Brazil Online Retail And Fintech Integration Will Reshape Digital Commerce

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

26 Feb 25

Updated

07 Nov 25

Views

54

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

28.1%

7D

-5.3%

Loading

1Y

28.1%

7D

-5.3%

You can edit this narrative until Nov 8 1:05 AM. Then, changes will post as Updates.

Author's Valuation

R$9.84.6% undervalued

AnalystConsensusTarget Fair Value

Shared on 07 Nov 25

Fair value Decreased 0.068%

MGLU3: Discount Rate Shift Will Strengthen Long-Term Digital Commerce Outlook

Analysts have slightly revised their price target for Magazine Luiza to R$9.80, down marginally from the previous R$9.81. This reflects cautious adjustments to discount rate and profit margin expectations.

Shared on 10 Oct 25

Fair value Decreased 2.78%

Narrative Update: Magazine Luiza Analyst Price Target Adjusted Analysts have modestly reduced their fair value estimate for Magazine Luiza from R$10.09 to R$9.81, citing slightly slower revenue growth and a narrower profit margin outlook. Valuation Changes The Fair Value Estimate has decreased modestly from R$10.09 to R$9.81.

Shared on 01 May 25

Fair value Increased 3.99%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.21%

AnalystConsensusTarget has decreased revenue growth from 6.6% to 5.6%.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.63%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 8.23%

AnalystConsensusTarget has decreased future PE multiple from 16.2x to 14.1x.

Shared on 13 Mar 25

AnalystConsensusTarget Fair Value

R$9.8

4.6% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.38%

General Merchandise and Department Stores revenue growth rate

0.41%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

26.23%

Calculation

R$843.47m

Earnings '28

x

17.60x

PE Ratio '28

=

R$14.85b

Market Cap '28

R$14.85b

Market Cap '28

/

741.68m

No. shares '28

=

R$20.02

Share Price '28

R$20.02 Share Price '28

Discounted to 2025 @ 26.92% p.a.

=

R$9.79

Fair Value '25