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Mato Grosso Rail Investment Will Boost Brazilian Food Exports

Published
02 Dec 24
Updated
14 Sep 25
AnalystConsensusTarget's Fair Value
R$23.02
32.8% undervalued intrinsic discount
14 Sep
R$15.47
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1Y
-19.0%
7D
-1.5%

Author's Valuation

R$23.0232.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on14 Sep 25
Fair value Decreased 2.79%

The slight reduction in Rumo's fair value target to R$23.02 primarily reflects lowered consensus revenue growth expectations, despite some improvement in net profit margin. Valuation Changes Summary of Valuation Changes for Rumo The Consensus Analyst Price Target has fallen slightly from R$23.68 to R$23.02.

Shared on30 Aug 25
Fair value Decreased 3.68%

Rumo’s consensus price target was revised downward to R$24.09, reflecting a weakening in fundamentals as the company’s net profit margin declined and its future P/E multiple increased. What's in the News Rumo S.A. announced an annual dividend of BRL 0.8104 per share.

Shared on01 May 25
Fair value Decreased 3.05%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 2.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 2.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 3.70%

Shared on12 Mar 25
Fair value Decreased 11%

AnalystConsensusTarget has decreased profit margin from 35.0% to 21.9% and increased future PE multiple from 16.1x to 22.9x.