SMU S.A.

SNSE:SMU Stock Report

Market Cap: CL$763.4b

SMU Past Earnings Performance

Past criteria checks 3/6

SMU's earnings have been declining at an average annual rate of -6.2%, while the Consumer Retailing industry saw earnings growing at 11.2% annually. Revenues have been growing at an average rate of 4% per year. SMU's return on equity is 7.2%, and it has net margins of 2.1%.

Key information

-6.20%

Earnings growth rate

-6.16%

EPS growth rate

Consumer Retailing Industry Growth12.41%
Revenue growth rate4.00%
Return on equity7.20%
Net Margin2.09%
Last Earnings Update31 Mar 2026

Recent past performance updates

Analysis Article 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...
Analysis Article 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...

Recent updates

Narrative Update Jun 24

SMU: Reaffirmed CLP178 Outlook Will Support Attractive Upside Potential

SMU's analyst price target has been reaffirmed at CLP178, with analysts citing slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E to support keeping the target unchanged. What’s in the News for SMU No recent company specific news for SMU has been identified in the primary news feed.
Narrative Update Jun 05

SMU: Stable Assumptions Will Support Attractive Upside At Current Levels

Analysts kept SMU's fair value target steady at CLP178, supported by slightly lower discount rate and P/E assumptions that leave the overall price target effectively unchanged. What's in the News No recent company specific news items for SMU were identified in the provided sources.
Narrative Update 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).
Narrative Update 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).
Narrative Update 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).
Narrative Update 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.
Narrative Update 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.
Narrative Update 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).
Narrative Update 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).
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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).
Narrative Update 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.
Narrative Update 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).
Analysis Article 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...
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article Apr 10

Here's What To Make Of SMU's (SNSE:SMU) Decelerating Rates Of Return

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
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New Narrative 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...

Revenue & Expenses Breakdown

How SMU makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

SNSE:SMU Revenue, expenses and earnings (CLP Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Mar 262,833,93759,333814,4020
31 Dec 252,819,05563,123809,8950
30 Sep 252,824,44367,335798,9500
30 Jun 252,869,36742,189789,5680
31 Mar 252,882,31133,847778,3470
31 Dec 242,887,16548,750762,3650
30 Sep 242,876,23169,743748,1020
30 Jun 242,856,33373,511733,9610
31 Mar 242,869,70885,686727,6480
31 Dec 232,862,38388,784716,1170
30 Sep 232,889,52283,483715,0050
30 Jun 232,898,282101,591701,0770
31 Mar 232,865,323104,497681,2610
31 Dec 222,826,314131,552660,5300
30 Sep 222,755,938126,640633,2230
30 Jun 222,666,155118,574610,2330
31 Mar 222,572,157115,208588,0670
31 Dec 212,472,37869,865574,7800
30 Sep 212,352,70859,478556,0770
30 Jun 212,277,19447,711547,1420
31 Mar 212,224,56822,842560,1420
31 Dec 202,264,39425,820570,0080
30 Sep 202,276,00120,309578,7480
30 Jun 202,299,63521,095586,8760
31 Mar 202,333,59133,745577,4450
31 Dec 192,297,03234,584570,0780
30 Sep 192,306,36834,998563,5190
30 Jun 192,301,65932,102559,2840
31 Mar 192,298,06140,877554,8930
31 Dec 182,295,41533,213551,2390
30 Sep 182,293,56239,903550,5730
30 Jun 182,285,16936,039548,1430
31 Mar 182,272,44021,876545,4190
31 Dec 172,257,55826,299543,4490
30 Sep 172,074,1428,873513,3220
30 Jun 172,126,2875,811520,8390
31 Mar 172,176,2863,947527,5450
31 Dec 162,221,86910,929530,5290
30 Sep 162,431,65612,813563,0140
30 Jun 162,388,326-4,879556,7730
31 Mar 162,361,010-16,119547,7130
31 Dec 152,330,601-37,236540,5370
30 Sep 152,472,747-68,393568,5740

Quality Earnings: SMU has a large one-off gain of CLP13.9B impacting its last 12 months of financial results to 31st March, 2026.

Growing Profit Margin: SMU's current net profit margins (2.1%) are higher than last year (1.2%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: SMU's earnings have declined by 6.2% per year over the past 5 years.

Accelerating Growth: SMU's earnings growth over the past year (75.3%) exceeds its 5-year average (-6.2% per year).

Earnings vs Industry: SMU earnings growth over the past year (75.3%) exceeded the Consumer Retailing industry 0.4%.


Return on Equity

High ROE: SMU's Return on Equity (7.2%) is considered low.


Return on Assets


Return on Capital Employed


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/02 21:14
End of Day Share Price 2026/07/02 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

SMU S.A. is covered by 6 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Alonso AramburúBTG Pactual
Joaquín Ley PintoItau BBA
Jorge Pérez ArayaItau BBA