Valuation SM Investments Corporation

Stocks

Delayed Philippines S.E. 02:06:24 2026-10-28 EDT			5-day change	1st Jan Change
525.50 ^PHP	-3.58%		-4.36%	-24.80%

09-20	SM Investments Corporation(PSE:SM) dropped from S&P Global BMI Index	CI
08-14	SM Investments Corporation Reports Earnings Results for the Second Quarter and Six Months Ended June 30, 2026	CI

Data adjusted to current consolidation scope

Fiscal Period: December	2021	2022	2023	2024	2025	2026	2027	2028
Market Cap ¹	1,135,922	1,099,821	1,065,604	1,098,599	854,948	661,549	-	-
Change	-	-3.18%	-3.11%	3.1%	-22.18%	-22.62%	-	-
Enterprise Value (EV) ¹	1,511,272	1,099,821	1,463,561	1,486,645	1,264,560	1,058,977	1,031,903	1,014,921
Change	-	-27.23%	33.07%	1.58%	-14.94%	-16.26%	-2.56%	-1.65%
P/E	29.5x	17.7x	13.8x	13.3x	9.43x	7.09x	6.59x	6.1x
PBR	2.6x	-	1.91x	1.69x	1.23x	0.87x	0.79x	0.72x
PEG	-	0.3x	0.6x	1.82x	0.97x	1.96x	0.87x	0.76x
Capitalization / Revenue	2.83x	2.12x	1.87x	1.82x	1.36x	0.97x	0.92x	0.86x
EV / Revenue	3.77x	2.12x	2.56x	2.46x	2.01x	1.56x	1.44x	1.32x
EV / EBITDA	15.6x	7.79x	8.77x	8.34x	6.73x	5.31x	4.87x	4.53x
EV / EBIT	19.8x	13.5x	15.1x	14.6x	11.9x	6.62x	6.3x	5.85x
EV / FCF	-339x	-	18.6x	54.4x	42.9x	35.9x	13.6x	17.5x
FCF Yield	-0.3%	-	5.36%	1.84%	2.33%	2.78%	7.37%	5.7%
Dividend per Share ²	4.25	-	9	11	13	16.67	18.32	19.05
Rate of return	0.45%	-	1.03%	1.22%	1.86%	3.06%	3.36%	3.5%
EPS ²	31.96	50.88	63	67.6	74.16	76.85	82.66	89.29
Distribution rate	13.3%	-	14.3%	16.3%	17.5%	21.7%	22.2%	21.3%
Net sales ¹	401,289	517,945	571,307	604,775	627,760	678,688	716,981	770,183
EBITDA ¹	96,962	141,200	166,900	178,300	188,000	199,290	211,881	224,236
EBIT ¹	76,266	81,742	97,223	101,824	106,380	159,873	163,810	173,447
Net income ¹	38,500	61,654	76,989	82,609	90,482	93,839	100,817	108,891
Net Debt ¹	375,351	-	397,956	388,046	409,612	397,429	370,354	353,373
Reference price ²	943.00	900.00	872.00	899.00	699.50	545.00	545.00	545.00
Nbr of stocks (in thousands)	1,204,583	1,222,023	1,222,023	1,222,023	1,222,227	1,213,851	-	-
Announcement Date	3/1/22	3/1/23	2/29/24	3/3/25	3/1/26	-	-	-

¹PHP in Million²PHP

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
SM INVESTMENTS CORPORATION	6.64x	1.5x	5.1x	3.27%	10.35B
WALMART INC.	41.8x	1.34x	20.45x	0.83%	947B
LOBLAW COMPANIES LIMITED	26.61x	1.27x	11.06x	0.89%	55.79B
TESCO PLC	17.02x	0.59x	8.55x	3.03%	44.45B
SYSCO CORPORATION	17.02x	0.68x	12.72x	2.69%	40.49B
KROGER CO. (THE)	13.31x	0.36x	6.74x	2.26%	38.9B
FOMENTO ECONÓMICO MEXICANO, S.A.B. DE C.V.	22.24x	0.94x	6.25x	5.47%	38.04B
WOOLWORTHS GROUP LIMITED	27.9x	0.86x	9.95x	2.65%	35.17B
AHOLD DELHAIZE N.V.	12.37x	0.47x	5.96x	3.81%	32.07B
SEVEN & I HOLDINGS CO., LTD.	16.99x	0.66x	7.56x	2.77%	30.01B
Average	20.19x	0.87x	9.43x	2.77%	127.19B
Weighted average by Cap.	36.02x	1.19x	17.45x	1.34%