Blumar（BLUMAR）株式概要ブルマーS.A.は漁業と養殖業に従事している。 詳細BLUMAR ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績2/6財務の健全性3/6配当金0/6報酬過去5年間の収益は年間9.1%増加しました。 リスク分析利払いは収益で十分にカバーされない すべてのリスクチェックを見るBLUMAR Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCL$Current PriceCL$303.0925.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-52m916m2016201920222025202620282031Revenue US$916.1mEarnings US$23.3mAdvancedSet Fair ValueView all narrativesBlumar S.A. 競合他社Multiexport FoodsSymbol: SNSE:MULTI XMarket cap: CL$465.5bSalmones CamanchacaSymbol: SNSE:SALMOCAMMarket cap: CL$389.9bCamanchacaSymbol: SNSE:CAMANCHACAMarket cap: CL$350.9bWatt'sSymbol: SNSE:WATTSMarket cap: CL$239.6b価格と性能株価の高値、安値、推移の概要Blumar過去の株価現在の株価CL$303.0952週高値CL$338.0052週安値CL$197.09ベータ0.451ヶ月の変化0%3ヶ月変化-4.92%1年変化51.02%3年間の変化27.48%5年間の変化25.53%IPOからの変化284.76%最新ニュースBoard Change • May 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Armando Valdivieso Montes was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Apr 17No 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 Armando Valdivieso Montes was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 31Full year 2025 earnings releasedFull year 2025 results: Revenue: US$712.8m (up 15% from FY 2024). Net income: US$18.1m (up 1.4% from FY 2024). Profit margin: 2.5% (down from 2.9% in FY 2024). The decrease in margin was driven by higher expenses.分析記事 • Jan 07Blumar S.A. (SNSE:BLUMAR) Stocks Shoot Up 26% But Its P/S Still Looks ReasonableDespite an already strong run, Blumar S.A. ( SNSE:BLUMAR ) shares have been powering on, with a gain of 26% in the last...分析記事 • Dec 18Does Blumar (SNSE:BLUMAR) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Dec 02Third quarter 2025 earnings released: US$0.003 loss per share (vs US$0 in 3Q 2024)Third quarter 2025 results: US$0.003 loss per share (further deteriorated from US$0 in 3Q 2024). Revenue: US$164.0m (up 19% from 3Q 2024). Net loss: US$5.34m (down US$5.90m from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.最新情報をもっと見るRecent updatesBoard Change • May 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Armando Valdivieso Montes was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Apr 17No 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 Armando Valdivieso Montes was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 31Full year 2025 earnings releasedFull year 2025 results: Revenue: US$712.8m (up 15% from FY 2024). Net income: US$18.1m (up 1.4% from FY 2024). Profit margin: 2.5% (down from 2.9% in FY 2024). The decrease in margin was driven by higher expenses.分析記事 • Jan 07Blumar S.A. (SNSE:BLUMAR) Stocks Shoot Up 26% But Its P/S Still Looks ReasonableDespite an already strong run, Blumar S.A. ( SNSE:BLUMAR ) shares have been powering on, with a gain of 26% in the last...分析記事 • Dec 18Does Blumar (SNSE:BLUMAR) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Dec 02Third quarter 2025 earnings released: US$0.003 loss per share (vs US$0 in 3Q 2024)Third quarter 2025 results: US$0.003 loss per share (further deteriorated from US$0 in 3Q 2024). Revenue: US$164.0m (up 19% from 3Q 2024). Net loss: US$5.34m (down US$5.90m from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Reported Earnings • Sep 01Second quarter 2025 earnings released: EPS: US$0.001 (vs US$0.005 in 2Q 2024)Second quarter 2025 results: EPS: US$0.001 (down from US$0.005 in 2Q 2024). Revenue: US$195.4m (up 22% from 2Q 2024). Net income: US$2.02m (down 73% from 2Q 2024). Profit margin: 1.0% (down from 4.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Board Change • Jul 09No 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 Armando Valdivieso Montes was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 02First quarter 2025 earnings released: EPS: US$0.017 (vs US$0.001 loss in 1Q 2024)First quarter 2025 results: EPS: US$0.017 (up from US$0.001 loss in 1Q 2024). Revenue: US$209.3m (up 50% from 1Q 2024). Net income: US$28.0m (up US$29.9m from 1Q 2024). Profit margin: 13% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.New Risk • Apr 13New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.