Gas Capacity Expansion And Renewables Integration Will Drive Brazil Transition

Published
18 Dec 24
Updated
20 Aug 25
AnalystConsensusTarget's Fair Value
R$15.96
10.3% undervalued intrinsic discount
20 Aug
R$14.31
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1Y
4.5%
7D
1.5%

Author's Valuation

R$16.0

10.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Increased 24%

Shared on23 Apr 25
Fair value Decreased 17%

AnalystConsensusTarget has increased future PE multiple from 14.9x to 18.3x and increased shares outstanding growth rate from 0.1% to 0.2%.

Shared on17 Apr 25
Fair value Decreased 18%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.1%.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 19%

AnalystConsensusTarget has decreased revenue growth from 9.2% to 4.0%, increased profit margin from 24.0% to 26.4% and decreased future PE multiple from 17.4x to 15.0x.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 22%

AnalystConsensusTarget has increased revenue growth from -2.5% to 9.2% and decreased shares outstanding growth rate from 0.1% to 0.0%.