Loading...
Back to narrative

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

Update shared on 05 Dec 2025

Fair value Increased 13%
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
48.9%
7D
5.7%

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.
  • Discount Rate: risen slightly from 21.62% to 22.41%, reflecting a modestly higher perceived risk or required return.
  • Revenue Growth: edged up from 13.53% to 14.16%, signaling a small upgrade to expected top line expansion.
  • Net Profit Margin: improved noticeably from 15.89% to 17.92%, indicating stronger anticipated profitability.
  • Future P E: increased slightly from 12.57x to 13.37x, suggesting a modestly higher valuation multiple on forecast earnings.

Have other thoughts on Mills Locação Serviços e Logística?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.