Cencosud runs a multi-format retail and property business across Chile, Argentina, Brazil, Colombia and Peru, with supermarkets (Jumbo and Santa Isabel), home improvement (Easy), department stores, a shopping mall portfolio and a loyalty-linked bank and credit card arm. Its real moat is scale in Chilean grocery and home improvement, where a dense store network and the Cencosud card give it traffic and customer data that smaller rivals struggle to match. The stock screens poorly on current earnings: revenue fell 1.8%, the operating margin is 3.7% and ROE is 4.6%, while the trailing P/E of 32.5 compares with a forward P/E of 14.2, implying the market expects a sharp earnings recovery. That gap between trailing and forward multiples is the core question for a deeper look: whether margins can rebuild from depressed levels in a soft Latin American consumer environment, and whether the forecast is credible given a 36/100 score and no index membership.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 20 Oct 2026, 02:20 CEST | ACCE price target | CLP 1960 | first publication | CLP 1857 |
Answered from Cencosud fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| CENCOSUD.SN Cencosud | CLP 1852.00 | - | - | 32.4x | 4.6% | 38 | 33 |
| 9005.T Tokyu Corporation | ¥1613.50 | - | - | 9.4x | - | 38 | 56 |
| 3086.T J. Front Retailing Co., Ltd. | ¥2776.00 | - | - | 25.1x | 6.4% | 63 | 53 |
| M Macy's Inc Common Stock | $24.10 | $28 | 13% below | 8.9x | 16.0% | 56 | 72 |
| 3099.T Isetan Mitsukoshi Holdings Ltd. | ¥1780.50 | - | - | 15.8x | - | 85 | 76 |
| 8233.T Takashimaya Company, Limited | ¥2080.00 | - | - | - | -2.3% | 43 | 51 |
| LIVEPOLC-1.MX El Puerto de Liverpool | MXN 102.58 | MXN 196 | 48% below | 7.4x | 10.6% | 63 | 67 |
Where CENCOSUD.SN ranks against its sector peers on each metric.