Sociedad Matriz SAAM runs a port and logistics business across Chile and the wider Pacific coast of South America, handling container terminals, towage and marine services, and cargo logistics. Its moat rests on being a local operator with fixed terminal concessions and integrated tug and logistics capacity, which tends to hold up better than pure shipping exposure when freight rates cycle down. Revenue grew 11.1% over the latest period, and the operating margin of 15.0% on a 32.2% gross margin shows the terminal and services mix is doing the work. The stock trades at 17.5 times trailing earnings but 27.7 times forward, which implies earnings are expected to dip, so the multiple is only cheap if you believe in a recovery. With a return on equity of 7.3% and a score of 48/100, the case for a deeper look hinges on whether those forward estimates are too pessimistic.
Plain-English pros, cons, and what to watch. Pro feature.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 20 Oct 2026, 02:20 CEST | ACCE price target | CLP 122 | first publication | CLP 130 |
Answered from Sociedad Matriz SAAM SA fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| SMSAAM.SN Sociedad Matriz SAAM SA | CLP 126.37 | - | - | 17.1x | 7.3% | 59 | 47 |
| CCEC Capital Clean Energy Carriers Corp. Common Share | $20.24 | $24 | 14% below | 12.2x | 6.6% | 71 | 55 |
| GNK Genco Shipping & Trading Limited Ordinary Shares New (Marshall Islands) | $24.90 | $43 | 42% below | 28.5x | 4.5% | 66 | 75 |
| GSL Global Ship Lease Inc New Class A Common Shares | $41.40 | - | - | 4.1x | 21.3% | 91 | 72 |
| SB Safe Bulkers Inc Common Stock ($0.001 par value) | $7.92 | $11 | 25% below | 10.5x | 10.3% | 81 | 93 |
| CMRE Costamare Inc. Common Stock $0.0001 par value | $14.15 | $38 | 63% below | 5.3x | 16.0% | 86 | 55 |
| SFL SFL Corporation Ltd | $12.34 | $9 | 39% above | 26.4x | 6.3% | 65 | 65 |
Where SMSAAM.SN ranks against its sector peers on each metric.