Accelerating North American Demand Will Unlock Long-Term Value

Published
30 Nov 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
R$22.26
27.1% undervalued intrinsic discount
14 Aug
R$16.23
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1Y
-5.7%
7D
-1.0%

Author's Valuation

R$22.3

27.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 8.96%

Shared on23 Apr 25
Fair value Increased 2.13%

AnalystConsensusTarget has decreased revenue growth from 5.6% to 5.0%.

Shared on17 Apr 25
Fair value Decreased 1.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 2.67%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 2.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 1.33%

AnalystConsensusTarget has decreased profit margin from 7.3% to 6.3% and increased future PE multiple from 13.9x to 16.1x.

Shared on12 Mar 25
Fair value Increased 8.23%

AnalystConsensusTarget has increased revenue growth from 5.1% to 5.9% and increased profit margin from 6.4% to 7.3%.