PLAZA RETAIL REIT (PLZ-UN.CA) Stock Fundamental Analysis
Canada - Toronto Stock Exchange - TSX:PLZ-UN - CA72820F1036 - REIT
4.27 CAD
-0.01 (-0.23%)
Taking everything into account, PLZ-UN scores 5 out of 10 in our fundamental rating. PLZ-UN was compared to 38 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.
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.
The Return On Equity of PLZ-UN (7.08%) is better than 86.84% 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 71.05% of its industry peers.
The Average Return On Invested Capital over the past 3 years for PLZ-UN is in line with the industry average of 5.49%.
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
With a decent Profit Margin value of 31.02%, PLZ-UN is doing good in 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 comparable to the rest of the industry.
In the last couple of years the Operating Margin of PLZ-UN has declined.
PLZ-UN has a Gross Margin of 85.91%. This is amongst the best in the industry. PLZ-UN outperforms 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
PLZ-UN has about the same amout of shares outstanding than it did 1 year ago.
PLZ-UN has more shares outstanding than it did 5 years ago.
Compared to 1 year ago, PLZ-UN has an improved debt to assets ratio.
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.
With a decent Altman-Z score value of 0.78, PLZ-UN is doing good in the industry, outperforming 76.32% 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.
The Debt to FCF ratio of PLZ-UN (16.37) is comparable to the rest of the industry.
A Debt/Equity ratio of 0.99 indicates that PLZ-UN is somewhat dependend on debt financing.
PLZ-UN's Debt to Equity ratio of 0.99 is fine compared to the rest 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
PLZ-UN has a Current 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.
With a decent Current ratio value of 0.29, PLZ-UN is doing good in the industry, outperforming 63.16% of the companies in the same industry.
A Quick Ratio of 0.29 indicates that PLZ-UN may have some problems paying its short term obligations.
PLZ-UN has a Quick ratio of 0.29. This is in the better half 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.
PLZ-UN shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 1.51% yearly.
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
The Earnings Per Share is expected to grow by 18.56% on average over the next years. This is quite good.
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.
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 12.20 indicates a correct valuation of PLZ-UN.
PLZ-UN's Price/Earnings ratio is rather cheap when compared to the industry. PLZ-UN is cheaper than 81.58% of the companies in the same industry.
PLZ-UN is valuated cheaply when we compare the Price/Earnings ratio to 26.50, which is the current average of the S&P500 Index.
PLZ-UN is valuated reasonably with a Price/Forward Earnings ratio of 11.13.
84.21% of the companies in the same industry are more expensive than PLZ-UN, based on the Price/Forward Earnings ratio.
When comparing the Price/Forward Earnings ratio of PLZ-UN to the average of the S&P500 Index (23.93), we can say PLZ-UN is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.2 | ||
| Fwd PE | 11.13 |
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 | 11.36 | ||
| 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.
PLZ-UN has a very decent profitability rating, which 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.
Compared to an average industry Dividend Yield of 7.11, PLZ-UN has a dividend in line with its industry peers.
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 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 (12/23/2025, 7:00:00 PM)
4.27
-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 Owners1.12%
Inst Owner ChangeN/A
Ins Owners13.25%
Ins Owner ChangeN/A
Market Cap471.58M
Revenue(TTM)125.26M
Net Income(TTM)38.85M
Analysts77.78
Price Target4.75 (11.24%)
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 | 12.2 | ||
| Fwd PE | 11.13 | ||
| P/S | 3.76 | ||
| P/FCF | 11.36 | ||
| P/OCF | 11.36 | ||
| P/B | 0.86 | ||
| P/tB | 0.86 | ||
| EV/EBITDA | N/A |
EPS(TTM)0.35
EY8.2%
EPS(NY)0.38
Fwd EY8.99%
FCF(TTM)0.38
FCFY8.8%
OCF(TTM)0.38
OCFY8.8%
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 12.2 and the Price/Book (PB) ratio is 0.86.
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.