StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
SMU.SN$141.99-2.08%
Fair $141.99+0.0%

SMU.SN

SMU S.A.

Consumer Cyclical / Department StoresSantiago

$141.99

-3.01 (-2.08%)

Fairly Valued+0.0%Fair Value $141.99Fund rank 35/100 · Data gapFallback financials|
SA 40/C
F-Score: 3/9
Margin Compression

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $153.0B · quality 72.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

40/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years
Thesis & Journal · SMU.SNLocal privado en este navegador · SMU S.A.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$816.8B

P/E

13.0x

↓

EV/EBITDA

5.8x

↓

ROE

7.6%

↑

Gross Margin

32.2%

↑

Debt/Equity

0.89

↑
52-Week Range$142
$128$186

TradingView lightweight chart

SMU.SN price, volumen y niveles de valoración

Último $141.99Periodo +23.9%
Fair value: $141.99

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

-0.1%

FCF CAGR

-10.5%

FCF margin

5.4%

FCF / Net income

2.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.82T · net income $63.12B · FCF $153.04B

2022-FY → 2025-FY

Gross margin

32.2%+2.7% pts

Operating margin

3.5%-2.7% pts

Net margin

2.2%-2.4% pts

FCF margin

5.4%-2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2819.06B$2819.06B$2887.17B$2862.38B$2826.31B
Net Income$63.12B$63.12B$48.75B$88.78B$132.09B
EBITDA$251.76B$251.76B$216.79B$254.23B$233.12B
EPS——8.4615.4122.90
Gross Margin32.2%32.2%30.7%30.7%29.6%
Operating Margin3.5%3.5%4.3%5.7%6.2%
Net Margin2.2%2.2%1.7%3.1%4.7%
Balance Sheet
Debt/Equity0.890.890.710.700.66
Current Ratio0.670.67———
Cash Flow
Free Cash Flow$153.04B$153.04B$117.97B$191.70B$213.71B
Returns
ROE7.6%7.6%6.0%10.9%16.9%
Valuation
P/E12.9712.9718.7310.265.01
EV/EBITDA5.845.846.175.404.52
P/B0.990.991.121.120.85
Growth & Yield
Revenue Growth-2.4%-2.4%0.9%1.3%—
EPS Growth——-45.1%-32.7%—
Dividend Yield4.8%4.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -17.5%

Total return

-17.5%

Start / end P/E

n/dx → n/dx

EPS bridge

8.46 → n/d

Residual

-22.2%

EPS growthn/d
Multiple reratingn/d
Dividend+4.8%
Residual / FX / buybacks / cross-term-22.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.