- SM Investments reported a net income of 64.4 billion pesos for the first nine months of 2025, marking a 5.7% increase year-over-year.
- Revenue for the same period reached 482.3 billion pesos, up by 4.3% compared to the previous year.
- Despite challenges such as adverse weather and flooding, the company reported resilient financial performance.
- Banking contributed the most to net income, accounting for 50%, followed by property (28%), retail (15%), and portfolio investments (7%).
- SM Retail’s net income was slightly down at 12.2 billion pesos compared to 12.8 billion pesos the previous year. However, revenues grew by 5% to 318.1 billion pesos.
- Total assets of SM Investments rose by 4% to 1.8 trillion pesos, maintaining a conservative gearing ratio with 31% net debt to 69% equity.
- Analysts’ recommendations include 13 buys and 3 holds, reflecting confidence in the company’s future performance.
SM Investments on Smartkarma
Analyst coverage of SM Investments on Smartkarma has recently featured a report by Nicholas Tan with a bullish sentiment. The report titled “SM Investments Placement: Large Deal to Digest” delves into an undisclosed seller looking to raise US$142m through selling some or all of their stake in SM Investments. This significant deal represents 33.1 days of the stock’s three month Average Daily Volume and 0.7% of total shares outstanding. Tan’s analysis not only discusses the placement but also evaluates the deal using their ECM framework, providing valuable insights for investors.
A look at SM Investments Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 2 | |
| Growth | 4 | |
| Resilience | 3 | |
| Momentum | 2 | |
| OVERALL SMART SCORE | 2.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
SM Investments Corporation, an investment holding company, holds a promising long-term outlook based on the Smartkarma Smart Scores assessment. With a strong Growth score of 4, the company shows great potential for future expansion and financial performance. Additionally, its Value and Resilience scores of 3 highlight a stable foundation and solid market position.
While the Dividend and Momentum scores are slightly lower at 2, indicating room for improvement in these areas, SM Investments‘ overall outlook appears positive. The company’s diversified portfolio, including retail businesses, real estate development, and tourism services, positions it well for sustained growth and profitability in the long run.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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