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Union Petrochemical Public Company (UKEM) Fair Value & Analysis

Basic Materials · TH · Market cap 1.2B THB

UP Union Petrochemical Public Company UKEM · BK
Price1.12 THB
Fair Value0.8500 THB
Upside-24.1%
Quality71/100
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Healthy Growth
Thin margins · 5.2% net margin
generates free cash flow
1.34% dividend yield
Ranks above peers (13/14)
Moderate moat 53/100
Evidence: High Range 0.6400 THB – 1.07 THB Share as image

Fair value as of: Jul 16, 2026

From 24 valuation models · updated 25 days ago

A solid business, but screening 24% overvalued on our models.

What matters now

  • A high-quality business (quality 71/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
  • The price sits above even our optimistic bull case (1.07 THB). The favourable scenario is already priced in.
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Price vs Fair Value (5 years)

4.19 THB 0.3654 THB Fair Value 0.8500 THB Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range 0.3654 THB – 4.19 THB · fair‑value band 0.6400 THB – 1.07 THB · the 1.12 THB price screens above the 0.8500 THB fair value. Dashed = 300-day average. As of Jul 16, 2026.

Full chart & analysis →

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Analysis

Union Petrochemical Public Company (UKEM) currently trades at 1.12 THB, while our model-based Fair Value estimate is 0.8500 THB, implying the stock looks roughly 24.1% overvalued today. The Quality Score stands at 71/100 (solid quality), in the Basic Materials 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, Union Petrochemical Public Company generated revenue of 2.7B THB at a net margin of 5.2%. Revenue grew 4.7% year over year. It earns a return on equity of 16.8%. Net debt stands at 428M THB. Fundamentals as of Jul 16, 2026

Our scenario range runs from 0.6400 THB (bear case) to 1.07 THB (bull case); at 1.12 THB, the current price sits above 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 13% below its 52-week high and 159% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -46% fair-value upside, at -24%, UKEM 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 0.5500 THB 0.5600 THB 0.5500 THB 76
Growth DCF 1.78 THB 2.21 THB 2.88 THB 72
Gordon GGM 0.0800 THB 0.0800 THB 0.0900 THB 70
All 24 models by family
DCF Models
FCF DCF 1.73 THB 2.19 THB 2.95 THB 38
Owner Earnings 0.6500 THB 0.7800 THB 1.00 THB 31
5Y Revenue Exit 1.22 THB 1.51 THB 1.93 THB 39
5Y EBITDA Exit 1.26 THB 1.57 THB 1.99 THB 41
5Y P/E Exit 1.19 THB 1.46 THB 1.79 THB 38
10Y Revenue Exit 1.43 THB 1.65 THB 1.87 THB 36
10Y EBITDA Exit 1.46 THB 1.68 THB 1.90 THB 37
10Y P/E Exit 1.42 THB 1.62 THB 1.79 THB 35
Earnings-Based
Graham-Dodd 0.3400 THB 0.4200 THB 0.4700 THB 54
EPV 0.7100 THB 0.7800 THB 0.8300 THB 59
Dividend Discount
Gordon GGM 0.0800 THB 0.0800 THB 0.0900 THB 70
DDM Multi-Stage 0.0800 THB 0.0900 THB 0.1100 THB 61
Multiples
P/E Multiple 0.6400 THB 0.8500 THB 1.07 THB 63
P/S Multiple 0.6400 THB 0.8500 THB 1.07 THB 58
P/B Multiple 0.6400 THB 0.8500 THB 1.07 THB 55
EV/EBIT 0.9800 THB 1.23 THB 1.49 THB 53
EV/EBITDA 1.00 THB 1.25 THB 1.51 THB 54
EV/Revenue 0.8800 THB 1.16 THB 1.44 THB 43
Asset-Based
NCAV (Graham) 0.3700 THB 0.4900 THB 0.7300 THB 50
Growth DCF
Growth DCF 1.78 THB 2.21 THB 2.88 THB 72
Rev-Margin DCF 1.22 THB 1.55 THB 1.98 THB 67
Economic Profit
Residual Income 0.5500 THB 0.5600 THB 0.5500 THB 76
ROIC Compounder 0.7100 THB 0.7800 THB 0.8500 THB 67
Growth Earnings
Growth-Adj P/E 0.4600 THB 0.6500 THB 0.8500 THB 68

Widest divergence: DCF Models (1.57 THB) versus Dividend Discount (0.0800 THB). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 2.7B THB
Revenue growth (YoY) +4.7%
Net margin 5.2%
Return on equity 16.8%
Free cash flow 201M THB FY2025
P/E ratio 7.6
More key figures
Operating margin 16.2%
EPS (TTM) 0.1300 THB
Dividend yield 1.6%
EPS growth (YoY) +558%
Net debt 428M THB FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 71/100

Of which business quality 67 · Market factors (momentum, volatility) 74

Profitability 45
Margins and returns on capital today
Quality Growth 49
Are margins and returns improving?
Cashflow 67
Earnings quality: real cash, not paper profit
Fin. Strength 61
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 81
Price trend over the last 3–12 months (market factor)
52W Momentum 90
Distance to the 52-week high (market factor)
Net Issuance 99
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

Union Petrochemical Public Company Limited engages in the import and distribution of chemical products in Thailand. It operates through three segments: Commodity Chemicals, Specialty Chemicals, and Other.

