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Consumer Durables Brazilian Investing Ideas
Cyrela Brazil Realty Empreendimentos e Participações
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Share Buyback And Land Bank Will Drive Future Project Launches
Key Takeaways Cyrela's strong sales performance and project launches indicate robust revenue potential, despite macroeconomic uncertainties. Management's confidence, shown through share buybacks and stable margins, suggests future growth and profitability.
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R$33.08
FV
23.6% undervalued
intrinsic discount
9.71%
Revenue growth p.a.
Set Fair Value
0
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9
users have followed this narrative
2 days ago
author updated this narrative
Direcional Engenharia
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Maintaining Cost Control And Strong Backlog Will Support Future Profitability
Key Takeaways Strategic focus on sales volume growth, cost control, and efficiency enhances both revenue growth and net margins. Prioritizing net sales speed and prudent capital management supports cash flow, ROE, and earnings stability.
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R$46.12
FV
17.0% undervalued
intrinsic discount
21.72%
Revenue growth p.a.
Set Fair Value
0
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0
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6
users have followed this narrative
2 days ago
author updated this narrative
Vivara Participações
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
New Life Stores And Lab Diamonds Will Expand Market Presence
Key Takeaways Expansion strategy targets new store openings and product line innovation to boost market presence and revenue growth. Efficiency initiatives and production capacity increases enhance margins and earnings through cost reduction and productivity improvements.
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R$30.35
FV
16.8% undervalued
intrinsic discount
12.23%
Revenue growth p.a.
Set Fair Value
0
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0
users have commented on this narrative
8
users have followed this narrative
2 days ago
author updated this narrative
Guararapes Confecções
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Fashion Democratization Will Boost Operational Efficiency
Key Takeaways Strengthening fashion through organizational changes could accelerate revenue growth via better brand perception and e-commerce expansion. Record EBITDA growth and debt reduction underscore strong cash generation, indicating potential future earnings growth from improved financial health.
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R$9.80
FV
20.7% undervalued
intrinsic discount
6.86%
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
2 days ago
author updated this narrative
AZZA
Azzas 2154
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
E-commerce Focus And Store Renovations For Hering And Farm Will Attract Future Consumers
Key Takeaways Strategic brand integration and streamlined operations are expected to drive revenue growth and enhance net margins. Enhanced retail experiences and e-commerce efficiency could boost revenues and bolster profitability.
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R$50.96
FV
28.6% undervalued
intrinsic discount
14.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
2 days ago
author updated this narrative
Even Construtora e Incorporadora
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
High Margin Projects And RFM Partnerships Will Expand Market Reach
Key Takeaways Focus on high-margin projects and strategic partnerships drives revenue growth and improves net margins through increased cash generation. Robust capital structure with low debt enables flexible dividends and operational investments, supporting earnings and reducing financial risk.
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R$7.79
FV
10.6% undervalued
intrinsic discount
8.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
2 days ago
author updated this narrative
Cury Construtora e Incorporadora
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Success Of Projects Like Lyne Campo Limpo Will Boost Future Prospects
Key Takeaways Strong demand and strategic pricing in key areas drive revenue growth, enhancing margins and future net profitability through higher-income targeting. Expansion of a robust land bank and government support facilitate sustained growth and stable revenues, backed by significant cash generation and high ROE.
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R$35.41
FV
17.8% undervalued
intrinsic discount
24.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
2 days ago
author updated this narrative
EZTEC Empreendimentos e Participações
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
High Sales Velocity And Partnerships With Adolpho Lindenberg And Cyrela Will Strengthen Future Performance
Key Takeaways Strategic partnerships and diverse projects enhance market positioning, potentially driving future revenue and net margin growth. High sales velocity and financial management improve cash flow, reduce costs, and boost net margins.
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R$16.36
FV
18.3% undervalued
intrinsic discount
3.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
2 days ago
author updated this narrative
Even Construtora e Incorporadora
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Brazil's Crunch Will Hinder Luxury Sales In São Paulo
Key Takeaways Elevated interest rates, weak wage growth, and economic inequality threaten demand and shrink the addressable market, constraining sales and revenue growth potential. Heavy reliance on São Paulo's premium market, rising development costs, and shifts to alternative housing models expose Even to sales, margin, and earnings risks.
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R$6.00
FV
16.0% overvalued
intrinsic discount
6.73%
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
2 days ago
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