7.43% relative to its recent price (as of Jul 17, 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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