Blumar (BLUMAR) 주식 개요Blumar S.A.는 어업 및 양식업에 종사하는 회사입니다. 자세히 보기BLUMAR 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장0/6과거 실적3/6재무 건전성3/6배당0/6강점지난 1년간 수익이 1.4% 증가했습니다.위험 분석이자 지급액이 수익으로 잘 충당되지 않음모든 위험 점검 보기BLUMAR 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% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-52m916m2016201920222025202620282031Revenue US$916.1mEarnings US$23.3mAdvancedSet Fair ValueView all narrativesBlumar S.A. 경쟁사Multiexport FoodsSymbol: SNSE:MULTI XMarket cap: CL$472.6bSalmones CamanchacaSymbol: SNSE:SALMOCAMMarket cap: CL$389.9bCamanchacaSymbol: SNSE:CAMANCHACAMarket cap: CL$346.6bWatt'sSymbol: SNSE:WATTSMarket cap: CL$236.1b가격 이력 및 성과Blumar 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가CL$303.0952주 최고가CL$338.0052주 최저가CL$193.22베타0.451개월 변동0.36%3개월 변동-4.92%1년 변동54.64%3년 변동32.77%5년 변동33.75%IPO 이후 변동284.76%최근 뉴스 및 업데이트Board 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.분석 기사 • 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...분석 기사 • 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.더 많은 업데이트 보기Recent 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.분석 기사 • 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...분석 기사 • 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.공시 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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...분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.주주 수익률BLUMARCL FoodCL 시장7D0%-0.5%2.1%1Y54.6%6.2%15.4%전체 주주 수익률 보기수익률 대 산업: BLUMAR은 지난 1년 동안 6.2%의 수익을 기록한 CL Food 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: BLUMAR은 지난 1년 동안 15.4%를 기록한 CL 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is BLUMAR's price volatile compared to industry and market?BLUMAR volatilityBLUMAR Average Weekly Movement1.2%Food Industry Average Movement2.1%Market Average Movement3.2%10% most volatile stocks in CL Market5.6%10% least volatile stocks in CL Market1.1%안정적인 주가: BLUMAR는 지난 3개월 동안 CL 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: BLUMAR의 주간 변동성(1%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19482,573Gerardo Andres Foxwww.blumar.comBlumar S.A.는 어업 및 양식업에 종사하고 있습니다. 이 회사는 미국, 브라질 및 기타 라틴 아메리카, 유럽, 아시아에서 신선 또는 냉동 연어 제품을 생산 및 판매합니다. 또한 동물 사료 생산에 사용되는 어분과 어유 제품, 냉동 고등어를 제공합니다.더 보기Blumar S.A. 기초 지표 요약Blumar의 순이익과 매출은 시가총액과 어떻게 비교됩니까?BLUMAR 기초 통계시가총액CL$490.39b순이익 (TTM)CL$16.26b매출 (TTM)CL$639.95b30.2x주가수익비율(P/E)0.8x주가매출비율(P/S)BLUMAR는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표BLUMAR 손익계산서 (TTM)매출US$712.81m매출원가US$600.05m총이익US$112.76m기타 비용US$94.65m순이익US$18.12m최근 보고된 실적Dec 31, 2025다음 실적 발표일해당 없음주당순이익(EPS)0.011총이익률15.82%순이익률2.54%부채/자본 비율59.5%BLUMAR의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당0.8%현재 배당 수익률12%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 21:12종가2026/05/20 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 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.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 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 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Blumar S.A.는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
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.
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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.
공시 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.