Brazil Cost Reductions And US Tariffs Will Secure Future Upside

AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Published
18 Dec 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
€21.04
23.3% undervalued intrinsic discount
07 Aug
€16.14
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1Y
20.0%
7D
1.2%

Author's Valuation

€21.0

23.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 2.35%

Shared on23 Apr 25
Fair value Decreased 1.28%

AnalystConsensusTarget has decreased revenue growth from 5.9% to 4.9%, decreased profit margin from 14.2% to 12.6% and increased future PE multiple from 9.8x to 11.2x.

Shared on17 Apr 25
Fair value Decreased 0.68%

AnalystConsensusTarget has decreased revenue growth from 7.0% to 5.9% and increased future PE multiple from 8.7x to 9.8x.

Shared on09 Apr 25
Fair value Increased 3.83%

AnalystConsensusTarget has decreased discount rate from 8.6% to 7.4%.

Shared on02 Apr 25
Fair value Decreased 3.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 5.23%

AnalystConsensusTarget has increased revenue growth from 2.6% to 7.0%, increased profit margin from 13.5% to 15.6%, decreased future PE multiple from 10.8x to 8.6x, increased discount rate from 7.2% to 8.6% and decreased shares outstanding growth rate from 0.0% to 0.0%.