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S 11 Group (S11) Fair Value & Analysis

Financial Services · TH · Market cap 2.7B THB

S1 S 11 Group S11 · BK
Price4.52 THB
Fair Value7.93 THB
Upside+75.4%
Quality72/100
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Weak Growth
Highly profitable · 50.7% net margin
Low debt · generates free cash flow
5.63% dividend yield
Ranks above peers (12/14)
Wide moat 72/100
Evidence: High Range 5.36 THB – 10.93 THB Share as image

Fair value as of: Jul 15, 2026

From 13 valuation models · updated 25 days ago

Share price +4.6% over the past month.

A solid business, screening 75% undervalued on our models.

What matters now

  • The rarer combination: high quality (72/100) AND below fair value. That earns a closer look rather than a quick verdict.
  • The price is below even our cautious bear case (5.36 THB). The market is more pessimistic than our downside scenario.
  • A fairly wide model range (5.36 THB to 10.93 THB) leaves room in how you read the outcome.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

6.28 THB 1.54 THB Fair Value 7.93 THB Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.

How to read this chart

60‑month range 1.54 THB – 6.28 THB · fair‑value band 5.36 THB – 10.93 THB · the 4.52 THB price screens below the 7.93 THB fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 15, 2026.

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Analysis

S 11 Group (S11) currently trades at 4.52 THB, while our model-based Fair Value estimate is 7.93 THB, implying the stock looks roughly 75.4% undervalued today. The Quality Score stands at 72/100 (solid quality), in the Financial 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, S 11 Group generated revenue of 783M THB at a net margin of 50.7%. Revenue grew 6.7% year over year. It earns a return on equity of 11.0%. Net debt stands at 2.5B THB. Fundamentals as of Jul 15, 2026

Our scenario range runs from 5.36 THB (bear case) to 10.93 THB (bull case); at 4.52 THB, the current price sits below 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 81% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -41% fair-value upside, at 75%, S11 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 5.45 THB 8.66 THB 13.09 THB 80
Residual Income 5.17 THB 5.74 THB 8.67 THB 76
Rev-Margin DCF 2.55 THB 4.34 THB 6.44 THB 74
All 13 models by family
DCF Models
Owner Earnings 4.95 THB 8.40 THB 13.48 THB 31
5Y P/E Exit 4.32 THB 7.59 THB 10.99 THB 38
10Y P/E Exit 4.64 THB 7.51 THB 10.98 THB 35
Earnings-Based
Graham-Dodd 4.15 THB 13.11 THB 17.47 THB 54
Lynch FV 2.88 THB 4.11 THB 5.35 THB 50
Dividend Discount
Gordon GGM 1.84 THB 3.67 THB 5.56 THB 70
DDM Multi-Stage 1.84 THB 3.02 THB 3.88 THB 61
Multiples
P/E Multiple 5.95 THB 7.93 THB 9.92 THB 63
P/B Multiple 6.22 THB 8.29 THB 10.36 THB 55
Asset-Based
NCAV (Graham) 2.96 THB 3.97 THB 5.92 THB 50
Growth DCF
Growth DCF 5.45 THB 8.66 THB 13.09 THB 80
Rev-Margin DCF 2.55 THB 4.34 THB 6.44 THB 74
Economic Profit
Residual Income 5.17 THB 5.74 THB 8.67 THB 76

Widest divergence: Multiples (7.93 THB) versus Dividend Discount (3.02 THB). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 783M THB
Revenue growth (YoY) +6.7%
Net margin 50.7%
Return on equity 11.0%
Free cash flow 391M THB FY2025
P/E ratio 6.7
More key figures
Operating margin 70.5%
EPS (TTM) 0.6500 THB
Dividend yield 5.6%
EPS growth (YoY) +24.2%
Net debt 2.5B THB FY2025

Figures from reported company fundamentals · as of Jul 15, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 72/100

Of which business quality 66 · Market factors (momentum, volatility) 86

Profitability 44
Margins and returns on capital today
Quality Growth 70
Are margins and returns improving?
Cashflow 85
Earnings quality: real cash, not paper profit
Fin. Strength 42
Balance sheet, leverage, solvency risk
Investment 90
Disciplined investing over empire-building
Low Volatility 90
Calm price path (market factor)
Momentum 78
Price trend over the last 3–12 months (market factor)
52W Momentum 95
Distance to the 52-week high (market factor)
Net Issuance 82
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

S 11 Group Public Company Limited, through its subsidiary, engages in the hire-purchase of motorcycles and motorcycle registration loans to individuals in Thailand. The company offers motorcycle hire-purchase and personal loans. It also provides after-sales services, including registration tax renewal and insurance services.

