PLAZA RETAIL REIT (PLZ-UN.CA) Stock Fundamental Analysis
Canada - Toronto Stock Exchange - TSX:PLZ-UN - CA72820F1036 - REIT
4.18 CAD
+0.03 (+0.72%)
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 scores decently on growth, while it is valued quite cheap. This could make an interesting combination.
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.
Of the past 5 years PLZ-UN 4 years were profitable.
Each year in the past 5 years PLZ-UN had a positive operating cash flow.
1.2 Ratios
PLZ-UN's Return On Assets of 3.05% is amongst the best of 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 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.
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
PLZ-UN has a better Profit Margin (31.02%) than 73.68% of its industry peers.
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 57.89% 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 97.37% 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
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.
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.
PLZ-UN has a better Altman-Z score (0.78) than 76.32% of its industry peers.
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.
PLZ-UN has a Debt/Equity ratio of 0.99. This is a neutral value indicating PLZ-UN is somewhat dependend on debt financing.
Looking at the Debt to Equity ratio, with a value of 0.99, PLZ-UN is in the better half of the industry, outperforming 63.16% of the companies in the same industry.
| 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.
PLZ-UN's Current ratio of 0.29 is fine compared to the rest of the industry. PLZ-UN outperforms 63.16% 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'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
PLZ-UN shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 195.18%, which is quite impressive.
The earnings per share for PLZ-UN have been decreasing by -14.62% on average. This is quite bad
The Revenue has been growing slightly by 4.71% in the past 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
The Earnings Per Share is expected to grow by 18.56% on average over the next years. This is quite good.
PLZ-UN is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 3.46% yearly.
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
Based on the Price/Earnings ratio of 11.94, the valuation of PLZ-UN can be described as reasonable.
Compared to the rest of the industry, the Price/Earnings ratio of PLZ-UN indicates a rather cheap valuation: PLZ-UN is cheaper than 81.58% of the companies listed in the same industry.
PLZ-UN's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 26.76.
PLZ-UN is valuated reasonably with a Price/Forward Earnings ratio of 10.89.
Based on the Price/Forward Earnings ratio, PLZ-UN is valued cheaply inside the industry as 81.58% of the companies are valued more expensively.
PLZ-UN is valuated cheaply when we compare the Price/Forward Earnings ratio to 23.96, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.94 | ||
| Fwd PE | 10.89 |
4.2 Price Multiples
PLZ-UN's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 11.13 | ||
| 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.
A more expensive valuation may be justified as PLZ-UN's earnings are expected to grow with 18.56% in the coming years.
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 7.95.
PLZ-UN's Dividend Yield is rather good when compared to the S&P500 average which is at 2.31.
| 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 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 (12/11/2025, 7:00:00 PM)
4.18
+0.03 (+0.72%)
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 Cap461.64M
Revenue(TTM)125.26M
Net Income(TTM)38.85M
Analysts77.78
Price Target4.75 (13.64%)
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 | 11.94 | ||
| Fwd PE | 10.89 | ||
| P/S | 3.69 | ||
| P/FCF | 11.13 | ||
| P/OCF | 11.13 | ||
| P/B | 0.84 | ||
| P/tB | 0.84 | ||
| EV/EBITDA | N/A |
EPS(TTM)0.35
EY8.37%
EPS(NY)0.38
Fwd EY9.18%
FCF(TTM)0.38
FCFY8.99%
OCF(TTM)0.38
OCFY8.99%
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 11.94 and the Price/Book (PB) ratio is 0.84.
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.