お知らせ • Mar 28Blumar S.A., Annual General Meeting, Apr 29, 2025Blumar S.A., Annual General Meeting, Apr 29, 2025. Location: valparaiso room of the best western hotel, premier marina las condes, alonso de cordova 5727 second floor, commune of las condes, santiago ChileBoard Change • Dec 23No 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 Armando Valdivieso Montes was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Dec 01Third quarter 2024 earnings released: EPS: US$0 (vs US$0.003 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0 (improved from US$0.003 loss in 3Q 2023). Revenue: US$138.2m (down 9.4% from 3Q 2023). Net income: US$561.0k (up US$5.36m from 3Q 2023). Profit margin: 0.4% (up from net loss in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • Sep 01Second quarter 2024 earnings released: EPS: US$0.005 (vs US$0.012 in 2Q 2023)Second quarter 2024 results: EPS: US$0.005 (down from US$0.012 in 2Q 2023). Revenue: US$160.5m (down 22% from 2Q 2023). Net income: US$7.37m (down 63% from 2Q 2023). Profit margin: 4.6% (down from 9.6% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 05First quarter 2024 earnings released: US$0.001 loss per share (vs US$0.009 profit in 1Q 2023)First quarter 2024 results: US$0.001 loss per share (down from US$0.009 profit in 1Q 2023). Revenue: US$140.0m (down 23% from 1Q 2023). Net loss: US$1.82m (down 113% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 18% 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 • Apr 03Some May Be Optimistic About Blumar's (SNSE:BLUMAR) EarningsSoft earnings didn't appear to concern Blumar S.A.'s ( SNSE:BLUMAR ) shareholders over the last week. We think that the...New Risk • Mar 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 37% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin).Reported Earnings • Mar 28Full year 2023 earnings released: EPS: US$0.008 (vs US$0.039 in FY 2022)Full year 2023 results: EPS: US$0.008 (down from US$0.039 in FY 2022). Revenue: US$674.4m (up 2.2% from FY 2022). Net income: US$13.1m (down 79% from FY 2022). Profit margin: 1.9% (down from 9.6% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.New Risk • Feb 11New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risk Profit margins are more than 30% lower than last year (3.8% net profit margin).Reported Earnings • Dec 01Third quarter 2023 earnings released: US$0.003 loss per share (vs US$0.014 profit in 3Q 2022)Third quarter 2023 results: US$0.003 loss per share (down from US$0.014 profit in 3Q 2022). Revenue: US$152.5m (down 15% from 3Q 2022). Net loss: US$4.80m (down 122% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.New Risk • Aug 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (170% cash payout ratio). Profit margins are more than 30% lower than last year (7.5% net profit margin).Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: US$0.012 (vs US$0.012 in 2Q 2022)Second quarter 2023 results: EPS: US$0.012 (in line with 2Q 2022). Revenue: US$206.8m (up 11% from 2Q 2022). Net income: US$19.9m (down 25% from 2Q 2022). Profit margin: 9.6% (down from 14% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 06First quarter 2023 earnings released: EPS: US$0.009 (vs US$0.011 in 1Q 2022)First quarter 2023 results: EPS: US$0.009 (down from US$0.011 in 1Q 2022). Revenue: US$182.4m (up 23% from 1Q 2022). Net income: US$14.2m (down 19% from 1Q 2022). Profit margin: 7.8% (down from 12% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 01Full year 2022 earnings released: EPS: US$0.039 (vs US$0.03 in FY 2021)Full year 2022 results: EPS: US$0.039 (up from US$0.03 in FY 2021). Revenue: