Is PriceSmart Stock a Good Investment?
PriceSmart Investment Advice | PSMT |
- Examine PriceSmart's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research PriceSmart's leadership team and their track record. Good management can help PriceSmart navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Consumer Staples Distribution & Retail space and any emerging trends that could impact PriceSmart's business and its evolving consumer preferences.
- Compare PriceSmart's performance and market position to its competitors. Analyze how PriceSmart is positioned in terms of product offerings, innovation, and market share.
- Check if PriceSmart pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about PriceSmart's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in PriceSmart stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if PriceSmart is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine PriceSmart Stock
Researching PriceSmart's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 93.0% of the company shares are owned by institutional investors. The book value of PriceSmart was at this time reported as 37.6. The company has Price/Earnings To Growth (PEG) ratio of 1.94. PriceSmart last dividend was issued on the 15th of August 2024.
To determine if PriceSmart is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding PriceSmart's research are outlined below:
| PriceSmart is unlikely to experience financial distress in the next 2 years | |
| PriceSmart has a strong financial position based on the latest SEC filings | |
| Over 93.0% of the company shares are owned by institutional investors | |
| Latest headline from kalkinemedia.com: Victory Capital Management Inc. Bolsters Position in PriceSmart, Inc. with 17,356 Shares |
PriceSmart Quarterly Accounts Payable |
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PriceSmart uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in PriceSmart. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to PriceSmart's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 8th of April 2024 Upcoming Quarterly Report | View | |
| 8th of July 2024 Next Financial Report | View | |
| 29th of February 2024 Next Fiscal Quarter End | View | |
| 4th of November 2024 Next Fiscal Year End | View | |
| 30th of November 2023 Last Quarter Report | View | |
| 31st of August 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact PriceSmart's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises PriceSmart's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2010-07-09 | 2010-05-31 | 0.35 | 0.4 | 0.05 | 14 | ||
2009-11-06 | 2009-08-31 | 0.3 | 0.35 | 0.05 | 16 | ||
2011-01-07 | 2010-11-30 | 0.44 | 0.5 | 0.06 | 13 | ||
2019-01-09 | 2018-11-30 | 0.67 | 0.74 | 0.07 | 10 | ||
2012-07-09 | 2012-05-31 | 0.59 | 0.52 | -0.07 | 11 | ||
2001-12-20 | 2001-11-30 | 0.24 | 0.17 | -0.07 | 29 | ||
2021-07-08 | 2021-05-31 | 0.65 | 0.73 | 0.08 | 12 | ||
2001-11-02 | 2001-08-31 | 0.18 | 0.1 | -0.08 | 44 |
Know PriceSmart's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as PriceSmart is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading PriceSmart backward and forwards among themselves. PriceSmart's institutional investor refers to the entity that pools money to purchase PriceSmart's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Copeland Capital Management, Llc | 2024-09-30 | 481.2 K | Charles Schwab Investment Management Inc | 2024-09-30 | 438.5 K | Northern Trust Corp | 2024-09-30 | 313.8 K | Grantham, Mayo, Van Otterloo & Co., Llc | 2024-09-30 | 279.4 K | Royal Bank Of Canada | 2024-06-30 | 274.6 K | Amvescap Plc. | 2024-06-30 | 264.8 K | Bank Of New York Mellon Corp | 2024-06-30 | 264.6 K | Nitorum Capital, L.p. | 2024-09-30 | 252.7 K | Lsv Asset Management | 2024-09-30 | 227.3 K | Blackrock Inc | 2024-06-30 | 4 M | Vanguard Group Inc | 2024-09-30 | 3.4 M |
PriceSmart's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 2.76 B.Market Cap |
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PriceSmart's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.07 | 0.07 | |
| Return On Capital Employed | 0.16 | 0.17 | |
| Return On Assets | 0.07 | 0.07 | |
| Return On Equity | 0.12 | 0.13 |
Determining PriceSmart's profitability involves analyzing its financial statements and using various financial metrics to determine if PriceSmart is a good buy. For example, gross profit margin measures PriceSmart's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of PriceSmart's profitability and make more informed investment decisions.
PriceSmart's Earnings Breakdown by Geography
Please note, the imprecision that can be found in PriceSmart's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of PriceSmart. Check PriceSmart's Beneish M Score to see the likelihood of PriceSmart's management manipulating its earnings.
Evaluate PriceSmart's management efficiency
PriceSmart has return on total asset (ROA) of 0.0692 % which means that it generated a profit of $0.0692 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1246 %, meaning that it created $0.1246 on every $100 dollars invested by stockholders. PriceSmart's management efficiency ratios could be used to measure how well PriceSmart manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to gain to 0.07 in 2024. Return On Capital Employed is likely to gain to 0.17 in 2024. At this time, PriceSmart's Total Current Liabilities is comparatively stable compared to the past year. Liabilities And Stockholders Equity is likely to gain to about 2.1 B in 2024, whereas Change To Liabilities is likely to drop slightly above 25.7 M in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 37.39 | 39.26 | |
| Tangible Book Value Per Share | 35.95 | 37.75 | |
| Enterprise Value Over EBITDA | 9.48 | 9.95 | |
| Price Book Value Ratio | 2.40 | 1.98 | |
| Enterprise Value Multiple | 9.48 | 9.95 | |
| Price Fair Value | 2.40 | 1.98 | |
| Enterprise Value | 1.7 B | 1.8 B |
PriceSmart has shown resilience through effective management strategies. Our analysis examines how these strategies influence financial outcomes and investor returns which helps in understanding the stock's long-term potential.
