PLAZA RETAIL REIT (PLZ-UN.CA) Stock Fundamental Analysis
Canada - Toronto Stock Exchange - TSX:PLZ-UN - CA72820F1036 - REIT
4.22 CAD
-0.05 (-1.17%)
PLZ-UN gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 38 industry peers in the Diversified REITs industry. While PLZ-UN belongs to the best of the industry regarding profitability, there are concerns on its financial health. PLZ-UN is not valued too expensively and it also shows a decent growth rate.
1. Profitability
1.1 Basic Checks
In the past year PLZ-UN was profitable.
In the past year PLZ-UN had a positive cash flow from operations.
PLZ-UN had positive earnings in 4 of the past 5 years.
In the past 5 years PLZ-UN always reported a positive cash flow from operatings.
1.2 Ratios
PLZ-UN has a Return On Assets of 3.05%. This is amongst the best in the industry. PLZ-UN outperforms 86.84% of its industry peers.
PLZ-UN has a Return On Equity of 7.08%. This is amongst the best in the industry. PLZ-UN outperforms 86.84% of its industry peers.
PLZ-UN's Return On Invested Capital of 4.41% is fine compared to the rest of the industry. PLZ-UN outperforms 71.05% 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 5.49%.
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 73.68% of the companies in the same industry.
PLZ-UN's Profit Margin has declined in the last couple of years.
PLZ-UN has a Operating Margin (54.07%) which is in line with its industry peers.
PLZ-UN's Operating Margin has declined in the last couple of years.
The Gross Margin of PLZ-UN (85.91%) is better than 97.37% of its industry peers.
PLZ-UN's Gross Margin has improved in the last couple of years.
| 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
Compared to 1 year ago, PLZ-UN has about the same amount of shares outstanding.
PLZ-UN has more shares outstanding than it did 5 years ago.
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.
PLZ-UN has a Altman-Z score of 0.78. This is in the better half of the industry: PLZ-UN outperforms 76.32% 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 has a Debt to FCF ratio (16.37) which is comparable to the rest of the industry.
PLZ-UN has a Debt/Equity ratio of 0.99. This is a neutral value indicating 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 63.16% 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 63.16% 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.
PLZ-UN's Quick ratio of 0.29 is fine compared to the rest of the industry. PLZ-UN outperforms 65.79% 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.
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.
Based on estimates for the next years, PLZ-UN will show a small growth in Revenue. The Revenue will grow by 3.46% on average per year.
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
The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 12.06 indicates a correct valuation of PLZ-UN.
Based on the Price/Earnings ratio, PLZ-UN is valued cheaper than 81.58% of the companies in the same industry.
Compared to an average S&P500 Price/Earnings ratio of 26.39, PLZ-UN is valued rather cheaply.
A Price/Forward Earnings ratio of 11.00 indicates a reasonable valuation of PLZ-UN.
Compared to the rest of the industry, the Price/Forward Earnings ratio of PLZ-UN indicates a rather cheap valuation: PLZ-UN is cheaper than 84.21% of the companies listed in the same industry.
PLZ-UN is valuated cheaply when we compare the Price/Forward Earnings ratio to 23.84, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.06 | ||
| Fwd PE | 11 |
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 | 11.23 | ||
| EV/EBITDA | N/A |
4.3 Compensation for Growth
The 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 7.11.
PLZ-UN's Dividend Yield is rather good when compared to the S&P500 average which is at 1.87.
| 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 been paying a dividend for at least 10 years, so it has 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 (12/19/2025, 7:00:00 PM)
4.22
-0.05 (-1.17%)
Chartmill FA Rating
GICS SectorReal Estate
GICS IndustryGroupEquity Real Estate Investment Trusts (REITs)
GICS IndustryDiversified REITs
Earnings (Last)
Earnings (Next)
Inst Owners1.12%
Inst Owner ChangeN/A
Ins Owners13.25%
Ins Owner ChangeN/A
Market Cap466.06M
Revenue(TTM)125.26M
Net Income(TTM)38.85M
Analysts77.78
Price Target4.75 (12.56%)
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-Date
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)3.33%
PT rev (3m)3.33%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)-5.26%
EPS NY rev (3m)-5.26%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0.8%
Revenue NY rev (3m)0.8%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.06 | ||
| Fwd PE | 11 | ||
| P/S | 3.72 | ||
| P/FCF | 11.23 | ||
| P/OCF | 11.23 | ||
| P/B | 0.85 | ||
| P/tB | 0.85 | ||
| EV/EBITDA | N/A |
EPS(TTM)0.35
EY8.29%
EPS(NY)0.38
Fwd EY9.09%
FCF(TTM)0.38
FCFY8.9%
OCF(TTM)0.38
OCFY8.9%
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 of PLAZA RETAIL REIT (PLZ-UN.CA) 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 is the valuation of PLAZA RETAIL REIT based on its PE and PB ratios?
The Price/Earnings (PE) ratio for PLAZA RETAIL REIT (PLZ-UN.CA) is 12.06 and the Price/Book (PB) ratio is 0.85.
Can you provide the expected EPS growth for PLZ-UN stock?
The Earnings per Share (EPS) of PLAZA RETAIL REIT (PLZ-UN.CA) is expected to grow by 50% in the next year.