PLAZA RETAIL REIT (PLZ-UN.CA) Fundamental Analysis & Valuation
TSX:PLZ-UN • CA72820F1036
Current stock price
4.44 CAD
+0.12 (+2.78%)
Last:
This PLZ-UN.CA fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
1. PLZ-UN.CA Profitability Analysis
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.
- PLZ-UN had positive earnings in each of the past 5 years.
- PLZ-UN had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- PLZ-UN has a Return On Assets of 4.31%. This is amongst the best in the industry. PLZ-UN outperforms 94.12% of its industry peers.
- Looking at the Return On Equity, with a value of 9.78%, PLZ-UN belongs to the top of the industry, outperforming 91.18% of the companies in the same industry.
- PLZ-UN's Return On Invested Capital of 4.51% is in line compared to the rest of the industry. PLZ-UN outperforms 55.88% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for PLZ-UN is below the industry average of 6.93%.
- The 3 year average ROIC (4.38%) for PLZ-UN is below the current ROIC(4.51%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 4.31% | ||
| ROE | 9.78% | ||
| ROIC | 4.51% |
ROA(3y)2.64%
ROA(5y)4.08%
ROE(3y)6.04%
ROE(5y)9.74%
ROIC(3y)4.38%
ROIC(5y)4.36%
1.3 Margins
- PLZ-UN's Profit Margin of 43.73% is amongst the best of the industry. PLZ-UN outperforms 91.18% of its industry peers.
- In the last couple of years the Profit Margin of PLZ-UN has declined.
- The Operating Margin of PLZ-UN (54.84%) is comparable to the rest of the industry.
- In the last couple of years the Operating Margin of PLZ-UN has remained more or less at the same level.
- PLZ-UN has a better Gross Margin (85.80%) than 97.06% of its industry peers.
- In the last couple of years the Gross Margin of PLZ-UN has grown nicely.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 54.84% | ||
| PM (TTM) | 43.73% | ||
| GM | 85.8% |
OM growth 3Y-2.5%
OM growth 5Y-1.21%
PM growth 3Y-3.38%
PM growth 5YN/A
GM growth 3Y-0.21%
GM growth 5Y5.92%
2. PLZ-UN.CA Health Analysis
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 0.82, we must say that PLZ-UN is in the distress zone and has some risk of bankruptcy.
- With a decent Altman-Z score value of 0.82, PLZ-UN is doing good in the industry, outperforming 73.53% of the companies in the same industry.
- PLZ-UN has a debt to FCF ratio of 16.74. This is a negative value and a sign of low solvency as PLZ-UN would need 16.74 years to pay back of all of its debts.
- The Debt to FCF ratio of PLZ-UN (16.74) is comparable to the rest of the industry.
- PLZ-UN has a Debt/Equity ratio of 0.93. This is a neutral value indicating PLZ-UN is somewhat dependend on debt financing.
- The Debt to Equity ratio of PLZ-UN (0.93) is better than 64.71% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.93 | ||
| Debt/FCF | 16.74 | ||
| Altman-Z | 0.82 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- PLZ-UN has a Current Ratio of 0.28. 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.
- The Current ratio of PLZ-UN (0.28) is better than 64.71% of its industry peers.
- A Quick Ratio of 0.28 indicates that PLZ-UN may have some problems paying its short term obligations.
- PLZ-UN has a better Quick ratio (0.28) than 67.65% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.28 | ||
| Quick Ratio | 0.28 |
3. PLZ-UN.CA Growth Analysis
3.1 Past
- The Earnings Per Share has grown by an impressive 122.66% over the past year.
- The Earnings Per Share has been decreasing by -1.88% on average over the past years.
- The Revenue has been growing slightly by 4.25% in the past year.
- PLZ-UN shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 3.41% yearly.
EPS 1Y (TTM)122.66%
EPS 3Y-1.88%
EPS 5YN/A
EPS Q2Q%210.95%
Revenue 1Y (TTM)4.25%
Revenue growth 3Y4.37%
Revenue growth 5Y3.41%
Sales Q2Q%3.84%
3.2 Future
- Based on estimates for the next years, PLZ-UN will show a small growth in Earnings Per Share. The EPS will grow by 4.08% on average per year.
- The Revenue is expected to grow by 2.74% on average over the next years.
EPS Next Y2.78%
EPS Next 2Y4.08%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year2.38%
Revenue Next 2Y2.74%
Revenue Next 3YN/A
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 stable.
4. PLZ-UN.CA Valuation Analysis
4.1 Price/Earnings Ratio
- PLZ-UN is valuated reasonably with a Price/Earnings ratio of 8.71.
- Based on the Price/Earnings ratio, PLZ-UN is valued cheaply inside the industry as 94.12% of the companies are valued more expensively.
- PLZ-UN's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.53.
- With a Price/Forward Earnings ratio of 11.88, the valuation of PLZ-UN can be described as very reasonable.
- 85.29% of the companies in the same industry are more expensive than PLZ-UN, based on the Price/Forward Earnings ratio.
- The average S&P500 Price/Forward Earnings ratio is at 37.95. PLZ-UN is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.71 | ||
| Fwd PE | 11.88 |
4.2 Price Multiples
- PLZ-UN's Price/Free Cash Flow is on the same level as the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 12.23 | ||
| EV/EBITDA | N/A |
4.3 Compensation for Growth
- The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates PLZ-UN does not grow enough to justify the current Price/Earnings ratio.
- The decent profitability rating of PLZ-UN may justify a higher PE ratio.
PEG (NY)3.13
PEG (5Y)N/A
EPS Next 2Y4.08%
EPS Next 3YN/A
5. PLZ-UN.CA Dividend Analysis
5.1 Amount
- PLZ-UN has a Yearly Dividend Yield of 6.97%, which is a nice return.