Dividend Yield 0.0129 | Forward Dividend Yield 0.0129 | Forward Dividend Rate 1.16 | Beta 0.863 |
Basic technical analysis of PriceSmart Stock
As of the 28th of November, PriceSmart holds the Risk Adjusted Performance of 0.0071, semi deviation of 1.66, and Coefficient Of Variation of 47673.68. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of PriceSmart, as well as the relationship between them.PriceSmart's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific PriceSmart insiders, such as employees or executives, is commonly permitted as long as it does not rely on PriceSmart's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases PriceSmart insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
PriceSmart's Outstanding Corporate Bonds
PriceSmart issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. PriceSmart uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most PriceSmart bonds can be classified according to their maturity, which is the date when PriceSmart has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| PRICELINE GROUP INC Corp BondUS741503AW60 | View | |
| PRICELINE GROUP INC Corp BondUS741503AZ91 | View | |
| PRICELINE GROUP INC Corp BondUS741503BC97 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| PRU 12 01 SEP 26 Corp BondUS74153WCP23 | View | |
| US74153WCM91 Corp BondUS74153WCM91 | View | |
| PRU 42 28 AUG 25 Corp BondUS74153WCR88 | View | |
| PRU 115 06 DEC 24 Corp BondUS74153WCQ06 | View |
Understand PriceSmart's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing PriceSmart's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0071 | |||
| Market Risk Adjusted Performance | 0.0053 | |||
| Mean Deviation | 1.13 | |||
| Semi Deviation | 1.66 | |||
| Downside Deviation | 1.68 | |||
| Coefficient Of Variation | 47673.68 | |||
| Standard Deviation | 1.69 | |||
| Variance | 2.86 | |||
| Information Ratio | (0.07) | |||
| Jensen Alpha | (0.17) | |||
| Total Risk Alpha | (0.26) | |||
| Sortino Ratio | (0.07) | |||
| Treynor Ratio | (0) | |||
| Maximum Drawdown | 10.49 | |||
| Value At Risk | (1.71) | |||
| Potential Upside | 2.99 | |||
| Downside Variance | 2.84 | |||
| Semi Variance | 2.75 | |||
| Expected Short fall | (1.17) | |||
| Skewness | (0.28) | |||
| Kurtosis | 4.97 |
| Risk Adjusted Performance | 0.0071 | |||
| Market Risk Adjusted Performance | 0.0053 | |||
| Mean Deviation | 1.13 | |||
| Semi Deviation | 1.66 | |||
| Downside Deviation | 1.68 | |||
| Coefficient Of Variation | 47673.68 | |||
| Standard Deviation | 1.69 | |||
| Variance | 2.86 | |||
| Information Ratio | (0.07) | |||
| Jensen Alpha | (0.17) | |||
| Total Risk Alpha | (0.26) | |||
| Sortino Ratio | (0.07) | |||
| Treynor Ratio | (0) | |||
| Maximum Drawdown | 10.49 | |||
| Value At Risk | (1.71) | |||
| Potential Upside | 2.99 | |||
| Downside Variance | 2.84 | |||
| Semi Variance | 2.75 | |||
| Expected Short fall | (1.17) | |||
| Skewness | (0.28) | |||
| Kurtosis | 4.97 |
Consider PriceSmart's intraday indicators
PriceSmart intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of PriceSmart stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
PriceSmart Corporate Filings
F4 | 14th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 13th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
10K | 30th of October 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
10Q | 10th of July 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
PriceSmart Stock media impact
Far too much social signal, news, headlines, and media speculation about PriceSmart that are available to investors today. That information is available publicly through PriceSmart media outlets and privately through word of mouth or via PriceSmart internal channels. However, regardless of the origin, that massive amount of PriceSmart data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of PriceSmart news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of PriceSmart relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to PriceSmart's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive PriceSmart alpha.
PriceSmart Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards PriceSmart can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
PriceSmart Corporate Executives
Elected by the shareholders, the PriceSmart's board of directors comprises two types of representatives: PriceSmart inside directors who are chosen from within the company, and outside directors, selected externally and held independent of PriceSmart. The board's role is to monitor PriceSmart's management team and ensure that shareholders' interests are well served. PriceSmart's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, PriceSmart's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Michael CPA | CFO VP | Profile | |
| William Naylon | COO and Executive VP | Profile |
Additional Tools for PriceSmart Stock Analysis
When running PriceSmart's price analysis, check to measure PriceSmart's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy PriceSmart is operating at the current time. Most of PriceSmart's value examination focuses on studying past and present price action to predict the probability of PriceSmart's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move PriceSmart's price. Additionally, you may evaluate how the addition of PriceSmart to your portfolios can decrease your overall portfolio volatility.