View Future GrowthPaz 過去の業績過去 基準チェック /36Pazの収益は年間平均-7.8%の割合で減少していますが、 Consumer Durables業界の収益は年間 増加しています。収益は年間7% 16%割合で 増加しています。 Pazの自己資本利益率は6.7%であり、純利益率は8.9%です。主要情報-7.77%収益成長率-7.77%EPS成長率Consumer Durables 業界の成長26.30%収益成長率16.00%株主資本利益率6.67%ネット・マージン8.92%前回の決算情報31 Mar 2026最近の業績更新分析記事 • May 16Paz's (SNSE:PAZ) Earnings Seem To Be PromisingPaz Corp S.A.'s ( SNSE:PAZ ) solid earnings announcement recently didn't do much to the stock price. Our analysis...Reported Earnings • May 13First quarter 2026 earnings released: EPS: CL$8.20 (vs CL$7.52 in 1Q 2025)First quarter 2026 results: EPS: CL$8.20 (up from CL$7.52 in 1Q 2025). Revenue: CL$30.9b (down 20% from 1Q 2025). Net income: CL$2.32b (up 9.0% from 1Q 2025). Profit margin: 7.5% (up from 5.5% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.分析記事 • Nov 14Paz's (SNSE:PAZ) Earnings Seem To Be PromisingPaz Corp S.A. ( SNSE:PAZ ) announced a healthy earnings result recently, and the market rewarded it with a strong...Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: CL$21.64 (vs CL$6.51 in 3Q 2024)Third quarter 2025 results: EPS: CL$21.64 (up from CL$6.51 in 3Q 2024). Revenue: CL$69.9b (up 240% from 3Q 2024). Net income: CL$6.13b (up 232% from 3Q 2024). Profit margin: 8.8% (down from 9.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.Reported Earnings • Aug 10Second quarter 2025 earnings released: EPS: CL$10.17 (vs CL$1.44 in 2Q 2024)Second quarter 2025 results: EPS: CL$10.17 (up from CL$1.44 in 2Q 2024). Revenue: CL$35.8b (up 91% from 2Q 2024). Net income: CL$2.88b (up CL$2.48b from 2Q 2024). Profit margin: 8.0% (up from 2.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.Reported Earnings • May 10First quarter 2025 earnings released: EPS: CL$7.52 (vs CL$7.97 in 1Q 2024)First quarter 2025 results: EPS: CL$7.52 (down from CL$7.97 in 1Q 2024). Revenue: CL$38.6b (up 27% from 1Q 2024). Net income: CL$2.13b (down 5.6% from 1Q 2024). Profit margin: 5.5% (down from 7.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.すべての更新を表示Recent updatesNew Risk • May 27New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 113% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.8% per year over the past 5 years. Minor Risk High level of debt (113% net debt to equity).Upcoming Dividend • May 18Upcoming dividend of CL$17.70 per shareEligible shareholders must have bought the stock before 25 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Chilean dividend payers (6.5%). Lower than average of industry peers (8.1%).分析記事 • May 16Paz's (SNSE:PAZ) Earnings Seem To Be PromisingPaz Corp S.A.'s ( SNSE:PAZ ) solid earnings announcement recently didn't do much to the stock price. Our analysis...Reported Earnings • May 13First quarter 2026 earnings released: EPS: CL$8.20 (vs CL$7.52 in 1Q 2025)First quarter 2026 results: EPS: CL$8.20 (up from CL$7.52 in 1Q 2025). Revenue: CL$30.9b (down 20% from 1Q 2025). Net income: CL$2.32b (up 9.0% from 1Q 2025). Profit margin: 7.5% (up from 5.5% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Declared Dividend • May 01Dividend increased to CL$17.70Dividend of CL$17.70 is 18% higher than last year. Ex-date: 25th May 2026 Payment date: 28th May 2026 Dividend yield will be 2.2%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (4% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Apr 09Paz Corp S.A., Annual General Meeting, Apr 28, 2026Paz Corp S.A., Annual General Meeting, Apr 28, 2026. Location: av apoquindo 4501, piso 21 las condes, santiago ChileNew Risk • Mar 11New major risk - Revenue and earnings growthEarnings have declined by 3.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.0% per year over the past 5 years. Minor Risk High level of debt (126% net debt to equity).Board Change • Mar 03No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Director Salvador Valdes Correa was the last director to join the board, commencing their role in 2025. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Nov 23New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 126% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (126% net debt to equity). Share price has been volatile over the past 3 months (4.2% average weekly change).