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SM Investments Corporation USD

Update

Re-runs extraction for each period with period-end year from max(2023, current year − 2) through the current year, oldest first (up to three reporting years). This can take a long time.

Sector: Conglomerate

PH_SM

Price chart

586.5 PHPDay 1.12%
586.5584.88583.25581.62580Two-point segment from the displayed day change; full history unavailable.min 580 · max 586.5

Key metrics

Net debt (table and EV/EBITDA): |short-term borrowings| + |long-term borrowings| + |other financial liabilities| when extracted + |non-controlling interest| when extracted − |cash and equivalents|; amounts in millions of the reporting currency.

Market

Price
586.5 PHP · 1.12%
Market cap
11.6 bn USD

Growth

Δ revenue y/y
2.2%
Δ EBITDA y/y
3.8%

Multiples

P/E (LTM)
5.3x
P/B (FY)
0.7x
P/E (ann.)
5.9x
EV/EBITDA (LTM)
54.1x
EV/EBITDA (ann.)
68.6x

Cash return

Dividend yield
2.9%
FCF yield (LTM)
6.3%

Liquidity

Daily turnover

Shares: connector/market_inputs

Amounts: USD (converted) · As reported
Converted modes use NBK / ECB-linked rates: balance sheet date for BS items, period average for P&L and cash flow (see filing row evidence). As reported keeps each row in its filing currency.

🔍 Sanity check — subtotal consistency (Level-1 + Level-2) OK: 6 / Warn: 2 / Err: 0 / Autofix applied: 0
Port of PHP subtotal-total + sign-flip detection logic
PeriodIssues
2024-06-30 H1OK
2024-09-30 9MWarn 1
2024-12-31 FYOK
2025-03-31 Q1OK
2025-06-30 H1OK
2025-09-30 9MOK
2025-12-31 FYWarn 1
2026-03-31 Q1OK
All checks pass · Has warnings (review) · Has errors (needs fix) · ✓* Autofix applied (see evidence)

Financial dynamics

Monetary columns are in B USD, one decimal; scale (K/M/B/T) keeps values readable. For the period (default) shows P&L and cash flow for that row’s reporting window: quarterly amounts when the feed uses quarter-duration facts (typical US 10-Q revenue and income), quarterly cash flows after stripping YTD where only cumulative tags exist, and an implied Q4 on 31 Dec FY rows (P&L: FY minus Q1–Q3; operating / investing cash flow: FY 12m minus 9M YTD to 30 Sep when sourced from SEC builder evidence) so they match 10-Q scale. Some issuers still use cumulative YTD minus the prior row in the same calendar year. As reported shows values stored on each row (e.g. full-year on FY). Balance sheet is always as reported. Source JSON may use millions etc.; conversion uses amounts_unit per row.

DatePeriodStatusRevenueB USDOperating profitB USDD&AB USDEBITDAB USDNet profitB USDOperating CFB USDCapex + M&AB USDAssetsB USDEquityB USDROE (annualized)Net debtB USDSource
2026-03-31Q1 2026 (3M)OK2.7
y/y 2.2%
0.6
y/y 3.8%
y/y
0.6
y/y 3.8%
0.5
y/y 3.0%
30.1
y/y 0.4%
16.0
y/y 3.0%
12.2%166.2Link
2025-12-31FY 2025 (12M)OK3.4
y/y 0.5%
0.8
y/y 5.6%
0.1
y/y
0.9
y/y 22.0%
0.6
y/y 10.8%
30.7
y/y 5.0%
16.2
y/y 8.6%
13.4%6.6Link
2025-09-30Q3 2025 (3M)OK2.9
y/y 4.4%
0.7
y/y 4.5%
0.1
y/y
0.8
y/y 23.2%
0.5
y/y 5.7%
30.3
y/y 2.6%
15.9
y/y 5.8%
13.0%165.7Link
2025-06-30Q2 2025 (3M)OK3.0
y/y 5.2%
0.7
y/y 6.6%
y/y
0.9
y/y 25.5%
0.6
y/y 6.0%
30.6
y/y 11.5%
15.9
y/y 15.0%
13.1%157.5Link
2025-03-31Q1 2025 (3M)OK2.6
y/y
0.6
y/y
y/y
0.6
y/y
0.5
y/y
30.0
y/y
15.6
y/y
12.5%140.4Link
2024-12-31FY 2024 (12M)OK3.4
y/y
0.8
y/y
y/y
0.8
y/y
0.5
y/y
29.3
y/y
14.9
y/y
13.4%Link
2024-09-30Q3 2024 (3M)OK2.8
y/y
0.7
y/y
y/y
0.7
y/y
0.5
y/y
29.5
y/y
15.0
y/y
13.6%7.1Link
2024-06-30Q2 2024 (3M)OK5.3
y/y
1.2
y/y
y/y
1.2
y/y
1.0
y/y
27.4
y/y
13.8
y/y
139.4Link
Data quality — review suggested

Production & Reserves

Physical operating metrics — supplementary, not part of the financial statements

Oil and Gas E and P

Proved reserves
678.30 mln boe
2024
Reserve life (R/P)
12.0 yrs
reserves ÷ annual output
Annual production
56.50 mln boe
2025

Proved reserves

YearReserves, mln boe
2024678.30
2023604.90
2022537.40
2021492
2020404.60
2019462
2018503.40
2017468.10
2016395.80

Production

YearProduction, mln boeper day
202556.50
−9.5%
154 795
202462.40
+12.4%
170 959
202355.50
+4.7%
152 055
202253
+3.1%
145 205
202151.40
+10.8%
140 822
202046.40
−3.9%
127 123
201948.30
+10.0%
132 329
201843.90
−1.3%
120 274
201744.50
−19.5%
121 918

EI1 ___NASDAQ_press_comm (NASDAQ / SEC filings)

Revenue & EBITDA

RevenueEBITDA

Quarterly values ($ mln)

02 0004 0006 0002024 H12024 q32024 q42025 q12025 q22025 q32025 q42026 q1

Year-over-year change

0%10%20%2024 H12024 q32024 q42025 q12025 q22025 q32025 q42026 q1

Cash flow

Net debt / cash ($ mln)

050 000100 000150 0002024 q22024 q32024 q42025 q12025 q22025 q32025 q42026 q1

Dividends

No dividend rows found for this issuer (checked: Yahoo Finance (ex-div)).

Investor reporting (IR): https://www.sminvestments.com/financial-reports/

Reporting forms detected in loaded periods: (Balance sheet / Profit or loss (P&L) / Cash flows)