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Pricesmart (PSMT)
NASDAQ:PSMT
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Pricesmart (PSMT) AI Stock Analysis

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PSMT

Pricesmart

(NASDAQ:PSMT)

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Outperform 73 (OpenAI - 5.2)
Rating:73Outperform
Price Target:
$211.00
▲(30.42% Upside)
Action:Reiterated
Date:07/09/26
The score is driven primarily by solid financial health (notably strong balance-sheet positioning) and a positive, growth-leaning earnings outlook with strong comps, membership, and digital trends. Technicals also support the view with a clear uptrend. These positives are tempered by a rich valuation (high P/E, low yield) and cash-flow/margin pressures highlighted in the financial statements and call.
Positive Factors
Conservative balance sheet
Low leverage and materially higher equity provide durable financial flexibility to fund expansion, weather currency shocks, and pursue opportunistic investments. Stable mid‑teens ROE history (~10–12%) signals a capital‑generative business that can support growth without high refinancing risk.
Negative Factors
Margin deterioration
Material gross and operating margin erosion suggests persistent pricing pressure, adverse mix or higher landed/labor costs. If structural, lower margins constrain internal funding for expansion, reduce free cash flow conversion and heighten sensitivity to inflation and FX volatility.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Low leverage and materially higher equity provide durable financial flexibility to fund expansion, weather currency shocks, and pursue opportunistic investments. Stable mid‑teens ROE history (~10–12%) signals a capital‑generative business that can support growth without high refinancing risk.
Read all positive factors

Pricesmart (PSMT) vs. SPDR S&P 500 ETF (SPY)

Pricesmart Business Overview & Revenue Model

Company Description
PriceSmart, Inc. owns and operates U.S.-style membership shopping warehouse clubs in the United States, Central America, the Caribbean, and Colombia. The company provides basic and private label merchandise and consumable and non-consumable produc...
How the Company Makes Money
PriceSmart generates revenue mainly from (1) merchandise sales and (2) membership fees. Merchandise revenue comes from selling branded and private-label goods in bulk and multi-pack formats through its warehouse clubs; product mix typically includ...

Pricesmart Earnings Call Summary

Earnings Call Date:Jul 08, 2026
(Q3-2026)
|
% Change Since: |
Next Earnings Date:Oct 29, 2026
Earnings Call Sentiment Positive
The call presents a largely positive operational and financial picture: strong top-line growth, improved margins, digital momentum, membership strength, and progress on strategic expansion (Chile, DCs, private label, technology). Challenges are primarily related to currency volatility and FX costs, higher inventory and preopening costs, localized margin pressure in Colombia from wage and labor-hour changes, and increased investing cash use. Overall the upbeat sales, margin improvements, membership metrics, and disciplined investment roadmap outweigh the transitory and market-driven headwinds.
Positive Updates
Strong Top-Line Growth
Q3 net merchandise sales and total revenue reached nearly $1.5B. Net merchandise sales increased 12.5% (8.5% constant currency) and comparable net merchandise sales increased 10.7% (6.9% constant currency). For the first nine months, net merchandise sales were almost $4.3B (up 11.0% / 8.6% CC) and total revenue almost $4.4B.
Negative Updates
Foreign Currency and FX Transaction Costs
Total other expense was a $10.5M net loss in Q3 versus $7.2M prior year, primarily due to increased foreign currency transaction costs. The company still holds TTD 44.1M in Trinidad-denominated cash/investments that cannot be readily converted to USD.
Read all updates
Q3-2026 Updates
Negative
Strong Top-Line Growth
Q3 net merchandise sales and total revenue reached nearly $1.5B. Net merchandise sales increased 12.5% (8.5% constant currency) and comparable net merchandise sales increased 10.7% (6.9% constant currency). For the first nine months, net merchandise sales were almost $4.3B (up 11.0% / 8.6% CC) and total revenue almost $4.4B.
Read all positive updates
Company Guidance
Management's forward-looking commentary was constructive: they said comps are trending into Q4 with comparable net merchandise sales for the four weeks ended June 28 up 11.2% (6.5% constant currency), following Q3 comps of +10.7% (+6.9% cc) on Q3 net merchandise sales of almost $1.5B (+12.5% / +8.5% cc); they plan to open six additional clubs to bring total clubs to 63, and expect to invest roughly $100 million of CapEx on Chile's first three clubs and central office over the next several fiscal years. Key operational milestones and timing included completing RELEX in Q2 FY2027, opening a Jamaica distribution center in FY2026 and a Dominican Republic DC in FY2027, and consolidating the Miami cold DC into the Miami dry facility in FY2027 to lower landed costs; they also flagged a ~10 basis‑point SG&A preopening impact from Chile. Digital and membership growth underpin the outlook: digital sales hit $99.6M (+26.2%) or 6.9% of net merchandise sales, online orders +20.3%, accounts exceeded 2.1M (+8.6%), Platinum members rose to 21.3% (from 16.1%), membership income +17.6% with membership income steady at 1.7% of revenue and a 12‑month renewal rate at a record 90.5%. Financial metrics cited to support the stance included Q3 adjusted EBITDA $90.4M (+14.5%), operating income $65.6M (4.4% of revenue), net income $39.7M ($1.28/share), and liquidity of $254.6M cash + $113.7M short‑term investments, while management emphasized that ongoing supply‑chain and tech investments should improve availability and reduce landed costs over time.

