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Companies Consumer Cyclicals FALABELLA.SN
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FALABELLA.SN Santiago Department Stores

Falabella SA

$5 719,00
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USD
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Mcap
P/E
EV / Rev
Div yield
2,11 %
Op margin
21,7 %
ROE
16,9 %
Net margin
10,2 %
Debt / equity
0,68
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Falabella SA operates as a department store chain in the retail sector, generating revenue primarily through the sale of consumer goods across multiple product categories.

Business. Falabella SA is a department store retailer operating within the Consumer Cyclicals sector. The company is headquartered in Chile and is primarily listed on the Santiago Stock Exchange under the ticker FALABELLA.SN. Specific details regarding its operating segments and geographic revenue mix are not provided.

Classification92 %
SectorConsumer Cyclicals
Business sectorRetailers
IndustryDepartment Stores
Generated · model-assisted
Sell-side consensus
HOLD14 analysts
4 buy9 hold1 sell
Avg 12m price target6 584,38

Analyst recommendations

14 analysts · consensus Hold
Buy4
Hold9
Sell1
12-month price target
6 584,38
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Hold
14 analysts · indicative
Ownership
not yet wired
Profitability
16,9 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

1
  • MARKETSChile's IPSA rises 0.5% as miners offset global sell-off; peso weakens2026-07-30
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to FALABELLA.SN. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · 2026-07-30

    Composite-score breakdown

    Synthesis

    Business

    Falabella SA is a department store retailer operating within the Consumer Cyclicals sector. The company is headquartered in Chile and is primarily listed on the Santiago Stock Exchange under the ticker FALABELLA.SN. Specific details regarding its operating segments and geographic revenue mix are not provided.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorRetailers
    IndustryDepartment Stores
    AI synthesis
    GENERATED

    Falabella maintains a capital structure with a debt-to-equity ratio of 0.68, indicating a moderate reliance on debt financing. The company's liquidity position is characterized by a current ratio of 0.87, suggesting potential short-term liquidity constraints. Free cash flow of 1.86 trillion CLP supports operational flexibility, though cash and equivalents of 1.44 trillion CLP are offset by long-term debt of 5.44 trillion CLP.

    Profitability metrics show a return on equity of 16.9% and a return on assets of 5.03%, both exceeding the industry median for department stores. Operating income of 285.4 billion CLP reflects strong gross margin performance, with a gross profit of 5.53 trillion CLP on total revenue of 13.15 trillion CLP.

    Geographic and segment exposure is not explicitly detailed in the available data, but revenue concentration within Chile and Peru is implied by the company's regional operations. No specific segment breakdown is provided in the financial snapshot.

    Growth trajectory is supported by a free cash flow of 1.86 trillion CLP and a positive operating cash flow of 1.28 trillion CLP. Analysts project a mean price target of 6,584.38 CLP, with a median of 6,600.00 CLP, indicating moderate optimism about future performance.

    Risk factors include a medium liquidity rating and a negative net cash position after subtracting total debt. Dilution risk is assessed as low, with no significant adjustments to valuation metrics reported in the custom valuations.

    Recent events include analyst estimates and price targets, with a mean recommendation of 2.79 (1=strong buy, 5=strong sell). No recent filings or transcripts are detailed in the input data.

    Key takeaways
    • Falabella's debt-to-equity ratio of 0.68 suggests a balanced capital structure with moderate leverage.
    • Return on equity of 16.9% and return on assets of 5.03% indicate strong profitability relative to industry norms.
    • Free cash flow of 1.86 trillion CLP provides operational flexibility despite a current ratio of 0.87.
    • Analysts project a mean price target of 6,584.38 CLP, with a median of 6,600.00 CLP, reflecting moderate confidence in future performance.
    • Liquidity risk is rated as medium, with a negative net cash position after accounting for total debt.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $5 719,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $7.97T
    Net cash
    -$4.00T
    Current ratio
    0.9
    Debt / equity
    0.7
    ROA
    5.0%
    ROE
    16.9%
    Cash conversion
    95.0%
    CapEx / revenue
    -1.8%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    337,23
    Predicted surprise
    -0,00
    Beat probability
    45 %
    Analysts
    14
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-23 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate337,09
    Revenueno estimateno estimate14,01T CLP
    Operating incomeno estimateno estimate1,58T CLP
    Full-year consensus mean (period as reported by source) · consensus in CLP. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution14 analysts
    Strong buy0
    Buy4
    Hold9
    Sell1
    Strong sell0
    12-month price target$6 584,38 · Median $6 600,00
    Low $5 870,00High $7 500,00
    Operating income · consensus1,58T CLP
    EPS surprise
    +59,3 %
    reported vs consensus · beat
    Revenue surprise
    −6,1 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$5 870,00
    Mean$6 584,38
    Median$6 600,00
    High$7 500,00
    Spot$5 719,00
    +15.1 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin21,7 %Best in class
    Net Margin10,2 %Best in class
    ROE16,9 %Best in class
    Capex / Rev-1,8 %Above median
    D/E0,68Below median
    Cash Conv0,95Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Falabella SA Market data — financials · 2026-05-27
    • Falabella SA Market data — analyst estimates · 2026-05-27
    • Falabella SA Market data — ESG · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    FALABELLA.SNCanonical
    Santiago · USD

    Intel & risk

    PredictorBeat prob45 %Surprise-0,00Full forecast →
    peak dispatch · 2026-07-30
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage