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BOVESPA:JSLG3 Community
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JSL
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JSL
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Leverage And Competition Will Curb Margins While Tech Will Help
Key Takeaways Elevated debt and capital intensity may limit JSL's ability to fully capitalize on growth opportunities and expand net earnings in the near term. Persistent price competition and industry cost pressures threaten to suppress margins and slow improvements in cash flow and earnings.
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R$7.00
FV
26.7% undervalued
intrinsic discount
9.73%
Revenue growth p.a.
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12 days ago
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JSL
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Urbanization And E-commerce Will Drive Efficient Digital Logistics
Key Takeaways Rapid growth in asset-light contracts, digital innovations, and sector expansion positions JSL for significant margin and revenue gains beyond prevailing analyst expectations. Strong strategic advantages in labor, infrastructure, and technology enable JSL to outpace competitors in capturing new demand, ensuring lasting earnings resilience.
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R$18.00
FV
71.5% undervalued
intrinsic discount
10.99%
Revenue growth p.a.
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12 days ago
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JSL
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Asset-light Operations And New Contracts Will Ensure Future Resilience
Key Takeaways The asset-light operations focus enhances margins and earnings via reduced capital expenditure and increased operational flexibility. Diversification and strategic financial initiatives bolster net margins, with new contracts and essential sector expansion securing future revenue growth.
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R$11.78
FV
56.4% undervalued
intrinsic discount
8.78%
Revenue growth p.a.
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5 days ago
author updated this narrative
Your Valuation for
JSLG3
JSLG3
JSL
Your Fair Value
R$
Current Price
R$5.13
116.5% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-205m
14b
2015
2018
2021
2024
2025
2027
2030
Revenue R$13.9b
Earnings R$307.0m
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