SMU（SMU）株式概要
SMU S.A.はチリとペルーで食品小売業を営んでいる。 詳細
SMU Community Fair Values
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Analyst Price Targets
SMU S.A. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | CL$143.70 |
| 52週高値 | CL$190.00 |
| 52週安値 | CL$127.70 |
| ベータ | 0.47 |
| 1ヶ月の変化 | 2.53% |
| 3ヶ月変化 | -5.52% |
| 1年変化 | -23.16% |
| 3年間の変化 | 2.08% |
| 5年間の変化 | 43.08% |
| IPOからの変化 | 25.44% |
最新ニュース
ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).Recent updates
ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • Dec 19
SMU (SNSE:SMU) Is Doing The Right Things To Multiply Its Share Price
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...株主還元
| SMU | CL Consumer Retailing | CL 市場 | |
|---|---|---|---|
| 7D | 8.1% | 0.7% | 2.1% |
| 1Y | -23.2% | -14.2% | 15.4% |
業界別リターン: SMU過去 1 年間で-14.2 % 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: SMUは、過去 1 年間で15.4 % のリターンを上げたCL市場を下回りました。
価格変動
| SMU volatility | |
|---|---|
| SMU Average Weekly Movement | 3.8% |
| Consumer Retailing Industry Average Movement | 5.7% |
| Market Average Movement | 3.2% |
| 10% most volatile stocks in CL Market | 5.6% |
| 10% least volatile stocks in CL Market | 1.1% |
安定した株価: SMU 、 CL市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SMUの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2007 | 23,039 | Marcelo Galvez Saldias | www.smu.cl |
SMU S.A. はチリとペルーで食品小売業を営む。同社はスーパーマーケット部門と金融サービス部門を通じて事業を展開している。食料品、青果、非食品、その他商品、e-グロッサリー・ソリューションを提供している。また、Supermercados Unimarcの顧客に信用を与えるクレジットカードも発行している。さらに、Supermercados Unimarc、Mayorista 10、Super 10、Alvi、Mayorsa、Maxi Ahorroのブランドでスーパーマーケットを運営している。同社は2007年に設立され、チリのサンティアゴに本社を置いている。
SMU S.A. 基礎のまとめ
| SMU 基礎統計学 | |
|---|---|
| 時価総額 | CL$799.64b |
| 収益（TTM） | CL$59.33b |
| 売上高(TTM) | CL$2.83t |
14.0x
PER（株価収益率0.3x
P/SレシオSMU は割高か？
公正価値と評価分析を参照収益と収入
| SMU 損益計算書（TTM） | |
|---|---|
| 収益 | CL$2.83t |
| 売上原価 | CL$1.92t |
| 売上総利益 | CL$914.18b |
| その他の費用 | CL$854.85b |
| 収益 | CL$59.33b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 10.30 |
| グロス・マージン | 32.26% |
| 純利益率 | 2.09% |
| 有利子負債／自己資本比率 | 146.7% |
SMU の長期的なパフォーマンスは？
過去の実績と比較を見る| SMU 配当日 | |
|---|---|
| 配当落ち日 | May 29 2026 |
| 配当支払日 | Jun 03 2026 |
| 配当落ちまでの日数 | 6 days |
| 配当支払日までの日数 | 11 days |
SMU 配当は確実ですか？
SMU 配当履歴とベンチマークを見る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 | 2026/05/22 02:19 |
| 終値 | 2026/05/22 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 |
| |
| 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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
SMU S.A. 3 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。6
| アナリスト | 機関 |
|---|---|
| Alonso Aramburú | BTG Pactual |
| Joaquín Ley Pinto | Itau BBA |
| Jorge Pérez Araya | Itau BBA |