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Tidlor Holdings (TIDLOR) Fair Value & Analysis

Financial Services · TH · Market cap 55.5B THB

TH Tidlor Holdings TIDLOR · BK
Price19.70 THB
Fair Value14.43 THB
Upside-26.7%
Quality34/100
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Expensive Growth
Highly profitable · 24.9% net margin
Moderate debt · generates free cash flow
Mixed vs. peers (8/15)
Wide moat 72/100
Evidence: High Range 10.69 THB – 27.68 THB Share as image

Fair value as of: Jul 14, 2026

From 12 valuation models · updated 26 days ago

Share price +5.3% over the past month.

Below-average quality, and screening another 27% overvalued on our models.

What matters now

  • Weak quality (34/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • A fairly wide model range (10.69 THB to 27.68 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)

32.37 THB 9.06 THB Fair Value 14.43 THB May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 14, 2026.

How to read this chart

60‑month range 9.06 THB – 32.37 THB · fair‑value band 10.69 THB – 27.68 THB · the 19.70 THB price screens above the 14.43 THB fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 14, 2026.

Full chart & analysis →

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Analysis

Tidlor Holdings (TIDLOR) currently trades at 19.70 THB, while our model-based Fair Value estimate is 14.43 THB, implying the stock looks roughly 26.7% overvalued today. The Quality Score stands at 34/100 (below-average quality), in the Financial Services 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, Tidlor Holdings generated revenue of 21.5B THB at a net margin of 24.9%. Revenue grew 9.3% year over year. It earns a return on equity of 15.9%. Net debt stands at 71.7B THB. Fundamentals as of Jul 14, 2026

Our scenario range runs from 10.69 THB (bear case) to 27.68 THB (bull case); at 19.70 THB, the current price sits within 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 7% below its 52-week high and 56% 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 -27%, TIDLOR 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 BearBaseBull Evidence
Highest evidence
Residual Income 11.73 THB 15.42 THB 44.74 THB 76
Rev-Margin DCF 4.32 THB 18.62 THB 74
Gordon GGM 3.16 THB 6.58 THB 10.43 THB 70
All 12 models by family
DCF Models
Owner Earnings 13.73 THB 45.17 THB 107.38 THB 31
5Y P/E Exit 11.86 THB 30.18 THB 38
10Y P/E Exit 6.62 THB 27.49 THB 35
Earnings-Based
Graham-Dodd 11.66 THB 72.46 THB 101.16 THB 54
Lynch FV 20.84 THB 29.77 THB 38.70 THB 50
Dividend Discount
Gordon GGM 3.16 THB 6.58 THB 10.43 THB 70
DDM Multi-Stage 3.16 THB 5.55 THB 6.90 THB 61
Multiples
P/E Multiple 16.72 THB 22.29 THB 27.86 THB 63
P/B Multiple 12.50 THB 16.67 THB 20.84 THB 55
Asset-Based
NCAV (Graham) 5.95 THB 7.98 THB 11.91 THB 50
Growth DCF
Rev-Margin DCF 4.32 THB 18.62 THB 74
Economic Profit
Residual Income 11.73 THB 15.42 THB 44.74 THB 76

Widest divergence: Earnings-Based (29.77 THB) versus Growth DCF (4.32 THB). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 21.5B THB
Revenue growth (YoY) +9.3%
Net margin 24.9%
Return on equity 15.9%
Free cash flow 349M THB FY2025
P/E ratio 9.4
More key figures
Operating margin 45.6%
EPS (TTM) 1.85 THB
EPS growth (YoY) +35.5%
Net debt 71.7B THB FY2025

Figures from reported company fundamentals · as of Jul 14, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 34/100