分析記事 • Nov 14Paz's (SNSE:PAZ) Earnings Seem To Be PromisingPaz Corp S.A. ( SNSE:PAZ ) announced a healthy earnings result recently, and the market rewarded it with a strong...Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: CL$21.64 (vs CL$6.51 in 3Q 2024)Third quarter 2025 results: EPS: CL$21.64 (up from CL$6.51 in 3Q 2024). Revenue: CL$69.9b (up 240% from 3Q 2024). Net income: CL$6.13b (up 232% from 3Q 2024). Profit margin: 8.8% (down from 9.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.分析記事 • Nov 08Paz (SNSE:PAZ) Is Doing The Right Things To Multiply Its Share PriceThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...分析記事 • Oct 21Paz Corp S.A.'s (SNSE:PAZ) Shares May Have Run Too Fast Too SoonIt's not a stretch to say that Paz Corp S.A.'s ( SNSE:PAZ ) price-to-earnings (or "P/E") ratio of 12.9x right now seems...Reported Earnings • Aug 10Second quarter 2025 earnings released: EPS: CL$10.17 (vs CL$1.44 in 2Q 2024)Second quarter 2025 results: EPS: CL$10.17 (up from CL$1.44 in 2Q 2024). Revenue: CL$35.8b (up 91% from 2Q 2024). Net income: CL$2.88b (up CL$2.48b from 2Q 2024). Profit margin: 8.0% (up from 2.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.Upcoming Dividend • May 19Upcoming dividend of CL$15.00 per shareEligible shareholders must have bought the stock before 26 May 2025. Payment date: 29 May 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Chilean dividend payers (7.8%). Lower than average of industry peers (5.7%).Reported Earnings • May 10First quarter 2025 earnings released: EPS: CL$7.52 (vs CL$7.97 in 1Q 2024)First quarter 2025 results: EPS: CL$7.52 (down from CL$7.97 in 1Q 2024). Revenue: CL$38.6b (up 27% from 1Q 2024). Net income: CL$2.13b (down 5.6% from 1Q 2024). Profit margin: 5.5% (down from 7.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Declared Dividend • May 03Dividend reduced to CL$15.00Dividend of CL$15.00 is 50% lower than last year. Ex-date: 26th May 2025 Payment date: 29th May 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (67% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.8% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 26% to shift the payout ratio to a potentially unsustainable range, which is more than the 11% EPS decline seen over the last 5 years.お知らせ • Apr 10Paz Corp S.A., Annual General Meeting, Apr 29, 2025Paz Corp S.A., Annual General Meeting, Apr 29, 2025. Location: held remotely, ChileReported Earnings • Mar 09Full year 2024 earnings released: EPS: CL$48.96 (vs CL$67.96 in FY 2023)Full year 2024 results: EPS: CL$48.96 (down from CL$67.96 in FY 2023). Revenue: CL$146.7b (flat on FY 2023). Net income: CL$13.9b (down 28% from FY 2023). Profit margin: 9.5% (down from 13% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.分析記事 • Feb 05Paz (SNSE:PAZ) Could Be At Risk Of Shrinking As A CompanyWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...Reported Earnings • Nov 09Third quarter 2024 earnings releasedThird quarter 2024 results: EPS: CL$6.51. Revenue: CL$20.6b (down 62% from 3Q 2023). Net income: CL$1.84b (down 68% from 3Q 2023). Profit margin: 9.0% (down from 11% in 3Q 2023). The decrease in margin was driven by lower revenue.Reported Earnings • Aug 11Second quarter 2024 earnings released: EPS: CL$1.44 (vs CL$6.31 in 2Q 2023)Second quarter 2024 results: EPS: CL$1.44 (down from CL$6.31 in 2Q 2023). Revenue: CL$18.5b (up 15% from 2Q 2023). Net income: CL$407.8m (down 77% from 2Q 2023). Profit margin: 2.2% (down from 11% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.Reported Earnings • May 10First quarter 2024 earnings released: EPS: CL$7.97 (vs CL$12.56 in 1Q 2023)First quarter 2024 results: EPS: CL$7.97 (down from CL$12.56 in 1Q 2023). Revenue: CL$30.5b (up 8.6% from 1Q 2023). Net income: CL$2.26b (down 37% from 1Q 2023). Profit margin: 7.4% (down from 13% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • May 10Upcoming dividend of CL$30.00 per shareEligible shareholders must have bought the stock before 17 May 2024. Payment date: 23 May 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 4.9%. Lower than top quartile of Chilean dividend payers (10%). Higher than average of industry peers (3.4%).Reported Earnings • Mar 07Full year 2023 earnings released: EPS: CL$67.96 (vs CL$135 in FY 