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TOTVS Community
BOVESPA:TOTS3 Community
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TOTVS
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TOTVS
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Focus On Cloud And AI Technologies Will Expand Addressable Market
Key Takeaways Totvs's strategic focus on SaaS and cloud is driving recurring revenue growth and profitability with strong retention rates. Expansion into under-digitized sectors and investment in AI and cloud offer major growth opportunities.
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R$45.15
FV
3.0% undervalued
intrinsic discount
15.24%
Revenue growth p.a.
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2 days ago
author updated this narrative
TOTVS
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Cloud Giants Will Drive Brazilian Compliance Costs And Erode Margins
Key Takeaways Growing competition from international SaaS and hyperscale cloud providers threatens TOTVS's market share, margins, and client retention in Latin America. Stricter compliance demands, economic instability, and rising low-code/open-source adoption increase operational costs and intensify pricing pressures on TOTVS.
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R$33.00
FV
32.7% overvalued
intrinsic discount
15.18%
Revenue growth p.a.
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10 days ago
author updated this narrative
TOTVS
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Digital Transformation Will Expand Latin American SaaS Dominance
Key Takeaways Analyst projections likely underestimate TOTVS's growth potential, with recurring revenue, strong pricing power, and high renewal rates driving ongoing margin and earnings outperformance. Cloud migration, AI integration, and a sector-focused strategy position TOTVS to capture new growth, accelerate digitalization, and build a dominant, high-leverage ecosystem.
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R$55.00
FV
20.4% undervalued
intrinsic discount
18.61%
Revenue growth p.a.
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10 days ago
author updated this narrative
Your Valuation for
TOTS3
TOTS3
TOTVS
Your Fair Value
R$
Current Price
R$43.80
23.2% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
10b
2015
2018
2021
2024
2025
2027
2030
Revenue R$10.3b
Earnings R$1.5b
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