Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inboxGmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscriptionClick this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
This Month's Bonus Article
Why PriceSmart’s Discount May Not Last Much LongerWritten by Thomas Hughes. Posted: 4/10/2026. 
Key Points
- PriceSmart is positioned to grow, drive cash flow, and pay dividends in 2026, outperforming estimates for fiscal Q2.
- Marketshare gains, new stores, and comp-store growth underpin an outlook for double-digit earnings growth over the coming years.
- PriceSmart’s valuation remains below that of its larger membership-club peers, though emerging-market exposure and currency volatility remain key risks.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
PriceSmart (NASDAQ: PSMT) carries elevated risk as an emerging-market stock, but it is well positioned and trades at a discount relative to peers Walmart’s (NASDAQ: WMT) Sam’s Club and Costco (NASDAQ: COST). Those two leading membership-club retailers trade at much higher valuations, implying PriceSmart has sizable upside. PriceSmart trades at roughly 29x earnings versus Costco’s roughly 50x, an attractive gap supported by PriceSmart’s growth prospects. PriceSmart self-funds its growth and leads in percentage gains. Fiscal Q2 2026 revenue rose 9.7%, compared with Costco's 9.1% and Walmart's 5.6% for the same period.
There are currently 200 paper claims for every 1 physical ounce of gold in the vaults - and a 90-year-old law set to 'call the bluff' on May 29th.
Dylan Jovine of Behind the Markets has identified a company sitting on $431 billion worth of metal that trades for a fraction of that value today. He calls it the 287-to-1 gap the market is about to correct. Run the numbers yourself - get the ticker and full analysis here
Looking ahead, PriceSmart expects to sustain its double-digit growth pace, driven by market-share gains, comp-store growth, and new store openings. As of FQ2 2026, the company’s store count was up 3.7% year-over-year and is forecast to increase by nearly 9% by the end of FY2027. PriceSmart Outperformance Triggers Continuation Signal PriceSmart delivered a solid fiscal Q2, with revenue up 9.7% to $1.5 billion, outperforming the consensus by 135 basis points. The gains were driven by a 9.9% increase in merchandise sales, supported by a 7.8% rise in net sales and a 2.1% currency tailwind. Comp-store sales grew 7.6% (5.5% on a currency-adjusted basis), and membership fees increased 17%, suggesting comp-store momentum should continue into upcoming quarters. Margin trends were positive as well. Improving revenue leverage, better-than-expected traffic, and operational execution helped accelerate earnings. EBITDA, a measure of core profitability, rose 14.5%, and GAAP EPS came in at $1.62 — more than $0.05 above consensus. Margins are expected to remain healthy in the next quarter, which helped drive the market reaction. PriceSmart’s stock price jumped by more than 2% after the release, moving the shares to a new all-time high. That move confirms the uptrend and a bullish flag pattern, signaling trend continuation. Targets are based on the flag’s pole — roughly $22 — which would put the stock near $175 by midyear. Over the longer term, higher highs are likely given the company’s growth, cash flow, and ability to return capital.  PriceSmart’s Dividend and Distribution Growth Make It a Buy-and-Hold InvestmentPriceSmart isn’t a high-yielding stock, but it is a reliable dividend payer with a track record of aggressive increases. In early 2026 the yield was under 1%, but the low payout ratio and strong distribution compound annual growth rate (CAGR) offset the low yield. The payout ratio is quite low — around 20% — leaving ample room for distribution increases without requiring double-digit earnings growth. Distribution CAGR sits in the low teens and is likely sustainable given the low payout ratio and steady earnings growth. Institutional activity supports the stock’s dividend profile and growth outlook, but it can also affect near-term price action. Institutions own more than 80% of the shares; they were net buyers over the trailing 12 months but were net sellers in Q1 2026. That dynamic may make it harder for the stock to advance and hold gains in the near term. On the flip side, the fiscal Q2 results reaffirm the company’s growth outlook and could prompt institutions to return to accumulation, as similar results have for other retail companies. There were no obvious red flags in the quarter's balance sheet — only signs the company can continue executing its strategy. Despite a modest decline in cash at the end of fiscal Q2, PriceSmart remains well-capitalized; increases in current and total assets help offset the cash decrease. Increases in liabilities were manageable, equity rose, and leverage remains low. Long-term debt is less than 0.25x equity, leaving the company nimble and able to raise capital if needed. The main risks this year are rising costs, margin pressure, and foreign-exchange volatility. Rising costs and margin pressure have been manageable so far, while FX volatility is largely outside management’s control and likely to remain elevated for the foreseeable future. |
0 Response to "We're excited to have you on board"
Post a Comment