E

Erawan Group PCL
SET:ERW

Watchlist Manager
Erawan Group PCL
SET:ERW
Watchlist
Price: 2.68 THB -2.19% Market Closed
Market Cap: ฿13.1B

EV/OCF

10.4
Current
21%
Cheaper
vs 3-y median of 13.2

Enterprise Value to Operating Cash Flow (EV/OCF) ratio compares a company`s total enterprise value to its operating cash flow. It shows how much investors are paying for each dollar of the company`s operating cash flow, including both equity and debt.

EV/OCF
10.4
=
Enterprise Value
฿27.5B
/
Operating Cash Flow
฿2.4B

Enterprise Value to Operating Cash Flow (EV/OCF) ratio compares a company`s total enterprise value to its operating cash flow. It shows how much investors are paying for each dollar of the company`s operating cash flow, including both equity and debt.

EV/OCF
10.4
=
Enterprise Value
฿27.5B
/
Operating Cash Flow
฿2.4B

Valuation Scenarios

Erawan Group PCL is trading below its 3-year average

If EV/OCF returns to its 3-Year Average (13.2), the stock would be worth ฿3.41 (27% upside from current price).

Statistics
Positive Scenarios
1/4
Maximum Downside
-29%
Maximum Upside
+27%
Average Downside
6%
Scenario EV/OCF Value Implied Price Upside/Downside
Current Multiple 10.4 ฿2.68
0%
3-Year Average 13.2 ฿3.41
+27%
5-Year Average 10.1 ฿2.61
-3%
Industry Average 7.3 ฿1.89
-29%
Country Average 8.5 ฿2.21
-18%

Forward EV/OCF
Today’s price vs future operating cash flow

Not enough data available to calculate forward EV/OCF

Peer Comparison

All Multiples
EV/OCF
P/E
All Countries
Close
Market Cap EV/OCF P/E
TH
Erawan Group PCL
SET:ERW
13.1B THB 10.4 15.6
CN
H World Group Ltd
BMV:HTHTN
2.7T MXN 123.9 206.7
US
Booking Holdings Inc
NASDAQ:BKNG
153.1B USD 16.8 28.3
US
Marriott International Inc
NASDAQ:MAR
100.5B USD 35.4 38.6
US
Airbnb Inc
NASDAQ:ABNB
86.5B USD 15.9 34.5
US
Hilton Worldwide Holdings Inc
NYSE:HLT
78.6B USD 42.3 53.9
US
Royal Caribbean Cruises Ltd
NYSE:RCL
77.2B USD 14.6 18.1
US
Carnival Corp
NYSE:CCL
40.5B USD 9.6 13.1
UK
Carnival PLC
LSE:CCL
28.6B GBP 9.6 13.7
CN
Trip.com Group Ltd
HKEX:9961
281.2B HKD 9.1 7.4
US
Viking Holdings Ltd
NYSE:VIK
38.2B USD 0 0

Market Distribution

In line with most companies in Thailand
Percentile
62nd
Based on 353 companies
62nd percentile
10.4
Low
0.2 — 6.1
Typical Range
6.1 — 12
High
12 —
Distribution Statistics
Thailand
Min 0.2
30th Percentile 6.1
Median 8.5
70th Percentile 12
Max 13 428

Erawan Group PCL
Glance View

Erawan Group Public Co., Ltd. engages in hotel and building leasing businesses. The company is headquartered in Bangkok, Bangkok Metropolis. The firm is engaged in investing and developing hotel properties. The firm operates through two segments: the Hotel business, and the Rental and management building business. The company is also engaged in the business of commercial property located in Bangkok, Thailand. The firm has approximately 70 hotels and over 9,000 rooms in Thailand and the Philippines. Its hotels and resorts consist of Grand Hyatt Erawan Bangkok, JW Marriott Hotel Bangkok, The Naka Island, a Luxury Collection Resort & Spa, Phuket, Courtyard by Marriott Bangkok, Holiday Inn Pattaya, Novotel Bangkok Sukhumvit 4, Mercure, ibis styles, ibis, HOP INN Thailand and HOP INN Philippines. The Company’s subsidiaries include Taveesapanan Company Limited, Erawan Mauritius Limited, Erawan Singapore Pte. Ltd., Erawan Philippines, INC., Erawan Philippines (Ermita), INC., Erawan Philippines (Makati), INC. and Erawan Philippines (Aseana), INC.

ERW Intrinsic Value
4.77 THB
Undervaluation 44%
Intrinsic Value
Price ฿2.68
E
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett