Plaza S.A. owns and operates shopping malls across Chile and the wider Latin American region, earning rent from anchor tenants, specialty retailers and food courts under long-dated leases. The moat is a scarce, well-located asset base in Santiago and regional cities, where replacing a mall is far harder than leasing space in one. Revenue growth of 8.7% and an operating margin of 79.2% reflect a business where most incremental rent drops straight to the bottom line. The stock screens at 6.3 times trailing earnings, but a forward multiple of 66.1 implies earnings are expected to fall sharply or reset, so the reported trailing figure needs checking before anyone leans on it. The thesis deserves a deeper look mainly on whether the earnings trough is cyclical or structural, given a 29.7% return on equity and a 63/100 score that sits on that single question.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 20 Oct 2026, 02:20 CEST | ACCE price target | CLP 4100 | first publication | CLP 3600 |
Answered from Plaza S.A fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| MALLPLAZA.SN Plaza S.A | CLP 3502.80 | - | - | 6.1x | 29.7% | 96 | 62 |
| COMP Compass Inc. Class A Common Stock | $9.75 | $11 | 15% below | 166.2x | 3.6% | 35 | 62 |
| INW.MI Infrastrutture Wireless Italiane S.p.A. | €7.33 | €6 | 26% above | 19.8x | 9.9% | 71 | 48 |
| O5G.DE CPI Property Group | €0.74 | €1 | 27% above | - | 1.2% | 49 | 39 |
| PSPN.SW PSP Swiss Property AG | CHF 149.70 | CHF 84 | 78% above | 15.2x | 8.1% | 81 | 69 |
| SAGA-B.ST AB Sagax (publ) | kr 170.40 | kr 148 | 15% above | 11.3x | 12.5% | 81 | 56 |
| FSV FirstService Corporation Common Shares | $143.67 | $99 | 45% above | 44.1x | 12.0% | 47 | 43 |
Where MALLPLAZA.SN ranks against its sector peers on each metric.