SM Investments Corp SM
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
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News
Trading Information
- Previous Close Price
- —
- Day Range
- —–—
- 52-Week Range
- —–—
- Bid/Ask
- — / —
- Market Cap
- —
- Volume/Avg
- — / —
Key Statistics
- Price/Earnings (Normalized)
- 14.90
- Price/Sales
- 2.00
- Dividend Yield (Trailing)
- 0.80%
- Dividend Yield (Forward)
- 0.96%
- Total Yield
- 0.80%
Company Profile
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.
- Sector
- Consumer Cyclical
- Industry
- Department Stores
- Stock Style Box
- Large Core
- Total Number of Employees
- 130,997
- Website
- https://www.sminvestments.com
Comparables
Valuation
|
Metric
|
SM
|
MBT
|
CHIB
|
|---|---|---|---|
Price/Earnings (Normalized) | 14.90 | 7.68 | 5.11 |
Price/Book Value | 2.05 | 0.94 | 0.72 |
Price/Sales | 2.00 | 2.38 | 1.95 |
Price/Cash Flow | 13.12 | 5.74 | 4.44 |
Price/Earnings
SM
MBT
CHIB
Financial Strength
|
Metric
|
SM
|
MBT
|
CHIB
|
|---|---|---|---|
Quick Ratio | 0.65 | — | — |
Current Ratio | 1.09 | — | — |
Interest Coverage | 5.93 | — | — |
Quick Ratio
SM
MBT
CHIB
Profitability
|
Metric
|
SM
|
MBT
|
CHIB
|
|---|---|---|---|
Return on Assets (Normalized) | 6.99% | 1.53% | 1.58% |
Return on Equity (Normalized) | 20.22% | 13.54% | 15.58% |
Return on Invested Capital (Normalized) | 9.75% | — | — |
Return on Assets
SM
MBT
CHIB
Department Stores Industry Comparables
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
SVTMF
| SM Investments Corp | — | Jhtqf | $20.1 Bil | |
AONNY
| AEON Co Ltd ADR | — | Mkn | $17.7 Bil | |
AONNF
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ELPQF
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SRHGF
| Shoprite Holdings Ltd | — | Jrvjbx | $7.3 Bil | |
SRGHY
| Shoprite Holdings Ltd ADR | — | Ksjtb | $7.3 Bil | |
TOKUY
| Tokyu Corp ADR | — | Gfdff | $7.0 Bil | |
M
| Macy's Inc | Nsncsspc | Zztpl | $5.0 Bil | |
JWN
| Nordstrom Inc | Mmlsgqt | Sxchf | $3.1 Bil | |
KSS
| Kohl's Corp | Gkldgtj | Pdr | $2.6 Bil |