Macroeconomic Uncertainty Will Compress Future Revenue Due To Regulatory Dependence

AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Published
10 Feb 25
Updated
31 Jul 25
AnalystConsensusTarget's Fair Value
R$33.26
0.5% overvalued intrinsic discount
31 Jul
R$33.44
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1Y
-3.1%
7D
0.4%

Author's Valuation

R$33.3

0.5% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 7.22%

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

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 6.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 6.00%

AnalystConsensusTarget has decreased revenue growth from -10.6% to -8.6%.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Decreased 4.56%

AnalystConsensusTarget has decreased revenue growth from -8.5% to -10.6% and increased future PE multiple from 11.8x to 13.7x.