- PLZ-UN's Dividend Yield is comparable with the industry average which is at 6.49.
- PLZ-UN's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.97% |
5.2 History
- The dividend of PLZ-UN decreases each year by -0.20%.
- PLZ-UN has paid a dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)-0.2%
Div Incr Years0
Div Non Decr Years0
5.3 Sustainability
- PLZ-UN pays out 55.92% of its income as dividend. This is a bit on the high side, but may be sustainable.
DP55.92%
EPS Next 2Y4.08%
EPS Next 3YN/A
PLZ-UN.CA Fundamentals: All Metrics, Ratios and Statistics
TSX:PLZ-UN (4/16/2026, 7:00:00 PM)
4.44
+0.12 (+2.78%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryDiversified REITs
Earnings (Last)03-03 2026-03-03
Earnings (Next)04-30 2026-04-30
Inst Owners1.16%
Inst Owner ChangeN/A
Ins Owners13.29%
Ins Owner ChangeN/A
Market Cap490.35M
Revenue(TTM)126.43M
Net Income(TTM)55.28M
Analysts77.78
Price Target4.95 (11.49%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.97% |
Yearly Dividend0.28
Dividend Growth(5Y)-0.2%
DP55.92%
Div Incr Years0
Div Non Decr Years0
Ex-Date03-31 2026-03-31 (0.02333)
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)4.08%
PT rev (3m)4.08%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)-5.13%
EPS NY rev (3m)-2.63%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)-1.53%
Revenue NY rev (3m)-1.53%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.71 | ||
| Fwd PE | 11.88 | ||
| P/S | 3.88 | ||
| P/FCF | 12.23 | ||
| P/OCF | 12.23 | ||
| P/B | 0.87 | ||
| P/tB | 0.87 | ||
| EV/EBITDA | N/A |
EPS(TTM)0.51
EY11.49%
EPS(NY)0.37
Fwd EY8.42%
FCF(TTM)0.36
FCFY8.17%
OCF(TTM)0.36
OCFY8.17%
SpS1.14
BVpS5.12
TBVpS5.12
PEG (NY)3.13
PEG (5Y)N/A
Graham Number7.66362 (72.6%)
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 4.31% | ||
| ROE | 9.78% | ||
| ROCE | 6.46% | ||
| ROIC | 4.51% | ||
| ROICexc | 4.54% | ||
| ROICexgc | 4.54% | ||
| OM | 54.84% | ||
| PM (TTM) | 43.73% | ||
| GM | 85.8% | ||
| FCFM | 31.7% |
ROA(3y)2.64%
ROA(5y)4.08%
ROE(3y)6.04%
ROE(5y)9.74%
ROIC(3y)4.38%
ROIC(5y)4.36%
ROICexc(3y)4.41%
ROICexc(5y)4.39%
ROICexgc(3y)4.41%
ROICexgc(5y)4.39%
ROCE(3y)6.29%
ROCE(5y)6.26%
ROICexgc growth 3Y2.11%
ROICexgc growth 5Y0.14%
ROICexc growth 3Y2.11%
ROICexc growth 5Y0.14%
OM growth 3Y-2.5%
OM growth 5Y-1.21%
PM growth 3Y-3.38%
PM growth 5YN/A
GM growth 3Y-0.21%
GM growth 5Y5.92%
F-Score6
Asset Turnover0.1
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.93 | ||
| Debt/FCF | 16.74 | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | N/A | ||
| Cap/Sales | N/A | ||
| Interest Coverage | 2.5 | ||
| Cash Conversion | N/A | ||
| Profit Quality | 72.5% | ||
| Current Ratio | 0.28 | ||
| Quick Ratio | 0.28 | ||
| Altman-Z | 0.82 |
F-Score6
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)147.06%
Profit Quality(5y)112.19%
High Growth Momentum
Growth
EPS 1Y (TTM)122.66%
EPS 3Y-1.88%
EPS 5YN/A
EPS Q2Q%210.95%
EPS Next Y2.78%
EPS Next 2Y4.08%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)4.25%
Revenue growth 3Y4.37%
Revenue growth 5Y3.41%
Sales Q2Q%3.84%
Revenue Next Year2.38%
Revenue Next 2Y2.74%
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y4.38%
EBIT growth 3Y1.76%
EBIT growth 5Y2.16%
EBIT Next Year6.41%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y0.55%
FCF growth 3Y1.38%
FCF growth 5Y4.79%
OCF growth 1Y0.55%
OCF growth 3Y1.38%
OCF growth 5Y4.79%
PLAZA RETAIL REIT / PLZ-UN.CA Fundamental Analysis FAQ
What is the fundamental rating for PLZ-UN stock?
ChartMill assigns a fundamental rating of 5 / 10 to PLZ-UN.CA.
Can you provide the valuation status for PLAZA RETAIL REIT?
ChartMill assigns a valuation rating of 5 / 10 to PLAZA RETAIL REIT (PLZ-UN.CA). This can be considered as Fairly Valued.
Can you provide the profitability details for PLAZA RETAIL REIT?
PLAZA RETAIL REIT (PLZ-UN.CA) has a profitability rating of 7 / 10.
What is the earnings growth outlook for PLAZA RETAIL REIT?
The Earnings per Share (EPS) of PLAZA RETAIL REIT (PLZ-UN.CA) is expected to grow by 2.78% in the next year.
Is the dividend of PLAZA RETAIL REIT sustainable?
The dividend rating of PLAZA RETAIL REIT (PLZ-UN.CA) is 5 / 10 and the dividend payout ratio is 55.92%.