Inflated Tariff Expectations Will Trigger Infrastructure Setbacks

Published
19 Nov 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
R$130.82
11.0% undervalued intrinsic discount
14 Aug
R$116.45
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1Y
18.0%
7D
4.4%

Author's Valuation

R$130.8

11.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 1.86%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 1.87%

AnalystConsensusTarget has decreased revenue growth from -2.7% to -3.3% and increased profit margin from 24.0% to 27.5%.

Shared on09 Apr 25
Fair value Increased 0.21%

AnalystConsensusTarget has increased profit margin from 21.3% to 24.0% and decreased future PE multiple from 19.1x to 17.0x.

Shared on02 Apr 25
Fair value Increased 6.05%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 2.42%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 2.81%

AnalystConsensusTarget has increased revenue growth from -5.8% to -2.5%, decreased profit margin from 32.6% to 20.9% and increased future PE multiple from 13.8x to 19.6x.

Shared on12 Mar 25
Fair value Increased 1.22%