SMARTCENTRES REAL ESTATE INV (SRU-UN.CA) Fundamental Analysis & Valuation

TSX:SRU-UNCA83179X1087

Current stock price

27.49 CAD
-0.27 (-0.97%)
Last:

This SRU-UN.CA fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

6

1. SRU-UN.CA Profitability Analysis

1.1 Basic Checks

  • SRU-UN had positive earnings in the past year.
  • SRU-UN had a positive operating cash flow in the past year.
  • Each year in the past 5 years SRU-UN has been profitable.
  • In the past 5 years SRU-UN always reported a positive cash flow from operatings.
SRU-UN.CA Yearly Net Income VS EBIT VS OCF VS FCFSRU-UN.CA Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M

1.2 Ratios

  • The Return On Assets of SRU-UN (2.07%) is better than 72.73% of its industry peers.
  • SRU-UN's Return On Equity of 4.82% is fine compared to the rest of the industry. SRU-UN outperforms 66.67% of its industry peers.
  • SRU-UN's Return On Invested Capital of 3.33% is on the low side compared to the rest of the industry. SRU-UN is outperformed by 72.73% of its industry peers.
  • SRU-UN had an Average Return On Invested Capital over the past 3 years of 3.26%. This is below the industry average of 5.67%.
  • The last Return On Invested Capital (3.33%) for SRU-UN is above the 3 year average (3.26%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 2.07%
ROE 4.82%
ROIC 3.33%
ROA(3y)2.51%
ROA(5y)3.85%
ROE(3y)5.73%
ROE(5y)8.84%
ROIC(3y)3.26%
ROIC(5y)3.17%
SRU-UN.CA Yearly ROA, ROE, ROICSRU-UN.CA Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15

1.3 Margins

  • With a decent Profit Margin value of 27.55%, SRU-UN is doing good in the industry, outperforming 69.70% of the companies in the same industry.
  • SRU-UN's Profit Margin has improved in the last couple of years.
  • With a Operating Margin value of 54.84%, SRU-UN perfoms like the industry average, outperforming 57.58% of the companies in the same industry.
  • In the last couple of years the Operating Margin of SRU-UN has remained more or less at the same level.
  • SRU-UN has a Gross Margin of 61.61%. This is comparable to the rest of the industry: SRU-UN outperforms 48.48% of its industry peers.
  • SRU-UN's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 54.84%
PM (TTM) 27.55%
GM 61.61%
OM growth 3Y-0.79%
OM growth 5Y0.64%
PM growth 3Y-24.54%
PM growth 5Y23.38%
GM growth 3Y-0.46%
GM growth 5Y0.88%
SRU-UN.CA Yearly Profit, Operating, Gross MarginsSRU-UN.CA Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60 80 100

3

2. SRU-UN.CA Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SRU-UN is destroying value.
  • The number of shares outstanding for SRU-UN remains at a similar level compared to 1 year ago.
  • SRU-UN has more shares outstanding than it did 5 years ago.
  • SRU-UN has a worse debt/assets ratio than last year.
SRU-UN.CA Yearly Shares OutstandingSRU-UN.CA Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M
SRU-UN.CA Yearly Total Debt VS Total AssetsSRU-UN.CA Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B 10B

2.2 Solvency

  • SRU-UN has an Altman-Z score of 0.71. This is a bad value and indicates that SRU-UN is not financially healthy and even has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 0.71, SRU-UN is in the better half of the industry, outperforming 66.67% of the companies in the same industry.
  • SRU-UN has a debt to FCF ratio of 13.87. This is a negative value and a sign of low solvency as SRU-UN would need 13.87 years to pay back of all of its debts.
  • SRU-UN has a Debt to FCF ratio of 13.87. This is in the better half of the industry: SRU-UN outperforms 63.64% of its industry peers.
  • A Debt/Equity ratio of 0.85 indicates that SRU-UN is somewhat dependend on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 0.85, SRU-UN is in the better half of the industry, outperforming 75.76% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.85
Debt/FCF 13.87
Altman-Z 0.71
ROIC/WACC0.66
WACC5.06%
SRU-UN.CA Yearly LT Debt VS Equity VS FCFSRU-UN.CA Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B 5B

2.3 Liquidity

  • SRU-UN has a Current Ratio of 0.26. This is a bad value and indicates that SRU-UN is not financially healthy enough and could expect problems in meeting its short term obligations.
  • SRU-UN has a Current ratio (0.26) which is comparable to the rest of the industry.
  • A Quick Ratio of 0.24 indicates that SRU-UN may have some problems paying its short term obligations.
  • With a Quick ratio value of 0.24, SRU-UN perfoms like the industry average, outperforming 54.55% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 0.26
Quick Ratio 0.24
SRU-UN.CA Yearly Current Assets VS Current LiabilitesSRU-UN.CA Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B

