Synergies From AES Brasil Acquisition Will Exceed Initial Estimates

AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Published
23 Feb 25
Updated
01 May 25
AnalystConsensusTarget's Fair Value
R$13.47
26.4% undervalued intrinsic discount
01 May
R$9.92
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1Y
-14.0%
7D
2.8%

Author's Valuation

R$13.5

26.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 5.80%

AnalystConsensusTarget has increased profit margin from 3.8% to 5.7% and decreased future PE multiple from 78.2x to 48.9x.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 5.67%

AnalystConsensusTarget has increased revenue growth from 2.5% to 3.5%.

Shared on09 Apr 25

AnalystConsensusTarget has increased revenue growth from 0.5% to 2.5%.

Shared on02 Apr 25
Fair value Increased 17%

AnalystConsensusTarget has decreased revenue growth from 1.2% to 0.5%.

Shared on26 Mar 25
Fair value Decreased 3.36%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Decreased 4.49%

AnalystConsensusTarget has decreased revenue growth from 9.7% to 1.2%, increased profit margin from 2.5% to 4.1%, decreased future PE multiple from 103.8x to 87.8x and increased discount rate from 18.8% to 23.2%.