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Upturn AI Summary - About
PriceSmart Inc(PSMT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PSMT
11/12/2026: PSMT (2-star) is currently NOT-A-BUY. Pass it for now.
PriceSmart Inc is a membership-based retailer operating warehouse clubs across Latin America and the Caribbean, providing a steady, reliable business model focused on consumer staples. The company benefits from its unique market position and operational expertise, which historically supports consistent membership growth and solid margins. The primary investment story rests on its ability to expand within emerging markets and modernize through digital initiatives. Investors must weigh these growth opportunities against risks such as regional political instability, currency volatility, and increased competition from both global and local retail players. It may suit investors looking for geographic diversification with a long-term growth horizon.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Offers exposure to emerging market consumer growth but at a moderate expansion pace. |
| Momentum investor | Mixed fit | Fit is conditional on positive market sentiment and consistent earnings beat momentum. |
| Value investor | Mixed fit | Valuation is often tied to growth prospects rather than pure value metrics. |
| Dividend investor | Mixed fit | Provides modest dividends but is not primarily an income-focused play. |
| Low-risk investor | Weak fit | Exposure to emerging markets introduces currency and geopolitical volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is subject to fluctuations driven by emerging market economic conditions. |
| Valuation risk | Medium | Market pricing heavily incorporates future expansion success. |
| Competition risk (Retail chains) | Medium / high | Intense competition from global and local retailers limits pricing power. |
| Business quality | Strong | The warehouse club model has historically demonstrated strong operational reliability. |
| Dividend income | Low | Dividend payouts are secondary to reinvestment for growth. |
| Execution risk | Medium | Successfully managing cross-border supply chains is critical for profitability. |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.15B USD | Price to earnings Ratio 30.83 | 1Y Target Price 181.5 |
Price to earnings Ratio 30.83 | 1Y Target Price 181.5 | ||
Volume (30-day avg) 252.4K shares | Beta 0.81 | 52 Weeks Range 113.47 - 199.06 | Updated Date 11/11/2026 |
52 Weeks Range 113.47 - 199.06 | Updated Date 11/11/2026 | ||
Dividends yield (FY) 0.84% | Basic EPS (TTM) 5.4 |
Sector & Industry Intelligence
Sector
Consumer Defensive
Defensive- Sentiment
- Correction Expected
- Momentum
- BUY Breadth Improving
- BUY participation
- 95.0%
- Active BUY / eligible
- 19 / 20
- 30-Day BUY Count Change
- +13
- Market state
- Correction Expected
More qualifying stocks are receiving or maintaining BUY advisories, indicating improving market participation.
Industry
Discount Stores
- BUY participation
- 100.0%
- Active BUY / eligible
- 3 / 3
- 30-Day BUY Count Change
- +3
Eligible universe: 3 stocks.
Sector signal summarizes BUY breadth conditions for the sector. It does not override this stock’s BUY, SELL, or PASS advisory.
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 8.97% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/12/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Membership Revenue | Annual fees paid by members for shopping access. | Highly predictable, high-margin revenue that builds customer loyalty. |
| Merchandise Sales | Sale of food, goods, and general merchandise. | The primary volume driver for the business. |
| Geography: Latin America/Caribbean | All physical warehouse operations in the region. | The company's performance is tied directly to the health of these emerging economies. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-26 | When After Market | Estimate 1.22 | Actual 1.21 |
Profitability
Profit Margin 2.84% | Operating Margin (TTM) 4.51% |
Management Effectiveness
Return on Assets (TTM) 6.79% | Return on Equity (TTM) 12.33% |
Valuation
Trailing PE 30.83 | Forward PE 27.47 | Enterprise Value 5.14B | Price to Sales(TTM) 0.88 |
Enterprise Value 5.14B | Price to Sales(TTM) 0.88 | ||
Enterprise Value to Revenue 0.87 | Enterprise Value to EBITDA 14.94 | Shares Outstanding 30.93M | Shares Floating 27.84M |
Shares Outstanding 30.93M | Shares Floating 27.84M | ||
Percent Insiders 7.41 | Percent Institutions 101.5 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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