Cencosud S.A.

SNSE:CENCOSUD Lagerbericht

Marktkapitalisierung: CL$5.6t

Cencosud Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

Cencosud wird ein jährliches Gewinn- und Umsatzwachstum von 22.5% bzw. 4.3% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 23% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 10.7% betragen.

Wichtige Informationen

22.5%

Wachstumsrate der Gewinne

22.96%

EPS-Wachstumsrate

Consumer Retailing Gewinnwachstum10.9%
Wachstumsrate der Einnahmen4.3%
Zukünftige Eigenkapitalrendite10.73%
Analystenabdeckung

Good

Zuletzt aktualisiert13 Jul 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrative-Update • Jun 25

CENCOSUD: 2026 Dividend Payout Will Likely Pressure Margins And P/E

Analysts have made a modest refinement to their view on Cencosud, adjusting the implied fair value anchor for their CLP price target as they factor in slightly different assumptions for discount rates, revenue growth and profit margins in their updated models. What's in the News Cencosud announced an annual dividend of CLP 25.0000 per share.
Narrative-Update • Jun 11

CENCOSUD: 2026 Dividend Payout Will Likely Pressure Margins And P/E

Analysts have adjusted their view on Cencosud, trimming the fair value estimate from CLP 2,520.00 to about CLP 2,218.27 as they recalibrate assumptions around revenue growth, profit margins, and future P/E levels. What's in the News Cencosud S.A. announced an annual dividend of CLP 25.0000 per share, with payment scheduled for May 14, 2026.
Narrative-Update • May 28

CENCOSUD: Dividend Outlook Will Shape Confidence In 2026 Potential

Analysts have trimmed their Cencosud price target from CLP3,185.83 to CLP3,008.18 as they factor in a higher discount rate, a lower profit margin outlook, a higher future P/E multiple, and updated revenue growth assumptions. What's in the News Cencosud S.A. announced an annual dividend of CLP 25.0000 per share, with payment scheduled for May 14, 2026.
Narrative-Update • May 08

CENCOSUD: Steady Fair Value And 2026 Dividend Will Support Future Upside

Analysts have kept Cencosud's fair value estimate steady at CLP 3,520.0. The price target is now grounded in updated assumptions for discount rate, revenue growth and profit margins, along with a slightly lower future P/E outlook. What's in the News Cencosud S.A. declared an annual dividend of CLP 25.0000 per share, scheduled for payment on May 14, 2026 (Key Developments).
Narrative-Update • Apr 24

CENCOSUD: 2026 Dividend Plans Will Likely Pressure Margins And P/E

Analysts have raised their CLP price target for Cencosud from CLP2,335.75 to CLP2,520.00, reflecting updated assumptions around revenue growth, profit margin outlook, discount rate, and a higher future P/E multiple. What's in the News Cencosud S.A. announced an annual dividend of CLP 25.0000 per share, payable on May 14, 2026 (Key Developments).
Narrative-Update • Apr 09

CENCOSUD: Planned 2026 Store And Mall Expansions Will Support Future Upside

Analysts have reaffirmed their Cencosud price target at CLP 3,520, with small tweaks to the discount rate, revenue growth assumptions, profit margin, and future P/E expectations shaping this narrative update. What's in the News Cencosud announced an annual dividend of CLP 25.0000 per share, with a record date of May 8, 2026, an ex-dividend date of May 11, 2026, and a payment date of May 14, 2026 (Key Developments).
Narrative-Update • Mar 25

CENCOSUD: Planned Store And Mall Expansions Will Support Future Upside

Analysts have maintained their CLP$3,520 price target for Cencosud, citing only minor adjustments to assumptions on the discount rate, revenue growth, profit margins and future P/E that do not materially change their overall valuation view. What's in the News Cencosud issued consolidated earnings guidance for the full year 2026, expecting revenues of US$18.413b, providing a reference point for the scale of the business in the current planning cycle (company guidance).
Narrative-Update • Mar 10

CENCOSUD: Store Expansion And New Developments Will Support Future Upside

Analysts have trimmed their Cencosud fair value estimate from CLP 3,800 to CLP 3,520, reflecting updated assumptions for slower revenue growth, softer profit margins, a higher discount rate and a higher future P/E multiple. What's in the News Cencosud issued consolidated earnings guidance for the full year 2026, with expected revenues of US$18.413b (Key Developments).
Narrative-Update • Feb 24