2022)Full year 2023 results: EPS: CL$67.96 (down from CL$135 in FY 2022). Revenue: CL$145.9b (down 1.9% from FY 2022). Net income: CL$19.3b (down 50% from FY 2022). Profit margin: 13% (down from 26% in FY 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 10Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: CL$53.9b (up 26% from 3Q 2022). Net income: CL$5.69b (down 34% from 3Q 2022). Profit margin: 11% (down from 20% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.New Risk • Aug 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 18% Last year net profit margin: 28% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (18% net profit margin).Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: CL$6.31 (vs CL$45.00 in 2Q 2022)Second quarter 2023 results: EPS: CL$6.31 (down from CL$45.00 in 2Q 2022). Revenue: CL$16.1b (down 52% from 2Q 2022). Net income: CL$1.79b (down 86% from 2Q 2022). Profit margin: 11% (down from 38% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.分析記事 • Jun 02Return Trends At Paz (SNSE:PAZ) Aren't AppealingIf 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...Upcoming Dividend • May 12Upcoming dividend of CL$42.00 per share at 7.2% yieldEligible shareholders must have bought the stock before 19 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 7.2%. Lower than top quartile of Chilean dividend payers (13%). Lower than average of industry peers (11%).Reported Earnings • Mar 10Full year 2022 earnings released: EPS: CL$135 (vs CL$81.31 in FY 2021)Full year 2022 results: EPS: CL$135 (up from CL$81.31 in FY 2021). Revenue: CL$148.8b (up 41% from FY 2021). Net income: CL$38.3b (up 66% from FY 2021). Profit margin: 26% (up from 22% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Director Andres Daniels was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 08Second quarter 2022 earnings released: EPS: CL$43.94 (vs CL$0.20 in 2Q 2021)Second quarter 2022 results: EPS: CL$43.94 (up from CL$0.20 in 2Q 2021). Revenue: CL$33.2b (up CL$27.8b from 2Q 2021). Net income: CL$12.7b (up CL$12.7b from 2Q 2021). Profit margin: 38% (up from 1.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.分析記事 • Jul 29Here's What's Concerning About Paz's (SNSE:PAZ) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • May 11Paz (SNSE:PAZ) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Upcoming Dividend • May 09Upcoming dividend of CL$33.00 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 20 May 2022. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 5.4%. Lower than top quartile of Chilean dividend payers (11%). Lower than average of industry peers (15%).Reported Earnings • May 06First quarter 2022 earnings released: EPS: CL$29.92 (vs CL$7.00 in 1Q 2021)First quarter 2022 results: EPS: CL$29.92 (up from CL$7.00 in 1Q 2021). Revenue: CL$31.8b (up 123% from 1Q 2021). Net income: CL$8.48b (up 328% from 1Q 2021). Profit margin: 27% (up from 14% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.Board Change • Apr 27No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. No independent directors (7 non-independent directors). President of the Board Ariel Magendzo Weinberger was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Mar 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: CL$81.31 (up from CL$40.62 in FY 2020). Revenue: CL$105.5b (up 50% from FY 2020). Net income: CL$23.0b (up 100% from FY 2020). Profit margin: 22% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CL$291, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 5x in the Consumer Durables industry in Chile. Total loss to shareholders of 69% over the past three years.Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to CL$361, the stock trades at a trailing P/E ratio of 6.7x. Average trailing P/E is 6x in the Consumer Durables industry in Chile. Total loss to shareholders of 62% over the past three years.分析記事 • Nov 25Paz (SNSE:PAZ) Seems To Be Using A Lot Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Nov 14Third quarter 2021 earnings released: EPS CL$26.50 (vs CL$5.58 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CL$35.5b (up 177% from 3Q 2020). Net income: CL$7.51b (up 375% from 3Q 2020). Profit margin: 21% (up from 12% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.