PLAZA RETAIL REIT (PLZ-UN.CA) Stock Fundamental Analysis
Canada - Toronto Stock Exchange - TSX:PLZ-UN - CA72820F1036 - REIT
4.28 CAD
-0.01 (-0.23%)
Overall PLZ-UN gets a fundamental rating of 5 out of 10. We evaluated PLZ-UN against 37 industry peers in the Diversified REITs industry. PLZ-UN scores excellent on profitability, but there are concerns on its financial health. PLZ-UN has a correct valuation and a medium growth rate.
1. Profitability
1.1 Basic Checks
PLZ-UN had positive earnings in the past year.
In the past year PLZ-UN had a positive cash flow from operations.
Of the past 5 years PLZ-UN 4 years were profitable.
PLZ-UN had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
PLZ-UN's Return On Assets of 3.05% is amongst the best of the industry. PLZ-UN outperforms 86.49% of its industry peers.
PLZ-UN's Return On Equity of 7.08% is amongst the best of the industry. PLZ-UN outperforms 86.49% of its industry peers.
Looking at the Return On Invested Capital, with a value of 4.41%, PLZ-UN is in the better half of the industry, outperforming 70.27% of the companies in the same industry.
The Average Return On Invested Capital over the past 3 years for PLZ-UN is in line with the industry average of 5.57%.
The 3 year average ROIC (4.29%) for PLZ-UN is below the current ROIC(4.41%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.05% | ||
| ROE | 7.08% | ||
| ROIC | 4.41% |
ROA(3y)2.62%
ROA(5y)2.95%
ROE(3y)6.24%
ROE(5y)7.07%
ROIC(3y)4.29%
ROIC(5y)4.35%
1.3 Margins
The Profit Margin of PLZ-UN (31.02%) is better than 72.97% of its industry peers.
In the last couple of years the Profit Margin of PLZ-UN has declined.
Looking at the Operating Margin, with a value of 54.07%, PLZ-UN is in line with its industry, outperforming 56.76% of the companies in the same industry.
PLZ-UN's Operating Margin has declined in the last couple of years.
Looking at the Gross Margin, with a value of 85.91%, PLZ-UN belongs to the top of the industry, outperforming 97.30% of the companies in the same industry.
In the last couple of years the Gross Margin of PLZ-UN has grown nicely.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 54.07% | ||
| PM (TTM) | 31.02% | ||
| GM | 85.91% |
OM growth 3Y-3.78%
OM growth 5Y-1.54%
PM growth 3Y-38.79%
PM growth 5Y-14.69%
GM growth 3Y9.84%
GM growth 5Y5.89%
2. Health
2.1 Basic Checks
PLZ-UN has about the same amout of shares outstanding than it did 1 year ago.
Compared to 5 years ago, PLZ-UN has more shares outstanding
PLZ-UN has a better debt/assets ratio than last year.
2.2 Solvency
Based on the Altman-Z score of 0.78, we must say that PLZ-UN is in the distress zone and has some risk of bankruptcy.
The Altman-Z score of PLZ-UN (0.78) is better than 78.38% of its industry peers.
PLZ-UN has a debt to FCF ratio of 16.37. This is a negative value and a sign of low solvency as PLZ-UN would need 16.37 years to pay back of all of its debts.
PLZ-UN's Debt to FCF ratio of 16.37 is in line compared to the rest of the industry. PLZ-UN outperforms 56.76% of its industry peers.
PLZ-UN has a Debt/Equity ratio of 0.99. This is a neutral value indicating PLZ-UN is somewhat dependend on debt financing.
The Debt to Equity ratio of PLZ-UN (0.99) is better than 62.16% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.99 | ||
| Debt/FCF | 16.37 | ||
| Altman-Z | 0.78 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 0.29 indicates that PLZ-UN may have some problems paying its short term obligations.
PLZ-UN has a Current ratio of 0.29. This is in the better half of the industry: PLZ-UN outperforms 64.86% of its industry peers.
PLZ-UN has a Quick Ratio of 0.29. This is a bad value and indicates that PLZ-UN is not financially healthy enough and could expect problems in meeting its short term obligations.
