SM Investments Corp (PHS:SM) Stock Price, Trades & News

SM Investments Corp is a Philippines conglomerate with operations in retail, banking, property, and Portfolio investments. The retail division operates department stores and food retail stores. The property division is mainly present in Southeast Asia and is focused on malls, residences, office buildings, resorts, hotels, and convention centers. SM Banking provides financial services through BDO Unibank and China Banking Corporation. China Banking Corporation is servicing emerging companies and small- and medium-scale enterprises. BDO has diverse operations from credit cards, insurance, and leasing to investment banking, and asset management. The majority of its revenue comes from the retail segment that engages in the trading of merchandise such as dry goods, wearing apparel, and others.

Financial Strength

5/10

Name	Current	Vs Industry
Cash-To-Debt	0.2
Equity-to-Asset	0.39
Debt-to-Equity	0.78
Debt-to-EBITDA	2.85
Interest Coverage	5.04
Piotroski F-Score	6/9	0 1 2 3 4 5 6 7 8 9
Altman Z-Score	1.66	Distress Grey Safe
Beneish M-Score	-2.52	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

9/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	6.5
	3-Year EBITDA Growth Rate	9.8
	3-Year EPS without NRI Growth Rate	13.6
	3-Year FCF Growth Rate	12.1
	3-Year Book Growth Rate	11.8
	Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank	6.09
	Future 3-5Y Total Revenue Growth Rate Estimate	5.47

Momentum Rank

7/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	53.75
	9-Day RSI	50
	14-Day RSI	48.99
	3-1 Month Momentum %	-7.74
	6-1 Month Momentum %	-18.83
	12-1 Month Momentum %	-35.25

Liquidity Ratio

	Name	Current	Vs Industry		Vs History
	Current Ratio	1.12
	Quick Ratio	0.73
	Cash Ratio	0.35
	Days Inventory	120.6
	Days Sales Outstanding	54.76
	Days Payable	110.71

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	2.93
	Dividend Payout Ratio	0.15
	3-Year Dividend Growth Rate	20.7
	Forward Dividend Yield %	2.93
	5-Year Yield-on-Cost %	8.15
	Shareholder Yield %	1.93

Profitability Rank

9/10

	Name	Current	Vs Industry		Vs History
	Gross Margin %	41.12
	Operating Margin %	16.96
	Net Margin %	14.5
	EBITDA Margin %	30.6
	FCF Margin %	16.78
	OCF Margin %	18.57
	ROE %	13.6
	ROA %	5.2
	ROIC %	5.89
	3-Year ROIIC %	6.6
	ROC (Joel Greenblatt) %	131.92
	ROCE %	11.59
	Years of Profitability over Past 10-Year	10
	Moat Score	6
	Tariff Resilience Score	6

GF Value Rank

4/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	7.88
	Forward PE Ratio	7.83
	PE Ratio without NRI	7.87
	Shiller PE Ratio	11.77
	Price-to-Owner-Earnings	6.77
	PEG Ratio	0.41
	PS Ratio	1.15
	PB Ratio	1.03
	Price-to-Tangible-Book	1.13
	Price-to-Free-Cash-Flow	6.82
	Price-to-Operating-Cash-Flow	6.15
	EV-to-EBIT	8.62
	EV-to-Forward-EBIT	6.71
	EV-to-EBITDA	7.36
	EV-to-Forward-EBITDA	5.8
	EV-to-Revenue	2.26
	EV-to-Forward-Revenue	1.58
	EV-to-FCF	13.45
	Price-to-GF-Value	0.63
	Price-to-Projected-FCF	0.45
	Price-to-DCF (Earnings Based)	0.43
	Price-to-DCF (FCF Based)	0.49
	Price-to-Median-PS-Value	0.47
	Price-to-Peter-Lynch-Fair-Value	0.43
	Price-to-Graham-Number	0.63
	Earnings Yield (Greenblatt) %	11.61
	FCF Yield %	14.71
	Forward Rate of Return (Yacktman) %	28.62

Financials

Annual Quarterly TTM

PHS:SM's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

Not Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

Not Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

Not Enough Data

Operating Revenue by Business Segment

Operating Revenue by Geographic Region

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

Not Enough Data

Guru Trades

See Details

Insider Trades

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Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017

SM Investments Corp Executives

Details

GF Value™: ₱946.76

PHS:SM

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 1 Severe warning sign with SM. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil ₱)	633,949.734
	EPS (TTM) (₱)	75.47
	Beta	1.4769
	3-Year Sharpe Ratio	-0.93
	3-Year Sortino Ratio	-1.09
	Volatility %	14.86
	14-Day RSI	48.99
	14-Day ATR (₱)	15.633275
	20-Day SMA (₱)	597.075
	12-1 Month Momentum %	-35.25
	52-Week Range (₱)	573 - 918
	Shares Outstanding (Mil)	1,216.53

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	6
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

SM Investments Corp Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

SM Investments Corp Stock Events

Financials Calendars

Event	Date	Price (₱)
PHP 17.000000 Cash Dividend	2026-05-13	600.00 (-1.15%)
PHP 11.000000 Cash Dividend	2025-05-15	868.00 (-2.25%)
PHP 2.000000 Cash Dividend	2025-05-15	868.00 (-2.25%)
1.5:1 Stock Split	2016-07-29	683.33 (+0.20%)
1.25:1 Stock Split	2013-07-03	591.47 (-0.98%)

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Entries

SM Investments Corp Frequently Asked Questions

What is SM Investments Corp(PHS:SM)'s stock price today?

The current price of PHS:SM is ₱595.00. The 52 week high of PHS:SM is ₱918.00 and 52 week low is ₱573.00.

When is next earnings date of SM Investments Corp(PHS:SM)?

The next earnings date of SM Investments Corp(PHS:SM) is .

Does SM Investments Corp(PHS:SM) pay dividends? If so, how much?

The Dividend Yield % of SM Investments Corp(PHS:SM) is 2.93% (As of Today), Highest Dividend Payout Ratio of SM Investments Corp(PHS:SM) was 0.28. The lowest was 0.12. And the median was 0.18. The Forward Dividend Yield % of SM Investments Corp(PHS:SM) is 2.93%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
	SM companies join Fortune Southeast Asia 500 List for third straight year	2026-06-16
	SM Group raises renewable energy sourcing to 31% in 2025	2026-05-24
	FinanceAsia names SM companies among Asia's Best Companies for 2026	2026-04-16
	SM Investments FY 2025 Net Income Up 10% to PHP90.5 billion	2026-03-02
	SM Investments certified as a Great Place to Work® in 2025	2025-12-24
	SM launches free MSME sustainability learning program	2025-12-22
	SM Investments 9M 2025 net income up 6% to PHP64 billion	2025-11-19
	Doing the Good Work: SM underscores practical sustainability at industry forum	2025-10-22
	SM Investments certified as a Great Place to Work® in 2025	2025-10-20
	SM addresses rising consumer demand for beauty and wellness	2025-09-24

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