US$659.8m (up 5.3% from FY 2021). Net income: US$63.5m (up 31% from FY 2021). Profit margin: 9.6% (up from 7.8% 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 86% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 15Upcoming dividend of US$0.012 per shareEligible shareholders must have bought the stock before 22 December 2022. Payment date: 27 December 2022. Payout ratio is a comfortable 12% but the company is paying out more than the cash it is generating. Trailing yield: 5.1%. Lower than top quartile of Chilean dividend payers (13%). Lower than average of industry peers (6.7%).Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: US$0.026 (vs US$0.003 in 3Q 2021)Third quarter 2022 results: EPS: US$0.026 (up from US$0.003 in 3Q 2021). Revenue: US$178.9m (up 12% from 3Q 2021). Net income: US$22.3m (up 387% from 3Q 2021). Profit margin: 13% (up from 2.9% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 2% 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. First Vice President of the Board Juan Ignacio Tagle was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 03Second quarter 2022 earnings released: EPS: US$0.012 (vs US$0.013 in 2Q 2021)Second quarter 2022 results: EPS: US$0.012. Revenue: US$187.1m (down 4.7% from 2Q 2021). Net income: US$26.6m (up 30% from 2Q 2021). Profit margin: 14% (up from 11% in 2Q 2021). The increase in margin was driven by lower expenses.Board Change • Apr 26No 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. First Vice President of the Board Juan Vinagre Tagle was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Mar 21Blumar (SNSE:BLUMAR) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Nov 25Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: US$0.003 (up from US$0.009 loss in 3Q 2020). Revenue: US$159.9m (up 38% from 3Q 2020). Net income: US$4.58m (up US$17.9m from 3Q 2020). Profit margin: 2.9% (up from net loss in 3Q 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.分析記事 • Oct 26Slowing Rates Of Return At Blumar (SNSE:BLUMAR) Leave Little Room For ExcitementWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Sep 02We Think Blumar's (SNSE:BLUMAR) Robust Earnings Are ConservativeInvestors were underwhelmed by the solid earnings posted by Blumar S.A. ( SNSE:BLUMAR ) recently. We have done some...Reported Earnings • Mar 29Full year 2020 earnings released: US$0.032 loss per share (vs US$0.009 profit in FY 2019)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: US$463.7m (up 19% from FY 2019). Net loss: US$51.5m (down US$63.9m from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.分析記事 • Mar 04Is Blumar (SNSE:BLUMAR) Weighed On By Its Debt Load?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Mar 03New 90-day high: CL$228The company is up 35% from its price of CL$169 on 02 December 2020. The Chilean market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Food industry, which is up 9.0% over the same period.Is New 90 Day High Low • Jan 19New 90-day high: CL$209The company is up 23% from its price of CL$170 on 21 October 2020. The Chilean market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Food industry, which is up 8.0% over the same period.分析記事 • Jan 11Did You Participate In Any Of Blumar's (SNSE:BLUMAR) Fantastic 164% Return ?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...Is New 90 Day High Low • Dec 24New 90-day high: CL$181The company is up 8.0% from its price of CL$168 on 24 September 2020. The Chilean market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Food industry, which is up 1.0% over the same period.Is New 90 Day High Low • Dec 03New 90-day low: CL$167The company is down 4.0% from its price of CL$173 on 04 September 2020. The Chilean market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Food industry, which is down 2.0% over the same period.分析記事 • Nov 18Is Blumar (SNSE:BLUMAR) Using Debt Sensibly?