SMU S.A.

SNSE:SMU 株式レポート

時価総額：CL$834.1b

SMU 将来の成長

Future 基準チェック /26

SMU利益と収益がそれぞれ年間7.3%と4.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に7.3% 7.3%なると予測されています。

主要情報

7.3%

収益成長率

7.25%

EPS成長率

Consumer Retailing 収益成長11.0%
収益成長率4.8%
将来の株主資本利益率7.27%
アナリストカバレッジ

Low

最終更新日12 May 2026

今後の成長に関する最新情報

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...

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...
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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...

業績と収益の成長予測

SNSE:SMU - アナリストの将来予測と過去の財務データ ( )CLP Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20283,227,40275,307N/A205,3241
12/31/20273,094,64758,828169,000217,3073
12/31/20262,927,64938,314132,000204,6551
3/31/20262,833,93759,333116,962228,737N/A
12/31/20252,819,05563,123153,036265,973N/A
9/30/20252,824,44367,33580,676181,950N/A
6/30/20252,869,36742,189122,919223,540N/A
3/31/20252,882,31133,84784,363196,907N/A
12/31/20242,887,16548,750117,971225,119N/A
9/30/20242,876,23169,743199,075300,920N/A
6/30/20242,856,33373,511169,599281,869N/A
3/31/20242,869,70885,686221,555317,935N/A
12/31/20232,862,38388,784191,700286,301N/A
9/30/20232,889,52283,483202,231289,934N/A
6/30/20232,898,282101,591252,286313,803N/A
3/31/20232,865,323104,497236,044295,726N/A
12/31/20222,826,314131,552213,710270,586N/A
9/30/20222,755,938126,640209,497260,805N/A
6/30/20222,666,155118,574181,692231,522N/A
3/31/20222,572,157115,208208,080254,998N/A
12/31/20212,472,37869,865193,138239,846N/A
9/30/20212,352,70859,478183,123222,968N/A
6/30/20212,277,19447,711210,227244,389N/A
3/31/20212,224,56822,842147,390178,630N/A
12/31/20202,264,39425,820145,383177,523N/A
9/30/20202,276,00120,30998,138131,595N/A
6/30/20202,299,63521,09563,76399,231N/A
3/31/20202,333,59133,745102,323138,846N/A
12/31/20192,297,03234,584N/A145,020N/A
9/30/20192,306,36834,998N/A162,376N/A
6/30/20192,301,65932,102N/A167,702N/A
3/31/20192,298,06140,877N/A129,431N/A
12/31/20182,295,41533,213N/A124,144N/A
9/30/20182,293,56239,903N/A128,938N/A
6/30/20182,285,16936,039N/A107,427N/A
3/31/20182,272,44021,876N/A110,213N/A
12/31/20172,257,55826,299N/A87,211N/A
9/30/20172,074,1428,873N/A98,588N/A
6/30/20172,126,2875,811N/A94,477N/A
3/31/20172,176,2863,947N/A112,861N/A
12/31/20162,221,86910,929N/A120,988N/A
9/30/20162,431,65612,813N/A135,305N/A
6/30/20162,388,326-4,879N/A103,772N/A
3/31/20162,361,010-16,119N/A93,584N/A
12/31/20152,330,601-37,236N/A80,609N/A
9/30/20152,472,747-68,393N/A81,066N/A
6/30/20152,385,225-69,525N/A80,561N/A

アナリストによる今後の成長予測

収入対貯蓄率: SMUの予測収益成長率 (年間7.3% ) は 貯蓄率 ( 5.7% ) を上回っています。

収益対市場: SMUの収益 ( 7.3% ) はCL市場 ( 4.6% ) よりも速いペースで成長すると予測されています。

高成長収益: SMUの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: SMUの収益 ( 4.8% ) CL市場 ( 5.2% ) よりも低い成長が予測されています。

高い収益成長: SMUの収益 ( 4.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SMUの 自己資本利益率 は、3年後には低くなると予測されています ( 7.3 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/31 23:13
終値2026/05/29 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 AramburúBTG Pactual
Jorge Pérez ArayaItau BBA
Daniel GaspareteItau BBA