기업 프로필 · Consumer Defensive

Jeronimo Martins SGPS SA

JMT · LS
산업
Retail
거래소
LS
국가 / 지역
Portugal
직원 수
124,800
발행 시 주가
€17.97
2026년 8월 31일 종가
적정 매수가
≤ €13.5
안전마진 진입가
베일리 성장 점수
42/100
다소 약함
Buffett Score
78/100
우수
내재가치 · 3단계 구간 발행 시 주가 €17.97 · 적정 내재가치 구간 내

종합 밸류에이션 구간 · 보수적 €12.5–€13.5 / 적정 €17.5–€23.5 / 낙관적 €28.7–€31. 발행 시 주가 €17.97(2026년 8월 31일) 기준, 적정 내재가치 구간 내.

시가총액€106.46억
매출 (TTM)€368.77억
EBITDA€20.01억
순이익률1.73%
ROE19.98%
PER (TTM)16.77
선행 PER12.74
PEG1.43
EPS€1.01
배당수익률3.69%
52주 범위€16.11 – €21.91

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Jerónimo Martins, SGPS, S.A. operates in the food distribution sector in Portugal, Poland, Colombia, Slovakia, and internationally. The company operates through Portugal Retail, Portugal Cash & Carry, Poland Retail, Poland Health and Beauty, and Colombia Retail segments. It engages in the operation of chain of food stores under the Biedronka brand; online sales offerings, such as deliveries under the Biek brand, alternative ordering and delivery solutions with e-commerce players, and non-food products through a website; supermarket chains under the Pingo Doce brand; cash and carry stores under the Recheio brand; Bem-Estar parapharmacies and petrol stations; and coffee shops and kiosks under the Jeronymo brand. The company is also involved in the provision of specialized retail of health and beauty products, as well as in-store consultation services under the Hebe brand; operation of a chain of proximity food stores under the Ara brand; and production of dairy, livestock farming, aquaculture, and fruit and vegetables. In addition, it engages in the real estate purchase and sale; sea passenger water transport; renting of air transport equipment; growing of crops and animal farming; saline brackish waters aquaculture; and retail management, consultancy, and logistics. The company was founded in 1792 and is headquartered in Lisbon, Portugal. Jerónimo Martins, SGPS, S.A. operates as a subsidiary of Sociedade Francisco Manuel Dos Santos B.V.

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