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PriceSmart, Inc. (PSMT) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

PriceSmart, Inc.

PSMTMarket cap $5.11BPrice $169.7

Country🇺🇸United States

SectorConsumer

IndustryConsumer Staples

Operates membership warehouse clubs across Latin America and the Caribbean, bringing Costco-style bulk shopping to markets most big-box retailers ignore. Loyal shoppers renew memberships at rates rivaling Costco's own, fueling steady growth in emerging economies.

In Bastion Portfolios?

52W Return+40%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+9%6

Revenue Forecast

Rev CAGR (1y)+10%6

Rev CAGR (3y)+11%7

Rev CAGR (5y)+9%7

Earnings Forecast

EPS Growth Y+1+17%8

EPS Growth Y+2+15%7

EPS Growth Y+3+9%6

Quality

Margins

EBIT Margin5%3

Net Income Margin3%3

Free Cash Flow Margin1%3

Debt

Net Debt/EBITDA0.09

Efficiency

ROE12%5

ROA7%7

Earnings Stability1010

GEAR+STRONG70

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)292

P/E Ratio (Forward 3y)242

P/BV3.74

EV Multiples

EV/EBITDA Fwd144

EV/EBIT Fwd194

Yield

Free Cash Flow Yield1.4%4

Dividend Yield0.8%3

Momentum

Short term

1 month return-2%7

3 month return-10%3

YTD return+40%9

Mid term

Price vs 52wHigh85%7

1 year return+41%9

Long term

3 year return+140%8

5 year return+130%8

Risk Shield

Price Risk

Beta0.58

Volatility28%7

Free Cash Flow

Free Cash Flow Margin1%3

Free Cash Flow Yield1.4%4

Quality

ROCE17%8

Earnings Stability1010

Net Debt/EBITDA0.09

02Growth

Is it actually growing, and how fast?

PSMTPriceSmart

Revenue FY25$5.3B

GROWTH RATING↗

AVERAGE65 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+9%6

Revenue, next 1Y+10%6

Revenue, next 3Y, CAGR+11%7

Revenue, next 5Y, CAGR+9%7

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+17%8

EPS growth, FY27E+15%7

EPS growth, FY28E+9%6

GROWTH ASSESSMENT

STRENGTHS

Revenue is set to grow 11%/yr over the next 3 years, ahead of most of the market.7/10

Revenue grew 9%/yr over the last 3 years and is set to keep growing around 11%/yr.

The runway holds up: revenue is set to grow 9%/yr over five years.7/10

Earnings are set to grow in step with sales (EPS about 15%/yr vs revenue 11%/yr).

WATCH

A mid-pack grower, ahead of 65% of companies worldwide.

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG70 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-2%7

3-month return-10%3

YTD return+40%9

MID & LONG-TERM▾SCORE

% of 52-week high85%7

1-year return+41%9

3-year return+140%8

5-year return+130%8

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +140% over three years and +130% over five, ahead of 70% of the market.

It's up 41% over the past year, but 15% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (-2%) and so far this year (+40%).

WATCH

None flagged.

WEAKNESSES

The stock is underperforming over three months (-10%).

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on PriceSmart, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

PSMTPriceSmart

Revenue FY25$5.3B

GROWTH RATING↗

AVERAGE65 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+9%6

Revenue, next 1Y+10%6

Revenue, next 3Y, CAGR+11%7

Revenue, next 5Y, CAGR+9%7

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+17%8

EPS growth, FY27E+15%7

EPS growth, FY28E+9%6

GROWTH ASSESSMENT

STRENGTHS

Revenue is set to grow 11%/yr over the next 3 years, ahead of most of the market.7/10

Revenue grew 9%/yr over the last 3 years and is set to keep growing around 11%/yr.

The runway holds up: revenue is set to grow 9%/yr over five years.7/10

Earnings are set to grow in step with sales (EPS about 15%/yr vs revenue 11%/yr).

WATCH

A mid-pack grower, ahead of 65% of companies worldwide.

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG70 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-2%7

3-month return-10%3

YTD return+40%9

MID & LONG-TERM▾SCORE

% of 52-week high85%7

1-year return+41%9

3-year return+140%8

5-year return+130%8

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +140% over three years and +130% over five, ahead of 70% of the market.

It's up 41% over the past year, but 15% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (-2%) and so far this year (+40%).

WATCH

None flagged.

WEAKNESSES

The stock is underperforming over three months (-10%).

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on PriceSmart, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community