Inventory - JD Food PCL (SET:JDF)

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Price: 1.4 THB -1.41% Market Closed

Market Cap: ฿840m

JD Food PCL
Inventory

Quarterly

Annual

Adjust for Inflation

Balance Sheet

JD Food PCL
Inventory Peer Comparison

Company		Inventory	CAGR 3Y	CAGR 5Y	CAGR 10Y
J	JD Food PCL SET:JDF	Inventory ฿63.4m	CAGR 3-Years 9%	CAGR 5-Years 8%	CAGR 10-Years N/A
T	Thai Union Group PCL SET:TU	Inventory ฿45.5B	CAGR 3-Years -7%	CAGR 5-Years 4%	CAGR 10-Years 3%
	Charoen Pokphand Foods PCL SET:CPF	Inventory ฿63.4B	CAGR 3-Years -10%	CAGR 5-Years -1%	CAGR 10-Years 3%
T	Thai President Foods PCL SET:TFMAMA	Inventory ฿2.4B	CAGR 3-Years -3%	CAGR 5-Years 8%	CAGR 10-Years 7%
T	Thaifoods Group PCL SET:TFG	Inventory ฿5.3B	CAGR 3-Years -13%	CAGR 5-Years 9%	CAGR 10-Years 0%
B	Betagro PCL SET:BTG	Inventory ฿15.3B	CAGR 3-Years 3%	CAGR 5-Years N/A	CAGR 10-Years N/A

JD Food PCL
Glance View

Market Cap

840m THB

Industry

Food Products

JD Food Public Co., Ltd. engages in the production and sale of dehydrated products. The company is headquartered in Bangkok, Bangkok Metropolis. The company went IPO on 2022-04-07. The firm is principally engaged in the manufacture and distribution of seasoning and dehydrated foods. Its products and services include seasonings, sauce and filling, coconut chips and dehydrated food products, JD food products, and research and development of formulas. Its seasonings products include savory seasonings, sweet seasonings, instant soup powder, Thai style, western style, Asian style, and other products. Its Savory foods are made in a variety of ways, such as boiling, steaming, frying, grilling, or other methods. Its coconut chips and dehydrated food products include air dried meat, air dried vegetable and coconut chips. The firm also uses technology to produce and sell products under its own brand with product concepts, such as Kin Dee, Crispconut, and Ok. The firm has the distribution channel both domestic and overseas markets.

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JDF Intrinsic Value

Undervaluation 42%

Intrinsic Value

Price

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

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Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

The AI Assistant may sometimes provide inaccurate information.

Make your own investment decisions or consult a licensed financial advisor.

JD Food PCL
SET:JDF

JD Food PCL
Inventory

JD Food PCL
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

JD Food PCL
Glance View

See Also

What is JD Food PCL's Inventory?

Inventory
63.4m THB

What is JD Food PCL's Inventory growth rate?

Inventory CAGR 5Y
8%

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JD Food PCL SET:JDF

JD Food PCL Inventory

JD Food PCL Inventory Peer Comparison

Competitors Analysis Latest Figures & CAGR of Competitors

JD Food PCL Glance View

See Also

What is JD Food PCL's Inventory? Inventory 63.4m THB

What is JD Food PCL's Inventory growth rate? Inventory CAGR 5Y 8%

Company

Help

Tools

Stocks

JD Food PCL
SET:JDF

JD Food PCL
Inventory

JD Food PCL
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

JD Food PCL
Glance View

What is JD Food PCL's Inventory?

Inventory
63.4m THB

What is JD Food PCL's Inventory growth rate?

Inventory CAGR 5Y
8%