Is PriceSmart riskier than Dollarama (USA Stocks:DLMAF)?

PriceSmart (PSMT) exhibits a strong financial position with a current ratio of 1.30X, indicating its ability to meet short-term obligations. The company's return on assets stands at 6.64%, reflecting efficient use of its assets to generate profits. However, the company's profit margin of 2.53% is relatively low, suggesting it may be less profitable or efficient compared to its competitors. On the other hand, Dollarama (DLMAF) has a higher risk profile with a beta of 0.922, indicating it's more volatile than the market. Therefore, investors seeking a stable investment with a solid financial position may prefer PriceSmart, while those willing to take on more risk for potentially higher returns may opt for Dollarama.

Primary Takeaways

By comparing primary indicators between PriceSmart and Dollarama, we can assess the impact of market volatility on both companies' prices and determine if combining them in a portfolio can diversify market risk. Pair trading strategies can also be used, such as matching a long position in Dollarama with a short position in PriceSmart. For more details, refer to our pair correlation module. Now, let's examine the assets. The asset utilization indicator measures the revenue generated for every dollar of assets a company reports. PriceSmart's asset utilization ratio stands at 219.98 percent, indicating that the company generates $2.2 for each dollar of assets. An increasing asset utilization ratio suggests that PriceSmart is becoming more efficient in using its assets for daily operations.
Published over six months ago
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Reviewed by Rifka Kats

PriceSmart (PSMT), operating in the Consumer Defensive sector, has shown robust performance with a total revenue of $4.4B. The firm's enterprise value to revenue ratio stands at 0.5621, indicating a lower valuation compared to its revenue. The company maintains a current ratio of 1.30X, showcasing its ability to meet short-term obligations. Furthermore, PriceSmart's quarterly revenue growth of 10.6% reveals its potential for future expansion. However, investors should consider its price to earnings ratio of 24.99X and price to earnings to growth ratio of 1.94X, which may suggest overvaluation. The firm's return on assets stands at 6.64%, indicating efficient asset utilization. The company's EPS estimate for the next year is $4.22, supporting a target price of $84.67. Despite a substantial income tax expense of $60M, PriceSmart generated a healthy cash flow from operations of $257.33M. With 91.81% of shares owned by institutions and 8.5% by insiders, the company's stock has a short ratio of 7.87, which might indicate a potential short squeeze. As of April 8, 2024, PriceSmart's book value per share is 35.87X, providing a solid foundation for the firm's intrinsic value. Many investors are showing interest in the consumer staples distribution and retail sector, but PriceSmart and Dollarama seem to be taking divergent paths. We will analyze the competitive dynamics of both companies.
Investment perspective, in general, refers to a viewpoint or opinion regarding investment opportunity in PriceSmart. It encompasses the assessment of an investment's potential risks and rewards, and expectations for its performance over time. Several factors influence the investment perspective on PriceSmart, including investment goals, risk tolerance, time horizon, market conditions, and research and analysis. Investors have varying goals, such as capital preservation, income generation, or long-term growth. Risk tolerance plays a significant role in shaping an investor's perspective, with some being more risk-averse and others willing to take on higher risks for potential returns.

How important is PriceSmart's Liquidity

PriceSmart financial leverage refers to using borrowed capital as a funding source to finance PriceSmart ongoing operations. It is usually used to expand the firm's asset base and generate returns on borrowed capital. PriceSmart financial leverage is typically calculated by taking the company's all interest-bearing debt and dividing it by total capital. So the higher the debt-to-capital ratio (i.e., financial leverage), the riskier the company. Financial leverage can amplify the potential profits to PriceSmart's owners, but it also increases the potential losses and risk of financial distress, including bankruptcy, if the firm cannot cover its debt costs. The degree of PriceSmart's financial leverage can be measured in several ways, including by ratios such as the debt-to-equity ratio (total debt / total equity), equity multiplier (total assets / total equity), or the debt ratio (total debt / total assets). Please check the breakdown between PriceSmart's total debt and its cash.

PriceSmart Gross Profit

PriceSmart Gross Profit growth is one of the most critical measures in evaluating the company. The Gross Profit growth rate is calculated simply by comparing PriceSmart previous period's values with its current period's values. Each time period you're measuring should be of equal lengths the increase or decrease, in a company's Gross Profit between two periods. Here we show PriceSmart Gross Profit growth over the last 10 years. Please check PriceSmart's gross profit and other fundamental indicators for more details.

Breaking it down

Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.

Revenue Breakdown

Lets now check PriceSmart revenue. Based on the latest financial disclosure, PriceSmart reported 4.41 B of revenue. This is 70.3% lower than that of the Consumer Staples Distribution & Retail sector and 95.04% lower than that of the Consumer Staples industry.
The revenue for all United States stocks is 53.24% higher than that of the firm. As for Dollarama we see revenue of 4.33 B, which is 95.13% lower than that of the Consumer Staples
PriceSmart4.41 Billion
Sector9.43 Billion
Dollarama4.33 Billion
4.4 B
PriceSmart
9.4 B
Sector
4.3 B
Dollarama
As Benjamin Graham once said, "In the short run, the market is a voting machine but in the long run, it is a weighing machine." PriceSmart (NASDAQ: PSMT) and Dollarama (USA Stocks: DLMAF) are two key players in the discount stores industry, each with its own strengths and weaknesses. PriceSmart's current ratio of 1.30X and net assets of $2.01B indicate a strong financial position. However, the company's operating margin of 0.05% and net income of $109.2M suggest a need for improved operational efficiency. Despite a beta of 0.92 indicating less volatility compared to the market, PriceSmart's downside deviation of 1.24 and downside variance of 1.53 signal potential risk. Therefore, investors should weigh these factors carefully when considering PriceSmart as a potential investment. .

PriceSmart technical analysis implies possible correction

The downside deviation of PriceSmart stock has decreased to 1.24, indicating a lower risk of potential losses. This reduction in downside deviation could suggest a more stable investment environment. However, it may also hint at a possible correction soon. Investors should stay alert for signs of a potential downturn. PriceSmart's relatively low volatility, with a skewness of 0.42 and kurtosis of 1.16, can help investors time the market. Using volatility indicators correctly allows traders to gauge PriceSmart's stock risk against market volatility during both bullish and bearish trends. The increased volatility in bear markets can directly affect PriceSmart's stock price, causing stress for investors as they see their shares' value drop.
This often leads investors to rebalance their portfolios by purchasing different financial instruments as prices decline. In conclusion, PriceSmart (PSMT) has been showing a slow but steady growth, and based on the analyst consensus, it is a strong buy with two analysts giving it a strong buy rating and one holding. The stock's real value is currently at $84.42, slightly above its market value of $83.58. With an estimated target price of $86 and a highest estimated target price of $95.46, there is potential for an advance. However, investors should keep an eye on the EPS estimate for the next fiscal year ending in August, which is projected to be $4.22. This suggests that PriceSmart's financial health and market position are solid, and it could be a good addition to a diversified portfolio. .

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Editorial Staff

This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Gabriel Shpitalnik do not own shares of PriceSmart. Please refer to our Terms of Use for any information regarding our disclosure principles.

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