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Thai Union Group (TU) Fair Value & Analysis

Consumer Defensive · TH · Market cap 43.2B THB

TU Thai Union Group TU · BK
Price11.40 THB
Fair Value20.19 THB
Upside+77.1%
Quality88/100
Evidence: Medium Range 14.13 THB – 26.25 THB

Fair value as of: Jun 24, 2026

From 16 valuation models · updated 5 days ago

Fair value updated Jun 24, 2026 — revised from 11.51 THB to 20.19 THB (+75.4%) since Jun 23, 2026. Share price +3.6% over the past month.

Price vs Fair Value (12 months)

13.37 THB 8.31 THB Fair Value 20.19 THB Jun 2025 Jun 2026

12‑month range 8.31 THB – 13.37 THB · fair‑value band 14.13 THB – 26.25 THB · the 11.40 THB price screens below the 20.19 THB fair value. As of Jun 24, 2026.

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Analysis

Thai Union Group (TU) currently trades at 11.40 THB, while our model-based Fair Value estimate is 20.19 THB — implying the stock looks roughly 77.1% undervalued today. We read business quality at 88/100 (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: medium) — always confirm before acting.

Over the trailing twelve months, Thai Union Group generated revenue of 135B THB at a net margin of 3.5%. Revenue grew 7.6% year over year. It earns a return on equity of 10.6%. Net debt stands at 67.2B THB. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) 135B THB
Revenue growth (YoY) +7.6%
Net margin 3.5%
Return on equity 10.6%
Free cash flow −656M THB FY2025
P/E ratio 9.3
More key figures
Operating margin 3.6%
EPS (TTM) 1.21 THB
Dividend yield 6.2%
EPS growth (YoY) +18.0%
Net debt 67.2B THB FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

Thai Union Group Public Company Limited, together with its subsidiaries, manufactures and sells frozen, chilled, and canned seafood in Thailand and internationally. The company operates through four segments: Ambient Seafood; Frozen and Chilled Seafood and Related Businesses; Pet food; and Value-Added and Other Businesses. It provides ambient seafood products, including tuna, sardines, mackerel, herring, and salmon for retail and wholesale customers; frozen and chilled seafood products, such as shrimp, lobster, and crab that are sold directly to restaurants, hotels, caterers, and retail customers; ready-to-cook or ready-to-serve products, and bakery treats; marine ingredients for use in consumer goods, such as infant formula, cosmetics, dietary supplements, and clinical nutrition; and pet care products comprising wet-based food and treats. The company offers its products under the Chicken of the Sea, Genova, John West, Petit Navire, Parmentier, King Oscar, Mareblu, Rügen Fisch, Seal…

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Thai Union Group reported revenue of 133B THB in FY2025 versus 141B THB in FY2021, a compound −1.5%/yr. Reported net income was 4.6B THB in FY2025, compounding −12.9%/yr from FY2021.

Revenue −1.5%/yr
FY21 141B THB
FY22 156B THB
FY23 136B THB
FY24 138B THB
FY25 133B THB
Net income −12.9%/yr
FY21 8.0B THB
FY22 7.1B THB
FY23 −13.9B THB
FY24 5.0B THB
FY25 4.6B THB

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Frequently asked questions

Is Thai Union Group (TU) undervalued?
As of Jun 24, 2026, our model estimates a fair value of 20.19 THB versus a price of 11.40 THB — about +77% (undervalued). Model-based estimate, not financial advice.
What is the fair value of TU?
Our 21-model fair value for Thai Union Group is 20.19 THB (as of Jun 24, 2026), built from audited fundamentals. The current price is 11.40 THB.
What is the quality score of TU?
Thai Union Group has a Quality Score of 88/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Thai Union Group (TU)?
Thai Union Group reported trailing-twelve-month revenue of about 135B THB (latest available figure, as of Jun 24, 2026).
What is the net profit margin of TU?
The net profit margin of Thai Union Group is about 3.5%, meaning it keeps roughly 3.5% of revenue as net income. Based on the latest reported figures.
Does Thai Union Group pay a dividend?
Thai Union Group currently shows a dividend yield of about 6.19% relative to its recent price (as of Jun 24, 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.