Important Factors

in
Fundamental Analysis

Return Price-to-
Net on Book
Profit Equity Ratio
Ratio (P/B)

Price to
Profit Earnings
margin Ratio
(P/E)
 01 Investment
SM Corporation
(SMIC)

Biggest company on the

PSM with total asset of 1.2
trillion
is a leading Philippine
company that is invested in
market leading businesses
in retail, banking and
property
RETAIL

Retail operations are the country’s largest and most

diversified with its food, non-food and specialty retail
stores which are leading players that provide
consumers with an aspirational lifestyle, reliable
service, quality products and consistent convenience.
BANKING

SMIC has the largest footprint in the Philippines

through BDO Unibank, Inc. and 
China Banking Corporation
BDO is the Philippines’ largest bank in terms of total
resources, loans and deposits and is also the market
leader in most key business segments.
China Bank is the 6th largest bank in terms of assets,
loans and deposits and is uniquely positioned to service
the needs of small and medium scale company on its
long-term relationships that date back to the post-war
era
02 AYALA
CORPORATION

It is one of the biggest conglomerates in the

Philippines.

This giant firm is the parent company of well-known

Philippine businesses, including BPI, Globe Telecom,
Ayala Land, and AC Energy and Infrastructure.
02 AYALA
CORPORATION
02 AYALA
CORPORATION
03 BANK OF THE
PHILIPPINE ISLANDS

the first bank in the Philippines and currently one of

the top banks in the country

BPI's total assets stood at ₱2.2 trillion

Net income for the first half of 2021 was P11.8

billion, up 1.2% year-on-year
 UNIVERSAL ROBINA
04 CORPORATION

Universal Robina Corporation (URC) is one of the largest

branded consumer food and beverage product companies
in the Philippines.

Total net sales reached P34.6 billion in the first quarter of

the year

International revenues, on the other hand, continue to

recover, with a 13 percent growth to  P21.6 billion as all
clusters grew versus last year
01 JOLLIBEE FOOD
CORPORATION

Jollibee is the largest fast-food chain brand in the

Philippines, operating a network of more than 1,400
stores.

Jollibee Foods Corporation swung to profitability in the

first quarter of 2021 as it posted a P49-million net
income, reversing its P1.95-billion net loss year-on-year

Jollibee's Philippine business sales declined by 21.3%,

attributed to the lockdown in the Greater Manila Area.
REFERENCES:
SM Investment Corporation (2021). 3M 2021 Earnings Report. Retrieved August 29, 2021 from
https://www.sminvestments.com/wp-content/uploads/2021/05/3M2021-Investor-and-Analysts-Briefing.pdf?fb
clid=IwAR0COoOY50ETB8yg1ua_7ilI63bsCcIZBspGs7oBjA5fY2dDTFJd0XCnWJY

Ayala Corporation (2021). Ayala Corporation. 1Q 2021, Earnings Release. Retrieved August 29, 2021 from
https://ayala.com/press-room/press-releases/ayalas-net-profit-sustains-sequential-growth-in-the-first-quarter?
fbclid=IwAR1UGgsEPFf4W2KjqsR_OUkpDfJ9wfbCubpVYMOm52EiedPCkmAsJct9blA

BPI (2021). BPI posts 2Q2021 net income of P6.8 billion. Retrieved August 29, 2021 from
https://www.pds.com.ph/wp-content/uploads/2021/07/Disclosure-No.-2149-2021-Press-Release-BPI-posts-2Q-
2021-Net-Income-of-P6.8-Billion.pdf?fbclid=IwAR0COoOY50ETB8yg1ua_7ilI63bsCcIZBspGs7oBjA5fY2dDTFJd0XC
nWJY

Manuel, P. (2021). BPI earnings climb to ₱6.8B in Q2 2021. Retrieved August 29, 2021 from
https://www.cnn.ph/business/2021/7/22/BPI-Q2-2021-income.html?fbclid=IwAR2jEc33mLjei1Ug3WpLIYkjuzu7
PV5OxnNb5XCahxWDEHcWo1k9zeH4LCY

Rey, A. (2021). Jollibee Profits Reach P49 Million in Q1 2021. Retrieved August 29, 2021 from
https://www.rappler.com/business/jollibee-foods-corporation-earnings-report-q1-2021?fbclid=IwAR1RfDcpWJJ
zpsGyewfXj5XXe17U3CWVm1v4CgNz4renKnQyePa3AzA2ZHs