SM Investments (SVTMF) versus Its Peers Critical Review

Valuation & Earnings

This table compares SM Investments and its rivals revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
SM Investments	N/A	N/A	0.30
SM Investments Competitors	$23.48 billion	$1.70 billion	-219.81

SM Investments’ rivals have higher revenue and earnings than SM Investments. SM Investments is trading at a higher price-to-earnings ratio than its rivals, indicating that it is currently more expensive than other companies in its industry.

Insider & Institutional Ownership

9.5% of SM Investments shares are held by institutional investors. Comparatively, 44.1% of shares of all “Broadline Retail” companies are held by institutional investors. 23.8% of shares of all “Broadline Retail” companies are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Dividends

SM Investments pays an annual dividend of C$8.79 per share and has a dividend yield of 86.6%. SM Investments pays out 25.8% of its earnings in the form of a dividend. As a group, “Broadline Retail” companies pay a dividend yield of 18.1% and pay out 12.3% of their earnings in the form of a dividend.

Profitability

This table compares SM Investments and its rivals’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
SM Investments	N/A	N/A	N/A
SM Investments Competitors	-3.45%	-36.13%	-2.59%

Summary

SM Investments beats its rivals on 5 of the 9 factors compared.

SM Investments Company Profile

SM Investments Corporation, together with its subsidiaries, invests in retail, banking, and property businesses in the Philippines. The company operates through Property, Retail, Banking, and Portfolio Investments segments. The Property segment develops, conducts, operates, and maintains commercial shopping centers, amusement centers, and cinema theaters within the shopping centers; develops and transforms residential, commercial, entertainment, and tourism districts; and operates hotels and convention centers. The Retail segment engages in the retail and wholesale trading of various merchandise, such as dry goods, wearing apparels, food, and other merchandise. The Banking segment offers lending and deposit-taking products; foreign exchange, brokering, corporate cash management, and remittances services; trust and investments; credit cards; and investment banking, securities broking, insurance broking, and thrift bank. The Portfolio Investments segment develops resort destinations and leisure properties; engages in metallic mineral exploration and mining activities; develops office buildings; and provides shipping and logistic solutions. This segment develops and operates dormitories; develops and operates community malls; provides baked goods and home cooked food; offers end-to-end logistics solutions and express courier services; and operates geothermal steam fields. It is also involved in leasing of office buildings business. SM Investments Corporation was founded in 1958 and is based in Pasay City, the Philippines.