SM Investments Corp is a Philippines conglomerate with operations in retail, banking, property, and Portfolio investments. The retail division operates department stores and food retail stores. The property division is mainly present in Southeast Asia and is focused on malls, residences, office buildings, resorts, hotels, and convention centers. SM Banking provides financial services through BDO Unibank and China Banking Corporation. China Banking Corporation is servicing emerging companies and small- and medium-scale enterprises. BDO has diverse operations from credit cards, insurance, and leasing to investment banking, and asset management. The majority of its revenue comes from the retail segment that engages in the trading of merchandise such as dry goods, wearing apparel, and others.

Financial Strength

5/10

Name	Current	Vs Industry
Cash-To-Debt	0.22
Equity-to-Asset	0.37
Debt-to-Equity	0.88
Debt-to-EBITDA	2.99
Interest Coverage	4.08
Piotroski F-Score	8/9	0 1 2 3 4 5 6 7 8 9
Altman Z-Score	1.99	Distress Grey Safe
Beneish M-Score	-1.94	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

10/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	14
	3-Year EBITDA Growth Rate	28.7
	3-Year EPS without NRI Growth Rate	45.2
	3-Year FCF Growth Rate	33.8
	3-Year Book Growth Rate	10
	Future 3-5Y EPS without NRI Growth Rate	8.14
	Future 3-5Y Total Revenue Growth Rate	7.48

Momentum Rank

8/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	39.32
	9-Day RSI	40.34
	14-Day RSI	40.75
	6-1 Month Momentum %	9.43
	12-1 Month Momentum %	15.47

Liquidity Ratio

	Name	Current	Vs Industry		Vs History
	Current Ratio	1.17
	Quick Ratio	0.77
	Cash Ratio	0.38
	Days Inventory	125.04
	Days Sales Outstanding	48.87
	Days Payable	109.2

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	1
	Dividend Payout Ratio	0.13
	3-Year Dividend Growth Rate	20.8
	Forward Dividend Yield %	1
	5-Year Yield-on-Cost %	0.8
	3-Year Average Share Buyback Ratio	-0.5
	Shareholder Yield %	0.87

Profitability Rank

9/10

	Name	Current	Vs Industry		Vs History
	Gross Margin %	40.22
	Operating Margin %	16.9
	Net Margin %	13.91
	FCF Margin %	13.76
	ROE %	14.32
	ROA %	5.14
	ROIC %	6.09
	ROC (Joel Greenblatt) %	134.06
	ROCE %	12.17
	Years of Profitability over Past 10-Year	10

GF Value Rank

7/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	14.23
	Forward PE Ratio	12.05
	PE Ratio without NRI	14.24
	Shiller PE Ratio	22.42
	Price-to-Owner-Earnings	14.48
	PEG Ratio	1.58
	PS Ratio	1.98
	PB Ratio	1.91
	Price-to-Tangible-Book	1.98
	Price-to-Free-Cash-Flow	14.39
	Price-to-Operating-Cash-Flow	12.28
	EV-to-EBIT	9.71
	EV-to-Forward-EBIT	9.26
	EV-to-EBITDA	8.3
	EV-to-Forward-EBITDA	8.04
	EV-to-Revenue	2.54
	EV-to-Forward-Revenue	2.11
	EV-to-FCF	19.66
	Price-to-Projected-FCF	0.89
	Price-to-DCF (Earnings Based)	0.89
	Price-to-DCF (FCF Based)	0.84
	Price-to-Median-PS-Value	0.73
	Price-to-Peter-Lynch-Fair-Value	0.94
	Price-to-Graham-Number	1.08
	Earnings Yield (Greenblatt) %	10.29
	FCF Yield %	7.11
	Forward Rate of Return (Yacktman) %	19.15

Financials

Annual Quarterly TTM

PHS:SM's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Guru Trades

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Insider Trades

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Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

SM Investments Corp Executives

Details

GF Value: ₱1023.65

PHS:SM

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 2 Severe warning signs with SM. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil ₱)	589,403.228
	EPS (TTM) (₱)	67.1
	Beta	0.98
	Volatility %	18.13
	14-Day RSI	40.75
	14-Day ATR (₱)	27.273183
	20-Day SMA (₱)	915.675
	12-1 Month Momentum %	15.47
	52-Week Range (₱)	806 - 1010
	Shares Outstanding (Mil)	1,222.02

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	8
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

SM Investments Corp Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

SM Investments Corp Stock Events

Financials Calendars

	Event	Date	Price(₱)
No Event Data

SM Investments Corp Frequently Asked Questions

What is SM Investments Corp(PHS:SM)'s stock price today?

The current price of PHS:SM is ₱879.00. The 52 week high of PHS:SM is ₱1010.00 and 52 week low is ₱806.00.

When is next earnings date of SM Investments Corp(PHS:SM)?

The next earnings date of SM Investments Corp(PHS:SM) is .

Does SM Investments Corp(PHS:SM) pay dividends? If so, how much?

The Dividend Yield % of SM Investments Corp(PHS:SM) is 1% (As of Today), Highest Dividend Payout Ratio of SM Investments Corp(PHS:SM) was 0.32. The lowest was 0.12. And the median was 0.25. The Forward Dividend Yield % of SM Investments Corp(PHS:SM) is 1%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
No Press Release

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