Looking at the Quick ratio, with a value of 0.29, PLZ-UN is in the better half of the industry, outperforming 67.57% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.29 | ||
| Quick Ratio | 0.29 |
3. Growth
3.1 Past
PLZ-UN shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 195.18%, which is quite impressive.
PLZ-UN shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -14.62% yearly.
Looking at the last year, PLZ-UN shows a small growth in Revenue. The Revenue has grown by 4.71% in the last year.
Measured over the past years, PLZ-UN shows a small growth in Revenue. The Revenue has been growing by 1.51% on average per year.
EPS 1Y (TTM)195.18%
EPS 3Y-38.6%
EPS 5Y-14.62%
EPS Q2Q%70.87%
Revenue 1Y (TTM)4.71%
Revenue growth 3Y3.12%
Revenue growth 5Y1.51%
Sales Q2Q%4.25%
3.2 Future
PLZ-UN is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 18.56% yearly.
The Revenue is expected to grow by 3.46% on average over the next years.
EPS Next Y50%
EPS Next 2Y25.83%
EPS Next 3Y18.56%
EPS Next 5YN/A
Revenue Next Year4.13%
Revenue Next 2Y4.05%
Revenue Next 3Y3.46%
Revenue Next 5YN/A
3.3 Evolution
When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 12.23, which indicates a correct valuation of PLZ-UN.
Based on the Price/Earnings ratio, PLZ-UN is valued cheaper than 83.78% of the companies in the same industry.
When comparing the Price/Earnings ratio of PLZ-UN to the average of the S&P500 Index (27.00), we can say PLZ-UN is valued rather cheaply.
With a Price/Forward Earnings ratio of 11.15, the valuation of PLZ-UN can be described as very reasonable.
Based on the Price/Forward Earnings ratio, PLZ-UN is valued cheaper than 86.49% of the companies in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 23.70. PLZ-UN is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.23 | ||
| Fwd PE | 11.15 |
4.2 Price Multiples
Compared to the rest of the industry, the Price/Free Cash Flow ratio of PLZ-UN is on the same level as its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 11.39 | ||
| EV/EBITDA | N/A |
4.3 Compensation for Growth
PLZ-UN's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
The decent profitability rating of PLZ-UN may justify a higher PE ratio.
A more expensive valuation may be justified as PLZ-UN's earnings are expected to grow with 18.56% in the coming years.
PEG (NY)0.24
PEG (5Y)N/A
EPS Next 2Y25.83%
EPS Next 3Y18.56%
5. Dividend
5.1 Amount
PLZ-UN has a Yearly Dividend Yield of 6.97%, which is a nice return.
Compared to an average industry Dividend Yield of 7.04, PLZ-UN has a dividend in line with its industry peers.
Compared to an average S&P500 Dividend Yield of 1.94, PLZ-UN pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.97% |
5.2 History
The dividend of PLZ-UN decreases each year by -0.23%.
PLZ-UN has paid a dividend for at least 10 years, which is a reliable track record.
PLZ-UN has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)-0.23%
Div Incr Years1
Div Non Decr Years20
5.3 Sustainability
79.57% of the earnings are spent on dividend by PLZ-UN. This is not a sustainable payout ratio.
