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
30
  • Value
    45
  • Growth
    59
  • Safety
    Safety
    31
  • Combined
    24
  • Sentiment
    80
  • 360° View
    360° View
    30
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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 30 (better than 30% compared with alternatives), overall professional sentiment and financial characteristics for the stock SM Investments are below the industry average. The 360° View is based on consolidating four consolidated indicators, with half of the metrics below and half above average for SM Investments. The consolidated Growth Rank has a good rank of 59, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. This means that growth is higher than for 59% of competitors in the same industry. The consolidated Sentiment Rank also has a good rank of 80, which means that professional investors are more optimistic about the stock than for 80% of alternative investment opportunities. But the consolidated Value Rank has a less desirable rank of 45, 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. This means the stock price is higher than for 55% of alternative stocks in the same industry. Finally, the consolidated Safety Rank has a riskier rank of 31, which means that the company has a financing structure that is riskier than those of 69% 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: 3-Nov-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
45 61 43 31
Growth
59 7 19 43
Safety
Safety
31 14 12 16
Sentiment
80 78 96 91
360° View
360° View
30 31 25 25
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Metrics Current 2025 2024 2023
Analyst Opinions
35 75 72 14
Opinions Change
50 77 83 67
Pro Holdings
n/a 64 86 91
Market Pulse
97 37 63 93
Sentiment
80 78 96 91
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Metrics Current 2025 2024 2023
Value
45 61 43 31
Growth
59 7 19 43
Safety Safety
31 14 12 16
Combined
24 8 4 4
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
30 53 46 37
Price vs. Earnings (P/E)
56 71 69 41
Price vs. Book (P/B)
65 63 52 43
Dividend Yield
85 68 54 39
Value
45 61 43 31
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Metrics Current 2025 2024 2023
Revenue Growth
56 29 40 73
Profit Growth
100 42 56 61
Capital Growth
14 1 16 35
Stock Returns
30 27 29 19
Growth
59 7 19 43
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Metrics Current 2025 2024 2023
Leverage
38 34 34 30
Refinancing
26 21 12 28
Liquidity
57 52 48 37
Safety Safety
31 14 12 16

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Frequently Asked
Questions

This is a classic, high-risk growth play: high growth and positive sentiment outweigh low Value Rank (expensive) and risky financing. This is for aggressive growth investors who are comfortable with the high price and risk, believing the growth story justifies the expense.

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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