EN DE

Thac Ba Hydropower Joint Stock Company (TBC) Fair Value & Analysis

Utilities · VN · Market cap 2.0T VND

TB Thac Ba Hydropower Joint Stock Company TBC · VN
Price32,000 VND
Fair Value54,479 VND
Upside+70.3%
Quality74/100
Watch Thac Ba Hydropower Joint Stock Company for free, get notified when fair value or trend changes. Watch for free
Weak Growth
Highly profitable · 38.3% net margin
Low debt · generates free cash flow
Ranks above peers (11/14)
Wide moat 83/100
Evidence: Medium Range 40,204 VND – 68,099 VND Share as image

Fair value as of: Jul 18, 2026

From 26 valuation models · updated 23 days ago

Share price −0.6% over the past month.

A solid business, screening 70% undervalued on our models.

What matters now

  • The rarer combination: high quality (74/100) AND below fair value. That earns a closer look rather than a quick verdict.
  • The price is below even our cautious bear case (40,204 VND). The market is more pessimistic than our downside scenario.
Share this valuation: 𝕏 WhatsApp

Price vs Fair Value (5 years)

38,060 VND 15,443 VND Fair Value 54,479 VND Sep 2020 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range 15,443 VND – 38,060 VND · fair‑value band 40,204 VND – 68,099 VND · the 32,000 VND price screens below the 54,479 VND fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Thac Ba Hydropower Joint Stock Company (TBC) currently trades at 32,000 VND, while our model-based Fair Value estimate is 54,479 VND, implying the stock looks roughly 70.3% undervalued today. The Quality Score stands at 74/100 (solid quality), in the Utilities 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: medium), always confirm before acting.

Over the trailing twelve months, Thac Ba Hydropower Joint Stock Company generated revenue of 612B VND at a net margin of 38.3%. Revenue grew 48.2% year over year. It earns a return on equity of 21.8%. Net debt stands at 10.4B VND. Fundamentals as of Jul 18, 2026

Our scenario range runs from 40,204 VND (bear case) to 68,099 VND (bull case); at 32,000 VND, 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 about 12% below its 52-week high and 3% above its 52-week low, currently below its 200-day average. For context, the median of 10 Utilities peers we cover trades at -59% fair-value upside, at 70%, TBC 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 40,164 VND 60,257 VND 90,239 VND 80
Residual Income 20,278 VND 24,707 VND 52,095 VND 76
Rev-Margin DCF 23,077 VND 33,363 VND 45,204 VND 74
All 26 models by family
DCF Models
FCF DCF 39,235 VND 61,533 VND 96,769 VND 38
Owner Earnings 19,998 VND 31,339 VND 49,261 VND 31
5Y Revenue Exit 23,077 VND 32,897 VND 44,909 VND 39
5Y EBITDA Exit 38,576 VND 61,596 VND 88,089 VND 41
5Y P/E Exit 37,341 VND 59,310 VND 82,027 VND 38
10Y Revenue Exit 27,908 VND 38,246 VND 51,220 VND 36
10Y EBITDA Exit 38,461 VND 58,521 VND 84,628 VND 37
10Y P/E Exit 37,660 VND 56,906 VND 79,938 VND 35
Earnings-Based
Graham-Dodd 20,581 VND 60,726 VND 80,323 VND 54
Lynch FV 12,733 VND 18,190 VND 23,647 VND 50
PEG = 1.0 12,733 VND 18,190 VND 23,647 VND 46
EPV 31,793 VND 37,388 VND 42,362 VND 59
Dividend Discount
Gordon GGM 27,285 VND 59,568 VND 100,226 VND 70
DDM Multi-Stage 27,285 VND 44,940 VND 62,080 VND 61
Multiples
P/E Multiple 40,860 VND 54,479 VND 68,099 VND 63
P/S Multiple 16,619 VND 22,159 VND 27,698 VND 58
P/B Multiple 24,835 VND 33,114 VND 41,392 VND 55
EV/EBIT 48,954 VND 65,243 VND 81,533 VND 53
EV/EBITDA 43,043 VND 57,362 VND 71,681 VND 54
EV/Revenue 15,596 VND 22,244 VND 28,891 VND 43
Asset-Based
NCAV (Graham) 9,198 VND 12,326 VND 18,396 VND 50
Growth DCF
Growth DCF 40,164 VND 60,257 VND 90,239 VND 80
Rev-Margin DCF 23,077 VND 33,363 VND 45,204 VND 74
Economic Profit
Residual Income 20,278 VND 24,707 VND 52,095 VND 76
ROIC Compounder 33,963 VND 43,458 VND 54,839 VND 72
Growth Earnings
Growth-Adj P/E 33,724 VND 48,176 VND 62,629 VND 68

Widest divergence: DCF Models (56,906 VND) versus Asset-Based (12,326 VND). Highest evidence: Growth DCF (80).

Notify me when TBC reaches fair value

Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.

