Asset-light Logistics Will Fuel Brazil E-Commerce Growth

Published
22 Jan 25
Updated
21 Aug 25
AnalystConsensusTarget's Fair Value
R$11.78
54.1% undervalued intrinsic discount
21 Aug
R$5.41
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1Y
-44.1%
7D
2.1%

Author's Valuation

R$11.8

54.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 5.72%

Shared on23 Apr 25
Fair value Increased 1.63%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 5.61%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.

Shared on26 Mar 25
Fair value Decreased 9.14%

AnalystConsensusTarget has decreased revenue growth from 10.9% to 9.4% and decreased future PE multiple from 13.9x to 12.1x.

Shared on19 Mar 25
Fair value Increased 0.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 15%

AnalystConsensusTarget has increased revenue growth from 9.1% to 10.9%, decreased profit margin from 5.5% to 4.8%, increased future PE multiple from 10.6x to 13.9x and increased shares outstanding growth rate from -0.0% to 0.0%.