Cencosud S.A.

SNSE:CENCOSUD Rapport sur les actions

Capitalisation boursière : CL$5.3t

Cencosud Croissance future

Future contrôle des critères 3/6

Cencosud devrait augmenter ses bénéfices et son chiffre d'affaires de 40.8% et de 5.1% par an respectivement. Le BPA devrait croître de de 41.7% par an. Le rendement des capitaux propres devrait être 9.9% dans 3 ans.

Informations clés

40.8%

Taux de croissance des bénéfices

41.68%

Taux de croissance du BPA

Consumer Retailing croissance des bénéfices11.7%
Taux de croissance des recettes5.1%
Rendement futur des capitaux propres9.91%
Couverture par les analystes

Good

Dernière mise à jour07 Aug 2026

Mises à jour récentes de la croissance future

Article d’analyse • Aug 09

Cencosud S.A. (SNSE:CENCOSUD) Just Released Its Second-Quarter Earnings: Here's What Analysts Think

Investors in Cencosud S.A. ( SNSE:CENCOSUD ) had a good week, as its shares rose 4.9% to close at CL$2,050 following...

Recent updates

Article d’analyse • Aug 09

Cencosud S.A. (SNSE:CENCOSUD) Just Released Its Second-Quarter Earnings: Here's What Analysts Think

Investors in Cencosud S.A. ( SNSE:CENCOSUD ) had a good week, as its shares rose 4.9% to close at CL$2,050 following...
Mise à jour du récit • Aug 06

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

Cencosud's analyst price target has been revised from CLP 2,131.46 to CLP 2,042.73, with analysts pointing to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of this change. What's in the News No recent Cencosud specific news items or key developments were identified in the provided sources as of 29 Jul 2026.
Mise à jour du récit • Jul 22

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

The analyst price target for Cencosud has shifted modestly from CLP2,218.27 to CLP2,131.46. This change reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations as analysts refresh their models.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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).
Mise à jour du récit • 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).
Mise à jour du récit • 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).
Mise à jour du récit • 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).
Mise à jour du récit • 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).
Mise à jour du récit • 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).
Article d’analyse • 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...
Article d’analyse • 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...
Mise à jour du récit • 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).
Mise à jour du récit • 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).
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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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Nouveau récit • 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.

Prévisions de croissance des bénéfices et des revenus

SNSE:CENCOSUD - Estimations futures des analystes et données financières antérieures (CLP Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202818,778,004565,029671,1371,169,1297
12/31/202717,915,939513,866785,5821,183,70810
12/31/202616,884,026391,118568,835951,4613
6/30/202616,527,344159,413746,7401,290,166N/A
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
3/31/20209,776,103-108,351N/A809,449N/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

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de CENCOSUD ( 40.8% par an) est supérieure au taux d'épargne ( 5.8% ).

Bénéfices vs marché: Les bénéfices de CENCOSUD ( 40.8% par an) devraient croître plus rapidement que le marché CL ( 6.2% par an).

Croissance élevée des bénéfices: Les bénéfices de CENCOSUD devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de CENCOSUD ( 5.1% par an) devrait croître plus lentement que le marché de CL ( 5.3% par an).

Croissance élevée des revenus: Le chiffre d'affaires de CENCOSUD ( 5.1% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de CENCOSUD devrait être faible dans 3 ans ( 9.9 %).

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/17 06:21
Cours de l'action en fin de journée2026/08/14 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Cencosud S.A. est couverte par 16 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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