PLAZA RETAIL REIT (PLZ-UN.CA) Stock Fundamental Analysis
Canada - Toronto Stock Exchange - TSX:PLZ-UN - CA72820F1036 - REIT
4.26 CAD
-0.02 (-0.47%)
PLZ-UN gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 37 industry peers in the Diversified REITs industry. PLZ-UN has an excellent profitability rating, but there are concerns on its financial health. PLZ-UN has a decent growth rate and is not valued too expensively.
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.
- In the past 5 years PLZ-UN always reported a positive cash flow from operatings.
1.2 Ratios
- Looking at the Return On Assets, with a value of 3.05%, PLZ-UN belongs to the top of the industry, outperforming 86.49% of the companies in the same industry.
- The Return On Equity of PLZ-UN (7.08%) is better than 86.49% of its industry peers.
- PLZ-UN has a Return On Invested Capital of 4.41%. This is in the better half of the industry: PLZ-UN outperforms 70.27% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for PLZ-UN is in line with the industry average of 5.57%.
- The last Return On Invested Capital (4.41%) for PLZ-UN is above the 3 year average (4.29%), which is a sign of increasing profitability.
| 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
- Looking at the Profit Margin, with a value of 31.02%, PLZ-UN is in the better half of the industry, outperforming 72.97% of the companies in the same industry.
- PLZ-UN's Profit Margin has declined in the last couple of years.
- 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.
- In the last couple of years the Operating Margin of PLZ-UN has declined.
- PLZ-UN has a better Gross Margin (85.91%) than 97.30% of its industry peers.
- In the last couple of years the Gross Margin of PLZ-UN has grown nicely.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 54.07% | ||
| 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
- The number of shares outstanding for PLZ-UN remains at a similar level compared to 1 year ago.
- PLZ-UN has more shares outstanding than it did 5 years ago.
- The debt/assets ratio for PLZ-UN has been reduced compared to a year ago.
2.2 Solvency
- PLZ-UN has an Altman-Z score of 0.78. This is a bad value and indicates that PLZ-UN is not financially healthy and even has some risk of bankruptcy.
- With a decent Altman-Z score value of 0.78, PLZ-UN is doing good in the industry, outperforming 75.68% of the companies in the same industry.
- The Debt to FCF ratio of PLZ-UN is 16.37, which is on the high side as it means it would take PLZ-UN, 16.37 years of fcf income to pay off all of its debts.
- Looking at the Debt to FCF ratio, with a value of 16.37, PLZ-UN is in line with its industry, outperforming 56.76% of the companies in the same industry.
- A Debt/Equity ratio of 0.99 indicates that PLZ-UN is somewhat dependend on debt financing.
- PLZ-UN has a Debt to Equity ratio of 0.99. This is in the better half of the industry: PLZ-UN outperforms 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.
- The Current ratio of PLZ-UN (0.29) is better than 64.86% of its industry peers.
- A Quick Ratio of 0.29 indicates that PLZ-UN may have some problems paying its short term obligations.
- PLZ-UN has a better Quick ratio (0.29) than 67.57% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.29 | ||
| Quick Ratio | 0.29 |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an impressive 195.18% over the past year.
- The earnings per share for PLZ-UN have been decreasing by -14.62% on average. This is quite bad
- Looking at the last year, PLZ-UN shows a small growth in Revenue. The Revenue has grown by 4.71% in the last year.
- The Revenue has been growing slightly by 1.51% on average over the past years.
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
- Based on estimates for the next years, PLZ-UN will show a quite strong growth in Earnings Per Share. The EPS will grow by 18.56% on average per year.
- 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 12.17, which indicates a correct valuation of PLZ-UN.
- 83.78% of the companies in the same industry are more expensive than PLZ-UN, based on the Price/Earnings ratio.
- PLZ-UN's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.30.
- PLZ-UN is valuated reasonably with a Price/Forward Earnings ratio of 11.10.
- Based on the Price/Forward Earnings ratio, PLZ-UN is valued cheaply inside the industry as 86.49% of the companies are valued more expensively.
- When comparing the Price/Forward Earnings ratio of PLZ-UN to the average of the S&P500 Index (24.04), we can say PLZ-UN is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.17 | ||
| Fwd PE | 11.1 |
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 | 11.34 | ||
| 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.
- PLZ-UN's earnings are expected to grow with 18.56% in the coming years. This may justify a more expensive valuation.
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.
- PLZ-UN's Dividend Yield is comparable with the industry average which is at 7.04.
- Compared to an average S&P500 Dividend Yield of 1.92, 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 its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
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 (1/13/2026, 7:00:00 PM)
4.26
-0.02 (-0.47%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryDiversified REITs
Earnings (Last)11-12 2025-11-12
Earnings (Next)02-24 2026-02-24
Inst Owners1.01%
Inst Owner ChangeN/A
Ins Owners13.23%
Ins Owner ChangeN/A
Market Cap470.47M
Revenue(TTM)125.26M
Net Income(TTM)38.85M
Analysts77.78
Price Target4.75 (11.5%)
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)0%
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 | 12.17 | ||
| Fwd PE | 11.1 | ||
| P/S | 3.76 | ||
| P/FCF | 11.34 | ||
| P/OCF | 11.34 | ||
| P/B | 0.86 | ||
| P/tB | 0.86 | ||
| EV/EBITDA | N/A |
EPS(TTM)0.35
EY8.22%
EPS(NY)0.38
Fwd EY9.01%
FCF(TTM)0.38
FCFY8.82%
OCF(TTM)0.38
OCFY8.82%
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 12.17 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%.