Stock Research: SM Investments

Independent stock analysis through peer comparison: Get the 360° View as an objective basis for stock decision-making and explore the detailed ranks.

SM Investments

PHS:SM PHY806761029
14
  • Value
    49
  • Growth
    43
  • Safety
    Safety
    32
  • Combined
    19
  • Sentiment
    64
  • 360° View
    360° View
    14
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Company Description

SM Investments Corporation is a diversified conglomerate with interests in retail, banking, and property development. It operates in property development (malls, residential, commercial, hotels, convention centers), retail (dry goods, apparel, food), banking (BDO Unibank, Inc., China Banking Corporation), and portfolio investments (2GO Group, Inc., Philippine Geothermal Production Company, Atlas Consolidated Mining and Development Corporation). In the last fiscal year, the company had a market cap of $18291 millions, profits of $4987 millions, revenue of $11274 millions, and 405 employees.

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ANALYSIS: With an Obermatt 360° View of 14 (better than 14% compared with alternatives), overall professional sentiment and financial characteristics for the stock SM Investments are critical, mostly below average. The 360° View is based on consolidating four consolidated indicators, with three out of four indicators below average for SM Investments. The consolidated Sentiment Rank has a good rank of 64, which means that professional investors are more optimistic about the stock than for 64% of alternative investment opportunities. But all other ranks are below average. The consolidated Value Rank has a rank of 49, which means that the share price of SM Investments is on the higher side compared with typical size in indicators such as revenues, profits, and invested capital. The consolidated Growth Rank also has a low rank of 43, meaning that the company exhibits below-average growth momentum when looking at financial metrics such as revenue, profit, invested capital growth, and stock returns. This means that growth is lower than for 43% of competitors in the same industry. Finally, the consolidated Safety Rank has a riskier rank of 32 which means that the company has a riskier financing structure than 68% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. ...read more

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The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 7-Jul-2026.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Detailed and Historical Ranks

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Metrics Current 2025 2024 2023
Value
49 61 43 31
Growth
43 7 19 43
Safety
Safety
32 14 12 16
Sentiment
64 78 96 91
360° View
360° View
14 31 25 25
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Metrics Current 2025 2024 2023
Analyst Opinions
50 75 72 14
Opinions Change
13 77 83 67
Pro Holdings
n/a 64 86 91
Market Pulse
100 37 63 93
Sentiment
64 78 96 91
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Metrics Current 2025 2024 2023
Value
49 61 43 31
Growth
43 7 19 43
Safety Safety
32 14 12 16
Combined
19 8 4 4
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
38 53 46 37
Price vs. Earnings (P/E)
62 71 69 41
Price vs. Book (P/B)
62 63 52 43
Dividend Yield
79 68 54 39
Value
49 61 43 31
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Metrics Current 2025 2024 2023
Revenue Growth
43 29 40 73
Profit Growth
100 42 56 61
Capital Growth
15 1 16 35
Stock Returns
8 27 29 19
Growth
43 7 19 43
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Metrics Current 2025 2024 2023
Leverage
38 34 34 30
Refinancing
28 21 12 28
Liquidity
67 52 48 37
Safety Safety
32 14 12 16

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Only the professional market sentiment is positive. The stock is expensive, has low growth, and low financial safety. This is a weak investment proposition. Only a small, highly-speculative investment may be justified by investors who strongly believe the positive sentiment points to an positive future.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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