Brazil Fleet Renewal And Global Exports Will Ignite Positive Transformation

Published
17 Jan 25
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
R$11.94
44.6% undervalued intrinsic discount
14 Aug
R$6.61
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1Y
-39.4%
7D
5.1%

Author's Valuation

R$11.9

44.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 15%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 2.51%

AnalystConsensusTarget has decreased profit margin from 5.3% to 4.4% and increased future PE multiple from 9.6x to 11.6x.

Shared on02 Apr 25
Fair value Increased 5.43%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 5.55%

AnalystConsensusTarget has increased profit margin from 4.1% to 5.3% and decreased future PE multiple from 12.6x to 9.6x.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 20%

AnalystConsensusTarget has increased revenue growth from 12.8% to 15.1%, increased profit margin from 3.6% to 4.1% and decreased shares outstanding growth rate from 0.0% to 0.0%.