dsteiner84 on PSMT (PSMT)
公司名称：PriceSmart, Inc.
详细生意模式：中美洲/加勒比
护城河：最大会员仓储连锁，56家门店、200万+会员。89%续新率。
估值水平：🟢强
EV/Market Cap：Debt/EBITDA 1.0x
网络观点：会员粘性强、电商+29.4%、地域护城河明显。
AI观点：优秀企业但估值已充分反映质量。拉美宏观风险需关注。适合长期持有不适合追高。
原文日期：2026-02-02
作者简介：VIC成员
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