Cencosud（CENCOSUD）株式概要
Cencosud S.A.は子会社とともにラテンアメリカで小売業を営んでいる。 詳細
CENCOSUD Community Fair Values
Create NarrativeSee what 17 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Cencosud S.A. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | CL$1,930.10 |
| 52週高値 | CL$3,238.00 |
| 52週安値 | CL$1,882.00 |
| ベータ | 0.088 |
| 1ヶ月の変化 | -3.25% |
| 3ヶ月変化 | -6.83% |
| 1年変化 | -39.11% |
| 3年間の変化 | 4.62% |
| 5年間の変化 | 34.23% |
| IPOからの変化 | 162.96% |
最新ニュース
分析記事 • 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...
ナラティブ更新 • 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.ナラティブ更新 • 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.Recent updates
分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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).分析記事 • 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...分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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).分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...新しいナラティブ • 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.株主還元
| CENCOSUD | CL Consumer Retailing | CL 市場 | |
|---|---|---|---|
| 7D | -5.8% | -4.0% | -1.7% |
| 1Y | -39.1% | -17.0% | 18.9% |
業界別リターン: CENCOSUD過去 1 年間で-17 % の収益を上げたCL Consumer Retailing業界を下回りました。
リターン対市場: CENCOSUDは、過去 1 年間で18.9 % のリターンを上げたCL市場を下回りました。
価格変動
| CENCOSUD volatility | |
|---|---|
| CENCOSUD Average Weekly Movement | 4.3% |
| Consumer Retailing Industry Average Movement | 5.0% |
| Market Average Movement | 3.0% |
| 10% most volatile stocks in CL Market | 5.4% |
| 10% least volatile stocks in CL Market | 1.2% |
安定した株価: CENCOSUDの株価は、 CL市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: CENCOSUDの weekly volatility ( 4% ) は過去 1 年間安定していますが、依然としてCLの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1963 | 115,098 | Rodrigo Larrain Kaplan | www.cencosud.com |
Cencosud S.A.は子会社とともにラテンアメリカで小売業を営んでいる。スーパーマーケット、デパート、ホームセンター、ショッピングセンターを運営し、金融サービスも提供している。同社は1963年に設立され、チリのラス・コンデスに本拠を置く。
Cencosud S.A. 基礎のまとめ
| CENCOSUD 基礎統計学 | |
|---|---|
| 時価総額 | CL$5.32t |
| 収益（TTM） | CL$159.41b |
| 売上高(TTM) | CL$16.53t |
33.3x
PER（株価収益率0.3x
P/SレシオCENCOSUD は割高か？
公正価値と評価分析を参照収益と収入
| CENCOSUD 損益計算書（TTM） | |
|---|---|
| 収益 | CL$16.53t |
| 売上原価 | CL$11.74t |
| 売上総利益 | CL$4.79t |
| その他の費用 | CL$4.63t |
| 収益 | CL$159.41b |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 57.88 |
| グロス・マージン | 29.00% |
| 純利益率 | 0.96% |
| 有利子負債／自己資本比率 | 81.0% |
CENCOSUD の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.3%
現在の配当利回り44%
配当性向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 | 2026/08/17 18:58 |
| 終値 | 2026/08/14 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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
Cencosud S.A. 10 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。16
| アナリスト | 機関 |
|---|---|
| Matthew McClintock | Barclays |
| Robert Ford Aguilar | BofA Global Research |
| Murilo Riccini | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |