SMU S.A.

Informe acción SNSE:SMU

Capitalización de mercado: CL$779.8b

SMU Crecimiento futuro

Future controles de criterios 2/6

Se prevé un crecimiento anual de los beneficios y los ingresos de SMU de 9% y 4.9% por año respectivamente. Se prevé que el BPA crezca en un 9% al año. Se espera que la rentabilidad financiera sea de 7.2% en 3 años.

Información clave

9.0%

Tasa de crecimiento de los beneficios

8.95%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Consumer Retailing10.7%
Tasa de crecimiento de los ingresos4.9%
Rentabilidad financiera futura7.17%
Cobertura de analistas

Low

Última actualización08 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

Artículo de análisis • Nov 14

Earnings Report: SMU S.A. Missed Revenue Estimates By 6.6%

The third-quarter results for SMU S.A. ( SNSE:SMU ) were released last week, making it a good time to revisit its...

Recent updates

Actualización de narrativa • Jun 05

SMU: Stable Assumptions Will Support Attractive Upside At Current Levels

Analysts kept SMU's fair value target steady at CLP178, supported by slightly lower discount rate and P/E assumptions that leave the overall price target effectively unchanged. What's in the News No recent company specific news items for SMU were identified in the provided sources.
Actualización de narrativa • May 18

SMU: Extraordinary Meeting Will Support Attractive Upside At Current Levels

Analysts have kept the SMU fair value estimate unchanged at CLP$178, while slightly adjusting assumptions around discount rate, revenue growth, profit margin and future P/E to reflect updated expectations for the business and its risk profile. What's in the News SMU has scheduled a Special and Extraordinary Shareholders Meeting for April 23, 2026, at its offices on Cerro El Plomo 5680, 11th floor, Las Condes, Santiago, Chile (Key Developments).
Actualización de narrativa • Apr 23

SMU: Extraordinary Meeting Will Support Attractive Upside Case At Current Levels

Analysts maintained their CLP fair value estimate for SMU at CLP 178, with only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions driving the updated price target narrative. What's in the News SMU has scheduled a Special or Extraordinary Shareholders Meeting for April 23, 2026, signaling upcoming decisions that may be important for existing shareholders (Key Developments).
Actualización de narrativa • Apr 09

SMU: Extraordinary Meeting Will Support Steady Upside Potential For Shares

Analysts have kept their fair value estimate unchanged at CLP178.0, with a slightly lower discount rate and only minor tweaks to long term growth, margin, and future P/E assumptions that support a steady view on SMU's price potential. What's in the News SMU has scheduled a Special or Extraordinary Shareholders Meeting for April 23, 2026, at Cerro El Plomo Street No. 5680, 11th floor, Las Condes district, Santiago, Chile (Key Developments).
Actualización de narrativa • Mar 26

SMU: Extraordinary Shareholders Meeting Will Drive Future Upside Potential

Analysts have trimmed their CLP price target on SMU from CLP183.33 to CLP178.00. This reflects updated assumptions for slightly softer revenue growth, a higher discount rate, improved profit margins, and a lower future P/E multiple.
Actualización de narrativa • Mar 12

SMU: Special Shareholder Meeting Will Support Further Upside Potential

Analysts have kept their fair value view on SMU essentially unchanged, with a refreshed price target holding at around CLP183.33, as only minor tweaks to the discount rate, long term revenue growth, profit margin, and future P/E assumptions were made. What's in the News SMU has scheduled a Special and Extraordinary Shareholders Meeting for April 23, 2026, giving investors a set date to watch for governance and corporate decision updates.
Actualización de narrativa • Feb 25

SMU: Upcoming 2026 To 2028 Plan Review Will Support Further Upside Potential

Analysts have lifted their CLP price target for SMU to CLP183.33, reflecting only minor tweaks to the discount rate and long run assumptions for revenue growth, profit margin and future P/E, rather than any major shift in the underlying thesis. What's in the News SMU has scheduled an Analyst/Investor Day to review and discuss its plan for 2026 to 2028, with a focus on growth, competitiveness, and efficiency (Key Developments).
Actualización de narrativa • Feb 11

SMU: Upcoming 2026 To 2028 Plan Review Will Support Further Upside Potential

Analysts have kept their CLP price target for SMU broadly in line with prior views, with only marginal tweaks to the discount rate and long term assumptions around growth, margins, and future P/E feeding into an updated CLP valuation framework. What's in the News SMU plans an Analyst and Investor Day to review its 2026 to 2028 plan, with an emphasis on growth, competitiveness, and efficiency (Key Developments).
Actualización de narrativa • Jan 27

SMU: Upcoming 2026 To 2028 Plan Review Will Support Further Upside Potential

Narrative Update on SMU Analysts have trimmed their price target on SMU by about $5 per share. This reflects slightly lower fair value estimates and modest adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions.
Actualización de narrativa • Jan 12

