Grid Modernization Will Fail As Customer Migration Will Choke Demand

Published
03 Dec 24
Updated
20 Aug 25
AnalystConsensusTarget's Fair Value
R$11.55
5.8% undervalued intrinsic discount
20 Aug
R$10.88
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1Y
-9.4%
7D
1.5%

Author's Valuation

R$11.6

5.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on23 Apr 25
Fair value Decreased 1.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.26%

AnalystConsensusTarget has decreased revenue growth from -1.7% to -4.2%.

Shared on09 Apr 25
Fair value Increased 1.90%

AnalystConsensusTarget has decreased revenue growth from -1.3% to -1.7%.

Shared on02 Apr 25
Fair value Decreased 4.79%

Shared on19 Mar 25
Fair value Decreased 0.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 5.72%

AnalystConsensusTarget has increased revenue growth from -9.4% to -0.4%, decreased profit margin from 11.9% to 9.3% and decreased shares outstanding growth rate from 0.0% to 0.0%.