分析記事 • Oct 02Here's What's Concerning About Paz's (SNSE:PAZ) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Valuation Update With 7 Day Price Move • Oct 02Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CL$330, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 10x in the Consumer Durables industry in Chile. Total loss to shareholders of 65% over the past three years.分析記事 • Aug 12Paz's (SNSE:PAZ) Anemic Earnings Might Be Worse Than You ThinkDespite Paz Corp S.A.'s ( SNSE:PAZ ) recent earnings report having lackluster headline numbers, the market responded...Reported Earnings • Aug 06Second quarter 2021 earnings releasedThe company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CL$5.39b (down 78% from 2Q 2020). Net income: CL$57.7m (down 99% from 2Q 2020). Profit margin: 1.1% (down from 19% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 27% per year.Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CL$523, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 14x in the Consumer Durables industry in Chile. Total loss to shareholders of 44% over the past three years.分析記事 • May 14Is Paz (SNSE:PAZ) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Upcoming Dividend • May 10Upcoming dividend of CL$17.00 per shareEligible shareholders must have bought the stock before 17 May 2021. Payment date: 20 May 2021. Trailing yield: 4.2%. Lower than top quartile of Chilean dividend payers (5.4%). Higher than average of industry peers (3.4%).分析記事 • Mar 30Is Paz Corp S.A. (SNSE:PAZ) At Risk Of Cutting Its Dividend?Today we'll take a closer look at Paz Corp S.A. ( SNSE:PAZ ) from a dividend investor's perspective. Owning a strong...分析記事 • Mar 11Can Paz Corp S.A. (SNSE:PAZ) Improve Its Returns?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...Is New 90 Day High Low • Mar 10New 90-day high: CL$665The company is up 12% from its price of CL$594 on 09 December 2020. The Chilean market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Durables industry, which is up 10.0% over the same period.Reported Earnings • Mar 06Full year 2020 earnings released: EPS CL$40.62 (vs CL$87.26 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CL$70.1b (down 53% from FY 2019). Net income: CL$11.5b (down 53% from FY 2019). Profit margin: 16% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 15% per year.分析記事 • Feb 19Our Take On The Returns On Capital At Paz (SNSE:PAZ)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...分析記事 • Jan 27Is Paz (SNSE:PAZ) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Is New 90 Day High Low • Jan 07New 90-day high: CL$608The company is up 11% from its price of CL$546 on 09 October 2020. The Chilean market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Durables industry, which is up 4.0% over the same period.分析記事 • Dec 29Does It Make Sense To Buy Paz Corp S.A. (SNSE:PAZ) For Its Yield?Could Paz Corp S.A. ( SNSE:PAZ ) be an attractive dividend share to own for the long haul? Investors are often drawn to...分析記事 • Dec 08Read This Before Judging Paz Corp S.A.'s (SNSE:PAZ) ROEMany investors are still learning about the various metrics that can be useful when analysing a stock. This article is...Reported Earnings • Nov 06Third quarter 2020 earnings released: EPS CL$5.58The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CL$12.8b (down 63% from 3Q 2019). Net income: CL$1.58b (down 68% from 3Q 2019). Profit margin: 12% (down from 14% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Oct 23New 90-day low: CL$507The company is down 20% from its price of CL$631 on 24 July 2020. The Chilean market is down 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is down 9.0% over the same period.Is New 90 Day High Low • Oct 07New 90-day low: CL$558The company is down 14% from its price of CL$650 on 09 July 2020. The Chilean market is down 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is down 13% over the same period.Is New 90 Day High Low • Sep 18New 90-day low: CL$605The company is down 2.0% from its price of CL$618 on 19 June 2020. The Chilean market is down 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is down 5.0% over the same period.