SMU: Upcoming Efficiency Plan Review Will Likely Support Further Upside Potential

Analysts have kept their SMU fair value estimate steady at $188.33, with only slight tweaks to inputs like discount rate and future P/E. This suggests their price target rationale is essentially unchanged even as they refine their model assumptions.
Artículo de análisis • Jan 07

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Actualización de narrativa • Dec 25

SMU: Future Efficiency Gains Will Likely Support Attractive Upside Potential

Analysts have marginally increased their price target for SMU to reflect a slightly higher discount rate and modestly improved expectations for long term earnings multiples, while maintaining a fair value estimate of approximately 188.33 dollars per share. What's in the News SMU will host an Analyst and Investor Day to present its 2026 to 2028 strategic plan, emphasizing growth, competitiveness, and efficiency (Key Developments).
Actualización de narrativa • Dec 11

SMU: Future Efficiency Improvements Will Likely Drive Meaningful Earnings Upside

Analysts have modestly reduced their price target on SMU by approximately $7 to roughly $188 per share. This reflects tempered expectations for revenue growth and profit margins, partially offset by a higher anticipated future price-to-earnings multiple.
Actualización de narrativa • Nov 26

SMU: Rising Revenue Growth and Profit Margins Will Likely Drive Future Upside

Analysts have revised SMU's price target downward from $201.67 to $195.00 because of changing assumptions in growth and profitability expectations. What's in the News SMU S.A. will hold a Special and Extraordinary Shareholders Meeting on December 18, 2025 at calle cerro el plomo n 5680, piso 11, Las Condes, Santiago, Chile (Key Developments).
Artículo de análisis • Nov 24

There May Be Some Bright Spots In SMU's (SNSE:SMU) Earnings

The market for SMU S.A.'s ( SNSE:SMU ) shares didn't move much after it posted weak earnings recently. Our analysis...
Artículo de análisis • Nov 14

Earnings Report: SMU S.A. Missed Revenue Estimates By 6.6%

The third-quarter results for SMU S.A. ( SNSE:SMU ) were released last week, making it a good time to revisit its...
Actualización de narrativa • Nov 11

SMU: Consistent Financial Stability Will Likely Support Future Share Price Increase

Analysts have maintained their price target for SMU at $201.67. They cite consistent expectations for the company's financial growth and stability, despite minor adjustments in key valuation metrics.
Artículo de análisis • Aug 14

Investors Still Waiting For A Pull Back In SMU S.A. (SNSE:SMU)

SNSE:SMU 1 Year Share Price vs Fair Value Explore SMU's Fair Values from the Community and select yours With a...
Artículo de análisis • May 22

SMU's (SNSE:SMU) Shareholders Have More To Worry About Than Only Soft Earnings

The subdued market reaction suggests that SMU S.A.'s ( SNSE:SMU ) recent earnings didn't contain any surprises. We...
Artículo de análisis • May 16

SMU (SNSE:SMU) Will Pay A Smaller Dividend Than Last Year

SMU S.A.'s ( SNSE:SMU ) dividend is being reduced from last year's payment covering the same period to CLP0.5478 on the...
Artículo de análisis • Apr 10

Here's What To Make Of SMU's (SNSE:SMU) Decelerating Rates Of Return

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
User avatar
Nueva narrativa • Feb 11

Expansion Into Chile And Peru And Club Unimarc Initiatives May Strengthen Operations, But Margin Pressures May Persist

Expansion in Chile and Peru will drive revenue growth as new stores exceed sales and EBITDA projections.
Artículo de análisis • Nov 20

Some May Be Optimistic About SMU's (SNSE:SMU) Earnings

Shareholders appeared unconcerned with SMU S.A.'s ( SNSE:SMU ) lackluster earnings report last week. We think that the...
Artículo de análisis • Nov 18

SMU's (SNSE:SMU) Dividend Will Be CLP0.9718

The board of SMU S.A. ( SNSE:SMU ) has announced that it will pay a dividend of CLP0.9718 per share on the 4th of...
Artículo de análisis • Aug 16

SMU (SNSE:SMU) Has Announced That Its Dividend Will Be Reduced To CLP0.8601

SMU S.A. ( SNSE:SMU ) has announced that on 5th of September, it will be paying a dividend ofCLP0.8601, which a...
Artículo de análisis • Jul 25

Unpleasant Surprises Could Be In Store For SMU S.A.'s (SNSE:SMU) Shares

It's not a stretch to say that SMU S.A.'s ( SNSE:SMU ) price-to-earnings (or "P/E") ratio of 10.5x right now seems...
Artículo de análisis • May 21

SMU's (SNSE:SMU) Soft Earnings Don't Show The Whole Picture

Shareholders appeared unconcerned with SMU S.A.'s ( SNSE:SMU ) lackluster earnings report last week. We did some...
Artículo de análisis • Mar 01

Returns On Capital Are Showing Encouraging Signs At SMU (SNSE:SMU)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Artículo de análisis • Oct 13

Is There An Opportunity With SMU S.A.'s (SNSE:SMU) 45% Undervaluation?

