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Dhipaya Group (TIPH) Fair Value & Analysis

Financial Services · TH · Market cap 14.0B THB

DG Dhipaya Group TIPH · BK
Price23.40 THB
Fair Value21.95 THB
Upside-6.2%
Quality68/100
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Healthy Growth
Thin margins · 3.2% net margin
Low debt · generates free cash flow
6.38% dividend yield
Trails peers (5/14)
Narrow moat 39/100
Evidence: High Range 16.46 THB – 27.44 THB Share as image

Fair value as of: Jul 18, 2026

From 6 valuation models · updated 23 days ago

Share price −1.3% over the past month.

A solid business, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • 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)

69.51 THB 15.74 THB Fair Value 21.95 THB Sep 2021 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

59‑month range 15.74 THB – 69.51 THB · fair‑value band 16.46 THB – 27.44 THB · the 23.40 THB price screens above the 21.95 THB fair value. Dashed = 300-day average. As of Jul 18, 2026.

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Analysis

Dhipaya Group (TIPH) currently trades at 23.40 THB, while our model-based Fair Value estimate is 21.95 THB, implying the stock looks roughly 6.2% fairly valued today. The Quality Score stands at 68/100 (solid 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, Dhipaya Group generated revenue of 33.3B THB at a net margin of 3.2%. Revenue declined 4.5% year over year. It earns a return on equity of 12.2%. The balance sheet holds a net cash position of 804M THB. Fundamentals as of Jul 18, 2026

Our scenario range runs from 16.46 THB (bear case) to 27.44 THB (bull case); at 23.40 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 near its 52-week high and 47% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -12% fair-value upside, at -6%, TIPH 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
Residual Income 14.23 THB 15.94 THB 24.01 THB 76
Gordon GGM 14.11 THB 29.33 THB 46.53 THB 70
P/E Multiple 16.46 THB 21.95 THB 27.44 THB 63
All 6 models by family
Dividend Discount
Gordon GGM 14.11 THB 29.33 THB 46.53 THB 70
DDM Multi-Stage 14.11 THB 24.73 THB 30.78 THB 61
Multiples
P/E Multiple 16.46 THB 21.95 THB 27.44 THB 63
P/B Multiple 16.56 THB 22.08 THB 27.59 THB 55
Asset-Based
NCAV (Graham) 7.88 THB 10.56 THB 15.77 THB 50
Economic Profit
Residual Income 14.23 THB 15.94 THB 24.01 THB 76

Widest divergence: Dividend Discount (24.73 THB) versus Asset-Based (10.56 THB). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 33.3B THB
Revenue growth (YoY) -4.5%
Net margin 3.2%
Return on equity 12.2%
Free cash flow 1.5B THB FY2025
P/E ratio 11.9
More key figures
Operating margin 4.7%
EPS (TTM) 1.80 THB
Dividend yield 7.0%
EPS growth (YoY) +23.7%
Net cash 804M THB FY2025

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

Quality Score breakdown

Overall quality 68/100

Of which business quality 66 · Market factors (momentum, volatility) 79

Profitability 52
Margins and returns on capital today
Quality Growth 69
Are margins and returns improving?
Cashflow 57
Earnings quality: real cash, not paper profit
Fin. Strength 59
Balance sheet, leverage, solvency risk
Investment 99
Disciplined investing over empire-building
Low Volatility 94
Calm price path (market factor)
Momentum 66
Price trend over the last 3–12 months (market factor)
52W Momentum 82
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

Dhipaya Group Holdings Public Company Limited, through its subsidiaries, provides non-life insurance products in Thailand. It operates through three segments: Non-life Insurance, Investment Business, and Insurance Supported Business.

Full company description

Dhipaya Group Holdings Public Company Limited, through its subsidiaries, provides non-life insurance products in Thailand. It operates through three segments: Non-life Insurance, Investment Business, and Insurance Supported Business. The company acts as a non-life insurance broker, and surveyor; and operates training center, as well as provides technology service. Dhipaya Group Holdings Public Company Limited was founded in 1951 and is based in Bangkok, Thailand.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Dhipaya Group reported revenue of 34.2B THB in FY2025 versus 13.6B THB in FY2021, a compound +25.9%/yr. Reported net income was 1.0B THB in FY2025, compounding −13.7%/yr from FY2021.