CENCOSUD: 2026 Expansion Plans Will Likely Pressure Margins And P/E

Analysts have slightly reduced their Cencosud price target, with fair value moving from CLP 2,380.13 to CLP 2,335.75 as updated assumptions reflect different views on revenue growth, profit margins and future P/E multiples. What's in the News Cencosud issued consolidated earnings guidance for the full year 2026, with expected revenues of US$18.413b (Company guidance).
Analyseartikel • Feb 14

Cencosud (SNSE:CENCOSUD) Strong Profits May Be Masking Some Underlying Issues

The recent earnings posted by Cencosud S.A. ( SNSE:CENCOSUD ) were solid, but the stock didn't move as much as we...
Analyseartikel • Feb 11

Is Cencosud (SNSE:CENCOSUD) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Narrative-Update • Feb 09

CENCOSUD: Slower Revenue Outlook Will Likely Undermine Rich Future P/E

Analysts have nudged their fair value estimate for Cencosud higher from $2,332.15 to $2,380.13, reflecting updated views on revenue growth, profit margins, and a slightly higher future P/E assumption. What's in the News Cencosud issued consolidated earnings guidance for the full year 2026, indicating expected revenues of US$18.413b (company guidance).
Narrative-Update • Jan 26

CENCOSUD: Expansion Plans And Softer Assumptions Will Shape Balanced 2026 Outlook

Narrative Update on Cencosud Analysts have made a small adjustment to their fair value estimate for Cencosud, with the target shifting from about $3,192.73 to about $3,185.83, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Cencosud issued consolidated earnings guidance for full year 2026, indicating expected revenues of US$18.413b for the period (company guidance).
Analyseartikel • Jan 12

Cencosud S.A.'s (SNSE:CENCOSUD) Popularity With Investors Is Clear

With a price-to-earnings (or "P/E") ratio of 43.9x Cencosud S.A. ( SNSE:CENCOSUD ) may be sending very bearish signals...
Narrative-Update • Jan 12

CENCOSUD: Higher Discount Rate Will Likely Sustain Pressure On Rich P E Multiple

Analysts have revised their price target for Cencosud slightly higher, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that together support a modestly richer valuation. Valuation Changes Fair Value: The intrinsic value estimate remains unchanged at CLP 2,332.15.
Narrative-Update • Dec 21

CENCOSUD: Higher Discount Rate Will Likely Pressure Shares Despite Margin Outlook

Analysts have modestly raised their price target on Cencosud from approximately $2,027 to about $2,332, citing expectations for slightly lower revenue growth, improved profit margins, and a higher justified future earnings multiple. Valuation Changes Fair Value Estimate: Risen slightly from CLP 2,027 to CLP 2,332, reflecting a modest uplift in the intrinsic value assessment.
Analyseartikel • Dec 12

Cencosud S.A.'s (SNSE:CENCOSUD) Intrinsic Value Is Potentially 73% Above Its Share Price

Key Insights Cencosud's estimated fair value is CL$5,102 based on 2 Stage Free Cash Flow to Equity Cencosud's CL$2,941...
Narrative-Update • Dec 07

CENCOSUD: Outlook Will Balance Modest Margin Improvement With Softer Revenue Expectations

Analysts have raised their price target on Cencosud modestly, from CLP 3,139.09 to CLP 3,192.73, citing a slightly richer profit margin outlook and lower expected future valuation multiples. These factors more than offset tempered revenue growth assumptions and a marginally higher discount rate.
Analyseartikel • Nov 25

Returns Are Gaining Momentum At Cencosud (SNSE:CENCOSUD)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Analyseartikel • Nov 10

Cencosud (SNSE:CENCOSUD) Takes On Some Risk With Its Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel • Oct 10

Cencosud S.A.'s (SNSE:CENCOSUD) Share Price Matching Investor Opinion

When close to half the companies in Chile have price-to-earnings ratios (or "P/E's") below 11x, you may consider...
Analyseartikel • Aug 25

Cencosud's (SNSE:CENCOSUD) Returns Have Hit A Wall

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
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Neues Narrative • Aug 10