収支内訳Paz の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史SNSE:PAZ 収益、費用、利益 ( )CLP Millions日付収益収益G+A経費研究開発費31 Mar 26189,41116,89622,492031 Dec 25197,04716,70522,643030 Sep 25221,16720,50921,947030 Jun 25171,84016,22220,885031 Mar 25154,63713,74720,256031 Dec 24146,72413,87419,183030 Sep 24117,81312,73918,115030 Jun 24151,15116,57917,392031 Mar 24148,63917,95817,393031 Dec 23146,04219,25916,891030 Sep 23139,16819,55616,097030 Jun 23127,97622,46515,092031 Mar 23145,04333,42714,709031 Dec 22148,80738,34713,935030 Sep 22158,13843,31314,499030 Jun 22150,89742,22913,367031 Mar 22123,10429,53813,327031 Dec 21105,52923,04113,835030 Sep 2173,02313,41711,720030 Jun 2147,7827,67211,393031 Mar 2163,26012,1079,126031 Dec 2058,0079,6678,298030 Sep 2069,5479,1748,086030 Jun 2094,18512,2909,780031 Mar 20115,54616,25312,066031 Dec 19149,91724,72612,318030 Sep 19168,61828,91013,532030 Jun 19157,95327,14412,786031 Mar 19141,53822,37212,330031 Dec 18136,35722,07712,368030 Sep 18123,50718,19913,135030 Jun 18136,20018,87714,703031 Mar 18157,67222,46914,796031 Dec 17166,92521,80914,477030 Sep 17183,66026,98812,147030 Jun 17175,00627,65810,295031 Mar 17134,40921,02310,175031 Dec 16111,81420,24011,081030 Sep 16159,68831,74012,541030 Jun 16148,95329,78311,175031 Mar 16180,57334,81810,603031 Dec 15195,09334,6029,666030 Sep 15140,38320,4468,9620質の高い収益: PAZは 高品質の収益 を持っています。利益率の向上: PAZの現在の純利益率 (8.9%)は、昨年(8.9%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: PAZの収益は過去 5 年間で年間7.8%減少しました。成長の加速: PAZの過去 1 年間の収益成長率 ( 22.9% ) は、5 年間の平均 ( 年間-7.8%を上回っています。収益対業界: PAZの過去 1 年間の収益成長率 ( 22.9% ) Consumer Durables業界26.8%を上回りませんでした。株主資本利益率高いROE: PAZの 自己資本利益率 ( 6.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-durables 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/08 04:48終値2026/07/08 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Paz Corp S.A. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
分析記事 • May 16Paz's (SNSE:PAZ) Earnings Seem To Be PromisingPaz Corp S.A.'s ( SNSE:PAZ ) solid earnings announcement recently didn't do much to the stock price. Our analysis...
Reported Earnings • May 13First quarter 2026 earnings released: EPS: CL$8.20 (vs CL$7.52 in 1Q 2025)First quarter 2026 results: EPS: CL$8.20 (up from CL$7.52 in 1Q 2025). Revenue: CL$30.9b (down 20% from 1Q 2025). Net income: CL$2.32b (up 9.0% from 1Q 2025). Profit margin: 7.5% (up from 5.5% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
分析記事 • Nov 14Paz's (SNSE:PAZ) Earnings Seem To Be PromisingPaz Corp S.A. ( SNSE:PAZ ) announced a healthy earnings result recently, and the market rewarded it with a strong...
Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: CL$21.64 (vs CL$6.51 in 3Q 2024)Third quarter 2025 results: EPS: CL$21.64 (up from CL$6.51 in 3Q 2024). Revenue: CL$69.9b (up 240% from 3Q 2024). Net income: CL$6.13b (up 232% from 3Q 2024). Profit margin: 8.8% (down from 9.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 10Second quarter 2025 earnings released: EPS: CL$10.17 (vs CL$1.44 in 2Q 2024)Second quarter 2025 results: EPS: CL$10.17 (up from CL$1.44 in 2Q 2024). Revenue: CL$35.8b (up 91% from 2Q 2024). Net income: CL$2.88b (up CL$2.48b from 2Q 2024). Profit margin: 8.0% (up from 2.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
Reported Earnings • May 10First quarter 2025 earnings released: EPS: CL$7.52 (vs CL$7.97 in 1Q 2024)First quarter 2025 results: EPS: CL$7.52 (down from CL$7.97 in 1Q 2024). Revenue: CL$38.6b (up 27% from 1Q 2024). Net income: CL$2.13b (down 5.6% from 1Q 2024). Profit margin: 5.5% (down from 7.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
New Risk • May 27New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 113% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.8% per year over the past 5 years. Minor Risk High level of debt (113% net debt to equity).
Upcoming Dividend • May 18Upcoming dividend of CL$17.70 per shareEligible shareholders must have bought the stock before 25 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Chilean dividend payers (6.5%). Lower than average of industry peers (8.1%).
分析記事 • May 16Paz's (SNSE:PAZ) Earnings Seem To Be PromisingPaz Corp S.A.'s ( SNSE:PAZ ) solid earnings announcement recently didn't do much to the stock price. Our analysis...
