PLAZA RETAIL REIT (PLZ-UN.CA) Stock Fundamental Analysis
Canada - TSX:PLZ-UN - CA72820F1036 - REIT
4.09 CAD
-0.02 (-0.49%)
We assign a fundamental rating of 5 out of 10 to PLZ-UN. PLZ-UN was compared to 36 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.
PLZ-UN had a positive operating cash flow in the past year.
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's Return On Assets of 2.74% is amongst the best of the industry. PLZ-UN outperforms 86.11% of its industry peers.
PLZ-UN has a Return On Equity of 6.42%. This is amongst the best in the industry. PLZ-UN outperforms 86.11% of its industry peers.
The Return On Invested Capital of PLZ-UN (4.22%) is better than 63.89% 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 5.56%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.74% | ||
| ROE | 6.42% | ||
| ROIC | 4.22% |
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 (28.36%) than 80.56% of its industry peers.
In the last couple of years the Profit Margin of PLZ-UN has declined.
PLZ-UN has a Operating Margin of 53.95%. This is comparable to the rest of the industry: PLZ-UN outperforms 58.33% of its industry peers.
PLZ-UN's Operating Margin has declined in the last couple of years.
PLZ-UN's Gross Margin of 85.91% is amongst the best of the industry. PLZ-UN outperforms 97.22% of its industry peers.
PLZ-UN's Gross Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 53.95% | ||
| PM (TTM) | 28.36% | ||
| 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.
The number of shares outstanding for PLZ-UN has been increased compared to 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 0.76, 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 0.76, PLZ-UN is doing good in the industry, outperforming 77.78% of the companies in the same industry.
PLZ-UN has a debt to FCF ratio of 16.01. This is a negative value and a sign of low solvency as PLZ-UN would need 16.01 years to pay back of all of its debts.
PLZ-UN has a Debt to FCF ratio of 16.01. This is comparable to the rest of the industry: PLZ-UN outperforms 47.22% of its industry peers.
A Debt/Equity ratio of 1.06 is on the high side and indicates that PLZ-UN has dependencies on debt financing.
With a decent Debt to Equity ratio value of 1.06, PLZ-UN is doing good in the industry, outperforming 61.11% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.06 | ||
| Debt/FCF | 16.01 | ||
| Altman-Z | 0.76 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 0.24 indicates that PLZ-UN may have some problems paying its short term obligations.
With a Current ratio value of 0.24, PLZ-UN perfoms like the industry average, outperforming 52.78% of the companies in the same industry.
PLZ-UN has a Quick Ratio of 0.24. 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 (0.24) is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.24 | ||
| Quick Ratio | 0.24 |
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 209.49%, which is quite impressive.
Measured over the past years, PLZ-UN shows a very negative growth in Earnings Per Share. The EPS has been decreasing by -14.62% on average per year.
Looking at the last year, PLZ-UN shows a small growth in Revenue. The Revenue has grown by 5.51% 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)209.49%
EPS 3Y-38.6%
EPS 5Y-14.62%
EPS Q2Q%422.69%
Revenue 1Y (TTM)5.51%
Revenue growth 3Y3.12%
Revenue growth 5Y1.51%
Sales Q2Q%3.65%
3.2 Future
The Earnings Per Share is expected to grow by 17.57% on average over the next years. This is quite good.
Based on estimates for the next years, PLZ-UN will show a small growth in Revenue. The Revenue will grow by 3.20% on average per year.
EPS Next Y58.33%
EPS Next 2Y25.83%
EPS Next 3Y17.57%
EPS Next 5YN/A
Revenue Next Year3.31%
Revenue Next 2Y3.65%
Revenue Next 3Y3.2%
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.
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
A Price/Earnings ratio of 12.78 indicates a correct valuation of PLZ-UN.
Based on the Price/Earnings ratio, PLZ-UN is valued cheaply inside the industry as 86.11% of the companies are valued more expensively.
