SMU 향후 성장
Future 기준 점검 2/6
SMU (는) 각각 연간 7.3% 및 4.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.3% 로 예상됩니다.
핵심 정보
7.3%
이익 성장률
7.26%
EPS 성장률
| Consumer Retailing 이익 성장 | 11.3% |
| 매출 성장률 | 4.8% |
| 향후 자기자본이익률 | 7.27% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 12 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 3,227,402 | 75,307 | N/A | 205,324 | 1 |
| 12/31/2027 | 3,094,647 | 58,828 | 169,000 | 217,307 | 3 |
| 12/31/2026 | 2,927,649 | 38,314 | 132,000 | 204,655 | 1 |
| 3/31/2026 | 2,833,937 | 59,333 | 115,801 | 228,738 | N/A |
| 12/31/2025 | 2,819,055 | 63,123 | 153,036 | 265,973 | N/A |
| 9/30/2025 | 2,824,443 | 67,335 | 80,676 | 181,950 | N/A |
| 6/30/2025 | 2,869,367 | 42,189 | 122,919 | 223,540 | N/A |
| 3/31/2025 | 2,882,311 | 33,847 | 84,363 | 196,907 | N/A |
| 12/31/2024 | 2,887,165 | 48,750 | 117,971 | 225,119 | N/A |
| 9/30/2024 | 2,876,231 | 69,743 | 199,075 | 300,920 | N/A |
| 6/30/2024 | 2,856,333 | 73,511 | 169,599 | 281,869 | N/A |
| 3/31/2024 | 2,869,708 | 85,686 | 221,555 | 317,935 | N/A |
| 12/31/2023 | 2,862,383 | 88,784 | 191,700 | 286,301 | N/A |
| 9/30/2023 | 2,889,522 | 83,483 | 202,231 | 289,934 | N/A |
| 6/30/2023 | 2,898,282 | 101,591 | 252,286 | 313,803 | N/A |
| 3/31/2023 | 2,865,323 | 104,497 | 236,044 | 295,726 | N/A |
| 12/31/2022 | 2,826,314 | 131,552 | 213,710 | 270,586 | N/A |
| 9/30/2022 | 2,755,938 | 126,640 | 209,497 | 260,805 | N/A |
| 6/30/2022 | 2,666,155 | 118,574 | 181,692 | 231,522 | N/A |
| 3/31/2022 | 2,572,157 | 115,208 | 208,080 | 254,998 | N/A |
| 12/31/2021 | 2,472,378 | 69,865 | 193,138 | 239,846 | N/A |
| 9/30/2021 | 2,352,708 | 59,478 | 183,123 | 222,968 | N/A |
| 6/30/2021 | 2,277,194 | 47,711 | 210,227 | 244,389 | N/A |
| 3/31/2021 | 2,224,568 | 22,842 | 147,390 | 178,630 | N/A |
| 12/31/2020 | 2,264,394 | 25,820 | 145,383 | 177,523 | N/A |
| 9/30/2020 | 2,276,001 | 20,309 | 98,138 | 131,595 | N/A |
| 6/30/2020 | 2,299,635 | 21,095 | 63,763 | 99,231 | N/A |
| 3/31/2020 | 2,333,591 | 33,745 | 102,323 | 138,846 | N/A |
| 12/31/2019 | 2,297,032 | 34,584 | N/A | 145,020 | N/A |
| 9/30/2019 | 2,306,368 | 34,998 | N/A | 162,376 | N/A |
| 6/30/2019 | 2,301,659 | 32,102 | N/A | 167,702 | N/A |
| 3/31/2019 | 2,298,061 | 40,877 | N/A | 129,431 | N/A |
| 12/31/2018 | 2,295,415 | 33,213 | N/A | 124,144 | N/A |
| 9/30/2018 | 2,293,562 | 39,903 | N/A | 128,938 | N/A |
| 6/30/2018 | 2,285,169 | 36,039 | N/A | 107,427 | N/A |
| 3/31/2018 | 2,272,440 | 21,876 | N/A | 110,213 | N/A |
| 12/31/2017 | 2,257,558 | 26,299 | N/A | 87,211 | N/A |
| 9/30/2017 | 2,074,142 | 8,873 | N/A | 98,588 | N/A |
| 6/30/2017 | 2,126,287 | 5,811 | N/A | 94,477 | N/A |
| 3/31/2017 | 2,176,286 | 3,947 | N/A | 112,861 | N/A |
| 12/31/2016 | 2,221,869 | 10,929 | N/A | 120,988 | N/A |
| 9/30/2016 | 2,431,656 | 12,813 | N/A | 135,305 | N/A |
| 6/30/2016 | 2,388,326 | -4,879 | N/A | 103,772 | N/A |
| 3/31/2016 | 2,361,010 | -16,119 | N/A | 93,584 | N/A |
| 12/31/2015 | 2,330,601 | -37,236 | N/A | 80,609 | N/A |
| 9/30/2015 | 2,472,747 | -68,393 | N/A | 81,066 | N/A |
| 6/30/2015 | 2,385,225 | -69,525 | N/A | 80,561 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: SMU 의 연간 예상 수익 증가율(7.3%)이 saving rate(5.7%)보다 높습니다.
수익 vs 시장: SMU 의 연간 수익(7.3%)이 CL 시장(3.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: SMU 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: SMU 의 수익(연간 4.8%)이 CL 시장(연간 6.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: SMU 의 수익(연간 4.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: SMU의 자본 수익률은 3년 후 7.3%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/25 13:10 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
SMU S.A.는 6명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Alonso Aramburú | BTG Pactual |
| Joaquín Ley Pinto | Itau BBA |
| Jorge Pérez Araya | Itau BBA |