Key Insights The projected fair value for SMU is CL$300 based on 2 Stage Free Cash Flow to Equity SMU is estimated to...
Artículo de análisis • Sep 28

SMU (SNSE:SMU) Has A Somewhat Strained Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Artículo de análisis • May 09

Here's Why SMU (SNSE:SMU) Has A Meaningful Debt Burden

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis • Feb 17

SMU (SNSE:SMU) Is Looking To Continue Growing Its Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Artículo de análisis • Jan 25

Does SMU (SNSE:SMU) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis • Sep 25

Here's Why SMU (SNSE:SMU) Has A Meaningful Debt Burden

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis • May 18

Returns On Capital Are Showing Encouraging Signs At SMU (SNSE:SMU)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...

Previsiones de crecimiento de beneficios e ingresos

SNSE:SMU - Estimaciones futuras de los analistas y datos financieros pasados (CLP Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20283,227,40275,307N/A205,3241
12/31/20273,114,97157,243169,000229,9612
12/31/20262,927,64938,314132,000204,6551
3/31/20262,833,93759,333116,962228,737N/A
12/31/20252,819,05563,123153,036265,973N/A
9/30/20252,824,44367,33580,676181,950N/A
6/30/20252,869,36742,189122,919223,540N/A
3/31/20252,882,31133,84784,363196,907N/A
12/31/20242,887,16548,750117,971225,119N/A
9/30/20242,876,23169,743199,075300,920N/A
6/30/20242,856,33373,511169,599281,869N/A
3/31/20242,869,70885,686221,555317,935N/A
12/31/20232,862,38388,784191,700286,301N/A
9/30/20232,889,52283,483202,231289,934N/A
6/30/20232,898,282101,591252,286313,803N/A
3/31/20232,865,323104,497236,044295,726N/A
12/31/20222,826,314131,552213,710270,586N/A
9/30/20222,755,938126,640209,497260,805N/A
6/30/20222,666,155118,574181,692231,522N/A
3/31/20222,572,157115,208208,080254,998N/A
12/31/20212,472,37869,865193,138239,846N/A
9/30/20212,352,70859,478183,123222,968N/A
6/30/20212,277,19447,711210,227244,389N/A
3/31/20212,224,56822,842147,390178,630N/A
12/31/20202,264,39425,820145,383177,523N/A
9/30/20202,276,00120,30998,138131,595N/A
6/30/20202,299,63521,09563,76399,231N/A
3/31/20202,333,59133,745102,323138,846N/A
12/31/20192,297,03234,584N/A145,020N/A
9/30/20192,306,36834,998N/A162,376N/A
6/30/20192,301,65932,102N/A167,702N/A
3/31/20192,298,06140,877N/A129,431N/A
12/31/20182,295,41533,213N/A124,144N/A
9/30/20182,293,56239,903N/A128,938N/A
6/30/20182,285,16936,039N/A107,427N/A
3/31/20182,272,44021,876N/A110,213N/A
12/31/20172,257,55826,299N/A87,211N/A
9/30/20172,074,1428,873N/A98,588N/A
6/30/20172,126,2875,811N/A94,477N/A
3/31/20172,176,2863,947N/A112,861N/A
12/31/20162,221,86910,929N/A120,988N/A
9/30/20162,431,65612,813N/A135,305N/A
6/30/20162,388,326-4,879N/A103,772N/A
3/31/20162,361,010-16,119N/A93,584N/A
12/31/20152,330,601-37,236N/A80,609N/A
9/30/20152,472,747-68,393N/A81,066N/A
6/30/20152,385,225-69,525N/A80,561N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (9% al año) de SMU es superior a la tasa de ahorro (5.7%).

Beneficios vs. Mercado: Se prevé que los beneficios (9% al año) de SMU crezcan más rápidamente que el mercado CL (4.7% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de SMU crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (4.9% al año) de SMU crezcan más despacio que el mercado de CL (5.1% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 4.9% al año) de SMU crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de SMU sea baja dentro de 3 años (7.2%).

Descubre empresas en crecimiento

7D

1Y

7D

1Y

7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/09 10:20
Precio de las acciones al final del día2026/06/09 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

SMU S.A. está cubierta por 6 analistas. 2 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Alonso AramburúBTG Pactual
Joaquín Ley PintoItau BBA
Jorge Pérez ArayaItau BBA