PLAZA RETAIL REIT (PLZ-UN.CA) Fundamental Analysis & Valuation
TSX:PLZ-UN • CA72820F1036
Current stock price
4.25 CAD
-0.01 (-0.23%)
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
- In the past year PLZ-UN was profitable.
- PLZ-UN had a positive operating cash flow in the past year.
- Each year in the past 5 years PLZ-UN has been profitable.
- PLZ-UN had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- The Return On Assets of PLZ-UN (4.31%) is better than 93.94% of its industry peers.
- PLZ-UN has a better Return On Equity (9.78%) than 90.91% of its industry peers.
- PLZ-UN has a Return On Invested Capital of 4.51%. This is in the better half of the industry: PLZ-UN outperforms 60.61% of its industry peers.
- PLZ-UN had an Average Return On Invested Capital over the past 3 years of 4.38%. This is in line with the industry average of 5.67%.
- The last Return On Invested Capital (4.51%) for PLZ-UN is above the 3 year average (4.38%), which is a sign of increasing profitability.
| 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 has a better Profit Margin (43.73%) than 90.91% of its industry peers.
- In the last couple of years the Profit Margin of PLZ-UN has declined.
- PLZ-UN has a Operating Margin (54.84%) which 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.
- Looking at the Gross Margin, with a value of 85.80%, PLZ-UN belongs to the top of the industry, outperforming 96.97% of the companies in the same industry.
- PLZ-UN's Gross Margin has improved in the last couple of years.
| 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.
- 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
- Based on the Altman-Z score of 0.80, 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 0.80, PLZ-UN is doing good in the industry, outperforming 75.76% of the companies in the same industry.
- The Debt to FCF ratio of PLZ-UN is 16.74, which is on the high side as it means it would take PLZ-UN, 16.74 years of fcf income to pay off all of its debts.
- PLZ-UN has a Debt to FCF ratio (16.74) which is in line with its industry peers.
- PLZ-UN has a Debt/Equity ratio of 0.93. This is a neutral value indicating PLZ-UN is somewhat dependend on debt financing.
- PLZ-UN has a Debt to Equity ratio of 0.93. This is in the better half of the industry: PLZ-UN outperforms 60.61% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.93 | ||
| Debt/FCF | 16.74 | ||
| Altman-Z | 0.8 |
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 63.64% of its industry peers.
- PLZ-UN has a Quick 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 Quick ratio of PLZ-UN (0.28) is better than 66.67% 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
- PLZ-UN shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 122.66%, which is quite impressive.
- Measured over the past years, PLZ-UN shows a decrease in Earnings Per Share. The EPS has been decreasing by -1.88% on average per year.
- PLZ-UN shows a small growth in Revenue. In the last year, the Revenue has grown by 4.25%.
- The Revenue has been growing slightly by 3.41% on average over the past years.
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 5.41% on average per year.
- PLZ-UN is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 2.74% yearly.
EPS Next Y8.33%
EPS Next 2Y5.41%
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
- A Price/Earnings ratio of 8.33 indicates a reasonable valuation of PLZ-UN.
- 93.94% of the companies in the same industry are more expensive than PLZ-UN, based on the Price/Earnings ratio.
- Compared to an average S&P500 Price/Earnings ratio of 26.21, PLZ-UN is valued rather cheaply.
- Based on the Price/Forward Earnings ratio of 10.79, the valuation of PLZ-UN can be described as reasonable.
- Based on the Price/Forward Earnings ratio, PLZ-UN is valued cheaply inside the industry as 84.85% of the companies are valued more expensively.
- PLZ-UN is valuated cheaply when we compare the Price/Forward Earnings ratio to 23.13, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.33 | ||
| Fwd PE | 10.79 |
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 | 11.71 | ||
| 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 excellent profitability rating of PLZ-UN may justify a higher PE ratio.
PEG (NY)1
PEG (5Y)N/A
EPS Next 2Y5.41%
EPS Next 3YN/A
5. PLZ-UN.CA Dividend Analysis
5.1 Amount
- With a Yearly Dividend Yield of 6.97%, PLZ-UN is a good candidate for dividend investing.
- PLZ-UN's Dividend Yield is a higher than the industry average which is at 6.41.
- Compared to an average S&P500 Dividend Yield of 1.89, 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 -0.20%.
- 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 2Y5.41%
EPS Next 3YN/A
PLZ-UN.CA Fundamentals: All Metrics, Ratios and Statistics
TSX:PLZ-UN (4/2/2026, 7:00:00 PM)
4.25
-0.01 (-0.23%)
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 Owners0.99%
Inst Owner ChangeN/A
Ins Owners13.23%
Ins Owner ChangeN/A
Market Cap469.37M
Revenue(TTM)126.43M
Net Income(TTM)55.28M
Analysts77.78
Price Target4.95 (16.47%)
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)0%
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 | 8.33 | ||
| Fwd PE | 10.79 | ||
| P/S | 3.71 | ||
| P/FCF | 11.71 | ||
| P/OCF | 11.71 | ||
| P/B | 0.83 | ||
| P/tB | 0.83 | ||
| EV/EBITDA | N/A |
EPS(TTM)0.51
EY12%
EPS(NY)0.39
Fwd EY9.27%
FCF(TTM)0.36
FCFY8.54%
OCF(TTM)0.36
OCFY8.54%
SpS1.14
BVpS5.12
TBVpS5.12
PEG (NY)1
PEG (5Y)N/A
Graham Number7.66
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 | 0.8 |
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 Y8.33%
EPS Next 2Y5.41%
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 Year7.14%
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 6 / 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 8 / 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 8.33% 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%.