SM Investments Corporation

PSE:SM Stock Report

Market Cap: ₱1.1t

SM Investments Past Earnings Performance

Past criteria checks 3/6

SM Investments has been growing earnings at an average annual rate of 21.4%, while the Industrials industry saw earnings growing at 7.9% annually. Revenues have been growing at an average rate of 8.5% per year. SM Investments's return on equity is 13.4%, and it has net margins of 12.8%.

Key information

21.4%

Earnings growth rate

21.0%

EPS growth rate

Industrials Industry Growth6.2%
Revenue growth rate8.5%
Return on equity13.4%
Net Margin12.8%
Last Earnings Update30 Sep 2024

Recent past performance updates

Recent updates

Revenue & Expenses Breakdown

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

Earnings and Revenue History

PSE:SM Revenue, expenses and earnings (PHP Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Sep 24638,33081,99585,7850
30 Jun 24631,00180,65885,7850
31 Mar 24621,68678,07985,7850
31 Dec 23616,25276,98985,7850
30 Sep 23611,38774,667-13,5970
30 Jun 23597,10470,47215,9920
31 Mar 23577,48765,95845,1650
31 Dec 22552,99961,65469,9430
30 Sep 22521,72154,645110,5520
30 Jun 22479,38147,210105,6840
31 Mar 22449,27443,94197,2770
31 Dec 21431,73440,41256,6000
30 Sep 21410,36936,80990,8950
30 Jun 21404,21637,21487,0690
31 Mar 21379,91623,85387,8450
31 Dec 20397,08623,89092,7370
30 Sep 20427,67926,72696,6680
30 Jun 20453,77528,617105,3890
31 Mar 20504,07442,885111,1210
31 Dec 19501,96944,568110,1900
30 Sep 19493,10743,964114,2650
30 Jun 19479,24142,028109,0190
31 Mar 19463,79439,300106,8460
31 Dec 18449,78837,078103,4420
30 Sep 18430,78535,30597,6810
30 Jun 18419,03634,42695,0460
31 Mar 18407,63633,69891,8940
31 Dec 17397,94832,92389,5510
30 Sep 17385,26732,98286,5600
30 Jun 17376,90432,57884,3520
31 Mar 17370,32131,79082,1850
31 Dec 16365,25531,20480,0040
30 Sep 16354,72331,00277,9430
30 Jun 16347,01630,28775,1800
31 Mar 16346,01229,23174,6540
31 Dec 15333,58328,86572,3490
30 Sep 15314,00830,11967,3500
30 Jun 15301,13629,88464,1780
31 Mar 15281,43928,90260,3230
01 Jan 15310,07128,38567,7860
30 Sep 14267,25727,05354,0370
30 Jun 14262,12227,05052,9680
31 Mar 14256,84926,26451,3930
31 Dec 13253,58027,44649,9300

Quality Earnings: SM has high quality earnings.

Growing Profit Margin: SM's current net profit margins (12.8%) are higher than last year (12.2%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: SM's earnings have grown significantly by 21.4% per year over the past 5 years.

Accelerating Growth: SM's earnings growth over the past year (9.8%) is below its 5-year average (21.4% per year).

Earnings vs Industry: SM earnings growth over the past year (9.8%) did not outperform the Industrials industry 10.7%.

Return on Equity

High ROE: SM's Return on Equity (13.4%) 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 Analysis2024/12/20 22:35
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

SM Investments Corporation is covered by 20 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Russ ToribioBofA Global Research
Edser TrinidadCGS International
Rohit ThombreCitigroup Inc