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Nov 12Third quarter 2020 earnings released: US$0.009 loss per shareThe company reported a soft third quarter result with weaker earnings and control over expenses, although revenues were improved. Third quarter 2020 results: Revenue: US$115.9m (up 25% from 3Q 2019). Net loss: US$13.3m (down 299% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 72% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.株主還元BLUMARCL FoodCL 市場7D0%0.02%1.0%1Y51.0%1.1%20.0%株主還元を見る業界別リターン: BLUMAR過去 1 年間で1.1 % の収益を上げたCL Food業界を上回りました。リターン対市場: BLUMAR過去 1 年間で20 % の収益を上げたCL市場を上回りました。価格変動Is BLUMAR's price volatile compared to industry and market?BLUMAR volatilityBLUMAR Average Weekly Movement1.2%Food Industry Average Movement2.0%Market Average Movement3.0%10% most volatile stocks in CL Market5.4%10% least volatile stocks in CL Market1.1%安定した株価: BLUMAR 、 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: BLUMARの 週次ボラティリティ ( 1% ) 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19482,573Gerardo Andres Foxwww.blumar.comBlumar S.A.は漁業と養殖業に従事している。米国、ブラジル、その他中南米、ヨーロッパ、アジアで生鮭や冷凍鮭製品を生産、販売している。また、飼料用魚粉・魚油製品、冷凍サバも提供している。さらに、ムール貝、切り身などの製品も生産・販売している。製品の輸出も行っている。同社は1948年に設立され、チリのサンティアゴ・デ・チリを拠点としている。もっと見るBlumar S.A. 基礎のまとめBlumar の収益と売上を時価総額と比較するとどうか。BLUMAR 基礎統計学時価総額CL$490.39b収益（TTM）CL$16.12b売上高(TTM)CL$634.33b30.4xPER（株価収益率0.8xP/SレシオBLUMAR は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計BLUMAR 損益計算書（TTM）収益US$712.81m売上原価US$600.05m売上総利益US$112.76mその他の費用US$94.65m収益US$18.12m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.011グロス・マージン15.82%純利益率2.54%有利子負債／自己資本比率59.5%BLUMAR 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0.8%現在の配当利回り12%配当性向View Valuation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2026/05/30 16:26終値2026/05/29 00:00収益2025/12/31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Blumar 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
Board Change • May 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Armando Valdivieso Montes was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Apr 17No 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 Armando Valdivieso Montes was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 31Full year 2025 earnings releasedFull year 2025 results: Revenue: US$712.8m (up 15% from FY 2024). Net income: US$18.1m (up 1.4% from FY 2024). Profit margin: 2.5% (down from 2.9% in FY 2024). The decrease in margin was driven by higher expenses.
分析記事 • Jan 07Blumar S.A. (SNSE:BLUMAR) Stocks Shoot Up 26% But Its P/S Still Looks ReasonableDespite an already strong run, Blumar S.A. ( SNSE:BLUMAR ) shares have been powering on, with a gain of 26% in the last...
分析記事 • Dec 18Does Blumar (SNSE:BLUMAR) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Dec 02Third quarter 2025 earnings released: US$0.003 loss per share (vs US$0 in 3Q 2024)Third quarter 2025 results: US$0.003 loss per share (further deteriorated from US$0 in 3Q 2024). Revenue: US$164.0m (up 19% from 3Q 2024). Net loss: US$5.34m (down US$5.90m from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Board Change • May 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Armando Valdivieso Montes was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Apr 17No 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 Armando Valdivieso Montes was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 31Full year 2025 earnings releasedFull year 2025 results: Revenue: US$712.8m (up 15% from FY 2024). Net income: US$18.1m (up 1.4% from FY 2024). Profit margin: 2.5% (down from 2.9% in FY 2024). The decrease in margin was driven by higher expenses.
分析記事 • Jan 07Blumar S.A. (SNSE:BLUMAR) Stocks Shoot Up 26% But Its P/S Still Looks ReasonableDespite an already strong run, Blumar S.A. ( SNSE:BLUMAR ) shares have been powering on, with a gain of 26% in the last...