3

3. SRU-UN.CA Growth Analysis

3.1 Past

  • The Earnings Per Share has been growing slightly by 5.36% over the past year.
  • The Earnings Per Share has been decreasing by -6.47% on average over the past years.
  • Looking at the last year, SRU-UN shows a decrease in Revenue. The Revenue has decreased by -0.48% in the last year.
  • The Revenue has been growing slightly by 2.63% on average over the past years.
EPS 1Y (TTM)5.36%
EPS 3Y-34.98%
EPS 5Y-6.47%
EPS Q2Q%-7.46%
Revenue 1Y (TTM)-0.48%
Revenue growth 3Y5.56%
Revenue growth 5Y2.63%
Sales Q2Q%-2.91%

3.2 Future

  • SRU-UN is expected to show a decrease in Earnings Per Share. In the coming years, the EPS will decrease by -0.94% yearly.
  • Based on estimates for the next years, SRU-UN will show a small growth in Revenue. The Revenue will grow by 3.55% on average per year.
EPS Next Y-30.83%
EPS Next 2Y-3.81%
EPS Next 3Y-0.94%
EPS Next 5YN/A
Revenue Next Year4.49%
Revenue Next 2Y4.07%
Revenue Next 3Y3.55%
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.
  • The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
SRU-UN.CA Yearly Revenue VS EstimatesSRU-UN.CA Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 200M 400M 600M 800M 1B
SRU-UN.CA Yearly EPS VS EstimatesSRU-UN.CA Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 1 2 3

4

4. SRU-UN.CA Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 12.73, which indicates a correct valuation of SRU-UN.
  • 75.76% of the companies in the same industry are more expensive than SRU-UN, based on the Price/Earnings ratio.
  • The average S&P500 Price/Earnings ratio is at 26.91. SRU-UN is valued rather cheaply when compared to this.
  • Based on the Price/Forward Earnings ratio of 13.75, the valuation of SRU-UN can be described as correct.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of SRU-UN is on the same level as its industry peers.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 23.68, SRU-UN is valued a bit cheaper.
Industry RankSector Rank
PE 12.73
Fwd PE 13.75
SRU-UN.CA Price Earnings VS Forward Price EarningsSRU-UN.CA Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, SRU-UN is valued a bit cheaper than the industry average as 72.73% of the companies are valued more expensively.
  • The rest of the industry has a similar Price/Free Cash Flow ratio as SRU-UN.
Industry RankSector Rank
P/FCF 10.59
EV/EBITDA 18.18
SRU-UN.CA Per share dataSRU-UN.CA EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30

4.3 Compensation for Growth

  • SRU-UN has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-3.81%
EPS Next 3Y-0.94%

5

5. SRU-UN.CA Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 7.12%, SRU-UN is a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 6.41, SRU-UN pays a bit more dividend than its industry peers.
  • SRU-UN's Dividend Yield is rather good when compared to the S&P500 average which is at 1.89.
Industry RankSector Rank
Dividend Yield 7.12%

5.2 History

  • The dividend of SRU-UN has a limited annual growth rate of 0.48%.
  • SRU-UN has paid a dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)0.48%
Div Incr Years0
Div Non Decr Years0
SRU-UN.CA Yearly Dividends per shareSRU-UN.CA Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5

5.3 Sustainability

  • 106.30% of the earnings are spent on dividend by SRU-UN. This is not a sustainable payout ratio.
  • SRU-UN's earnings are declining while the Dividend Rate has been growing. This means the dividend growth is most likely not sustainable.
DP106.3%
EPS Next 2Y-3.81%
EPS Next 3Y-0.94%
SRU-UN.CA Yearly Income VS Free CF VS DividendSRU-UN.CA Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M
SRU-UN.CA Dividend Payout.SRU-UN.CA Dividend Payout, showing the Payout Ratio.SRU-UN.CA Dividend Payout.PayoutRetained Earnings

SRU-UN.CA Fundamentals: All Metrics, Ratios and Statistics

SMARTCENTRES REAL ESTATE INV

TSX:SRU-UN (4/9/2026, 7:00:00 PM)

27.49

-0.27 (-0.97%)

Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryDiversified REITs
Earnings (Last)02-11
Earnings (Next)05-05
Inst Owners17.33%
Inst Owner ChangeN/A
Ins Owners11.11%
Ins Owner ChangeN/A
Market Cap3.98B
Revenue(TTM)913.91M
Net Income(TTM)251.81M
Analysts70
Price Target28.96 (5.35%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 7.12%
Yearly Dividend1.57
Dividend Growth(5Y)0.48%
DP106.3%
Div Incr Years0
Div Non Decr Years0
Ex-Date03-31
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)0.89%
PT rev (3m)2.02%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)0%
EPS NY rev (3m)0%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)-0.1%
Revenue NY rev (3m)1.6%
Valuation
Industry RankSector Rank
PE 12.73
Fwd PE 13.75
P/S 4.35
P/FCF 10.59
P/OCF 10.54
P/B 0.76
P/tB 0.77
EV/EBITDA 18.18
EPS(TTM)2.16
EY7.86%
EPS(NY)2
Fwd EY7.27%
FCF(TTM)2.59
FCFY9.44%
OCF(TTM)2.61
OCFY9.49%
SpS6.32
BVpS36.12
TBVpS35.85
PEG (NY)N/A
PEG (5Y)N/A
Graham Number41.9
Profitability
Industry RankSector Rank
ROA 2.07%
ROE 4.82%
ROCE 4.63%
ROIC 3.33%
ROICexc 3.35%
ROICexgc 3.36%
OM 54.84%
PM (TTM) 27.55%
GM 61.61%
FCFM 41.09%
ROA(3y)2.51%
ROA(5y)3.85%
ROE(3y)5.73%
ROE(5y)8.84%
ROIC(3y)3.26%
ROIC(5y)3.17%
ROICexc(3y)3.28%
ROICexc(5y)3.19%
ROICexgc(3y)3.29%
ROICexgc(5y)3.2%
ROCE(3y)4.53%
ROCE(5y)4.41%
ROICexgc growth 3Y4.04%
ROICexgc growth 5Y-0.24%
ROICexc growth 3Y4.05%
ROICexc growth 5Y-0.21%
OM growth 3Y-0.79%
OM growth 5Y0.64%
PM growth 3Y-24.54%
PM growth 5Y23.38%
GM growth 3Y-0.46%
GM growth 5Y0.88%
F-Score6
Asset Turnover0.08
Health
Industry RankSector Rank
Debt/Equity 0.85
Debt/FCF 13.87
Debt/EBITDA 8.86
Cap/Depr 147%
Cap/Sales 0.21%
Interest Coverage 3.19
Cash Conversion 75.11%
Profit Quality 149.11%
Current Ratio 0.26
Quick Ratio 0.24
Altman-Z 0.71
F-Score6
WACC5.06%
ROIC/WACC0.66
Cap/Depr(3y)110.43%
Cap/Depr(5y)95.36%
Cap/Sales(3y)0.17%
Cap/Sales(5y)0.15%
Profit Quality(3y)128.82%
Profit Quality(5y)100.57%
High Growth Momentum
Growth
EPS 1Y (TTM)5.36%
EPS 3Y-34.98%
EPS 5Y-6.47%
EPS Q2Q%-7.46%
EPS Next Y-30.83%
EPS Next 2Y-3.81%
EPS Next 3Y-0.94%
EPS Next 5YN/A
Revenue 1Y (TTM)-0.48%
Revenue growth 3Y5.56%
Revenue growth 5Y2.63%
Sales Q2Q%-2.91%
Revenue Next Year4.49%
Revenue Next 2Y4.07%
Revenue Next 3Y3.55%
Revenue Next 5YN/A
EBIT growth 1Y2.24%
EBIT growth 3Y3.51%
EBIT growth 5Y3.84%
EBIT Next Year17%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y0.49%
FCF growth 3Y0.57%
FCF growth 5Y4.87%
OCF growth 1Y0.86%
OCF growth 3Y0.6%
OCF growth 5Y4.98%

SMARTCENTRES REAL ESTATE INV / SRU-UN.CA Fundamental Analysis FAQ

What is the ChartMill fundamental rating of SMARTCENTRES REAL ESTATE INV (SRU-UN.CA) stock?

ChartMill assigns a fundamental rating of 4 / 10 to SRU-UN.CA.


What is the valuation status of SMARTCENTRES REAL ESTATE INV (SRU-UN.CA) stock?

ChartMill assigns a valuation rating of 4 / 10 to SMARTCENTRES REAL ESTATE INV (SRU-UN.CA). This can be considered as Fairly Valued.


What is the profitability of SRU-UN stock?

SMARTCENTRES REAL ESTATE INV (SRU-UN.CA) has a profitability rating of 6 / 10.


What is the financial health of SMARTCENTRES REAL ESTATE INV (SRU-UN.CA) stock?

The financial health rating of SMARTCENTRES REAL ESTATE INV (SRU-UN.CA) is 3 / 10.


What is the earnings growth outlook for SMARTCENTRES REAL ESTATE INV?

The Earnings per Share (EPS) of SMARTCENTRES REAL ESTATE INV (SRU-UN.CA) is expected to decline by -30.83% in the next year.