Reported Earnings • May 13First quarter 2026 earnings released: EPS: CL$8.20 (vs CL$7.52 in 1Q 2025)First quarter 2026 results: EPS: CL$8.20 (up from CL$7.52 in 1Q 2025). Revenue: CL$30.9b (down 20% from 1Q 2025). Net income: CL$2.32b (up 9.0% from 1Q 2025). Profit margin: 7.5% (up from 5.5% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Declared Dividend • May 01Dividend increased to CL$17.70Dividend of CL$17.70 is 18% higher than last year. Ex-date: 25th May 2026 Payment date: 28th May 2026 Dividend yield will be 2.2%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (4% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 09Paz Corp S.A., Annual General Meeting, Apr 28, 2026Paz Corp S.A., Annual General Meeting, Apr 28, 2026. Location: av apoquindo 4501, piso 21 las condes, santiago Chile
New Risk • Mar 11New major risk - Revenue and earnings growthEarnings have declined by 3.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.0% per year over the past 5 years. Minor Risk High level of debt (126% net debt to equity).
Board Change • Mar 03No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Director Salvador Valdes Correa was the last director to join the board, commencing their role in 2025. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Nov 23New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 126% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (126% net debt to equity). Share price has been volatile over the past 3 months (4.2% average weekly change).
分析記事 • Nov 14Paz's (SNSE:PAZ) Earnings Seem To Be PromisingPaz Corp S.A. ( SNSE:PAZ ) announced a healthy earnings result recently, and the market rewarded it with a strong...
Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: CL$21.64 (vs CL$6.51 in 3Q 2024)Third quarter 2025 results: EPS: CL$21.64 (up from CL$6.51 in 3Q 2024). Revenue: CL$69.9b (up 240% from 3Q 2024). Net income: CL$6.13b (up 232% from 3Q 2024). Profit margin: 8.8% (down from 9.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.
分析記事 • Nov 08Paz (SNSE:PAZ) Is Doing The Right Things To Multiply Its Share PriceThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
分析記事 • Oct 21Paz Corp S.A.'s (SNSE:PAZ) Shares May Have Run Too Fast Too SoonIt's not a stretch to say that Paz Corp S.A.'s ( SNSE:PAZ ) price-to-earnings (or "P/E") ratio of 12.9x right now seems...
Reported Earnings • Aug 10Second quarter 2025 earnings released: EPS: CL$10.17 (vs CL$1.44 in 2Q 2024)Second quarter 2025 results: EPS: CL$10.17 (up from CL$1.44 in 2Q 2024). Revenue: CL$35.8b (up 91% from 2Q 2024). Net income: CL$2.88b (up CL$2.48b from 2Q 2024). Profit margin: 8.0% (up from 2.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
Upcoming Dividend • May 19Upcoming dividend of CL$15.00 per shareEligible shareholders must have bought the stock before 26 May 2025. Payment date: 29 May 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Chilean dividend payers (7.8%). Lower than average of industry peers (5.7%).
Reported Earnings • May 10First quarter 2025 earnings released: EPS: CL$7.52 (vs CL$7.97 in 1Q 2024)First quarter 2025 results: EPS: CL$7.52 (down from CL$7.97 in 1Q 2024). Revenue: CL$38.6b (up 27% from 1Q 2024). Net income: CL$2.13b (down 5.6% from 1Q 2024). Profit margin: 5.5% (down from 7.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Declared Dividend • May 03Dividend reduced to CL$15.00Dividend of CL$15.00 is 50% lower than last year. Ex-date: 26th May 2025 Payment date: 29th May 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (67% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.8% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 26% to shift the payout ratio to a potentially unsustainable range, which is more than the 11% EPS decline seen over the last 5 years.
お知らせ • Apr 10Paz Corp S.A., Annual General Meeting, Apr 29, 2025Paz Corp S.A., Annual General Meeting, Apr 29, 2025. Location: held remotely, Chile
Reported Earnings • Mar 09Full year 2024 earnings released: EPS: CL$48.96 (vs CL$67.96 in FY 2023)Full year 2024 results: EPS: CL$48.96 (down from CL$67.96 in FY 2023). Revenue: CL$146.7b (flat on FY 2023). Net income: CL$13.9b (down 28% from FY 2023). Profit margin: 9.5% (down from 13% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
分析記事 • Feb 05Paz (SNSE:PAZ) Could Be At Risk Of Shrinking As A CompanyWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Reported Earnings • Nov 09Third quarter 2024 earnings releasedThird quarter 2024 results: EPS: CL$6.51. Revenue: CL$20.6b (down 62% from 3Q 2023). Net income: CL$1.84b (down 68% from 3Q 2023). Profit margin: 9.0% (down from 11% in 3Q 2023). The decrease in margin was driven by lower revenue.