Key figures & financial health

Revenue (TTM) 612B VND
Revenue growth (YoY) +48.2%
Net margin 38.3%
Return on equity 21.8%
Free cash flow 210B VND FY2025
P/E ratio 8.9
More key figures
Operating margin 59.7%
EPS (TTM) 3,690 VND
EPS growth (YoY) +146%
Net debt 10.4B VND FY2025

Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 74/100

Of which business quality 71 · Market factors (momentum, volatility) 49

Profitability 58
Margins and returns on capital today
Quality Growth 54
Are margins and returns improving?
Cashflow 83
Earnings quality: real cash, not paper profit
Fin. Strength 83
Balance sheet, leverage, solvency risk
Investment 61
Disciplined investing over empire-building
Low Volatility 91
Calm price path (market factor)
Momentum 36
Price trend over the last 3–12 months (market factor)
52W Momentum 23
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

Thac Ba Hydropower Joint Stock Company produces and trades in electricity in Vietnam. It also provides repairment, maintenance, and renovation services for equipment of hydropower plants. The company was founded in 1971 and is headquartered in Lao Cai, Vietnam.

Full company description

Thac Ba Hydropower Joint Stock Company produces and trades in electricity in Vietnam. It also provides repairment, maintenance, and renovation services for equipment of hydropower plants. The company was founded in 1971 and is headquartered in Lao Cai, Vietnam. Thac Ba Hydropower Joint Stock Company operates as a subsidiary of R Refrigeration Electrical Engineering Corporation.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Thac Ba Hydropower Joint Stock Company reported revenue of 563B VND in FY2025 versus 495B VND in FY2021, a compound +3.2%/yr. Reported net income was 192B VND in FY2025, compounding +3.3%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
563B VND
Latest YoY
+4.5%
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.
−8.1%
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.
+1.1%
Avg. growth/yr (6Y) 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.
+11.2%
Revenue +3.2%/yr
FY21 495B VND
FY22 726B VND
FY23 431B VND
FY24 539B VND
FY25 563B VND
Net income +3.3%/yr
FY21 169B VND
FY22 324B VND
FY23 126B VND
FY24 178B VND
FY25 192B VND

Watch TBC: get an alert when its fair value changes →

Share or link this analysis
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Cite: Fair Value Calculator (2026). "Thac Ba Hydropower Joint Stock Company Fair Value". https://www.fairvalue-calculator.com/stock/TBC

Peer Group

Utilities - Independent Power Producers · 77 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 74 · Top 25%
Fair Value upside +70% · Top 25%
Return on equity (TTM) 22% · Top 25%
Return on assets 12% · Top 25%
Net margin (TTM) 38% · Top 25%
Operating margin (TTM) 60% · Top 25%
Revenue growth 48% · Top 25%
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.06× · Lower than 75% of peers

Valuation Multiples vs Utilities - Independent Power Producers median · lower = cheaper

P/E (TTM) 8.8× · Cheaper than 75% of peers
P/B 1.74× · Pricier than median
P/S (TTM) 3.32× · Pricier than 75% of peers
P/FCF 0.0× · Cheaper than 75% of peers
EV/EBITDA 5.0× · Cheaper than 75% of peers

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 23
FUTURE 100 · sector 0
PAST 87 · sector 32
HEALTH 97 · sector 70
DIVIDEND 0 · sector 52

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 Utilities - Independent Power Producers stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

Stock Price Fair Value vs Fair Value
Constellation Energy Corporation CEG $257.57 $89.08 -65%
Vistra Corp VST $158.86 $47.59 -70%
Adani Power Limited ADANIPOWER ₹218.45 ₹75.57 -65%
CGN Power Co 003816 ¥3.88 ¥3.13 -19%
NRG Energy, Inc NRG $137.90 $56.02 -59%
Gulf Development Public Company GULF 67.50 THB 40.44 THB -40%
Adani Energy Solutions Limited ADANIENSOL ₹1,730 ₹342.02 -80%
Talen Energy Corporation TLN $372.37 $44.67 -88%
Datang International Power Generation Co 601991 ¥5.80 ¥4.95 -15%
Power Assets Holdings 0006 HK$58.45 HK$31.90 -45%

Compare Thac Ba Hydropower Joint Stock Company with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Utilities stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Frequently asked questions

Is Thac Ba Hydropower Joint Stock Company (TBC) overvalued or undervalued?
As of Jul 18, 2026, our model estimates a fair value of 54,479 VND versus a price of 32,000 VND, about +70% (undervalued).
What is the fair value of TBC?
Our model-based fair value for Thac Ba Hydropower Joint Stock Company is 54,479 VND (as of Jul 18, 2026), built from audited fundamentals. The current price is 32,000 VND.
What is the quality score of TBC?
Thac Ba Hydropower Joint Stock Company has a Quality Score of 74/100. 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 Thac Ba Hydropower Joint Stock Company (TBC)?
Thac Ba Hydropower Joint Stock Company reported trailing-twelve-month revenue of about 612B VND (latest available figure, as of Jul 18, 2026).
What is the net profit margin of TBC?
The net profit margin of Thac Ba Hydropower Joint Stock Company is about 38.3%, meaning it keeps roughly 38.3% of revenue as net income. Based on the latest reported figures.

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.

14 days Pro free · no card

Track Thac Ba Hydropower Joint Stock Company and try Pro for 14 days

One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.

Zero risk: nothing is ever charged. After 14 days you decide whether to stay.