分析記事 • Dec 18Does Blumar (SNSE:BLUMAR) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Dec 02Third quarter 2025 earnings released: US$0.003 loss per share (vs US$0 in 3Q 2024)Third quarter 2025 results: US$0.003 loss per share (further deteriorated from US$0 in 3Q 2024). Revenue: US$164.0m (up 19% from 3Q 2024). Net loss: US$5.34m (down US$5.90m from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 01Second quarter 2025 earnings released: EPS: US$0.001 (vs US$0.005 in 2Q 2024)Second quarter 2025 results: EPS: US$0.001 (down from US$0.005 in 2Q 2024). Revenue: US$195.4m (up 22% from 2Q 2024). Net income: US$2.02m (down 73% from 2Q 2024). Profit margin: 1.0% (down from 4.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Board Change • Jul 09No 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 Armando Valdivieso Montes was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 02First quarter 2025 earnings released: EPS: US$0.017 (vs US$0.001 loss in 1Q 2024)First quarter 2025 results: EPS: US$0.017 (up from US$0.001 loss in 1Q 2024). Revenue: US$209.3m (up 50% from 1Q 2024). Net income: US$28.0m (up US$29.9m from 1Q 2024). Profit margin: 13% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
New Risk • Apr 13New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
お知らせ • Mar 28Blumar S.A., Annual General Meeting, Apr 29, 2025Blumar S.A., Annual General Meeting, Apr 29, 2025. Location: valparaiso room of the best western hotel, premier marina las condes, alonso de cordova 5727 second floor, commune of las condes, santiago Chile
Board Change • Dec 23No 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 Armando Valdivieso Montes was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Dec 01Third quarter 2024 earnings released: EPS: US$0 (vs US$0.003 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0 (improved from US$0.003 loss in 3Q 2023). Revenue: US$138.2m (down 9.4% from 3Q 2023). Net income: US$561.0k (up US$5.36m from 3Q 2023). Profit margin: 0.4% (up from net loss in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • Sep 01Second quarter 2024 earnings released: EPS: US$0.005 (vs US$0.012 in 2Q 2023)Second quarter 2024 results: EPS: US$0.005 (down from US$0.012 in 2Q 2023). Revenue: US$160.5m (down 22% from 2Q 2023). Net income: US$7.37m (down 63% from 2Q 2023). Profit margin: 4.6% (down from 9.6% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 05First quarter 2024 earnings released: US$0.001 loss per share (vs US$0.009 profit in 1Q 2023)First quarter 2024 results: US$0.001 loss per share (down from US$0.009 profit in 1Q 2023). Revenue: US$140.0m (down 23% from 1Q 2023). Net loss: US$1.82m (down 113% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 18% 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 • Apr 03Some May Be Optimistic About Blumar's (SNSE:BLUMAR) EarningsSoft earnings didn't appear to concern Blumar S.A.'s ( SNSE:BLUMAR ) shareholders over the last week. We think that the...
New Risk • Mar 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 37% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin).
Reported Earnings • Mar 28Full year 2023 earnings released: EPS: US$0.008 (vs US$0.039 in FY 2022)Full year 2023 results: EPS: US$0.008 (down from US$0.039 in FY 2022). Revenue: US$674.4m (up 2.2% from FY 2022). Net income: US$13.1m (down 79% from FY 2022). Profit margin: 1.9% (down from 9.6% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
New Risk • Feb 11New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risk Profit margins are more than 30% lower than last year (3.8% net profit margin).
Reported Earnings • Dec 01Third quarter 2023 earnings released: US$0.003 loss per share (vs US$0.014 profit in 3Q 2022)Third quarter 2023 results: US$0.003 loss per share (down from US$0.014 profit in 3Q 2022). Revenue: US$152.5m (down 15% from 3Q 2022). Net loss: US$4.80m (down 122% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (170% cash payout ratio). Profit margins are more than 30% lower than last year (7.5% net profit margin).
