Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
Brazil
/
Automobiles
Create a narrative
Fras-le Community
BOVESPA:FRAS3 Community
3
Narratives
written by author
0
Comments
on narratives written by author
4
Fair Values set
on narratives written by author
Create a narrative
Fras-le
Popular
Undervalued
Overvalued
Community Investing Ideas
Fras-le
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Biogas Transition And Dacomsa Acquisition Set To Expand Market Reach
Key Takeaways Significant growth opportunities in Mexican and U.S. markets through acquisitions, enabling new distribution channels and increased product offerings. Enhanced profitability through operational efficiency, expanded production capacity, and economies of scale, aiming for improved net and gross margins.
View narrative
R$28.56
FV
16.8% undervalued
intrinsic discount
20.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
4 days ago
author updated this narrative
Fras-le
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Global EV Adoption Will Erode Legacy Aftermarket Revenues
Key Takeaways Accelerating adoption of electric and autonomous vehicles reduces demand for Fras-le's legacy products, threatening revenues and aftermarket dominance. Regulatory changes and industry consolidation pressure Fras-le to invest heavily in new technologies, risking lower margins and diminished bargaining power.
View narrative
R$23.00
FV
3.3% overvalued
intrinsic discount
16.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Fras-le
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Digital Expansion And Electrification Will Boost Aftermarket Demand
Key Takeaways Rapid synergy realization, product expansion, and operational integration are driving margin gains and outperforming market expectations on revenue growth and efficiency. Strong exposure to resilient aftermarket demand, electrification trends, and global digital channels positions the company for sustainable recurring growth and reduced earnings volatility.
View narrative
R$34.10
FV
30.4% undervalued
intrinsic discount
19.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
5 days ago
author updated this narrative
Your Valuation for
FRAS3
FRAS3
Fras-le
Your Fair Value
R$
Current Price
R$23.75
33.6% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
8b
2015
2018
2021
2024
2025
2027
2030
Revenue R$8.3b
Earnings R$612.3m
Advanced
Set Fair Value