Reported Earnings • Aug 11Second quarter 2024 earnings released: EPS: CL$1.44 (vs CL$6.31 in 2Q 2023)Second quarter 2024 results: EPS: CL$1.44 (down from CL$6.31 in 2Q 2023). Revenue: CL$18.5b (up 15% from 2Q 2023). Net income: CL$407.8m (down 77% from 2Q 2023). Profit margin: 2.2% (down from 11% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.
Reported Earnings • May 10First quarter 2024 earnings released: EPS: CL$7.97 (vs CL$12.56 in 1Q 2023)First quarter 2024 results: EPS: CL$7.97 (down from CL$12.56 in 1Q 2023). Revenue: CL$30.5b (up 8.6% from 1Q 2023). Net income: CL$2.26b (down 37% from 1Q 2023). Profit margin: 7.4% (down from 13% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • May 10Upcoming dividend of CL$30.00 per shareEligible shareholders must have bought the stock before 17 May 2024. Payment date: 23 May 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 4.9%. Lower than top quartile of Chilean dividend payers (10%). Higher than average of industry peers (3.4%).
Reported Earnings • Mar 07Full year 2023 earnings released: EPS: CL$67.96 (vs CL$135 in FY 2022)Full year 2023 results: EPS: CL$67.96 (down from CL$135 in FY 2022). Revenue: CL$145.9b (down 1.9% from FY 2022). Net income: CL$19.3b (down 50% from FY 2022). Profit margin: 13% (down from 26% in FY 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 10Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: CL$53.9b (up 26% from 3Q 2022). Net income: CL$5.69b (down 34% from 3Q 2022). Profit margin: 11% (down from 20% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
New Risk • Aug 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 18% Last year net profit margin: 28% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (18% net profit margin).
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: CL$6.31 (vs CL$45.00 in 2Q 2022)Second quarter 2023 results: EPS: CL$6.31 (down from CL$45.00 in 2Q 2022). Revenue: CL$16.1b (down 52% from 2Q 2022). Net income: CL$1.79b (down 86% from 2Q 2022). Profit margin: 11% (down from 38% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
分析記事 • Jun 02Return Trends At Paz (SNSE:PAZ) Aren't AppealingIf 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...
Upcoming Dividend • May 12Upcoming dividend of CL$42.00 per share at 7.2% yieldEligible shareholders must have bought the stock before 19 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 7.2%. Lower than top quartile of Chilean dividend payers (13%). Lower than average of industry peers (11%).
Reported Earnings • Mar 10Full year 2022 earnings released: EPS: CL$135 (vs CL$81.31 in FY 2021)Full year 2022 results: EPS: CL$135 (up from CL$81.31 in FY 2021). Revenue: CL$148.8b (up 41% from FY 2021). Net income: CL$38.3b (up 66% from FY 2021). Profit margin: 26% (up from 22% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Director Andres Daniels was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 08Second quarter 2022 earnings released: EPS: CL$43.94 (vs CL$0.20 in 2Q 2021)Second quarter 2022 results: EPS: CL$43.94 (up from CL$0.20 in 2Q 2021). Revenue: CL$33.2b (up CL$27.8b from 2Q 2021). Net income: CL$12.7b (up CL$12.7b from 2Q 2021). Profit margin: 38% (up from 1.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.
分析記事 • Jul 29Here's What's Concerning About Paz's (SNSE:PAZ) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • May 11Paz (SNSE:PAZ) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Upcoming Dividend • May 09Upcoming dividend of CL$33.00 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 20 May 2022. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 5.4%. Lower than top quartile of Chilean dividend payers (11%). Lower than average of industry peers (15%).
Reported Earnings • May 06First quarter 2022 earnings released: EPS: CL$29.92 (vs CL$7.00 in 1Q 2021)First quarter 2022 results: EPS: CL$29.92 (up from CL$7.00 in 1Q 2021). Revenue: CL$31.8b (up 123% from 1Q 2021). Net income: CL$8.48b (up 328% from 1Q 2021). Profit margin: 27% (up from 14% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
Board Change • Apr 27No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. No independent directors (7 non-independent directors). President of the Board Ariel Magendzo Weinberger was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: CL$81.31 (up from CL$40.62 in FY 2020). Revenue: CL$105.5b (up 50% from FY 2020). Net income: CL$23.0b (up 100% from FY 2020). Profit margin: 22% (up from 16% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CL$291, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 5x in the Consumer Durables industry in Chile. Total loss to shareholders of 69% over the past three years.
