Update shared on 03 Dec 2025
Fair value Increased 0.86%Analysts have nudged their price target on TOTVS slightly higher from R$47.44 to R$47.85. This reflects modestly stronger expectations for revenue growth and valuation multiples that more than offset a small downward tweak to projected profit margins and a marginally higher discount rate.
What's in the News
- Completed share buyback program totaling 2,255,500 shares, equivalent to about 0.38% of capital, for BRL 64.33 million under the November 7, 2024 authorization (Key Developments)
- Reported no additional share repurchases between July 1 and September 30, 2025, which signals the end of activity under the current buyback tranche (Key Developments)
- Called a Special/Extraordinary Shareholders Meeting for October 30, 2025 in São Paulo to vote on acquiring 100% of Linx Participações S.A. shares directly by TOTVS (Key Developments)
- The shareholder vote will be held under the Brazilian Corporations Act, Article 256, with terms defined in previously executed definitive documentation and meeting materials (Key Developments)
Valuation Changes
- The fair value estimate has risen slightly, from R$47.44 to R$47.85 per share.
- The discount rate has increased marginally, from 20.87% to 20.94%.
- Revenue growth has edged higher, from 18.46% to 18.70%.
- The net profit margin has fallen slightly, from 15.11% to 14.99%.
- The future P/E multiple has increased modestly, from 33.37x to 33.78x.
Disclaimer
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