SM Investments Corporation (PSE:SM)
Philippines · Delayed Price · Currency is PHP 534.00
-11.00 (-2.02%)
At close: Oct 28, 2026
SM Investments Ratios and Metrics
Market cap in millions PHP. Fiscal year is January - December.
Millions PHP. Fiscal year is Jan - Dec.
Total Valuation
Fiscal Year | Current | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
Period Ending | Oct '26 Oct 27, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
| 648,196 | 854,948 | 1,098,599 | 1,065,604 | 1,099,821 | 1,135,922 | |
Market Cap Growth | -28.09% | -22.18% | 3.10% | -3.11% | -3.18% | -10.09% |
Enterprise Value | 1,389,676 | 1,569,439 | 1,764,384 | 1,729,456 | 1,743,456 | 1,740,589 |
Last Close Price | 545.00 | 679.68 | 860.45 | 826.68 | 846.30 | 880.18 |
Price Ratios
Fiscal Year | Current | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
Period Ending | Oct '26 Oct 27, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
PE Ratio | 6.92 | 9.45 | 13.30 | 13.84 | 17.84 | 28.11 |
Forward PE | 6.91 | 9.03 | 12.39 | 12.98 | 17.96 | 26.23 |
PS Ratio | 0.94 | 1.25 | 1.68 | 1.73 | 1.99 | 2.63 |
PB Ratio | 0.68 | 0.90 | 1.27 | 1.38 | 1.59 | 1.82 |
P/TBV Ratio | 0.99 | 1.31 | 1.87 | 2.06 | 2.41 | 2.79 |
P/FCF Ratio | 5.90 | 8.04 | 11.58 | 13.57 | 14.66 | 32.97 |
P/OCF Ratio | 5.36 | 7.31 | 10.21 | 11.73 | 12.99 | 23.80 |
PEG Ratio | 1.07 | 0.89 | 1.15 | 1.19 | 0.50 | 0.90 |
EV Ratios
Fiscal Year | Current | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
Period Ending | Oct '26 Oct 27, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
EV/Sales Ratio | 2.00 | 2.30 | 2.70 | 2.81 | 3.15 | 4.03 |
EV/EBITDA Ratio | 7.29 | 8.52 | 10.10 | 10.34 | 12.28 | 16.20 |
EV/EBIT Ratio | 8.46 | 9.76 | 11.59 | 12.13 | 14.74 | 20.13 |
EV/FCF Ratio | 12.52 | 14.76 | 18.59 | 22.03 | 23.24 | 50.53 |
Financial Efficiency
Fiscal Year | Current | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
Period Ending | Oct '26 Oct 27, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
Debt / Equity Ratio | 0.56 | 0.58 | 0.62 | 0.70 | 0.78 | 0.81 |
Debt / EBITDA Ratio | 2.86 | 2.92 | 3.00 | 3.21 | 3.81 | 4.71 |
Debt / FCF Ratio | 4.91 | 5.17 | 5.66 | 6.84 | 7.21 | 14.69 |
Net Debt / Equity Ratio | 0.49 | 0.47 | 0.49 | 0.56 | 0.63 | 0.67 |
Net Debt / EBITDA Ratio | 2.53 | 2.43 | 2.43 | 2.59 | 3.06 | 3.88 |
Net Debt / FCF Ratio | 4.24 | 4.21 | 4.46 | 5.51 | 5.79 | 12.08 |
Asset Turnover | 0.40 | 0.39 | 0.40 | 0.40 | 0.39 | 0.33 |
Inventory Turnover | 3.04 | 3.04 | 2.95 | 2.99 | 3.25 | 3.22 |
Quick Ratio | 0.55 | 0.61 | 0.63 | 0.60 | 0.70 | 0.70 |
Current Ratio | 1.04 | 1.07 | 1.12 | 1.09 | 1.23 | 1.17 |
Return on Equity (ROE) | 13.59% | 13.59% | 13.99% | 14.50% | 12.82% | 9.13% |
Return on Assets (ROA) | 5.84% | 5.73% | 5.79% | 5.81% | 5.20% | 4.15% |
Return on Invested Capital (ROIC) | 10.00% | 10.35% | 10.53% | 10.57% | 9.29% | 7.48% |
Return on Capital Employed (ROCE) | 11.00% | 10.90% | 11.20% | 11.40% | 10.00% | 7.90% |
Yields
Fiscal Year | Current | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
Period Ending | Oct '26 Oct 27, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
Earnings Yield | 14.45% | 10.58% | 7.52% | 7.22% | 5.61% | 3.56% |
FCF Yield | 16.94% | 12.44% | 8.64% | 7.37% | 6.82% | 3.03% |
Dividend Yield | 3.18% | 2.43% | 1.22% | 1.03% | 0.83% | 0.66% |
Payout Ratio | 34.74% | 32.88% | 24.74% | 22.52% | 20.62% | 23.89% |
Buyback Yield / Dilution | 0.57% | 0.16% | - | -0.84% | -0.60% | - |
Total Shareholder Return | 3.69% | 2.59% | 1.22% | 0.19% | 0.23% | 0.66% |