Packaging US Integration And Strong Pulp Demand Will Drive Future Success

Published
12 Nov 24
Updated
20 Aug 25
AnalystConsensusTarget's Fair Value
R$73.80
27.2% undervalued intrinsic discount
20 Aug
R$53.76
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1Y
-4.1%
7D
0.8%

Author's Valuation

R$73.8

27.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 12%

Shared on23 Apr 25
Fair value Increased 0.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 12%

AnalystConsensusTarget has increased revenue growth from 7.0% to 8.3% and decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on09 Apr 25
Fair value Decreased 12%

Shared on02 Apr 25
Fair value Increased 3.96%

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 0.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 27%

AnalystConsensusTarget has decreased revenue growth from 10.3% to 8.7% and decreased future PE multiple from 18.9x to 15.4x.