Mills Locação Serviços e Logística

Expansion And Digital Progress Will Unlock Brazil's Industrial Potential

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

21 Feb 25

Updated

05 Dec 25

Views

12

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

51.5%

7D

7.4%

Loading

1Y

51.5%

7D

7.4%

You can edit this narrative until Dec 6 11:05 PM. Then, changes will post as Updates.

Author's Valuation

R$15.3612.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Dec 25

Fair value Increased 13%

MILS3: Improved Margins And Meeting Agenda Will Support Stronger Future Upside

Analysts have raised their price target for Mills Locação Serviços e Logística from R$13.59 to R$15.36, reflecting expectations of slightly faster revenue growth, improved profit margins and a modestly higher future P E multiple, which together support a higher fair value estimate despite a marginally higher discount rate. What's in the News Mills Locação, Serviços e Logística S.A. has scheduled a Special and Extraordinary Shareholders Meeting for December 12, 2025, which signals upcoming decisions on corporate governance or capital structure (company filing) Valuation Changes Fair Value Estimate: increased moderately from R$13.59 to R$15.36 per share, implying a higher assessed intrinsic value for Mills Locação Serviços e Logística.

Shared on 01 May 25

Fair value Decreased 4.46%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 7.12%

AnalystConsensusTarget has increased revenue growth from 9.8% to 12.3% and decreased future PE multiple from 14.4x to 11.1x.

Shared on 26 Mar 25

Fair value Decreased 11%

AnalystConsensusTarget has decreased revenue growth from 17.2% to 9.8%.

Shared on 19 Mar 25

Fair value Increased 4.43%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 13 Mar 25

Fair value Increased 22%

AnalystConsensusTarget has increased revenue growth from 13.0% to 17.2% and increased future PE multiple from 12.4x to 14.6x.

AnalystConsensusTarget Fair Value

R$15.36

12.5% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

12.16%

Trade Distributors revenue growth rate

0.24%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

22.30%

Calculation

R$474.06m

Earnings '28

x

13.37x

PE Ratio '28

=

R$6.34b

Market Cap '28

R$6.34b

Market Cap '28

/

225.92m

No. shares '28

=

R$28.06

Share Price '28

R$28.06 Share Price '28

Discounted to 2025 @ 22.41% p.a.

=

R$15.30

Fair Value '25