Thaifoods Group (TFG) Fair Value & Analysis
Consumer Defensive · TH · Market cap 61.1B THB
Fair value as of: Jul 18, 2026
From 26 valuation models · updated 23 days ago
Share price −11.6% over the past month.
A strong business, screening 146% undervalued on our models.
What matters now
- The rarer combination: high quality (76/100) AND below fair value. That earns a closer look rather than a quick verdict.
- The price is below even our cautious bear case (16.89 THB). The market is more pessimistic than our downside scenario.
- A fairly wide model range (16.89 THB to 34.58 THB) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
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 2.49 THB – 11.20 THB · fair‑value band 16.89 THB – 34.58 THB · the 9.55 THB price screens below the 23.53 THB fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.
Analysis
Thaifoods Group (TFG) currently trades at 9.55 THB, while our model-based Fair Value estimate is 23.53 THB, implying the stock looks roughly 146.4% undervalued today. The Quality Score stands at 76/100 (high quality), in the Consumer Defensive 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, Thaifoods Group generated revenue of 72.9B THB at a net margin of 10.2%. Revenue declined 0.8% year over year. It earns a return on equity of 36.6%. Net debt stands at 18.0B THB. Fundamentals as of Jul 18, 2026
Our scenario range runs from 16.89 THB (bear case) to 34.58 THB (bull case); at 9.55 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 about 17% below its 52-week high and 160% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 39% fair-value upside, at 146%, TFG 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 (36.23 THB) versus Asset-Based (2.27 THB). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 73 · Market factors (momentum, volatility) 78
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
Thaifoods Group Public Company Limited, together with its subsidiaries, engages in the production and distribution of chicken and swine products in Thailand, Vietnam, Japan, and internationally. It operates through five segments: Poultry Business, Swine Business, Feed Mill Business, Retail Business, and Other Businesses.
Full company description
Thaifoods Group Public Company Limited, together with its subsidiaries, engages in the production and distribution of chicken and swine products in Thailand, Vietnam, Japan, and internationally. It operates through five segments: Poultry Business, Swine Business, Feed Mill Business, Retail Business, and Other Businesses. The company offers frozen chicken products; and processed foods, including jumbo cheese, chicken hotdog cheese, footlong chicken, chicken cocktail cheese, chicken garlic, cheese, smoked chicken, smoked crispy chicken, and jumbo smoked chicken sausages; chili chicken and chicken yor roll, chili chicken and chicken yor slide, chili bologna, bolognas, chicken meatball with crab stick, chicken tendon meat ball, and chicken meatball with seaweed. It also provides pork products comprising collar, shoulder, knuckle, spare rib, ham, tenderloin, belly, and head; and feed products. In addition, the company is involved in production and distribution of broiler chick, and sauce and seasoning products; research of cattle disease; manufacturing of vaccine, sack, and plastic sack; retail and real estate development businesses, as well as construction business and related services; breeding and distribution of pets; production and distribution of renewable energy; and operates as a consulting and service provider for logistics software. Further, it provides credit and leasing; and asset management services. Thaifoods Group Public Company Limited was founded in 1987 and is based in Bangkok, Thailand.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Thaifoods Group reported revenue of 72.8B THB in FY2025 versus 34.8B THB in FY2021, a compound +20.2%/yr. Reported net income was 7.4B THB in FY2025, compounding +90.8%/yr from FY2021.
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Peer Group
Farm Products · 291 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 Farm Products 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 Farm Products stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Muyuan Foods Group 002714 | ¥40.90 | ¥48.19 | +18% |
| Wens Foodstuff Group 300498 | ¥14.51 | ¥12.08 | -17% |
| Mowi ASA MOWI | kr 188.40 | kr 262.59 | +39% |
| PT Charoen Pokphand Indonesia Tbk, CPIN | 3,120 IDR | 7,076 IDR | +127% |
| Charoen Pokphand Foods Public Company CPF | 22.00 THB | 55.71 THB | +153% |
| PT Triputra Agro Persada Tbk TAPG | 1,540 IDR | 3,105 IDR | +102% |
| PT FAP Agri Tbk FAPA | 7,300 IDR | 7,463 IDR | +2% |
| PT Japfa Comfeed Indonesia Tbk JPFA | 2,070 IDR | 7,231 IDR | +249% |
| PT Jhonlin Agro Raya Tbk JARR | 1,845 IDR | 610.80 IDR | -67% |
| PT Nusantara Sawit Sejahtera Tbk NSSS | 700.00 IDR | 448.40 IDR | -36% |
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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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