Pricesmart Financial Statement Overview

Summary
Overall fundamentals are solid: steady multi-year revenue growth and a conservatively levered balance sheet (low and improving debt-to-equity, growing equity, stable ROE). Offsetting this is weaker cash-flow quality (volatile/softer free-cash-flow conversion) and recent margin pressure in TTM (lower gross and operating margins versus prior years).
Income Statement
74
Positive
Balance Sheet
82
Very Positive
Cash Flow
61
Positive
BreakdownTTMAug 2025Aug 2024Aug 2023Aug 2022Aug 2021
Income Statement
Total Revenue5.69B5.27B4.91B4.41B4.07B3.62B
Gross Profit1.00B914.37M846.92M758.57M679.53M642.13M
EBITDA342.07M306.17M297.00M252.93M233.90M219.38M
Net Income158.41M144.90M137.12M107.89M103.29M96.68M
Balance Sheet
Total Assets2.60B2.27B2.02B2.01B1.81B1.71B
Cash, Cash Equivalents and Short-Term Investments322.19M325.27M225.53M331.06M248.87M252.29M
Total Debt325.45M329.06M249.63M278.18M281.36M267.29M
Total Liabilities1.21B1.02B899.73M898.57M817.33M789.58M
Stockholders Equity1.39B1.25B1.12B1.11B991.07M915.35M
Cash Flow
Free Cash Flow73.73M103.17M39.04M114.82M1.17M13.99M
Operating Cash Flow274.36M261.31M207.59M257.33M121.83M127.17M
Investing Cash Flow-222.15M-128.88M-175.45M-222.08M-74.76M-116.72M
Financing Cash Flow9.34M14.20M-150.03M-41.05M-12.21M-95.14M

Pricesmart Technical Analysis

Technical Analysis Sentiment
Positive
Last Price161.78
Price Trends
50DMA
173.28
Positive
100DMA
162.82
Positive
200DMA
144.93
Positive
Market Momentum
MACD
5.59
Positive
RSI
57.04
Neutral
STOCH
28.50
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For PSMT, the sentiment is Positive. The current price of 161.78 is below the 20-day moving average (MA) of 187.70, below the 50-day MA of 173.28, and above the 200-day MA of 144.93, indicating a bullish trend. The MACD of 5.59 indicates Positive momentum. The RSI at 57.04 is Neutral, neither overbought nor oversold. The STOCH value of 28.50 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PSMT.

Pricesmart Risk Analysis

Pricesmart disclosed 30 risk factors in its most recent earnings report. Pricesmart reported the most risks in the "Ability to Sell" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Pricesmart Peers Comparison

Overall Rating
UnderperformOutperform
Sector (62)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
73
Outperform
$5.84B36.1312.00%1.02%10.18%9.70%
73
Outperform
$23.75B18.8635.90%-19.68%
72
Outperform
$422.69B45.8528.27%0.59%9.23%12.69%
67
Neutral
$900.06B39.3724.26%0.85%5.87%21.68%
62
Neutral
$20.33B14.63-3.31%3.23%1.93%-12.26%
62
Neutral
$25.32B16.2818.65%1.88%4.72%35.43%
61
Neutral
$11.07B19.5526.59%5.92%0.80%
* Consumer Defensive Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PSMT
Pricesmart
188.26
86.59
85.17%
COST
Costco
912.97
-51.77
-5.37%
DG
Dollar General
115.73
5.70
5.19%
DLTR
Dollar Tree
120.92
12.55
11.58%
WMT
Walmart
112.21
18.14
19.28%
BJ
Bj's Wholesale Club Holdings
85.63
-21.07
-19.75%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 09, 2026