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Thaifoods Group (TFG) Fair Value & Analysis

Consumer Defensive · TH · Market cap 54.3B THB

TG Thaifoods Group TFG · BK
Price9.50 THB
Fair Value23.54 THB
Upside+147.8%
Quality95/100
Evidence: High Range 16.90 THB – 34.58 THB

Fair value as of: Jun 25, 2026

From 26 valuation models · updated 5 days ago

Share price +12.8% over the past month.

Price vs Fair Value (12 months)

9.67 THB 3.23 THB Fair Value 23.54 THB Jun 2025 Jun 2026

12‑month range 3.23 THB – 9.67 THB · fair‑value band 16.90 THB – 34.58 THB · the 9.50 THB price screens below the 23.54 THB fair value. As of Jun 25, 2026.

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Analysis

Thaifoods Group (TFG) currently trades at 9.50 THB, while our model-based Fair Value estimate is 23.54 THB — implying the stock looks roughly 147.8% undervalued today. We read business quality at 95/100 (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 Jun 25, 2026

Key figures & financial health

Revenue (TTM) 72.9B THB
Revenue growth (YoY) -0.8%
Net margin 10.2%
Return on equity 36.6%
Free cash flow 9.7B THB FY2025
P/E ratio 7.3
More key figures
Operating margin 13.0%
EPS (TTM) 1.25 THB
Dividend yield 7.9%
EPS growth (YoY) -2.9%
Net debt 18.0B THB FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 25, 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 sauce…

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.

Revenue +20.2%/yr
FY21 34.8B THB
FY22 52.3B THB
FY23 55.9B THB
FY24 65.5B THB
FY25 72.8B THB
Net income +90.8%/yr
FY21 562M THB
FY22 4.7B THB
FY23 −813M THB
FY24 3.1B THB
FY25 7.4B THB

Open the full interactive analysis →

Similar stocks

6 more Farm Products stocks, each showing price versus our Fair Value estimate (as of Jun 25, 2026).

Stock Price Fair Value vs Fair Value
Archer-Daniels-Midland Company ADM $76.29 $46.97 -38%
MHP SE MHPC $0.0872 $0.0100 -89%
Muyuan Foods Group 002714 ¥34.43 ¥49.23 +43%
Bunge Global SA BG $128.21 $88.65 -31%
Tyson Foods, Inc TSN $56.13 $46.40 -17%
Wens Foodstuff Group 300498 ¥12.49 ¥12.08 -3%

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Frequently asked questions

Is Thaifoods Group (TFG) undervalued?
As of Jun 25, 2026, our model estimates a fair value of 23.54 THB versus a price of 9.50 THB — about +148% (undervalued). Model-based estimate, not financial advice.
What is the fair value of TFG?
Our 21-model fair value for Thaifoods Group is 23.54 THB (as of Jun 25, 2026), built from audited fundamentals. The current price is 9.50 THB.
What is the quality score of TFG?
Thaifoods Group has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Thaifoods Group (TFG)?
Thaifoods Group reported trailing-twelve-month revenue of about 72.9B THB (latest available figure, as of Jun 25, 2026).
What is the net profit margin of TFG?
The net profit margin of Thaifoods Group is about 10.2%, meaning it keeps roughly 10.2% of revenue as net income. Based on the latest reported figures.
Does Thaifoods Group pay a dividend?
Thaifoods Group currently shows a dividend yield of about 7.89% relative to its recent price (as of Jun 25, 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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.