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SM Investments Valuation Multiples
Discover revenue and EBITDA valuation multiples for SM Investments and similar public comparables like Carrefour, Falabella, Unibail-Rodamco-Westfield, Marks & Spencer and more.
SM Investments Overview
About SM Investments
SM Investments Corp is a Philippines conglomerate with operations in retail, banking, property, and Portfolio investments. The retail division operates department stores and food retail stores. The property division is mainly present in Southeast Asia and is focused on malls, residences, office buildings, resorts, hotels, and convention centers. SM Banking provides financial services through BDO Unibank and China Banking Corporation. China Banking Corporation is servicing emerging companies and small- and medium-scale enterprises. BDO has diverse operations from credit cards, insurance, and leasing to investment banking, and asset management. The majority of its revenue comes from the retail segment that engages in the trading of merchandise such as dry goods, wearing apparel, and others.
Founded
1960
HQ
Employees
405
Website
Sectors
Financials (LTM)
EV
$22B
SM Investments Financials
SM Investments reported last 12-month revenue of $4B and EBITDA of $3B.
In the same LTM period, SM Investments generated $3B in gross profit, $3B in EBITDA, and $674M in net income.
Revenue (LTM)
SM Investments P&L
In the most recent fiscal year, SM Investments reported revenue of $10B and EBITDA of $3B.
SM Investments expects next 12-month revenue of XXX and NTM EBITDA of XXX
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue | $4B | XXX | $10B | XXX | XXX | XXX |
| Gross Profit | $3B | XXX | $4B | XXX | XXX | XXX |
| Gross Margin | 69% | XXX | 42% | XXX | XXX | XXX |
| EBITDA | $3B | XXX | $3B | XXX | XXX | XXX |
| EBITDA Margin | 70% | XXX | 30% | XXX | XXX | XXX |
| EBIT Margin | 29% | XXX | 17% | XXX | XXX | XXX |
| Net Profit | $674M | XXX | $1B | XXX | XXX | XXX |
| Net Margin | 18% | XXX | 14% | XXX | XXX | XXX |
| Net Debt | — | — | $7B | XXX | XXX | XXX |
Financial data powered by Morningstar, Inc.
SM Investments Stock Performance
SM Investments has current market cap of $14B, and enterprise value of $22B.
Market Cap Evolution
SM Investments' stock price is $11.44.
| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $22B | $14B | -0.3% | XXX | XXX | XXX | $1.14 |
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Start Free TrialSM Investments Valuation Multiples
SM Investments trades at 5.8x EV/Revenue multiple, and 8.2x EV/EBITDA.
EV / Revenue (LTM)
SM Investments Financial Valuation Multiples
As of March 14, 2026, SM Investments has market cap of $14B and EV of $22B.
Equity research analysts estimate SM Investments' 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
SM Investments has a P/E ratio of 20.7x.
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $14B | XXX | $14B | XXX | XXX | XXX |
| EV (current) | $22B | XXX | $22B | XXX | XXX | XXX |
| EV/Revenue | 5.8x | XXX | 2.1x | XXX | XXX | XXX |
| EV/EBITDA | 8.2x | XXX | 7.0x | XXX | XXX | XXX |
| EV/EBIT | 20.0x | XXX | 12.7x | XXX | XXX | XXX |
| EV/Gross Profit | 8.4x | XXX | 5.1x | XXX | XXX | XXX |
| P/E | 20.7x | XXX | 10.1x | XXX | XXX | XXX |
| EV/FCF | 35.3x | XXX | 13.5x | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Verified SM Investments Valuation Multiples
Access all public comps and forward-looking valuation multiples like EV/Revenue in 2027, based on consensus analyst estimates. Powered by FactSet and Morningstar.
SM Investments Margins & Growth Rates
SM Investments' revenue in the last 12 month grew by 66%.
SM Investments' revenue per employee in the last FY averaged $9.2M.
SM Investments' rule of 40 is 136% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
SM Investments' rule of X is 234% (created by Bessemer, rule of X is another metric to measure SaaS companies, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
SM Investments Operational Valuation Multiples
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 66% | XXX | (69%) | XXX | XXX | XXX |
| EBITDA Margin | 70% | XXX | 30% | XXX | XXX | XXX |
| EBITDA Growth | 57% | XXX | (27%) | XXX | XXX | XXX |
| Rule of 40 | — | XXX | 136% | XXX | XXX | XXX |
| Bessemer Rule of X | — | XXX | 234% | XXX | XXX | XXX |
| Revenue per Employee | — | XXX | $9.2M | XXX | XXX | XXX |
| S&M Expenses to Revenue | — | XXX | 2% | XXX | XXX | XXX |
| G&A Expenses to Revenue | 5% | XXX | 0% | XXX | XXX | XXX |
| Opex to Revenue | — | XXX | 25% | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
SM Investments Public Comps
See public comps and valuation multiples for other Department Stores comps.
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| LTM | 2026E | 2027E | LTM | 2026E | 2027E | |
| Carrefour | XXX | XXX | XXX | XXX | XXX | XXX |
| Falabella | XXX | XXX | XXX | XXX | XXX | XXX |
| Unibail-Rodamco-Westfield | XXX | XXX | XXX | XXX | XXX | XXX |
| Marks & Spencer | XXX | XXX | XXX | XXX | XXX | XXX |
| Albertsons Companies | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc.
SM Investments M&A Activity
SM Investments acquired XXX companies to date.
Last acquisition by SM Investments was on XXXXXXXX, XXXXX. SM Investments acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Acquisitions by SM Investments
| Acquired Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialSM Investments Investment Activity
SM Investments invested in XXX companies to date.
SM Investments made its latest investment on XXXXXXXX, XXXXX. SM Investments invested in XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Investments by SM Investments
| Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialAbout SM Investments
| When was SM Investments founded? | SM Investments was founded in 1960. |
| Where is SM Investments headquartered? | SM Investments is headquartered in Philippines. |
| How many employees does SM Investments have? | As of today, SM Investments has over 405 employees. |
| Who is the CEO of SM Investments? | SM Investments' CEO is Frederic Dybuncio. |
| Is SM Investments publicly listed? | Yes, SM Investments is a public company listed on Philippine Stock Exchange. |
| What is the stock symbol of SM Investments? | SM Investments trades under SM ticker. |
| When did SM Investments go public? | SM Investments went public in 2005. |
| Who are competitors of SM Investments? | SM Investments main competitors are Carrefour, Falabella, Unibail-Rodamco-Westfield, Marks & Spencer. |
| What is the current market cap of SM Investments? | SM Investments' current market cap is $14B. |
| What is the current revenue of SM Investments? | SM Investments' last 12 months revenue is $4B. |
| What is the current revenue growth of SM Investments? | SM Investments revenue growth (NTM/LTM) is 66%. |
| What is the current EV/Revenue multiple of SM Investments? | Current revenue multiple of SM Investments is 5.8x. |
| Is SM Investments profitable? | Yes, SM Investments is EBITDA-positive (as of the last 12 months). |
| What is the current EBITDA of SM Investments? | SM Investments' last 12 months EBITDA is $3B. |
| What is SM Investments' EBITDA margin? | SM Investments' last 12 months EBITDA margin is 70%. |
| What is the current EV/EBITDA multiple of SM Investments? | Current EBITDA multiple of SM Investments is 8.2x. |
| What is the current FCF of SM Investments? | SM Investments' last 12 months FCF is $611M. |
| What is SM Investments' FCF margin? | SM Investments' last 12 months FCF margin is 16%. |
| What is the current EV/FCF multiple of SM Investments? | Current FCF multiple of SM Investments is 35.3x. |
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