Update shared on30 Aug 2025
Fair value Increased 2.43%Analysts have raised their price target for TOTVS to R$46.30, citing robust sector fundamentals, resilient long-term growth, and supportive valuations.
Analyst Commentary
- Robust structural drivers in the Brazilian software sector.
- Supportive valuations within the software peer group.
- Strong long-term growth fundamentals for Totvs.
- Perception of Totvs as resilient across various market cycles ("stock for all seasons").
- Positive industry outlook sustaining investment case.
What's in the News
- Board meeting held to approve payment of interest on equity of BRL 0.15 per share.
- Board discussed and voted on Restricted Hearing No. 01/2025 regarding amendments to the Novo Mercado Regulation.
- Board approved contributions, donations and sponsorships policy, renewed Directors and Officers Liability Insurance, assessed 2025 Risk Matrix, and reviewed Internal Audit Annual Plan for 2nd semester 2025.
- Board meetings convened to consider matters under article 18 of the Company Bylaws and article 16 of the Board Charter.
Valuation Changes
Summary of Valuation Changes for TOTVS
- The Consensus Analyst Price Target has risen slightly from R$45.20 to R$46.30.
- The Future P/E for TOTVS has risen slightly from 31.44x to 32.19x.
- The Discount Rate for TOTVS remained effectively unchanged, moving only marginally from 20.89% to 20.86%.
Disclaimer
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