Full company description

Union Petrochemical Public Company Limited engages in the import and distribution of chemical products in Thailand. It operates through three segments: Commodity Chemicals, Specialty Chemicals, and Other. The company offers solvents, including oxygenated alcohols, glycols, ketones, esters, and glycol ethers; aromatic and non-dearomatized, saturated, dearomatized, and isoparaffinic hydrocarbons; liquid monomers; and branched alcohols and neo acids, comprising fatty alcohols and acids. It also provides polypropylene, such as homopolymer, block copolymer, and performance polymer, and other plastic products, comprising polyethylene terephthalate, biodegradable plastic, bio-plastic, and low-density polyethylene resin. In addition, the company offers solvents for plastic packaging, printing ink, and cleaning agents, as well as formulation consultation services. Further, it engages in the distribution of plastic pellets, lubricants, computer equipment, and electronic equipment; the provision of computer system services; the manufacturing and selling of all types of products from coconut food processing; and the provision of short-term credit facilities for the car selling business. Union Petrochemical Public Company Limited was founded in 1981 and is headquartered in Bangkok, Thailand.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Union Petrochemical Public Company reported revenue of 2.6B THB in FY2025 versus 3.0B THB in FY2021, a compound −3.5%/yr. Reported net income was 54.4M THB in FY2025, compounding −17.3%/yr from FY2021.

Growth Quality 63/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
2.6B THB
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.
+1.8%
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.
+2.5%
Avg. growth/yr (16Y) 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.
+1.5%
Revenue −3.5%/yr
FY21 3.0B THB
FY22 3.1B THB
FY23 2.8B THB
FY24 3.2B THB
FY25 2.6B THB
Net income −17.3%/yr
FY21 116M THB
FY22 −62.4M THB
FY23 6.5M THB
FY24 6.3M THB
FY25 54.4M THB
Character of growth · EPS growth decomposed (2014-2025) −13.9 % p.a.
Revenue per share −0.1 pp

of which total revenue −1.2 pp · buybacks/dilution +1.0 pp

EBIT margin −9.9 pp
Tax rate −2.7 pp
Residual (interest, one-offs) −1.1 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).

UKEM screens 24% overvalued. Compare with BASF SE →

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Cite: Fair Value Calculator (2026). "Union Petrochemical Public Company Fair Value". https://www.fairvalue-calculator.com/stock/UKEM

Peer Group

Chemicals · 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 71 · Top 25%
Fair Value upside −24% · Above median
Return on equity (TTM) 17% · Top 25%
Return on assets 6% · Top 25%
Net margin (TTM) 5% · Above median
Operating margin (TTM) 16% · Top 25%
Revenue growth 5% · Above median
Dividend yield (TTM) 1.3% · Below median

Valuation Multiples vs Chemicals median · lower = cheaper

P/E (TTM) 8.5× · Cheaper than 75% of peers
P/B 1.52× · Cheaper than median
P/S (TTM) 0.45× · Cheaper than median
P/FCF 0.2× · Cheaper than median
EV/EBITDA 5.1× · Cheaper than 75% of peers
PEG 0.69× · 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 1 · sector 0
FUTURE 24 · sector 20
PAST 67 · sector 19
HEALTH 0 · sector 94
DIVIDEND 27 · sector 27

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 Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
BASF SE BASN 1,034 MXN 532.13 MXN -49%
Ningxia Baofeng Energy Group 600989 ¥20.32 ¥20.17 -1%
Zhejiang Juhua Co 600160 ¥42.85 ¥23.35 -46%
PT Barito Pacific Tbk, BRPT 1,690 IDR 1,628 IDR -4%
LG Chem, Ltd 051910 260,500 KRW 587,755 KRW +126%
Formosa Chemicals & Fibre Corporation 1326 66.10 TWD 6.79 TWD -90%
PTT Global Chemical Public Company PTTGC 35.50 THB 18.21 THB -49%
542812 542812 ₹4,369 ₹791.05 -82%
Indorama Ventures Public Company IVL 24.50 THB 17.95 THB -27%
Navin Fluorine International Limited NAVINFLUOR ₹8,650 ₹2,146 -75%

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Frequently asked questions

Is Union Petrochemical Public Company (UKEM) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of 0.8500 THB versus a price of 1.12 THB, about −24% (overvalued).
What is the fair value of UKEM?
Our model-based fair value for Union Petrochemical Public Company is 0.8500 THB (as of Jul 16, 2026), built from audited fundamentals. The current price is 1.12 THB.
What is the quality score of UKEM?
Union Petrochemical Public Company has a Quality Score of 71/100. 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 Union Petrochemical Public Company (UKEM)?
Union Petrochemical Public Company reported trailing-twelve-month revenue of about 2.7B THB (latest available figure, as of Jul 16, 2026).
What is the net profit margin of UKEM?
The net profit margin of Union Petrochemical Public Company is about 5.2%, meaning it keeps roughly 5.2% of revenue as net income. Based on the latest reported figures.
Does Union Petrochemical Public Company pay a dividend?
Union Petrochemical Public Company currently shows a dividend yield of about 1.55% relative to its recent price (as of Jul 16, 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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