Of which business quality 30 · Market factors (momentum, volatility) 67

Profitability 45
Margins and returns on capital today
Quality Growth 48
Are margins and returns improving?
Cashflow 15
Earnings quality: real cash, not paper profit
Fin. Strength 22
Balance sheet, leverage, solvency risk
Investment 66
Disciplined investing over empire-building
Low Volatility 70
Calm price path (market factor)
Momentum 64
Price trend over the last 3–12 months (market factor)
52W Momentum 68
Distance to the 52-week high (market factor)
Net Issuance 0
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

Tidlor Holdings Public Company Limited provides loans and insurance brokerage services in Thailand. The company offers vehicle title loans for motorcycles, cars, pickups trucks, and commercial trucks; and various insurance products, such as car, electric vehicle, personal accident, travel, home, accident, life, and health under the Shield Insurance Broker, …

Full company description

Tidlor Holdings Public Company Limited provides loans and insurance brokerage services in Thailand. The company offers vehicle title loans for motorcycles, cars, pickups trucks, and commercial trucks; and various insurance products, such as car, electric vehicle, personal accident, travel, home, accident, life, and health under the Shield Insurance Broker, Areegator, and heygoody brands. It also provides hire purchase for vehicles. Tidlor Holdings Public Company Limited was incorporated in 2006 and is based in Bangkok, Thailand.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Tidlor Holdings reported revenue of 23.5B THB in FY2025 versus 12.0B THB in FY2021, a compound +18.3%/yr. Reported net income was 4.9B THB in FY2025, compounding +11.7%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
23.5B THB
Latest YoY
+6.5%
Avg. growth/yr (3Y)
+15.6%
Avg. growth/yr (5Y)
+17.5%
Avg. growth/yr (9Y)
+19.8%
Revenue +18.3%/yr
FY21 12.0B THB
FY22 15.2B THB
FY23 18.9B THB
FY24 22.1B THB
FY25 23.5B THB
Net income +11.7%/yr
FY21 3.2B THB
FY22 3.6B THB
FY23 3.8B THB
FY24 4.2B THB
FY25 4.9B THB

TIDLOR screens 27% overvalued. Compare with Visa Inc →

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Cite: Fair Value Calculator (2026). "Tidlor Holdings Fair Value". https://www.fairvalue-calculator.com/stock/TIDLOR

Peer Group

Credit Services · 333 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 35 · Bottom 25%
Fair Value upside −27% · Below median
Return on equity (TTM) 16% · Top 25%
Return on assets 5% · Top 25%
Net margin (TTM) 25% · Above median
Operating margin (TTM) 46% · Above median
Revenue growth 9% · Above median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 1.31× · Higher than median

Valuation Multiples vs Credit Services median · lower = cheaper

P/E (TTM) 10.4× · Cheaper than median
P/B 1.62× · Pricier than median
P/S (TTM) 2.59× · Pricier than median
P/FCF 4.8× · Pricier than 75% of peers
EV/EBITDA 9.9× · Cheaper than median
PEG 0.83× · 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 0 · sector 35
FUTURE 47 · sector 39
PAST 64 · sector 32
HEALTH 35 · sector 59
DIVIDEND 0 · sector 51

VALUE 0: the price sits above our fair-value range.

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 14, 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 Tidlor Holdings (TIDLOR) overvalued or undervalued?
As of Jul 14, 2026, our model estimates a fair value of 14.43 THB versus a price of 19.70 THB, about −27% (overvalued).
What is the fair value of TIDLOR?
Our model-based fair value for Tidlor Holdings is 14.43 THB (as of Jul 14, 2026), built from audited fundamentals. The current price is 19.70 THB.
What is the quality score of TIDLOR?
Tidlor Holdings has a Quality Score of 34/100. 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 Tidlor Holdings (TIDLOR)?
Tidlor Holdings reported trailing-twelve-month revenue of about 21.5B THB (latest available figure, as of Jul 14, 2026).
What is the net profit margin of TIDLOR?
The net profit margin of Tidlor Holdings is about 24.9%, meaning it keeps roughly 24.9% 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.

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