Polynet Public Company (POLY) Fair Value & Analysis
Industrials · TH · Market cap 3.1B THB
Fair value as of: Jul 17, 2026
From 26 valuation models · updated 24 days ago
Fair value updated Jul 17, 2026, revised from 11.59 THB to 7.71 THB (−33.5%) since Jun 24, 2026.
A strong business, screening 13% undervalued on our models.
What matters now
- A fairly wide model range (5.22 THB to 9.60 THB) leaves room in how you read the outcome.
- Our model range runs from 5.22 THB (bear) to 9.60 THB (bull), base 7.71 THB. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 75/100 (high quality) with high evidence: the data supports the verdict.
Price vs Fair Value (4 years)
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
45‑month range 6.00 THB – 13.11 THB · fair‑value band 5.22 THB – 9.60 THB · the 6.85 THB price screens below the 7.71 THB fair value. Dashed = 300-day average. As of Jul 17, 2026.
Analysis
Polynet Public Company (POLY) currently trades at 6.85 THB, while our model-based Fair Value estimate is 7.71 THB, implying the stock looks roughly 12.5% undervalued today. The Quality Score stands at 75/100 (high 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, Polynet Public Company generated revenue of 1.2B THB at a net margin of 22.4%. Revenue grew 1.4% year over year. It earns a return on equity of 20.4%. The balance sheet holds a net cash position of 90.7M THB. Fundamentals as of Jul 17, 2026
Our scenario range runs from 5.22 THB (bear case) to 9.60 THB (bull case); at 6.85 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 14% below its 52-week high and 18% 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 13%, POLY 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.
All 26 models by family
Widest divergence: DCF Models (11.85 THB) versus Asset-Based (1.98 THB). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 72 · Market factors (momentum, volatility) 56
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
Polynet Public Company Limited manufactures and sells rubber, plastic, silicone, and molds products in Thailand. It offers car ventilation grill, wiring harness cover, door seal, snubber, mudguard, air hose, rubber seal, rubber hose clamp, brake protective rubber, axle rubber cover, dust seal, steering rubber, stabilizer rubber, rope, silicone valve, and …
Full company description
Polynet Public Company Limited manufactures and sells rubber, plastic, silicone, and molds products in Thailand. It offers car ventilation grill, wiring harness cover, door seal, snubber, mudguard, air hose, rubber seal, rubber hose clamp, brake protective rubber, axle rubber cover, dust seal, steering rubber, stabilizer rubber, rope, silicone valve, and airbag cover products for automotive industries. The company also provides steam releaser, silicone seal, drain valve, light bulb seal, food container lid, rubber seal, tea strainer, plastic lid, breast pump device, silicone straw, baby training cup, silicone chopstick assistor, and anti-slippery rubber products, as well as food container for pets; rubber tire caps; and basketball, volleyball, handball, and rubber surfaces for consumer goods industries. In addition, it offers sperm guide, sparkle cannula, nasal pillow, menstrual cup, oxygen mask, nasal irrigation silicone tip, silicon sleeve, universal closed system, and silicone tubing products for medical devices and equipment industries. Polynet Public Company Limited was founded in 1999 and is headquartered in Bang Sao Thong, Thailand.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Polynet Public Company reported revenue of 1.2B THB in FY2025 versus 786M THB in FY2021, a compound +11.1%/yr. Reported net income was 268M THB in FY2025, compounding +22.0%/yr from FY2021.
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Peer Group
Metal Fabrication · 244 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.
Valuation Multiples vs Metal Fabrication median · lower = cheaper
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.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
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 17, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Carpenter Technology Corporation CRS | $577.10 | $103.31 | -82% |
| ATI Inc ATI | $186.17 | $36.51 | -80% |
| Mueller Industries, Inc MLI | $59.13 | $60.24 | +2% |
| China International Marine Containers (Group) Co 000039 | ¥7.45 | ¥1.15 | -85% |
| JL Mag Rare-Earth Co 300748 | ¥31.69 | ¥8.74 | -72% |
| Western Superconducting Technologies Co 688122 | ¥56.73 | ¥24.43 | -57% |
| Ningbo Zhenyu Technology Co 300953 | ¥131.65 | ¥44.23 | -66% |
| Anhui Yingliu Electromechanical Co 603308 | ¥48.52 | ¥8.07 | -83% |
| Baoding Technology Co 002552 | ¥43.95 | ¥5.44 | -88% |
| Xiamen Voke Mold & Plastic Engineering Co 301196 | ¥110.08 | ¥42.71 | -61% |
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Frequently asked questions
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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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