R&B Food Supply Public Company (RBF) Fair Value & Analysis
Consumer Defensive · TH · Market cap 9.9B THB
Fair value as of: Jul 13, 2026
From 26 valuation models · updated 28 days ago
Share price −2.0% over the past month.
A solid business, but screening 10% overvalued on our models.
What matters now
- A fairly wide model range (2.87 THB to 5.81 THB) leaves room in how you read the outcome.
- Our model range runs from 2.87 THB (bear) to 5.81 THB (bull), base 4.48 THB. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 62/100 (solid quality) with high evidence: the data supports the verdict.
Price vs Fair Value (5 years)
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 2.82 THB – 20.38 THB · fair‑value band 2.87 THB – 5.81 THB · the 5.00 THB price screens above the 4.48 THB fair value. Dashed = 300-day average. As of Jul 13, 2026.
Analysis
R&B Food Supply Public Company (RBF) currently trades at 5.00 THB, while our model-based Fair Value estimate is 4.48 THB, implying the stock looks roughly 10.4% overvalued today. The Quality Score stands at 62/100 (solid quality), in the Consumer Defensive 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).
Over the trailing twelve months, R&B Food Supply Public Company generated revenue of 4.3B THB at a net margin of 10.0%. Revenue declined 1.1% year over year. It earns a return on equity of 8.7%. The balance sheet holds a net cash position of 451M THB. Fundamentals as of Jul 13, 2026
Our scenario range runs from 2.87 THB (bear case) to 5.81 THB (bull case); at 5.00 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 82% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -3% fair-value upside, at -10%, RBF 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.
All 26 models by family
Widest divergence: Growth Earnings (4.10 THB) versus Earnings-Based (1.43 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 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 62 · Market factors (momentum, volatility) 84
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
R&B Food Supply Public Company Limited, together with its subsidiaries, manufactures and trades in bread products, colours, fragrances, and chemicals that are used in food, beverage, and consumer product industries in Thailand. R&B Food Supply Public Company Limited was founded in 1989 and is headquartered in Bangkok, Thailand.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
R&B Food Supply Public Company reported revenue of 4.3B THB in FY2025 versus 3.4B THB in FY2021, a compound +6.2%/yr. Reported net income was 432M THB in FY2025, compounding +0.7%/yr from FY2021.
of which total revenue +8.8 pp · buybacks/dilution −36.5 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).
RBF screens 10% overvalued. Compare with Nestlé India Limited →
Peer Group
Packaged Foods · 649 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 Packaged Foods 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.
Insider activity: 40/100
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 Packaged Foods stocks, each showing price versus our Fair Value estimate (as of Jul 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Nestlé India Limited NESTLEIND | ₹1,427 | ₹362.37 | -75% |
| Britannia Industries Limited BRITANNIA | ₹5,413 | ₹1,870 | -65% |
| Tata Consumer Products Limited TATACONSUM | ₹1,089 | ₹327.27 | -70% |
| PT Indofood CBP Sukses Makmur Tbk ICBP | 6,650 IDR | 15,757 IDR | +137% |
| Samyang Foods Co 003230 | 1,139,000 KRW | 1,010,543 KRW | -11% |
| Patanjali Foods Limited PATANJALI | ₹413.80 | ₹157.04 | -62% |
| Vietnam Dairy Products Joint Stock Company VNM | 58,500 VND | 68,259 VND | +17% |
| PT Mayora Indah Tbk, MYOR | 1,750 IDR | 2,699 IDR | +54% |
| PT Cisarua Mountain Dairy Tbk CMRY | 4,490 IDR | 4,355 IDR | -3% |
| Nongshim Co 004370 | 348,500 KRW | 530,619 KRW | +52% |
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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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