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SM Investments Corporation (SM) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

SM Investments Corporation

SMMarket cap $9.98BPrice $8.2

Country🇵🇭Philippines

SectorIndustrials

IndustryConglomerates

Runs a sprawling empire spanning malls, banks, and real estate across the Philippines, plus retail chains selling everything from groceries to hardware. Its SM Malls alone host over 3 million shoppers daily, making it the country's dominant consumer gateway.

In Bastion Portfolios?

52W Return-34%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+5%5

Revenue Forecast

Rev CAGR (1y)-9%1

Rev CAGR (3y)+3%3

Rev CAGR (5y)+3%3

Earnings Forecast

EPS Growth Y+1-4%3

EPS Growth Y+2+8%6

EPS Growth Y+3+10%6

Quality

Margins

EBIT Margin24%8

Net Income Margin13%7

Free Cash Flow Margin16%7

Debt

Net Debt/EBITDA2.54

Efficiency

ROE14%6

ROA7%7

Earnings Stability88

GEAR+STRONG82

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)610

P/E Ratio (Forward 3y)610

P/BV0.910

EV Multiples

EV/EBITDA Fwd410

EV/EBIT Fwd510

Yield

Free Cash Flow Yield17.9%10

Dividend Yield3.3%8

Momentum

Short term

1 month return-8%4

3 month return-13%3

YTD return-24%2

Mid term

Price vs 52wHigh70%3

1 year return-28%2

Long term

3 year return-35%1

5 year return-43%2

Risk Shield

Price Risk

Beta0.29

Volatility28%8

Free Cash Flow

Free Cash Flow Margin16%7

Free Cash Flow Yield17.9%10

Quality

ROCE12%6

Earnings Stability88

Net Debt/EBITDA2.54

02Growth

Is it actually growing, and how fast?

SMSM Investments

Revenue FY25$11.6B

GROWTH RATING↗

WEAK19 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%5

Revenue, next 1Y-9%1

Revenue, next 3Y, CAGR+3%3

Revenue, next 5Y, CAGR+3%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-4%3

EPS growth, FY27E+8%6

EPS growth, FY28E+10%6

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue grew 5%/yr over the last 3 years and is set to keep growing around 3%/yr.

Earnings are set to grow in step with sales (EPS about 8%/yr vs revenue 3%/yr). One year dips: EPS falls 4% next year.

WEAKNESSES

Growth is the weak spot here, trailing 81% of companies worldwide.

Revenue is set to grow 3%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 3%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Stalled Business

Growth is a weak point here. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

SMSM Investments

Total return Current−33.8%

Price return Current−37.8%

MOMENTUM RATING↗

VERY WEAK9 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%4

3-month return-13%3

YTD return-24%2

MID & LONG-TERM▾SCORE

% of 52-week high70%3

1-year return-28%2

3-year return-35%1

5-year return-43%2

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Returns sit at the market level over the past month (-8%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-35% over three years and -43% over five), behind 80% of the market.

It's down 28% over the past year, now 30% below its 52-week high. That is lagging the market.

The stock is underperforming over three months (-13%) and so far this year (-24%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on SM Investments Corporation. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

SMSM Investments

Revenue FY25$11.6B

GROWTH RATING↗

WEAK19 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%5

Revenue, next 1Y-9%1

Revenue, next 3Y, CAGR+3%3

Revenue, next 5Y, CAGR+3%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-4%3

EPS growth, FY27E+8%6

EPS growth, FY28E+10%6

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue grew 5%/yr over the last 3 years and is set to keep growing around 3%/yr.

Earnings are set to grow in step with sales (EPS about 8%/yr vs revenue 3%/yr). One year dips: EPS falls 4% next year.

WEAKNESSES

Growth is the weak spot here, trailing 81% of companies worldwide.

Revenue is set to grow 3%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 3%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Stalled Business

Growth is a weak point here. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

SMSM Investments

Total return Current−33.8%

Price return Current−37.8%

MOMENTUM RATING↗

VERY WEAK9 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%4

3-month return-13%3

YTD return-24%2

MID & LONG-TERM▾SCORE

% of 52-week high70%3

1-year return-28%2

3-year return-35%1

5-year return-43%2

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Returns sit at the market level over the past month (-8%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-35% over three years and -43% over five), behind 80% of the market.

It's down 28% over the past year, now 30% below its 52-week high. That is lagging the market.

The stock is underperforming over three months (-13%) and so far this year (-24%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on SM Investments Corporation. 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