SMU S.A. operates a chain of department stores, supermarkets and home-improvement formats across Chile, where it is one of the largest multi-format retailers by store count. Its moat is scale in a concentrated local market, and its 32.2% gross margin sits well above what its 2.2% operating margin would suggest, so the business is heavily burdened by store-level costs and overhead. Revenue growth of 2.2% is modest, and the stock screens cheaply at 7.1x forward earnings against 14.8x trailing, a gap that signals the market expects earnings to fall or recover unevenly. Returns on equity of 5.6% and a score of 39/100 make the case weak on quality, so the name only merits a closer look if the forward earnings estimates can be shown to be credible and the margin recovery is traceable to specific cost actions rather than a cyclical rebound.
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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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 20 Oct 2026, 02:20 CEST | ACCE price target | CLP 136 | first publication | CLP 117 |
Answered from SMU S.A fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| SMU.SN SMU S.A | CLP 110.00 | - | - | 14.1x | 5.6% | 47 | 45 |
| RIPLEY.SN Ripley Corp | CLP 458.00 | - | - | 7.2x | 10.9% | 52 | 70 |
| PATA.BA Importadora y Exportadora de la Patagonia SA | ARS 1145.00 | - | - | 21.8x | 3.4% | 42 | 45 |
| RUSTA.ST Rusta AB (publ) | kr 79.40 | kr 70 | 13% above | 20.6x | 27.1% | 65 | 62 |
| EXITO.CL Almacenes Exito | COP 4920.00 | - | - | 9.5x | 10.4% | 48 | 61 |
| PLBL Polibeli Group Ltd Class A Ordinary Shares | $5.35 | - | - | - | 0.0% | 16 | 13 |
| LACOMERUBC.MX La Comer | MXN 31.65 | MXN 28 | 15% above | 20.8x | 7.3% | 45 | 34 |
Where SMU.SN ranks against its sector peers on each metric.