DP79.57%
EPS Next 2Y25.83%
EPS Next 3Y18.56%
TSX:PLZ-UN (1/8/2026, 7:00:00 PM)
4.28
-0.01 (-0.23%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryDiversified REITs
Earnings (Last)
Earnings (Next)
Inst Owners1.01%
Inst Owner ChangeN/A
Ins Owners13.23%
Ins Owner ChangeN/A
Market Cap472.68M
Revenue(TTM)125.26M
Net Income(TTM)38.85M
Analysts77.78
Price Target4.75 (10.98%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.97% |
Yearly Dividend0.28
Dividend Growth(5Y)-0.23%
DP79.57%
Div Incr Years1
Div Non Decr Years20
Ex-DateN/A
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)1.08%
PT rev (3m)3.33%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)0%
EPS NY rev (3m)-5.26%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.8%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.23 | ||
| Fwd PE | 11.15 | ||
| P/S | 3.77 | ||
| P/FCF | 11.39 | ||
| P/OCF | 11.39 | ||
| P/B | 0.86 | ||
| P/tB | 0.86 | ||
| EV/EBITDA | N/A |
EPS(TTM)0.35
EY8.18%
EPS(NY)0.38
Fwd EY8.97%
FCF(TTM)0.38
FCFY8.78%
OCF(TTM)0.38
OCFY8.78%
SpS1.13
BVpS4.97
TBVpS4.97
PEG (NY)0.24
PEG (5Y)N/A
Graham Number6.25
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.05% | ||
| ROE | 7.08% | ||
| ROCE | 6.34% | ||
| ROIC | 4.41% | ||
| ROICexc | 4.44% | ||
| ROICexgc | 4.44% | ||
| OM | 54.07% | ||
| PM (TTM) | 31.02% | ||
| GM | 85.91% | ||
| FCFM | 33.13% |
ROA(3y)2.62%
ROA(5y)2.95%
ROE(3y)6.24%
ROE(5y)7.07%
ROIC(3y)4.29%
ROIC(5y)4.35%
ROICexc(3y)4.32%
ROICexc(5y)4.39%
ROICexgc(3y)4.32%
ROICexgc(5y)4.39%
ROCE(3y)6.17%
ROCE(5y)6.26%
ROICexgc growth 3Y-0.41%
ROICexgc growth 5Y-1%
ROICexc growth 3Y-0.41%
ROICexc growth 5Y-1%
OM growth 3Y-3.78%
OM growth 5Y-1.54%
PM growth 3Y-38.79%
PM growth 5Y-14.69%
GM growth 3Y9.84%
GM growth 5Y5.89%
F-Score8
Asset Turnover0.1
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.99 | ||
| Debt/FCF | 16.37 | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | N/A | ||
| Cap/Sales | N/A | ||
| Interest Coverage | 2.46 | ||
| Cash Conversion | N/A | ||
| Profit Quality | 106.8% | ||
| Current Ratio | 0.29 | ||
| Quick Ratio | 0.29 | ||
| Altman-Z | 0.78 |
F-Score8
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)146.68%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)195.18%
EPS 3Y-38.6%
EPS 5Y-14.62%
EPS Q2Q%70.87%
EPS Next Y50%
EPS Next 2Y25.83%
EPS Next 3Y18.56%
EPS Next 5YN/A
Revenue 1Y (TTM)4.71%
Revenue growth 3Y3.12%
Revenue growth 5Y1.51%
Sales Q2Q%4.25%
Revenue Next Year4.13%
Revenue Next 2Y4.05%
Revenue Next 3Y3.46%
Revenue Next 5YN/A
EBIT growth 1Y1.02%
EBIT growth 3Y-0.78%
EBIT growth 5Y-0.05%
EBIT Next Year8.56%
EBIT Next 3Y4.71%
EBIT Next 5YN/A
FCF growth 1Y7.22%
FCF growth 3Y-6.14%
FCF growth 5Y-1.34%
OCF growth 1Y7.22%
OCF growth 3Y-6.14%
OCF growth 5Y-1.34%
PLAZA RETAIL REIT / PLZ-UN.CA FAQ
What is the fundamental rating for PLZ-UN stock?
ChartMill assigns a fundamental rating of 5 / 10 to PLZ-UN.CA.
What is the valuation status for PLZ-UN stock?
ChartMill assigns a valuation rating of 6 / 10 to PLAZA RETAIL REIT (PLZ-UN.CA). This can be considered as Fairly Valued.
How profitable is PLAZA RETAIL REIT (PLZ-UN.CA) stock?
PLAZA RETAIL REIT (PLZ-UN.CA) has a profitability rating of 7 / 10.
What are the PE and PB ratios of PLAZA RETAIL REIT (PLZ-UN.CA) stock?
The Price/Earnings (PE) ratio for PLAZA RETAIL REIT (PLZ-UN.CA) is 12.23 and the Price/Book (PB) ratio is 0.86.
How sustainable is the dividend of PLAZA RETAIL REIT (PLZ-UN.CA) stock?
The dividend rating of PLAZA RETAIL REIT (PLZ-UN.CA) is 6 / 10 and the dividend payout ratio is 79.57%.