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: US$0.012 (vs US$0.012 in 2Q 2022)Second quarter 2023 results: EPS: US$0.012 (in line with 2Q 2022). Revenue: US$206.8m (up 11% from 2Q 2022). Net income: US$19.9m (down 25% from 2Q 2022). Profit margin: 9.6% (down from 14% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 06First quarter 2023 earnings released: EPS: US$0.009 (vs US$0.011 in 1Q 2022)First quarter 2023 results: EPS: US$0.009 (down from US$0.011 in 1Q 2022). Revenue: US$182.4m (up 23% from 1Q 2022). Net income: US$14.2m (down 19% from 1Q 2022). Profit margin: 7.8% (down from 12% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 01Full year 2022 earnings released: EPS: US$0.039 (vs US$0.03 in FY 2021)Full year 2022 results: EPS: US$0.039 (up from US$0.03 in FY 2021). Revenue: US$659.8m (up 5.3% from FY 2021). Net income: US$63.5m (up 31% from FY 2021). Profit margin: 9.6% (up from 7.8% 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 86% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 15Upcoming dividend of US$0.012 per shareEligible shareholders must have bought the stock before 22 December 2022. Payment date: 27 December 2022. Payout ratio is a comfortable 12% but the company is paying out more than the cash it is generating. Trailing yield: 5.1%. Lower than top quartile of Chilean dividend payers (13%). Lower than average of industry peers (6.7%).
Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: US$0.026 (vs US$0.003 in 3Q 2021)Third quarter 2022 results: EPS: US$0.026 (up from US$0.003 in 3Q 2021). Revenue: US$178.9m (up 12% from 3Q 2021). Net income: US$22.3m (up 387% from 3Q 2021). Profit margin: 13% (up from 2.9% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 2% 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. First Vice President of the Board Juan Ignacio Tagle was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 03Second quarter 2022 earnings released: EPS: US$0.012 (vs US$0.013 in 2Q 2021)Second quarter 2022 results: EPS: US$0.012. Revenue: US$187.1m (down 4.7% from 2Q 2021). Net income: US$26.6m (up 30% from 2Q 2021). Profit margin: 14% (up from 11% in 2Q 2021). The increase in margin was driven by lower expenses.
Board Change • Apr 26No 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. First Vice President of the Board Juan Vinagre Tagle was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Mar 21Blumar (SNSE:BLUMAR) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Nov 25Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: US$0.003 (up from US$0.009 loss in 3Q 2020). Revenue: US$159.9m (up 38% from 3Q 2020). Net income: US$4.58m (up US$17.9m from 3Q 2020). Profit margin: 2.9% (up from net loss in 3Q 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
分析記事 • Oct 26Slowing Rates Of Return At Blumar (SNSE:BLUMAR) Leave Little Room For ExcitementWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Sep 02We Think Blumar's (SNSE:BLUMAR) Robust Earnings Are ConservativeInvestors were underwhelmed by the solid earnings posted by Blumar S.A. ( SNSE:BLUMAR ) recently. We have done some...
Reported Earnings • Mar 29Full year 2020 earnings released: US$0.032 loss per share (vs US$0.009 profit in FY 2019)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: US$463.7m (up 19% from FY 2019). Net loss: US$51.5m (down US$63.9m from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 04Is Blumar (SNSE:BLUMAR) Weighed On By Its Debt Load?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Mar 03New 90-day high: CL$228The company is up 35% from its price of CL$169 on 02 December 2020. The Chilean market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Food industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Jan 19New 90-day high: CL$209The company is up 23% from its price of CL$170 on 21 October 2020. The Chilean market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Food industry, which is up 8.0% over the same period.
分析記事 • Jan 11Did You Participate In Any Of Blumar's (SNSE:BLUMAR) Fantastic 164% Return ?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...
Is New 90 Day High Low • Dec 24New 90-day high: CL$181The company is up 8.0% from its price of CL$168 on 24 September 2020. The Chilean market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Food industry, which is up 1.0% over the same period.
Is New 90 Day High Low • Dec 03New 90-day low: CL$167The company is down 4.0% from its price of CL$173 on 04 September 2020. The Chilean market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Food industry, which is down 2.0% over the same period.
分析記事 • Nov 18Is Blumar (SNSE:BLUMAR) Using Debt Sensibly?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Nov 12Third quarter 2020 earnings released: US$0.009 loss per shareThe company reported a soft third quarter result with weaker earnings and control over expenses, although revenues were improved. Third quarter 2020 results: Revenue: US$115.9m (up 25% from 3Q 2019). Net loss: US$13.3m (down 299% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 72% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
