Thaifoods Group (TFG-R) Fair Value & Analysis
Consumer Defensive · TH · Market cap 62.3B THB
Fair value as of: Jul 16, 2026
From 26 valuation models · updated 5 days ago
Share price +14.9% over the past month.
Price vs Fair Value (12 months)
12‑month range 3.56 THB – 11.00 THB · fair‑value band 6.31 THB – 12.78 THB · the 10.40 THB price screens above the 8.80 THB fair value. As of Jul 16, 2026.
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Thaifoods Group (TFG-R) currently trades at 10.40 THB, while our model-based Fair Value estimate is 8.80 THB, implying the stock looks roughly 15.4% overvalued today. We read business quality at 79/100 (high 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, 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 16, 2026
Our scenario range runs from 6.31 THB (bear case) to 12.78 THB (bull case); at 10.40 THB, the current price sits within that range. The share trades near its 52-week high and 193% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 50% fair-value upside, at -15%, TFG-R screens richer than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 16, 2026. TTM = trailing twelve months.
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. 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 …
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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| Charoen Pokphand Foods Public Company CPF | 18.80 THB | 39.37 THB | +109% |
| PT Triputra Agro Persada Tbk TAPG | 1,375 IDR | 4,331 IDR | +215% |
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| PT Japfa Comfeed Indonesia Tbk JPFA | 1,845 IDR | 6,667 IDR | +261% |
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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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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.