Growth Quality 90/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
34.2B THB
Latest YoY
+125.1%
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.
+31.1%
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.
+21.8%
Avg. growth/yr (13Y) 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.
+10.2%
Revenue +25.9%/yr
FY21 13.6B THB
FY22 15.2B THB
FY23 15.4B THB
FY24 15.2B THB
FY25 34.2B THB
Net income −13.7%/yr
FY21 1.8B THB
FY22 1.2B THB
FY23 1.8B THB
FY24 1.5B THB
FY25 1.0B THB
Character of growth · EPS growth decomposed (2014-2025) −0.2 % p.a.
Revenue per share +9.7 pp

of which total revenue +9.6 pp · buybacks/dilution +0.1 pp

EBIT margin −9.2 pp
Tax rate +0.1 pp
Residual (interest, one-offs) −0.8 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "Dhipaya Group Fair Value". https://www.fairvalue-calculator.com/stock/TIPH

Peer Group

Insurance - Diversified · 84 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 68 · Top 25%
Fair Value upside −6% · Below median
Return on equity (TTM) 12% · Below median
Return on assets 2% · Below median
Net margin (TTM) 3% · Bottom 25%
Operating margin (TTM) 5% · Below median
Revenue growth -5% · Bottom 25%
Dividend yield (TTM) 6.4% · Top 25%
Debt / equity 0.14× · Lower than median

Valuation Multiples vs Insurance - Diversified median · lower = cheaper

P/E (TTM) 13.1× · Pricier than median
P/B 1.50× · Pricier than median
P/S (TTM) 0.42× · Cheaper than 75% of peers
P/FCF 0.3× · Cheaper than 75% of peers
EV/EBITDA 10.5× · Pricier 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 25 · sector 45
FUTURE 0 · sector 31
PAST 49 · sector 49
HEALTH 93 · sector 89
DIVIDEND 100 · sector 45

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 Insurance - Diversified stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

Stock Price Fair Value vs Fair Value
Berkshire Hathaway Inc BRKB 8,562 MXN 10,844 MXN +27%
Allianz SE ALV €421.00 €369.31 -12%
Zurich Insurance Group ZURN CHF 624.40 CHF 619.80 -1%
AXA SA AXAN 888.28 MXN 1,249 MXN +41%
Assicurazioni Generali S.p.A G €42.90 €12.18 -72%
Sun Life Financial Inc SLF C$114.20 C$87.83 -23%
BB Seguridade Participações S.A BBSE3 R$40.71 R$60.39 +48%
Tryg A/S TRYG kr 154.00 kr 116.45 -24%
PT Sinar Mas Multiartha Tbk SMMA 20,625 IDR 4,176 IDR -80%
Caixa Seguridade Participações S.A CXSE3 R$21.77 R$18.60 -15%

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Frequently asked questions

Is Dhipaya Group (TIPH) overvalued or undervalued?
As of Jul 18, 2026, our model estimates a fair value of 21.95 THB versus a price of 23.40 THB, about −6% (fairly valued).
What is the fair value of TIPH?
Our model-based fair value for Dhipaya Group is 21.95 THB (as of Jul 18, 2026), built from audited fundamentals. The current price is 23.40 THB.
What is the quality score of TIPH?
Dhipaya Group has a Quality Score of 68/100. 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 Dhipaya Group (TIPH)?
Dhipaya Group reported trailing-twelve-month revenue of about 33.3B THB (latest available figure, as of Jul 18, 2026).
What is the net profit margin of TIPH?
The net profit margin of Dhipaya Group is about 3.2%, meaning it keeps roughly 3.2% of revenue as net income. Based on the latest reported figures.
Does Dhipaya Group pay a dividend?
Dhipaya Group currently shows a dividend yield of about 6.98% relative to its recent price (as of Jul 18, 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.

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