Valuation Sansiri

Stocks

End-of-day quote Thailand S.E. 28/10/2026			5-day change	1st Jan Change
1.420 ^THB	-0.70%		-1.39%	+5.97%

15/10	Sansiri Public Company Limited completed the acquisition of The Lake Como EDITION from Bain Capital, LP and Omnam Investment Group.	CI
09/10	Krungthai XSpring Upgrades Sansiri to Outperform from Neutral; Price Target is THB1.64	MT

Data adjusted to current consolidation scope

Fiscal Period: December	2021	2022	2023	2024	2025	2026	2027	2028
Market Cap ¹	18,306	26,265	29,181	31,143	23,366	24,962	-	-
Change	-	43.47%	11.1%	6.72%	-24.97%	6.83%	-	-
Enterprise Value (EV) ¹	80,830	26,265	1,08,765	1,03,511	90,144	95,447	94,441	92,700
Change	-	-67.51%	314.11%	-4.83%	-12.91%	5.88%	-1.05%	-1.84%
P/E	11x	6.67x	5.12x	6.32x	5.61x	5.71x	5.6x	5.24x
PBR	0.47x	-	0.62x	0.65x	0.47x	0.48x	0.45x	0.44x
PEG	-	0x	0.2x	-0.4x	-0.3x	1.39x	3.02x	0.75x
Capitalization / Revenue	0.64x	0.78x	0.79x	0.82x	0.71x	0.73x	0.69x	0.7x
EV / Revenue	2.82x	0.78x	2.94x	2.74x	2.74x	2.81x	2.63x	2.59x
EV / EBITDA	23.2x	5.46x	18.1x	21.8x	22.1x	22.2x	19.6x	20.5x
EV / EBIT	30.4x	6.64x	21.3x	26.3x	27.5x	26.7x	24.5x	25.1x
EV / FCF	-26.6x	-	-63.5x	10x	7.28x	-20x	-36.6x	-7.59x
FCF Yield	-3.76%	-	-1.57%	9.96%	13.7%	-4.99%	-2.73%	-13.2%
Dividend per Share ²	0.06	-	0.2	0.17	0.13	0.1301	0.1331	0.1384
Rate of return	4.88%	-	11.3%	9.44%	9.7%	9.16%	9.37%	9.75%
EPS ²	0.112	0.264	0.346	0.285	0.239	0.2488	0.2534	0.2712
Distribution rate	53.6%	-	57.8%	59.6%	54.4%	52.3%	52.5%	51%
Net sales ¹	28,642	33,712	36,965	37,786	32,853	34,004	35,952	35,780
EBITDA ¹	3,477	4,807	6,003	4,745	4,071	4,306	4,818	4,527
EBIT ¹	2,660	3,957	5,098	3,928	3,273	3,579	3,852	3,693
Net income ¹	2,017	4,280	6,060	5,253	4,513	4,369	4,507	4,651
Net Debt ¹	62,524	-	79,584	72,369	66,778	70,485	69,479	67,739
Reference price ²	1.230	1.760	1.770	1.800	1.340	1.420	1.420	1.420
Nbr of stocks (in thousands)	1,48,83,054	1,49,23,126	1,64,86,281	1,73,01,521	1,74,37,601	1,75,78,686	-	-
Announcement Date	01/03/22	28/02/23	28/02/24	28/02/25	28/02/26	-	-	-

¹THB in Million²THB

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
SANSIRI	5.75x	2.81x	22.21x	9.1%	74Cr
VINGROUP	64.94x	-	-	-	6.97TCr
SUN HUNG KAI PROPERTIES LIMITED	12.56x	4.4x	11.29x	3.83%	3.98TCr
MITSUBISHI ESTATE CO., LTD.	18.68x	4.05x	16.29x	1.31%	2.88TCr
EMAAR PROPERTIES	5.7x	0.76x	1.57x	8.68%	2.77TCr
MITSUI FUDOSAN CO., LTD.	14.58x	3.16x	15.14x	2.4%	2.69TCr
CHINA RESOURCES LAND LIMITED	8.07x	1.47x	8.25x	4.39%	2.69TCr
CK ASSET HOLDINGS LIMITED	10.26x	2.01x	7.76x	4.09%	2.06TCr
VINHOMES	8.52x	3.02x	7.05x	-.--%	2.02TCr
SUMITOMO REALTY & DEVELOPMENT CO., LTD.	13.34x	6.46x	16.98x	1.63%	1.91TCr
Average	16.24x	3.13x	11.84x	3.94%	2.8TCr
Weighted average by Cap.	24.87x	3.16x	10.60x	3.49%