Full company description

S 11 Group Public Company Limited, through its subsidiary, engages in the hire-purchase of motorcycles and motorcycle registration loans to individuals in Thailand. The company offers motorcycle hire-purchase and personal loans. It also provides after-sales services, including registration tax renewal and insurance services. S 11 Group Public Company Limited was founded in 2011 and is headquartered in Bangkok, Thailand.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

S 11 Group reported revenue of 1.2B THB in FY2025 versus 1.8B THB in FY2021, a compound −10.4%/yr. Reported net income was 374M THB in FY2025, compounding −1.7%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
1.2B THB
Latest YoY
+2.3%
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.
−9.8%
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.
−10.4%
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.
+12.8%
Revenue −10.4%/yr
FY21 1.8B THB
FY22 1.6B THB
FY23 525M THB
FY24 1.1B THB
FY25 1.2B THB
Net income −1.7%/yr
FY21 400M THB
FY22 352M THB
FY23 49.5M THB
FY24 117M THB
FY25 374M THB
Character of growth · EPS growth decomposed (2014-2025) −6.6 % p.a.
Revenue per share −1.9 pp

of which total revenue −1.8 pp · buybacks/dilution −0.1 pp

EBIT margin +2.1 pp
Tax rate +0.0 pp
Residual (interest, one-offs) −6.8 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). "S 11 Group Fair Value". https://www.fairvalue-calculator.com/stock/S11

Peer Group

Credit Services · 331 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 72 · Top 25%
Fair Value upside +75% · Top 25%
Return on equity (TTM) 11% · Above median
Return on assets 6% · Top 25%
Net margin (TTM) 51% · Top 25%
Operating margin (TTM) 70% · Top 25%
Revenue growth 7% · Below median
Dividend yield (TTM) 5.6% · Top 25%
Debt / equity 0.27× · Lower than median

Valuation Multiples vs Credit Services median · lower = cheaper

P/E (TTM) 6.7× · Cheaper than 75% of peers
P/B 0.74× · Cheaper than median
P/S (TTM) 3.43× · Pricier than median
P/FCF 0.2× · Cheaper than median
EV/EBITDA 7.7× · 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 100 · sector 37
FUTURE 34 · sector 39
PAST 44 · sector 32
HEALTH 86 · sector 58
DIVIDEND 100 · sector 51

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 Credit Services stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).

Stock Price Fair Value vs Fair Value
Visa Inc V $348.97 $204.19 -41%
Mastercard Incorporated MA $537.70 $221.87 -59%
American Express Company AXP $358.44 $206.40 -42%
Bajaj Finance Limited BAJFINANCE ₹1,056 ₹397.61 -62%
Shriram Finance Limited SHRIRAMFIN ₹1,024 ₹553.83 -46%
Cholamandalam Investment and Finance Company CHOLAFIN ₹1,808 ₹796.52 -56%
Tata Capital Limited TATACAP ₹360.60 ₹229.85 -36%
Power Finance Corporation PFC ₹405.10 ₹810.20 +100%
Muthoot Finance Limited MUTHOOTFIN ₹3,129 ₹3,463 +11%
Indian Railway Finance Corporation IRFC ₹88.41 ₹69.72 -21%

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Frequently asked questions

Is S 11 Group (S11) overvalued or undervalued?
As of Jul 15, 2026, our model estimates a fair value of 7.93 THB versus a price of 4.52 THB, about +75% (undervalued).
What is the fair value of S11?
Our model-based fair value for S 11 Group is 7.93 THB (as of Jul 15, 2026), built from audited fundamentals. The current price is 4.52 THB.
What is the quality score of S11?
S 11 Group has a Quality Score of 72/100. 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 S 11 Group (S11)?
S 11 Group reported trailing-twelve-month revenue of about 783M THB (latest available figure, as of Jul 15, 2026).
What is the net profit margin of S11?
The net profit margin of S 11 Group is about 50.7%, meaning it keeps roughly 50.7% of revenue as net income. Based on the latest reported figures.
Does S 11 Group pay a dividend?
S 11 Group currently shows a dividend yield of about 6.25% relative to its recent price (as of Jul 15, 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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