PLZ-UN's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.00.
Based on the Price/Forward Earnings ratio of 10.66, the valuation of PLZ-UN can be described as reasonable.
83.33% of the companies in the same industry are more expensive than PLZ-UN, based on the Price/Forward Earnings ratio.
Compared to an average S&P500 Price/Forward Earnings ratio of 22.87, PLZ-UN is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.78 | ||
| Fwd PE | 10.66 |
4.2 Price Multiples
The rest of the industry has a similar Price/Free Cash Flow ratio as PLZ-UN.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 10.58 | ||
| 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 17.57% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.22
PEG (5Y)N/A
EPS Next 2Y25.83%
EPS Next 3Y17.57%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 6.97%, PLZ-UN is a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 7.89, 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 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
87.93% of the earnings are spent on dividend by PLZ-UN. This is not a sustainable payout ratio.
DP87.93%
EPS Next 2Y25.83%
EPS Next 3Y17.57%
TSX:PLZ-UN (10/28/2025, 7:00:00 PM)
4.09
-0.02 (-0.49%)
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 Cap451.70M
Revenue(TTM)123.97M
Net Income(TTM)35.15M
Analysts77.78
Price Target4.6 (12.47%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.97% |
Yearly Dividend0.28
Dividend Growth(5Y)-0.23%
DP87.93%
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)0%
PT rev (3m)7.13%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)0%
EPS NY rev (3m)0%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.81%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.78 | ||
| Fwd PE | 10.66 | ||
| P/S | 3.64 | ||
| P/FCF | 10.58 | ||
| P/OCF | 10.58 | ||
| P/B | 0.83 | ||
| P/tB | 0.83 | ||
| EV/EBITDA | N/A |
EPS(TTM)0.32
EY7.82%
EPS(NY)0.38
Fwd EY9.38%
FCF(TTM)0.39
FCFY9.45%
OCF(TTM)0.39
OCFY9.45%
SpS1.12
BVpS4.96
TBVpS4.96
PEG (NY)0.22
PEG (5Y)N/A
Graham Number5.97
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.74% | ||
| ROE | 6.42% | ||
| ROCE | 6.07% | ||
| ROIC | 4.22% | ||
| ROICexc | 4.26% | ||
| ROICexgc | 4.26% | ||
| OM | 53.95% | ||
| PM (TTM) | 28.36% | ||
| GM | 85.91% | ||
| FCFM | 34.44% |
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-Score7
Asset Turnover0.1
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.06 | ||
| Debt/FCF | 16.01 | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | N/A | ||
| Cap/Sales | N/A | ||
| Interest Coverage | 2.42 | ||
| Cash Conversion | N/A | ||
| Profit Quality | 121.46% | ||
| Current Ratio | 0.24 | ||
| Quick Ratio | 0.24 | ||
| Altman-Z | 0.76 |
F-Score7
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)209.49%
EPS 3Y-38.6%
EPS 5Y-14.62%
EPS Q2Q%422.69%
EPS Next Y58.33%
EPS Next 2Y25.83%
EPS Next 3Y17.57%
EPS Next 5YN/A
Revenue 1Y (TTM)5.51%
Revenue growth 3Y3.12%
Revenue growth 5Y1.51%
Sales Q2Q%3.65%
Revenue Next Year3.31%
Revenue Next 2Y3.65%
Revenue Next 3Y3.2%
Revenue Next 5YN/A
EBIT growth 1Y0.11%
EBIT growth 3Y-0.78%
EBIT growth 5Y-0.05%
EBIT Next Year7.8%
EBIT Next 3Y4.48%
EBIT Next 5YN/A
FCF growth 1Y15.55%
FCF growth 3Y-6.14%
FCF growth 5Y-1.34%
OCF growth 1Y15.55%
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 12.78 and the Price/Book (PB) ratio is 0.83.
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 58.33% in the next year.