Market Expansion Into Japan And South Korea May Open New Avenues, But Shrinking Margins And Global Trade Risks Persist

Published
18 Jan 25
Updated
08 Aug 25
AnalystConsensusTarget's Fair Value
R$23.15
4.4% undervalued intrinsic discount
08 Aug
R$22.13
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1Y
72.5%
7D
-0.1%

Author's Valuation

R$23.2

4.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Increased 12%

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 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 18%

Shared on26 Mar 25
Fair value Decreased 0.85%

AnalystConsensusTarget has increased revenue growth from 5.2% to 8.5%, increased profit margin from 0.1% to 3.3% and decreased future PE multiple from 150.6x to 4.5x.

Shared on19 Mar 25
Fair value Decreased 1.24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 13%

AnalystConsensusTarget has increased profit margin from 0.0% to 0.1% and decreased future PE multiple from 226.2x to 154.9x.