Latin America Expansion And Digital Transformation Will Reshape Retail

Expansion in Latin America and digital transformation initiatives are driving market share growth, operational efficiency, and improved margins.
Analyseartikel • Jul 28

These 4 Measures Indicate That Cencosud (SNSE:CENCOSUD) Is Using Debt Extensively

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Gewinn- und Umsatzwachstumsprognosen

SNSE:CENCOSUD - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (CLP Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/202818,598,841599,306762,8051,194,9297
12/31/202718,014,776550,064832,8491,203,63810
12/31/202617,111,089506,270721,870887,4789
3/31/202616,603,941282,359613,9651,166,625N/A
12/31/202516,594,515314,917520,6561,089,031N/A
9/30/202516,986,933196,375631,1311,143,220N/A
6/30/202516,795,864286,026855,6691,335,305N/A
3/31/202516,587,328290,330836,5451,291,843N/A
12/31/202416,493,815158,935892,3741,343,971N/A
9/30/202414,970,585226,027927,4771,326,351N/A
6/30/202415,023,751179,438911,4971,292,361N/A
3/31/202414,665,528137,2921,101,4031,460,135N/A
12/31/202314,230,642220,2801,111,3361,447,655N/A
9/30/202314,853,914280,5771,171,5611,536,486N/A
6/30/202314,919,594325,563969,9421,345,270N/A
3/31/202314,719,826256,759817,7701,186,108N/A
12/31/202214,202,098338,929790,1311,150,577N/A
9/30/202213,853,172359,444744,5571,084,811N/A
6/30/202213,007,740427,771941,7811,242,883N/A
3/31/202212,273,290542,3801,085,8601,344,899N/A
12/31/202111,760,071471,9101,154,9121,362,355N/A
9/30/202110,961,450473,3841,067,7901,199,102N/A
6/30/202110,334,937324,2471,174,6461,256,622N/A
3/31/20219,830,164166,0231,101,8751,161,868N/A
12/31/20209,836,11722,9311,086,9871,147,276N/A
9/30/20209,860,702-167,651944,1111,045,710N/A
6/30/20209,578,338-152,852668,114798,792N/A
3/31/20209,776,103-108,351656,505809,449N/A
12/31/20199,548,213114,110N/A764,245N/A
9/30/20199,704,618281,026N/A748,375N/A
6/30/20199,430,337268,452N/A630,243N/A
3/31/20199,473,497291,012N/A547,414N/A
12/31/20189,646,002191,285N/A541,649N/A
9/30/20189,540,109370,609N/A474,736N/A
6/30/201810,176,709404,576N/A502,262N/A
3/31/201810,356,229424,530N/A439,148N/A
12/31/201710,456,987439,989N/A413,300N/A
9/30/201710,458,092277,530N/A447,904N/A
6/30/201710,454,598284,134N/A500,232N/A
3/31/201710,374,680347,240N/A424,575N/A
12/31/201610,333,001387,755N/A404,067N/A
9/30/201610,530,900356,300N/A378,917N/A
6/30/201610,709,586291,127N/A250,190N/A
3/31/201610,820,575249,273N/A552,787N/A
12/31/201510,991,338161,324N/A636,151N/A
9/30/201510,957,316107,351N/A523,819N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: CENCOSUDDas prognostizierte Gewinnwachstum (22.5% pro Jahr) liegt über der Sparquote (5.7%).

Ertrag vs. Markt: CENCOSUDDie Erträge des Unternehmens (22.5% pro Jahr) werden voraussichtlich schneller wachsen als der Markt CL (4.6% pro Jahr).

Hohe Wachstumserträge: CENCOSUDEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: CENCOSUDDie Einnahmen des Unternehmens (4.3% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt CL (5.5% pro Jahr).

Hohe Wachstumseinnahmen: CENCOSUDDie Einnahmen des Unternehmens (4.3% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: CENCOSUDDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (10.7%).

Wachstumsunternehmen entdecken

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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/07/13 16:44
Aktienkurs zum Tagesende2026/07/13 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Cencosud S.A. wird von 16 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Matthew McClintockBarclays
Robert Ford AguilarBofA Global Research
Murilo RicciniBradesco S.A. Corretora de Títulos e Valores Mobiliários