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to CL$361, the stock trades at a trailing P/E ratio of 6.7x. Average trailing P/E is 6x in the Consumer Durables industry in Chile. Total loss to shareholders of 62% over the past three years.
分析記事 • Nov 25Paz (SNSE:PAZ) Seems To Be Using A Lot Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Nov 14Third quarter 2021 earnings released: EPS CL$26.50 (vs CL$5.58 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CL$35.5b (up 177% from 3Q 2020). Net income: CL$7.51b (up 375% from 3Q 2020). Profit margin: 21% (up from 12% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.
分析記事 • Oct 02Here's What's Concerning About Paz's (SNSE:PAZ) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CL$330, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 10x in the Consumer Durables industry in Chile. Total loss to shareholders of 65% over the past three years.
分析記事 • Aug 12Paz's (SNSE:PAZ) Anemic Earnings Might Be Worse Than You ThinkDespite Paz Corp S.A.'s ( SNSE:PAZ ) recent earnings report having lackluster headline numbers, the market responded...
Reported Earnings • Aug 06Second quarter 2021 earnings releasedThe company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CL$5.39b (down 78% from 2Q 2020). Net income: CL$57.7m (down 99% from 2Q 2020). Profit margin: 1.1% (down from 19% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 27% per year.
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CL$523, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 14x in the Consumer Durables industry in Chile. Total loss to shareholders of 44% over the past three years.
分析記事 • May 14Is Paz (SNSE:PAZ) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Upcoming Dividend • May 10Upcoming dividend of CL$17.00 per shareEligible shareholders must have bought the stock before 17 May 2021. Payment date: 20 May 2021. Trailing yield: 4.2%. Lower than top quartile of Chilean dividend payers (5.4%). Higher than average of industry peers (3.4%).
分析記事 • Mar 30Is Paz Corp S.A. (SNSE:PAZ) At Risk Of Cutting Its Dividend?Today we'll take a closer look at Paz Corp S.A. ( SNSE:PAZ ) from a dividend investor's perspective. Owning a strong...
分析記事 • Mar 11Can Paz Corp S.A. (SNSE:PAZ) Improve Its Returns?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...
Is New 90 Day High Low • Mar 10New 90-day high: CL$665The company is up 12% from its price of CL$594 on 09 December 2020. The Chilean market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Durables industry, which is up 10.0% over the same period.
Reported Earnings • Mar 06Full year 2020 earnings released: EPS CL$40.62 (vs CL$87.26 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: CL$70.1b (down 53% from FY 2019). Net income: CL$11.5b (down 53% from FY 2019). Profit margin: 16% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 15% per year.
分析記事 • Feb 19Our Take On The Returns On Capital At Paz (SNSE:PAZ)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
分析記事 • Jan 27Is Paz (SNSE:PAZ) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Is New 90 Day High Low • Jan 07New 90-day high: CL$608The company is up 11% from its price of CL$546 on 09 October 2020. The Chilean market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Durables industry, which is up 4.0% over the same period.
分析記事 • Dec 29Does It Make Sense To Buy Paz Corp S.A. (SNSE:PAZ) For Its Yield?Could Paz Corp S.A. ( SNSE:PAZ ) be an attractive dividend share to own for the long haul? Investors are often drawn to...
分析記事 • Dec 08Read This Before Judging Paz Corp S.A.'s (SNSE:PAZ) ROEMany investors are still learning about the various metrics that can be useful when analysing a stock. This article is...
Reported Earnings • Nov 06Third quarter 2020 earnings released: EPS CL$5.58The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CL$12.8b (down 63% from 3Q 2019). Net income: CL$1.58b (down 68% from 3Q 2019). Profit margin: 12% (down from 14% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Oct 23New 90-day low: CL$507The company is down 20% from its price of CL$631 on 24 July 2020. The Chilean market is down 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is down 9.0% over the same period.
Is New 90 Day High Low • Oct 07New 90-day low: CL$558The company is down 14% from its price of CL$650 on 09 July 2020. The Chilean market is down 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is down 13% over the same period.
Is New 90 Day High Low • Sep 18New 90-day low: CL$605The company is down 2.0% from its price of CL$618 on 19 June 2020. The Chilean market is down 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is down 5.0% over the same period.